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Simplify Hedged Equity ETF (HEQT) Institutional Ownership

$34.51 -0.07 (-0.20%)
As of 09/4/2026 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
55
Total
Institutional Inflows
(last 12 months)
$113.16M
Number of
Institutional Sellers
(last 12 months)
31
Total
Institutional Outflows
(last 12 months)
$70.97M
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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
9/2/2026 Citadel Advisors LLC15,393$516K0.0%N/A0.175%
8/23/2026 Ameritas Advisory Services LLC111,920$3.75M0.1%+23.6%1.272%
7/9/2026 Bay Rivers Group28,608$960K0.3%+4.1%0.321%
7/8/2026 First Heartland Consultants Inc.18,332$615K0.0%+53.9%0.206%
7/7/2026 Dynamic Advisor Solutions LLC93,605$3.14M0.1%+1.2%0.998%
7/7/2026 Financial Enhancement Group LLC139,291$4.67M0.6%+2.0%1.485%
6/3/2026 Parallel Advisors LLC64,518$2.03M0.0%-27.1%0.662%
5/22/2026 Independent Wealth Advisors LLC185,810$5.85M5.7%+5.7%1.906%
5/18/2026 Royal Bank of Canada10,850$342K0.0%+33.5%0.111%
5/13/2026 Cetera Investment Advisers22,401$706K0.0%-4.5%0.230%
5/7/2026 Parallel Advisors LLC64,518$2.03M0.0%-27.1%0.662%
5/5/2026 Harmony Asset Management LLC108,920$3.43M1.0%+2.2%1.117%
5/2/2026 ARQ Wealth Advisors LLC302,463$9.53M1.7%+10.8%3.102%
5/2/2026 Diversify Wealth Management LLC11,301$371K0.0%N/A0.116%
4/30/2026 ATX Financial Planning LLC10,690$337K0.3%-76.2%0.110%
4/29/2026 WealthPLAN Partners LLC227,169$7.16M1.4%-25.5%2.330%
4/28/2026 Stephens Inc. AR37,310$1.18M0.0%-82.1%0.383%
4/28/2026 Evolution Wealth Management Inc.74,730$2.35M1.7%+16.4%0.766%
4/27/2026 Baer Investment Advisory LLC107,551$3.39M0.4%N/A1.103%
4/27/2026 Private Advisor Group LLC537,227$16.92M0.1%-52.1%5.510%
4/25/2026TSG Advice Partners LLC185,666$5.85M0.9%N/A1.895%
4/20/2026 Financial Enhancement Group LLC136,560$4.47M0.6%+6.6%1.393%
3/17/2026 Rockefeller Capital Management L.P.59,033$1.89M0.0%N/A0.557%
2/19/2026 BFI Wealth Solutions LLC34,884$1.12M1.1%N/A0.329%
2/19/2026 ATX Financial Planning LLC44,823$1.44M1.1%N/A0.423%
2/18/2026 OLD Mission Capital LLC12,920$414K0.0%N/A0.122%
2/17/2026 Equitable Holdings Inc.72,407$2.32M0.0%-9.2%0.683%
2/17/2026 Kovack Advisors Inc.196,507$6.30M0.3%N/A1.854%
2/17/2026 Osaic Holdings Inc.121,256$3.89M0.0%-4.2%1.144%
2/17/2026 Private Advisor Group LLC1,120,557$35.91M0.2%+466.8%10.571%
2/17/2026 Captrust Financial Advisors48,722$1.56M0.0%-4.2%0.460%
2/17/2026 Royal Bank of Canada8,125$261K0.0%+42.8%0.077%
2/16/2026 MML Investors Services LLC125,096$4.01M0.0%-5.3%1.180%
2/16/2026 Mariner LLC36,643$1.17M0.0%+153.7%0.346%
2/16/2026 Blue Jean Financial LLC15,832$507K0.4%N/A0.149%
2/13/2026 Kestra Advisory Services LLC1,547$50K0.0%N/A0.015%
2/13/2026 Smartleaf Asset Management LLC39,646$1.27M0.0%+59.1%0.374%
2/13/2026 Advyzon Investment Management LLC9,593$307K0.0%N/A0.091%
2/13/2026 Golden State Wealth Management LLC6,986$224K0.0%-20.9%0.066%
2/12/2026 Commonwealth Equity Services LLC13,402$430K0.0%-23.1%0.126%
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2/12/2026 Steward Partners Investment Advisory LLC98,622$3.16M0.0%-24.7%0.930%
2/12/2026 Betterment LLC9,316$299K0.0%+12.1%0.088%
2/12/2026 WealthPLAN Partners LLC304,854$9.77M1.5%-6.1%2.876%
2/12/2026 Kovack Advisors Inc.196,509$6.30M0.3%N/A1.854%
2/11/2026 LPL Financial LLC459,311$14.72M0.0%+13.2%4.333%
2/11/2026 Parallel Advisors LLC88,485$2.84M0.1%+17.9%0.835%
2/10/2026 Evolution Wealth Management Inc.64,220$2.06M1.7%+11.3%0.606%
2/9/2026 ARQ Wealth Advisors LLC273,051$8.75M2.4%+7.3%2.576%
2/6/2026 Keudell Morrison Wealth Management517,138$16.57M3.5%N/A4.879%
2/6/2026 Harmony Asset Management LLC106,545$3.42M1.1%-21.5%1.005%
2/6/2026 HighTower Advisors LLC172,180$5.52M0.0%-0.3%1.624%
2/5/2026 WealthPlan Investment Management LLC558,393$17.90M1.1%-14.6%5.268%
2/5/2026 Stephens Inc. AR208,209$6.67M0.1%-22.3%1.964%
2/4/2026 Ameritas Advisory Services LLC127,050$4.07M0.2%-48.5%1.196%
2/4/2026 Meridian Wealth Management LLC133,850$4.29M0.2%+5.3%1.260%
2/3/2026 Sound Financial Strategies Group LLC100,735$3.23M2.3%+25.1%0.949%
