Free Trial
→ DOGE officially begins retirement transformation (From Altimetry) (Ad) Buy HEQT Stock  Free HEQT Stock Alerts

Simplify Hedged Equity ETF (HEQT) Institutional Ownership

$28.88 +0.15 (+0.51%)
As of 02:48 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.
Compare

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

Number of
Institutional Buyers
(last 12 months)
44
Total
Institutional Inflows
(last 12 months)
$226.34M
Number of
Institutional Sellers
(last 12 months)
19
Total
Institutional Outflows
(last 12 months)
$31.77M
Get HEQT Insider Trade Alerts

Want to know when executives and insiders are buying or selling Simplify Hedged Equity ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

HEQT Institutional Buying and Selling by Quarter

Simplify Hedged Equity ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/2/2025Larson Financial Group LLC2,015$58K0.0%N/A0.014%
5/1/2025Reyes Financial Architecture Inc.11,148$319K0.2%-5.9%0.079%
5/1/2025CWM LLC540,212$15.44M0.1%+6.5%3.845%
5/1/2025Stephens Inc. AR91,884$2.63M0.0%+172.0%0.654%
5/1/20253EDGE Asset Management LP24,603$703K0.0%N/A0.175%
5/1/2025Northwest Capital Management Inc3,703$106K0.0%-32.4%0.026%
5/1/2025Harmony Asset Management LLC135,004$3.86M1.6%+6.5%0.961%
4/30/2025 Peterson Wealth Advisors LLC156,031$4.31M0.8%+191.0%1.111%
4/30/2025 Stratos Wealth Advisors LLC140,793$4.02M0.2%-15.8%1.002%
4/30/2025 Stratos Investment Management LLC197,148$5.63M0.3%N/A1.403%
4/29/2025 Envestnet Asset Management Inc.290,085$8.29M0.0%+140.2%2.065%
4/29/2025 OneDigital Investment Advisors LLC64,738$1.85M0.0%+377.9%0.461%
4/25/2025 Morton Brown Family Wealth LLC1,311$37K0.0%N/A0.009%
4/25/2025 Ameritas Advisory Services LLC348,050$10.22M0.4%-16.2%2.481%
4/25/2025 Wise Wealth Partners75,376$2.15M5.1%N/A0.537%
4/24/2025 Cambridge Advisors Inc.19,209$549K0.1%N/A0.137%
4/24/2025 Golden State Wealth Management LLC5,158$147K0.0%N/A0.037%
4/23/2025 SFG Wealth Management LLC.36,936$1.06M0.5%N/A0.263%
4/23/2025 Western Wealth Management LLC10,913$312K0.0%N/A0.078%
4/23/2025 Alpine Bank Wealth Management1,852,658$52.94M8.5%N/A13.205%
4/23/2025 Golden State Wealth Management LLC10,316$295K0.0%N/A0.074%
4/23/2025 Financial Enhancement Group LLC86,194$2.42M0.4%+43.8%0.614%
4/23/2025 Keudell Morrison Wealth Management839,669$23.99M5.7%+62.5%5.985%
4/17/2025 Dynamic Advisor Solutions LLC116,456$3.33M0.1%N/A0.830%
4/14/2025 Farther Finance Advisors LLC169,796$4.86M0.1%N/A1.210%
4/10/2025 Bay Rivers Group14,070$402K0.2%+8.2%0.100%
2/19/2025ARQ Wealth Advisors LLC241,981$7.13M2.7%+0.9%4.101%
2/18/2025Harmony Asset Management LLC126,719$3.74M1.5%+64.7%2.148%
2/17/2025Cetera Investment Advisers22,982$678K0.0%-26.3%0.390%
2/14/2025Jane Street Group LLC15,354$453K0.0%N/A0.260%
2/14/2025Betterment LLC7,802$230K0.0%N/A0.132%
2/14/2025 OneDigital Investment Advisors LLC13,547$399K0.0%N/A0.230%
2/14/2025TD Waterhouse Canada Inc.17,614$518K0.0%N/A0.299%
2/14/2025MML Investors Services LLC76,607$2.26M0.0%N/A1.298%
2/13/2025 Envestnet Asset Management Inc.120,784$3.56M0.0%+282.4%2.047%
2/13/2025Smith Moore & CO.197,103$5.81M0.5%-1.8%3.341%
2/12/2025JPMorgan Chase & Co.3,630$107K0.0%+12.1%0.062%
2/11/2025LPL Financial LLC1,086,617$32.03M0.0%+195.6%18.417%
2/10/2025Commonwealth Equity Services LLC37,870$1.12M0.0%-55.1%0.642%
2/7/2025PFG Advisors23,934$706K0.0%-3.3%0.406%
Virtually Limitless Energy? (Ad)

A radical energy breakthrough could change everything. Scientists at MIT and a stealth startup may have discovered a new form of power—what some are calling “Helios” technology. It’s not solar, wind, or even nuclear fission. In fact, it could yield more energy than oil, gas, and coal combined—without harmful byproducts. This obscure company could be at the center of the next trillion-dollar energy revolution.

