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Simplify Hedged Equity ETF (HEQT) Institutional Ownership

$34.51 +0.43 (+1.26%)
Closing price 11/4/2026 04:10 PM Eastern
Extended Trading
$34.51 +0.00 (+0.00%)
As of 04:10 AM Eastern
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Institutional Ownership Changes (13F Filings) for Simplify Hedged Equity ETF (NYSEARCA:HEQT)

Number of
Institutional Buyers
(last 12 months)
60
Total
Institutional Inflows
(last 12 months)
$122.00M
Number of
Institutional Sellers
(last 12 months)
32
Total
Institutional Outflows
(last 12 months)
$69.65M
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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
11/3/2026 Parallel Advisors LLC63,355$2.17M0.0%-0.9%0.692%
11/2/2026 Commonwealth Equity Services LLC7,175$246K0.0%N/A0.078%
10/29/2026 Independence Wealth Advisors LLC8,529$293K0.1%-8.0%0.093%
10/29/2026 ARQ Wealth Advisors LLC87,573$3.01M0.4%-55.1%0.957%
10/29/2026 Vise Technologies Inc.6,120$210K0.0%N/A0.067%
10/28/2026 Partners Wealth Management LLC16,348$561K0.1%N/A0.179%
10/26/2026 Ballast Rock Private Wealth LLC14,575$500K0.2%N/A0.159%
10/23/2026 Middleton & Co. Inc. MA10,700$367K0.0%N/A0.117%
10/23/2026 Sowell Financial Services LLC94,780$3.25M0.1%N/A1.036%
10/21/2026 Sowell Financial Services LLC94,780$3.25M0.1%N/A1.036%
10/21/2026 Diversify Advisory Services LLC9,951$344K0.0%-12.5%0.109%
10/15/2026 WealthPLAN Partners LLC105,040$3.61M0.7%N/A1.127%
10/15/2026 WealthPlan Investment Management LLC249,031$8.55M0.4%-17.0%2.672%
10/9/2026 First Heartland Consultants Inc.19,713$677K0.0%N/A0.212%
10/8/2026 Financial Enhancement Group LLC129,760$4.51M0.5%N/A1.392%
10/8/2026 Peterson Wealth Advisors LLC102,659$3.52M0.4%-8.7%1.101%
9/23/2026Envestnet Asset Management Inc.152,958$5.13M0.0%+13.2%1.795%
9/9/2026Integrated Wealth Concepts LLC5,878$197K0.0%N/A0.067%
9/2/2026Citadel Advisors LLC15,393$516K0.0%N/A0.175%
8/23/2026Ameritas Advisory Services LLC111,920$3.75M0.1%+23.6%1.272%
7/9/2026Bay 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%
5/18/2026Royal Bank of Canada10,850$342K0.0%+33.5%0.111%
5/13/2026Cetera Investment Advisers22,401$706K0.0%-4.5%0.230%
5/7/2026 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%
4/28/2026Stephens 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%
4/27/2026Private Advisor Group LLC537,227$16.92M0.1%-52.1%5.510%
4/25/2026 TSG 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%
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3/17/2026Rockefeller 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%
2/18/2026OLD 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%
2/16/2026 Blue Jean Financial LLC15,832$507K0.4%N/A0.149%
2/13/2026 Kestra Advisory Services LLC1,547$50K0.0%N/A0.015%
2/13/2026Smartleaf Asset Management LLC39,646$1.27M0.0%+59.1%0.374%
2/13/2026Advyzon Investment Management LLC9,593$307K0.0%N/A0.091%
2/13/2026 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%
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%
2/12/2026 WealthPLAN Partners LLC304,854$9.77M1.5%-6.1%2.876%
2/12/2026Kovack Advisors Inc.196,509$6.30M0.3%N/A1.854%
2/11/2026LPL 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%
2/6/2026HighTower 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%
2/5/2026Stephens 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%
2/3/2026 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%
2/2/2026Advisors Preferred LLC3,486$112K0.0%N/A0.033%
1/29/2026UBS 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%
1/23/2026Smith Moore & CO.106,626$3.42M0.3%-33.1%1.004%
1/23/2026 Diversify Advisory Services LLC10,784$349K0.0%N/A0.102%
1/22/2026Brookwood 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%
1/21/2026 Leo Wealth LLC331,506$10.63M0.8%N/A3.122%
1/21/2026 Sowell Financial Services LLC90,169$2.89M0.1%+2.3%0.849%
1/20/2026Chatterton & Associates Inc.6,915$222K0.2%N/A0.065%
1/20/2026Stratos Wealth Advisors LLC62,780$2.01M0.1%+4.4%0.591%
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1/20/2026Stratos 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%
1/7/2026Bay Rivers Group19,762$633K0.3%+19.3%0.191%
1/1/2026JPMorgan Chase & Co.4,339$136K0.0%+26.9%0.045%
11/25/2025 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%
11/17/2025Susquehanna International Group LLP23,807$744K0.0%-75.6%0.249%


HEQT Institutional Ownership - Frequently Asked Questions

During the previous two years, 103 institutional investors and hedge funds held shares of Simplify Hedged Equity ETF. The most heavily invested institutionals were CWM LLC ($19.40M), Private Advisor Group LLC ($16.92M), Keudell Morrison Wealth Management ($16.57M), LPL Financial LLC ($14.72M), Leo Wealth LLC ($10.63M), Proficio Capital Partners LLC ($9.10M), and WealthPlan Investment Management LLC ($8.55M).Learn more on Simplify Hedged Equity ETF's institutional investors.

Of the 94 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 ($1.05M), LPL Financial LLC ($891.18K), Keudell Morrison Wealth Management ($840.22K), Leo Wealth LLC ($483.45K), WealthPlan Investment Management LLC ($436.18K), and Kovack Advisors Inc. ($393.02K).

Institutional investors have bought a total of 3,780,755 shares in the last 24 months. This purchase volume represents approximately $122.00M 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 ($230.73K), WealthPlan Investment Management LLC ($146.71K), UBS Group AG ($142.80K), Ameritas Advisory Services LLC ($119.78K), and ARQ Wealth Advisors LLC ($107.56K).

Institutional investors have sold a total of 2,188,999 shares in the last 24 months. This volume of shares sold represents approximately $69.65M in transactions.


Related Companies

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 11/3/2026. New 13F filings are added each quarter as they're published.
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