Free Trial
→ Ticker Revealed: Pre-IPO Access to 'Next Elon Musk' Company (From Banyan Hill Publishing) (Ad)tc pixel Free HEQT Stock Alerts

Simplify Hedged Equity ETF (HEQT) Institutional Ownership

$33.08 +0.14 (+0.43%)
As of 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
74
Total
Institutional Inflows
(last 12 months)
$160.10M
Number of
Institutional Sellers
(last 12 months)
39
Total
Institutional Outflows
(last 12 months)
$160.49M
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.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

HEQT Institutional Buying and Selling by Quarter

Simplify Hedged Equity ETF Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/5/2026Harmony 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%
4/25/2026 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%
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%
2/19/2026 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%
2/17/2026 Private 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%
2/16/2026 MML 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%
2/11/2026Parallel 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%
2/6/2026Harmony Asset Management LLC106,545$3.42M1.1%-21.5%1.005%
2/6/2026HighTower Advisors LLC172,180$5.52M0.0%-0.3%1.624%
2/5/2026 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%
2/4/2026Ameritas 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%
2/3/2026 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%
1/27/2026PFG 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%
1/22/2026 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%
1/1/2026JPMorgan 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%
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%
11/13/2025 Private 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%
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%
11/6/2025 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%
11/6/2025Western 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%
11/5/2025 Envestnet 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%
11/3/2025 Golden State Wealth Management LLC8,835$276K0.0%-5.3%0.092%
10/27/2025 Stephens Inc. AR268,044$8.37M0.1%-0.6%2.801%
10/27/2025 WealthPLAN Partners LLC324,558$10.14M1.5%+1.9%3.391%
10/27/2025 WealthPlan Investment Management LLC653,927$20.43M1.4%-0.7%6.833%
10/24/2025 CGC Financial Services LLC3,115$97K0.0%N/A0.033%
10/23/2025Sound Financial Strategies Group LLC80,535$2.52M1.8%N/A0.842%
10/23/2025 Evolution Wealth Management Inc.57,677$1.80M1.8%N/A0.603%


HEQT Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of HEQT shares?

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), Orion Portfolio Solutions LLC ($14.35M), and Leo Wealth LLC ($10.63M).Learn more on Simplify Hedged Equity ETF's institutional investors.

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

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 ($1.36M), LPL Financial LLC ($891.18K), Financial Enhancement Group LLC ($485.64K), Leo Wealth LLC ($483.45K), and WealthPlan Investment Management LLC ($445.09K).

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

Institutional investors have bought a total of 5,126,800 shares in the last 24 months. This purchase volume represents approximately $160.10M in transactions.

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

Of the 38 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 WealthPlan Investment Management LLC ($237.34K).

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

Institutional investors have sold a total of 5,237,666 shares in the last 24 months. This volume of shares sold represents approximately $160.49M in transactions.


Related Companies

This page (NYSEARCA:HEQT) was last updated on 5/5/2026 by MarketBeat.com Staff.
From Our Partners
Iran's New Leader Just Said Something That Should Terrify Every American
Iran's Supreme Leader has declared the Strait of Hormuz closed as leverage against the U.S. - and with 40% of ...
American Alternative | Sponsoredtc pixel
Your book attached
Your Download Link (Expiring) If you still haven't downloaded the free Simple Options Trading For Beginners...
Profits Run | Sponsoredtc pixel
My feud with Zohran Mamdani
Emmy-winning analyst releases his next big story Whitney Tilson shocked the nation on 60 Minutes when he ac...
Stansberry Research | Sponsoredtc pixel
The $1.75T "Backdoor" ticker (NOT Starlink)
When the SpaceX IPO launches, most investors will already be too late. The real opportunity isn't the IPO itse...
Behind the Markets | Sponsoredtc pixel
Sell 99% of Your Stocks, Do THIS Instead…
Millionaire Trader Exposes: "The Single Stock Income Plan" With over 6,000 stocks on the market to choose ...
The Oxford Club | Sponsoredtc pixel
Trade this between 9:30 and 10:45 am EST
The first 75 minutes of the trading day may be the most overlooked window for consistent opportunities.If you ...
Base Camp Trading | Sponsoredtc pixel
Iran War Shock: What I Was Told In That Private Meeting
You’re Being LIED To About The Iran War Forget EVERYTHING you’ve heard about the Iran war. Especially th...
Banyan Hill Publishing | Sponsoredtc pixel
Elon Unveils AI Passive Income Stream for Millions of Americans
During Tesla's last earnings call, Elon Musk outlined a new AI-driven approach he says could generate $30,000-...
InvestorPlace | Sponsoredtc pixel