One company’s discovery could change power forever
2/7/2025HighTower Advisors LLC301,468$8.89M0.0%+76.4%5.110%
2/6/2025Assetmark Inc.1,175$35K0.0%N/A0.020%
2/6/2025Steward Partners Investment Advisory LLC179,021$5.28M0.0%+1.8%3.034%
2/5/2025Middleton & Co. Inc. MA13,025$384K0.0%-18.5%0.221%
2/5/2025Proficio Capital Partners LLC308,656$9.10M0.0%+2,848.0%5.231%
2/3/2025Private Advisor Group LLC696,683$20.54M0.1%-21.2%11.808%
1/31/2025Atria Wealth Solutions Inc.11,413$336K0.0%-18.8%0.193%
1/30/2025 Principal Securities Inc.1,000$29K0.0%N/A0.017%
1/30/2025WealthPlan Investment Management LLC599,917$17.69M1.7%+65.0%10.168%
1/30/2025WealthPLAN Partners LLC534,413$15.76M2.2%-5.3%9.058%
1/28/2025Stephens Inc. AR33,785$996K0.0%N/A0.573%
1/27/2025 Stratos Wealth Advisors LLC167,167$4.93M0.2%+6.3%2.833%
1/23/2025 Keudell Morrison Wealth Management516,588$15.23M4.0%-0.5%8.756%
1/22/2025 Bay Rivers Group13,000$383K0.2%N/A0.220%
1/17/2025 Peterson Wealth Advisors LLC53,619$1.59M0.3%+42.4%0.909%
1/16/2025Lionsbridge Wealth Management LLC175,711$5.18M4.3%+40.8%2.978%
1/15/2025 Ameritas Advisory Services LLC415,541$12.25M0.4%+27.9%7.043%
1/14/2025 Financial Enhancement Group LLC59,946$1.76M0.3%-86.2%1.016%
12/26/2024JPMorgan Chase & Co.3,238$94K0.0%+319.4%0.055%
11/15/2024Harmony Asset Management LLC76,927$2.22M0.8%+31.9%1.304%
11/15/2024HighTower Advisors LLC170,857$4.94M0.0%-24.0%2.896%
11/15/2024Hilltop Holdings Inc.14,932$431K0.0%N/A0.253%
11/14/2024Captrust Financial Advisors55,159$1.59M0.0%-25.1%0.935%
11/8/2024 Avior Wealth Management LLC3,656$106K0.0%-12.6%0.062%
11/5/2024WealthPlan Investment Management LLC363,611$10.50M1.1%+1.1%6.163%
11/5/2024WealthPLAN Partners LLC564,333$16.30M2.2%+3.4%9.565%
11/1/2024Lionsbridge Wealth Management LLC124,830$3.61M2.8%+29.8%2.116%
10/31/2024 Keudell Morrison Wealth Management519,326$15.00M4.1%+2.7%8.802%
10/31/2024 Financial Enhancement Group LLC435,918$12.59M2.2%+1,232.1%7.388%
10/30/2024 Ameritas Advisory Services LLC324,992$9.39M0.4%-23.4%5.508%
10/24/2024 Peterson Wealth Advisors LLC37,663$1.09M0.2%-8.2%0.638%
10/23/2024Middleton & Co. Inc. MA15,975$461K0.1%-20.6%0.271%
10/22/2024Private Advisor Group LLC884,372$25.54M0.2%+267.3%14.989%
10/21/2024Foundations Investment Advisors LLC6,944$201K0.0%-40.8%0.118%
10/18/2024 Stratos Wealth Advisors LLC157,318$4.54M0.2%+5.2%2.666%
10/8/2024CWM LLC470,887$13.60M0.1%+26.9%7.981%
10/8/2024 Dynamic Advisor Solutions LLC80,845$2.34M0.1%+21.2%1.370%
8/22/2024Cetera Investment Advisers208,628$5.77M0.0%-2.7%3.536%
8/14/2024Harmony Asset Management LLC58,322$1.61M0.7%+15.3%0.989%
8/12/2024Middleton & Co. Inc. MA20,107$556K0.1%-62.3%0.341%
8/9/2024WealthPLAN Partners LLC545,585$15.10M1.6%+0.7%9.247%
8/5/2024Private Advisor Group LLC240,747$6.66M0.0%+505.9%4.080%
8/2/2024 Financial Enhancement Group LLC32,723$904K0.1%+14.1%0.555%
8/2/2024Foundations Investment Advisors LLC11,737$325K0.0%-27.1%0.199%
7/31/2024Commonwealth Equity Services LLC99,939$2.77M0.0%-50.8%1.694%
7/29/2024 Ameritas Advisory Services LLC424,418$11.74M0.4%+1.0%7.194%
7/17/2024 Keudell Morrison Wealth Management505,746$13.99M4.1%+18.3%8.572%
7/15/2024 Dynamic Advisor Solutions LLC66,717$1.85M0.1%N/A1.131%
7/15/2024Lionsbridge Wealth Management LLC96,138$2.66M2.1%+3.2%1.629%
7/10/2024CWM LLC370,979$10.27M0.0%+13.1%6.288%
$2 Trillion Disappears Because of Fed's Secretive New Move (Ad)

$2 trillion has disappeared from the US government's books. The reason why is a new, secretive move being carried out by the Fed that has nothing to do with lowering or raising interest rates... but could soon have an enormous impact on your wealth.