2/3/2026 Plan Group Financial LLC7,826$251K0.1%N/A0.074%
2/3/2026 Encompass More Asset Management23,831$764K0.1%+90.4%0.224%
2/2/2026 Advisors Preferred LLC3,486$112K0.0%N/A0.033%
1/29/2026 UBS Group AG112,724$3.61M0.0%-45.1%1.061%
1/29/2026 NBC Securities Inc.6,027$193K0.0%-84.9%0.057%
1/27/2026 PFG Advisors22,278$714K0.0%-8.1%0.210%
1/26/2026CWM LLC605,285$19.40M0.1%+3.3%5.699%
1/23/2026 Financial Enhancement Group LLC128,133$4.13M0.5%-1.4%1.207%
1/23/2026 Smith Moore & CO.106,626$3.42M0.3%-33.1%1.004%
1/23/2026 Diversify Advisory Services LLC10,784$349K0.0%N/A0.102%
1/22/2026 Brookwood Investment Group LLC10,989$352K0.0%+12.6%0.103%
1/21/2026 Cambridge Advisors Inc.32,539$1.04M0.2%+3.1%0.306%
1/21/2026Leo Wealth LLC331,506$10.63M0.8%N/A3.122%
1/21/2026 Sowell Financial Services LLC90,169$2.89M0.1%+2.3%0.849%
1/20/2026 Chatterton & Associates Inc.6,915$222K0.2%N/A0.065%
1/20/2026 Stratos Wealth Advisors LLC62,780$2.01M0.1%+4.4%0.591%
1/20/2026 Stratos Investment Management LLC8,221$264K0.0%-29.4%0.077%
1/15/2026 Victory Financial Group LLC108,149$3.47M0.4%-7.5%1.018%
1/9/2026 Peterson Wealth Advisors LLC128,161$4.11M0.5%-8.5%1.242%
1/9/2026 Dynamic Advisor Solutions LLC96,711$3.10M0.1%-17.1%0.937%
1/9/2026 Independence Wealth Advisors LLC9,257$297K0.2%N/A0.090%
1/7/2026 Bay Rivers Group19,762$633K0.3%+19.3%0.191%
1/1/2026 JPMorgan Chase & Co.4,339$136K0.0%+26.9%0.045%
11/25/2025 ARQ Wealth Advisors LLC254,393$7.95M2.4%+5.6%2.658%
11/17/2025 Victory Financial Group LLC116,980$3.65M0.5%+1.5%1.222%
11/17/2025 Susquehanna International Group LLP23,807$744K0.0%-75.6%0.249%
11/17/2025 Mariner LLC14,443$451K0.0%+79.9%0.151%
11/17/2025 Hilltop Holdings Inc.15,722$491K0.0%+5.7%0.164%
11/17/2025 Citadel Advisors LLC10,942$342K0.0%+26.5%0.114%
11/14/2025 Equitable Holdings Inc.79,787$2.49M0.0%+15.1%0.834%
11/13/2025 UBS Group AG205,404$6.42M0.0%-19.6%2.146%
11/13/2025 Private Advisor Group LLC197,714$6.18M0.0%-23.5%2.066%
11/13/2025 PFG Advisors24,234$757K0.0%+11.6%0.253%
11/13/2025 Parallel Advisors LLC75,022$2.34M0.0%N/A0.784%
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11/13/2025 CreativeOne Wealth LLC35,280$1.10M0.0%+337.5%0.369%
11/12/2025 Smith Moore & CO.159,496$4.98M0.4%-2.7%1.667%
11/12/2025 Reyes Financial Architecture Inc.2,845$89K0.1%-88.6%0.030%
11/12/2025 US Bancorp DE1,340$42K0.0%N/A0.014%
11/10/2025 OneDigital Investment Advisors LLC71,828$2.24M0.0%+2.6%0.751%
11/7/2025 JPMorgan Chase & Co.4,339$136K0.0%+26.9%0.045%
11/6/2025 Ameritas Advisory Services LLC246,833$7.71M0.5%+79.5%2.579%
11/6/2025 Stratos Wealth Advisors LLC60,127$1.88M0.1%+10.3%0.628%
11/6/2025 Stratos Investment Management LLC11,643$364K0.0%-96.0%0.122%
11/6/2025 Western Wealth Management LLC12,826$401K0.0%+5.9%0.134%


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 88 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: Alpine Bank Wealth Management ($1.85M), Private Advisor Group LLC ($1.69M), LPL Financial LLC ($891.18K), Keudell Morrison Wealth Management ($853.80K), Financial Enhancement Group LLC ($484.33K), Leo Wealth LLC ($483.45K), and WealthPlan Investment Management LLC ($436.18K).

Institutional investors have bought a total of 3,548,611 shares in the last 24 months. This purchase volume represents approximately $113.16M in transactions.

Of the 31 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: Private Advisor Group LLC ($644.13K), Stratos Investment Management LLC ($282.76K), Stephens Inc. AR ($232.40K), Envestnet Asset Management Inc. ($205.80K), UBS Group AG ($142.80K), Ameritas Advisory Services LLC ($119.78K), and WealthPlan Investment Management LLC ($100.14K).

Institutional investors have sold a total of 2,248,156 shares in the last 24 months. This volume of shares sold represents approximately $70.97M in transactions.


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Institutional ownership data for NYSEARCA:HEQT is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/2/2026. New 13F filings are added each quarter as they're published.
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