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Simplify Hedged Equity ETF (HEQT) Institutional Ownership

$33.56 -0.09 (-0.27%)
As of 07/7/2026 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Simplify Hedged Equity ETF (NYSEARCA:HEQT)

Number of
Institutional Buyers
(last 12 months)
72
Total
Institutional Inflows
(last 12 months)
$154.82M
Number of
Institutional Sellers
(last 12 months)
39
Total
Institutional Outflows
(last 12 months)
$157.21M
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Skip Chart & View Institutional Buying and Selling Data

HEQT Institutional Buying and Selling by Quarter

Simplify Hedged Equity ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/7/2026Dynamic Advisor Solutions LLC93,605$3.14M0.1%+1.2%0.998%
7/7/2026Financial Enhancement Group LLC139,291$4.67M0.6%+2.0%1.485%
6/3/2026Parallel Advisors LLC64,518$2.03M0.0%-27.1%0.662%
5/22/2026Independent Wealth Advisors LLC185,810$5.85M5.7%+5.7%1.906%
5/18/2026Royal Bank of Canada10,850$342K0.0%+33.5%0.111%
5/13/2026Cetera Investment Advisers22,401$706K0.0%-4.5%0.230%
5/7/2026Parallel Advisors LLC64,518$2.03M0.0%-27.1%0.662%
5/5/2026Harmony Asset Management LLC108,920$3.43M1.0%+2.2%1.117%
5/2/2026ARQ Wealth Advisors LLC302,463$9.53M1.7%+10.8%3.102%
5/2/2026Diversify Wealth Management LLC11,301$371K0.0%N/A0.116%
4/30/2026ATX Financial Planning LLC10,690$337K0.3%-76.2%0.110%
4/29/2026WealthPLAN Partners LLC227,169$7.16M1.4%-25.5%2.330%
4/28/2026Stephens Inc. AR37,310$1.18M0.0%-82.1%0.383%
4/28/2026Evolution Wealth Management Inc.74,730$2.35M1.7%+16.4%0.766%
4/27/2026Baer Investment Advisory LLC107,551$3.39M0.4%N/A1.103%
4/27/2026Private Advisor Group LLC537,227$16.92M0.1%-52.1%5.510%
4/25/2026TSG Advice Partners LLC185,666$5.85M0.9%N/A1.895%
4/20/2026Financial Enhancement Group LLC136,560$4.47M0.6%+6.6%1.393%
3/17/2026Rockefeller Capital Management L.P.59,033$1.89M0.0%N/A0.557%
2/19/2026BFI Wealth Solutions LLC34,884$1.12M1.1%N/A0.329%
2/19/2026ATX Financial Planning LLC44,823$1.44M1.1%N/A0.423%
2/18/2026OLD Mission Capital LLC12,920$414K0.0%N/A0.122%
2/17/2026Equitable Holdings Inc.72,407$2.32M0.0%-9.2%0.683%
2/17/2026Kovack Advisors Inc.196,507$6.30M0.3%N/A1.854%
2/17/2026Osaic Holdings Inc.121,256$3.89M0.0%-4.2%1.144%
2/17/2026Private Advisor Group LLC1,120,557$35.91M0.2%+466.8%10.571%
2/17/2026Captrust Financial Advisors48,722$1.56M0.0%-4.2%0.460%
2/17/2026Royal Bank of Canada8,125$261K0.0%+42.8%0.077%
2/16/2026MML Investors Services LLC125,096$4.01M0.0%-5.3%1.180%
2/16/2026Mariner LLC36,643$1.17M0.0%+153.7%0.346%
2/16/2026Blue Jean Financial LLC15,832$507K0.4%N/A0.149%
2/13/2026Kestra Advisory Services LLC1,547$50K0.0%N/A0.015%
2/13/2026Smartleaf Asset Management LLC39,646$1.27M0.0%+59.1%0.374%
2/13/2026Advyzon Investment Management LLC9,593$307K0.0%N/A0.091%
2/13/2026Golden State Wealth Management LLC6,986$224K0.0%-20.9%0.066%
2/12/2026Commonwealth Equity Services LLC13,402$430K0.0%-23.1%0.126%
2/12/2026Steward Partners Investment Advisory LLC98,622$3.16M0.0%-24.7%0.930%
2/12/2026Betterment LLC9,316$299K0.0%+12.1%0.088%
2/12/2026WealthPLAN Partners LLC304,854$9.77M1.5%-6.1%2.876%
2/12/2026Kovack Advisors Inc.196,509$6.30M0.3%N/A1.854%
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2/11/2026LPL Financial LLC459,311$14.72M0.0%+13.2%4.333%
2/11/2026Parallel Advisors LLC88,485$2.84M0.1%+17.9%0.835%
2/10/2026Evolution Wealth Management Inc.64,220$2.06M1.7%+11.3%0.606%
2/9/2026ARQ Wealth Advisors LLC273,051$8.75M2.4%+7.3%2.576%