Click here to see his new research now.
7/9/2024Northwest Capital Management Inc5,318$147K0.1%+188.7%0.090%
7/9/2024 Mather Group LLC.29,514$782K0.0%N/A0.500%
5/24/2024Cetera Investment Advisers214,338$5.68M0.0%N/A3.633%
5/23/2024ARQ Wealth Advisors LLC231,485$6.13M2.7%+18.2%3.923%
5/17/2024WealthPlan Investment Management LLC364,049$9.64M1.5%+2.5%6.170%
5/9/2024Orion Portfolio Solutions LLC541,710$14.35M0.2%+209.7%9.182%
5/7/2024 Keudell Morrison Wealth Management427,636$11.33M3.4%N/A7.463%
5/7/2024WealthPLAN Partners LLC541,933$14.36M1.5%-1.0%9.458%
5/1/2024Prosperity Consulting Group LLC127,712$3.38M0.4%N/A2.229%
5/1/2024Diversify Advisory Services LLC29,084$769K0.0%N/A0.508%
(Data available from 1/1/2016 forward)

HEQT Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of HEQT shares?

During the previous two years, 67 institutional investors and hedge funds held shares of Simplify Hedged Equity ETF. The most heavily invested institutionals were Alpine Bank Wealth Management ($52.94M), LPL Financial LLC ($32.03M), Keudell Morrison Wealth Management ($23.99M), Private Advisor Group LLC ($20.54M), WealthPlan Investment Management LLC ($17.69M), WealthPLAN Partners LLC ($15.76M), and CWM LLC ($15.44M).Learn more on HEQT's institutional investors.

Which institutional investors have been buying Simplify Hedged Equity ETF stock?

Of the 57 institutional investors that purchased Simplify Hedged Equity ETF 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), WealthPlan Investment Management LLC ($1.15M), Private Advisor Group LLC ($884.37K), Keudell Morrison Wealth Management ($842.41K), LPL Financial LLC ($719.05K), Financial Enhancement Group LLC ($507.49K), and Orion Portfolio Solutions LLC ($396.77K).

How much institutional buying is happening at Simplify Hedged Equity ETF?

Institutional investors have bought a total of 10,715,792 shares in the last 24 months. This purchase volume represents approximately $295.33M in transactions.

Which Simplify Hedged Equity ETF major shareholders have been selling company stock?

Of the 28 institutional investors that sold Simplify Hedged Equity ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: WealthPlan Investment Management LLC ($960.31K), WealthPLAN Partners LLC ($602.06K), Financial Enhancement Group LLC ($385.37K), Private Advisor Group LLC ($187.69K), Orion Portfolio Solutions LLC ($177.18K), Ameritas Advisory Services LLC ($166.92K), and Commonwealth Equity Services LLC ($153.50K).

How much institutional selling is happening at Simplify Hedged Equity ETF?

Institutional investors have sold a total of 2,907,050 shares in the last 24 months. This volume of shares sold represents approximately $75.56M in transactions.


Related Companies

This page (NYSEARCA:HEQT) was last updated on 5/2/2025 by MarketBeat.com Staff
From Our Partners
Trump Orders 'National Digital Asset Stockpile'
Billionaires Rush Into Digital Banking Token Three massive forces are converging right now, creating what c...
Crypto 101 Media | Sponsored
DOGE officially begins retirement transformation
Elon Musk's Department of Government Efficiency ("DOGE") just announced the first-ever "fully digital retireme...
Altimetry | Sponsored
Here’s How to Claim Your Stake in Elon’s Private Company, xAI
I predict this single breakthrough could make Elon the world’s first trillionaire — and mint more new milliona...
Brownstone Research | Sponsored
The next market Nvidia is positioned to dominate …
Robots — built by Nvidia. Forbes says this could be " a $24 trillion opportunity for investors." Huang s...
Weiss Ratings | Sponsored
Feds Just Admitted It—They Can Take Your Cash
The Government Just Said Your Money Isn't Yours That's right—According to the DOJ, YOUR hard-earned money i...
Priority Gold | Sponsored
$2 Trillion Disappears Because of Fed's Secretive New Move
$2 trillion has disappeared from the US government's books. The reason why is a new, secretive move being c...
Stansberry Research | Sponsored
Gold Hits New Highs as Global Markets Spiral
When Trump took office in 2017, gold was just $1,100 an ounce. By the time he left, it had soared to $1,839. ...
Premier Gold Co | Sponsored
[Action Required] Claim Your FREE IRS Loophole Guide
This shouldn't surprise anyone who's been paying attention, but... Pres. Trump may be about to unleash the ...
Colonial Metals | Sponsored