SIMPLIFY HEDGED EQUITY ETF HEQT
$33.47
-0.3% 52w: $29.27 – $33.56
Latest 13F among current holders filed 17 days ago (Jun 18, 2026)
Price — last 12 months
research preview data29.2731.4233.56
Jun 20, 2025 Jul 2, 2026
Institutional holders
87
+6 QoQ
13F value
$222.2M
-10.4% QoQ
Smart-money holders
1
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns HEQT?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| CWM, LLC | Wealth advisor | 629.6K | $19.8M | 0.1% | +4.0% |
| LPL Financial LLC | Bank broker | 562.6K | $17.7M | 0.0% | +22.5% |
| Private Advisor Group, LLC | Wealth advisor | 537.2K | $16.9M | 0.1% | -52.1% |
| WealthPlan Investment Management, LLC | Wealth advisor | 371.9K | $11.7M | 0.7% | -33.4% |
| Leo Wealth, LLC | Wealth advisor | 333.9K | $10.5M | 0.8% | +0.7% |
| ARQ WEALTH ADVISORS, LLC | Wealth advisor | 302.5K | $9.5M | 1.7% | +10.8% |
| Orion Porfolio Solutions, LLC | Wealth advisor | 289.7K | $9.1M | 0.1% | New |
| Kovack Advisors, Inc. | Other | 231.4K | $7.3M | 0.4% | +17.8% |
| WealthPLAN Partners, LLC | Wealth advisor | 227.2K | $7.2M | 1.4% | -25.5% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 223.6K | $7.0M | 0.0% | +278.8% |
| Independent Wealth Advisors LLC | Wealth advisor | 185.8K | $5.9M | 5.7% | +5.7% |
| TSG Advice Partners, LLC | Wealth advisor | 185.7K | $5.8M | 0.9% | New |
| HighTower Advisors, LLC | Diversified mechanical | 180.1K | $5.7M | 0.0% | +4.6% |
| Meridian Wealth Management, LLC | Other | 154.6K | $4.9M | 0.2% | +15.5% |
| Financial Enhancement Group LLC | Wealth advisor | 136.6K | $4.5M | 0.6% | +6.6% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 140.5K | $4.4M | 0.0% | +15.9% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 135.1K | $4.3M | 0.0% | -8.3% |
| Peterson Wealth Advisors, LLC | Wealth advisor | 117.1K | $3.7M | 0.5% | -8.6% |
| OneDigital Investment Advisors LLC | Wealth advisor | 113.0K | $3.6M | 0.0% | +34.3% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 109.8K | $3.5M | 0.0% | -12.2% |
| HARMONY ASSET MANAGEMENT LLC | Other | 108.9K | $3.4M | 1.0% | +2.2% |
| VICTORY FINANCIAL GROUP, LLC | Wealth advisor | 107.6K | $3.4M | 0.4% | -0.6% |
| Sowell Financial Services LLC | Wealth advisor | 106.3K | $3.4M | 0.1% | +17.9% |
| Sound Financial Strategies Group, LLC | Wealth advisor | 100.7K | $3.2M | 2.2% | Held |
| UBS Group AG | Bank broker | 100.7K | $3.2M | 0.0% | -10.7% |
| SMITH, MOORE & CO. | Wealth advisor | 99.7K | $3.1M | 0.2% | -6.5% |
| Dynamic Advisor Solutions LLC | Wealth advisor | 92.5K | $2.9M | 0.1% | -4.3% |
| Ameritas Advisory Services, LLC | Wealth advisor | 90.5K | $2.9M | 0.1% | -28.7% |
| Encompass More Asset Management | Wealth advisor | 90.5K | $2.9M | 0.5% | +279.8% |
| Steward Partners Investment Advisory, LLC | Diversified mechanical | 90.0K | $2.8M | 0.0% | -8.8% |
| EVOLUTION WEALTH MANAGEMENT INC. | Wealth advisor | 74.7K | $2.4M | 1.7% | +16.4% |
| Parallel Advisors, LLC | Wealth advisor | 64.5K | $2.0M | 0.0% | -27.1% |
| Stratos Wealth Advisors, LLC | Wealth advisor | 64.5K | $2.0M | 0.1% | +2.8% |
| CAPTRUST FINANCIAL ADVISORS | Wealth advisor | 48.0K | $1.5M | 0.0% | -1.5% |
| Equitable Holdings, Inc. | Wealth advisor | 45.1K | $1.4M | 0.0% | -37.7% |
| Smartleaf Asset Management LLC | Wealth advisor | 45.7K | $1.4M | 0.1% | +15.2% |
| CreativeOne Wealth, LLC | Wealth advisor | 43.8K | $1.4M | 0.0% | +24.2% |
| JPMORGAN CHASE & CO | Bank broker | 40.0K | $1.2M | 0.0% | +6.8% |
| STEPHENS INC /AR/ | Diversified mechanical | 37.3K | $1.2M | 0.0% | -82.1% |
| Cambridge Advisors Inc. | Wealth advisor | 32.5K | $1.0M | 0.2% | Held |
| BFI Wealth Solutions, LLC | Wealth advisor | 31.0K | $974K | 0.9% | -11.1% |
| Bay Rivers Group | Other | 27.5K | $866K | 0.4% | +39.1% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 25.2K | $792K | 0.0% | -11.7% |
| Cetera Investment Advisers | Wealth advisor | 22.4K | $706K | 0.0% | -4.5% |
| BLUE JEAN FINANCIAL LLC | Other | 19.1K | $602K | 0.5% | +20.7% |
| OLD MISSION CAPITAL LLC | Wealth advisor | 19.1K | $601K | 0.0% | +47.6% |
| JANE STREET GROUP, LLC | Market maker | 18.4K | $580K | 0.0% | New |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 14.3K | $449K | 0.0% | New |
| MIDDLETON & CO INC/MA ★2 | Fundamental diversified | 13.0K | $410K | 0.0% | Held |
| Western Wealth Management, LLC | Wealth advisor | 12.6K | $397K | 0.0% | -1.5% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.