2/6/2026Keudell Morrison Wealth Management517,138$16.57M3.5%N/A4.879%
2/6/2026Harmony Asset Management LLC106,545$3.42M1.1%-21.5%1.005%
2/6/2026HighTower Advisors LLC172,180$5.52M0.0%-0.3%1.624%
2/5/2026WealthPlan Investment Management LLC558,393$17.90M1.1%-14.6%5.268%
2/5/2026Stephens Inc. AR208,209$6.67M0.1%-22.3%1.964%
2/4/2026Ameritas Advisory Services LLC127,050$4.07M0.2%-48.5%1.196%
2/4/2026Meridian Wealth Management LLC133,850$4.29M0.2%+5.3%1.260%
2/3/2026Sound Financial Strategies Group LLC100,735$3.23M2.3%+25.1%0.949%
2/3/2026Plan Group Financial LLC7,826$251K0.1%N/A0.074%
2/3/2026Encompass More Asset Management23,831$764K0.1%+90.4%0.224%
2/2/2026Advisors Preferred LLC3,486$112K0.0%N/A0.033%
1/29/2026UBS Group AG112,724$3.61M0.0%-45.1%1.061%
1/29/2026NBC Securities Inc.6,027$193K0.0%-84.9%0.057%
1/27/2026PFG Advisors22,278$714K0.0%-8.1%0.210%
1/26/2026CWM LLC605,285$19.40M0.1%+3.3%5.699%
1/23/2026Financial Enhancement Group LLC128,133$4.13M0.5%-1.4%1.207%
1/23/2026Smith Moore & CO.106,626$3.42M0.3%-33.1%1.004%
1/23/2026Diversify Advisory Services LLC10,784$349K0.0%N/A0.102%
1/22/2026Brookwood Investment Group LLC10,989$352K0.0%+12.6%0.103%
1/21/2026Cambridge Advisors Inc.32,539$1.04M0.2%+3.1%0.306%
1/21/2026Leo Wealth LLC331,506$10.63M0.8%N/A3.122%
1/21/2026Sowell Financial Services LLC90,169$2.89M0.1%+2.3%0.849%
1/20/2026Chatterton & Associates Inc.6,915$222K0.2%N/A0.065%
1/20/2026Stratos Wealth Advisors LLC62,780$2.01M0.1%+4.4%0.591%
1/20/2026Stratos Investment Management LLC8,221$264K0.0%-29.4%0.077%
1/15/2026Victory Financial Group LLC108,149$3.47M0.4%-7.5%1.018%
1/9/2026Peterson Wealth Advisors LLC128,161$4.11M0.5%-8.5%1.242%
1/9/2026Dynamic Advisor Solutions LLC96,711$3.10M0.1%-17.1%0.937%
1/9/2026Independence Wealth Advisors LLC9,257$297K0.2%N/A0.090%
1/7/2026Bay Rivers Group19,762$633K0.3%+19.3%0.191%
1/1/2026JPMorgan Chase & Co.4,339$136K0.0%+26.9%0.045%
11/25/2025ARQ Wealth Advisors LLC254,393$7.95M2.4%+5.6%2.658%
11/17/2025Victory Financial Group LLC116,980$3.65M0.5%+1.5%1.222%
11/17/2025Susquehanna International Group LLP23,807$744K0.0%-75.6%0.249%
11/17/2025Mariner LLC14,443$451K0.0%+79.9%0.151%
11/17/2025Hilltop Holdings Inc.15,722$491K0.0%+5.7%0.164%
11/17/2025Citadel Advisors LLC10,942$342K0.0%+26.5%0.114%
11/14/2025Equitable Holdings Inc.79,787$2.49M0.0%+15.1%0.834%
11/13/2025UBS Group AG205,404$6.42M0.0%-19.6%2.146%
11/13/2025Private Advisor Group LLC197,714$6.18M0.0%-23.5%2.066%
11/13/2025PFG Advisors24,234$757K0.0%+11.6%0.253%
11/13/2025Parallel Advisors LLC75,022$2.34M0.0%N/A0.784%
11/13/2025CreativeOne Wealth LLC35,280$1.10M0.0%+337.5%0.369%
11/12/2025Smith Moore & CO.159,496$4.98M0.4%-2.7%1.667%
11/12/2025Reyes Financial Architecture Inc.2,845$89K0.1%-88.6%0.030%
11/12/2025US Bancorp DE1,340$42K0.0%N/A0.014%
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11/10/2025OneDigital Investment Advisors LLC71,828$2.24M0.0%+2.6%0.751%
11/7/2025JPMorgan Chase & Co.4,339$136K0.0%+26.9%0.045%
11/6/2025Ameritas Advisory Services LLC246,833$7.71M0.5%+79.5%2.579%
11/6/2025Stratos Wealth Advisors LLC60,127$1.88M0.1%+10.3%0.628%
11/6/2025Stratos Investment Management LLC11,643$364K0.0%-96.0%0.122%
11/6/2025Western Wealth Management LLC12,826$401K0.0%+5.9%0.134%
11/5/2025Smartleaf Asset Management LLC24,917$777K0.0%+48.5%0.260%
11/5/2025Harmony Asset Management LLC135,762$4.24M1.5%+1.1%1.419%
11/5/2025Envestnet Asset Management Inc.148,708$4.65M0.0%-58.1%1.554%
11/4/2025Meridian Wealth Management LLC127,131$3.97M0.2%+6.7%1.328%


HEQT Institutional Ownership - Frequently Asked Questions

During the previous two years, 100 institutional investors and hedge funds held shares of Simplify Hedged Equity ETF. The most heavily invested institutionals were CWM LLC ($19.40M), WealthPlan Investment Management LLC ($17.90M), Private Advisor Group LLC ($16.92M), Keudell Morrison Wealth Management ($16.57M), LPL Financial LLC ($14.72M), Leo Wealth LLC ($10.63M), and ARQ Wealth Advisors LLC ($9.53M).Learn more on Simplify Hedged Equity ETF's institutional investors.

Of the 89 institutional investors that purchased Simplify Hedged Equity ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Private Advisor Group LLC ($1.89M), Alpine Bank Wealth Management ($1.85M), Keudell Morrison Wealth Management ($931.91K), LPL Financial LLC ($891.18K), Financial Enhancement Group LLC ($488.37K), Leo Wealth LLC ($483.45K), and WealthPlan Investment Management LLC ($436.18K).

Institutional investors have bought a total of 4,940,263 shares in the last 24 months. This purchase volume represents approximately $154.82M in transactions.

Of the 39 institutional investors that sold Simplify Hedged Equity ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Alpine Bank Wealth Management ($1.85M), Private Advisor Group LLC ($644.13K), Keudell Morrison Wealth Management ($349.80K), Ameritas Advisory Services LLC ($330.29K), WealthPLAN Partners LLC ($313.68K), Stratos Investment Management LLC ($282.76K), and Stephens Inc. AR ($232.40K).

Institutional investors have sold a total of 5,118,318 shares in the last 24 months. This volume of shares sold represents approximately $157.21M in transactions.


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This page (NYSEARCA:HEQT) was last updated on 7/8/2026 by MarketBeat.com Staff.
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