Simplify Hedged Equity ETFHEQTETF
13F holders, Q2 2026 (June 30)86holders −2
9new positions
10sold out
2famous investors
$33.54avg. 13F price*
At the end of Q2 2026, 86 institutions reported holding Simplify Hedged Equity ETF (HEQT) in their 13F filings, down 2 from Q1 2026. 9 opened new positions and 10 sold out. The largest holders were Private Advisor Group, LLC ($23.4M), LPL Financial LLC ($15.2M) and WealthPlan Investment Management, LLC ($10.1M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Simplify Hedged Equity ETF
- CUSIP
- 82889N764
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $2.0M |
| Exits | 10 | $4.4M |
All 13F filers, Q1 2026 → Q2 2026: 658,296 shares bought and 666,825 shares sold, net −8,529 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 86 holders
| Private Advisor Group, LLC | 0.11% | Add +30.0% | 698,185 | $23.4M |
| LPL Financial LLC | 0.00% | Reduce -19.3% | 454,076 | $15.2M |
| WealthPlan Investment Management, LLC | 0.50% | Reduce -19.3% | 300,206 | $10.1M |
| Orion Porfolio Solutions, LLC | 0.07% | Reduce -1.2% | 286,153 | $9.6M |
| Rockefeller Capital Management L.P. | 0.01% | Add +12.1% | 250,575 | $8.4M |
| Independent Wealth Advisors LLC | 6.22% | Add +10.2% | 204,845 | $6.9M |
| Arq Wealth Advisors, LLC | 0.82% | Reduce -35.5% | 195,133 | $6.6M |
| OneDigital Investment Advisors LLC | 0.05% | Add +70.8% | 192,924 | $6.5M |
| Kovack Advisors, Inc. | 0.31% | Reduce -18.1% | 189,631 | $6.4M |
| HighTower Advisors, LLC | 0.01% | Add +2.6% | 184,740 | $6.2M |
| Meridian Wealth Management, LLC | 0.16% | Add +0.1% | 154,811 | $5.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +13.3% | 152,958 | $5.1M |
| WealthPLAN Partners, LLC | 0.96% | Reduce -33.8% | 150,327 | $5.0M |
| Financial Enhancement Group LLC | 0.56% | Add +2.0% | 139,291 | $4.7M |
| Susquehanna International Group, LLP | 0.00% | Add +816.6% | 130,648 | $4.4M |
| MML Investors Services, LLC | 0.01% | Add +15.9% | 127,293 | $4.3M |
| Harmony Asset Management LLC | 1.02% | Add +3.7% | 112,975 | $3.8M |
| Peterson Wealth Advisors, LLC | 0.45% | Reduce -4.0% | 112,453 | $3.8M |
| Ameritas Advisory Services, LLC | 0.08% | Add +23.6% | 111,920 | $3.8M |
| UBS Group AG | 0.00% | Add +6.7% | 107,464 | $3.6M |
| Victory Financial Group, LLC | 0.37% | Reduce -1.5% | 105,932 | $3.6M |
| Sound Financial Strategies Group, LLC | 2.15% | No change | 100,735 | $3.4M |
| Smith, Moore & Co. | 0.22% | Reduce -0.4% | 99,368 | $3.3M |
| Sowell Financial Services LLC | 0.10% | Reduce -11.1% | 94,577 | $3.2M |
| Dynamic Advisor Solutions LLC | 0.09% | Add +1.2% | 93,605 | $3.1M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -4.1% | 86,259 | $2.9M |
| Evolution Wealth Management Inc. | 1.65% | Add +12.2% | 83,859 | $2.8M |
| Osaic Holdings, Inc. | 0.00% | Reduce -44.8% | 77,550 | $2.6M |
| Old Mission Capital LLC | 0.06% | Add +277.2% | 71,936 | $2.4M |
| Parallel Advisors, LLC | 0.03% | Reduce -0.9% | 63,922 | $2.1M |
| Stratos Wealth Advisors, LLC | 0.12% | Reduce -3.4% | 62,320 | $2.1M |
| JPMorgan Chase & Co. | 0.00% | Add +29.6% | 51,812 | $1.7M |
| Captrust Financial Advisors | 0.00% | Reduce -0.2% | 47,889 | $1.6M |
| CreativeOne Wealth, LLC | 0.03% | Add +6.5% | 46,648 | $1.6M |
| Smartleaf Asset Management LLC | 0.05% | No change | 45,690 | $1.5M |
| Stephens Inc. | 0.01% | Reduce -8.4% | 34,160 | $1.1M |
| Equitable Holdings, Inc. | 0.01% | Reduce -25.0% | 33,831 | $1.1M |
| Cambridge Advisors Inc. | 0.19% | Reduce -1.1% | 32,196 | $1.1M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +27.3% | 32,020 | $1.1M |
| Bay Rivers Group | 0.33% | Add +4.1% | 28,608 | $960K |
| Cetera Investment Advisers | 0.00% | Add +5.8% | 23,692 | $795K |
| BFI Wealth Solutions, LLC | 0.55% | Reduce -29.0% | 22,015 | $738K |
| Western Wealth Management, LLC | 0.02% | Add +63.7% | 20,619 | $692K |
| ATX Financial Planning, LLC | 0.44% | Add +87.2% | 20,009 | $671K |
| First Heartland Consultants, Inc. | 0.04% | Add +53.9% | 18,332 | $615K |
| Atria Investments, Inc | 0.01% | Add +56.7% | 17,638 | $592K |
| Blue Jean Financial LLC | 0.41% | Reduce -8.5% | 17,482 | $586K |
| Citadel Advisors | 0.00% | New | 15,393 | $516K |
| Royal Bank of Canada | 0.00% | Add +25.5% | 13,620 | $457K |
| Middleton & Co. Inc. | 0.05% | No change | 13,025 | $437K |
| Heck Capital Advisors, LLC | 0.02% | No change | 12,300 | $413K |
| Thompson David Blair | 0.19% | No change | 11,443 | $384K |
| Bank of America Corp. | 0.00% | New | 11,393 | $382K |
| Diversify Advisory Services, LLC | 0.01% | New | 11,368 | $380K |
| Diversify Wealth Management, LLC | 0.01% | Add +0.6% | 11,368 | $380K |
| Proficio Capital Partners LLC | 0.01% | No change | 10,470 | $351K |
| Advyzon Investment Management, LLC | 0.02% | Reduce -1.9% | 9,980 | $335K |
| Independence Wealth Advisors, LLC | 0.16% | Add +0.1% | 9,267 | $311K |
| Betterment LLC | 0.00% | Reduce -0.3% | 9,184 | $308K |
| AE Wealth Management LLC | 0.00% | Add +0.1% | 8,236 | $276K |
| Morgan Stanley | 0.00% | Add +0.0% | 8,155 | $274K |
| Plan Group Financial, LLC | 0.05% | Add +0.3% | 7,875 | $264K |
| Chatterton & Associates Inc. | 0.14% | No change | 6,915 | $233K |
| HRT Financial LP | 0.00% | New | 6,819 | $228K |
| AQR Capital Management | 0.00% | New | 6,340 | $213K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 3,940 | $132K |
| Regatta Research & Money Management | 0.12% | — | 3,895 | $131K |
| CGC Financial Services, LLC | 0.02% | No change | 3,115 | $104K |
| Golden State Wealth Management, LLC | 0.01% | Reduce -28.1% | 3,049 | $102K |
| Lanark Financial, Inc. | 0.01% | Reduce -19.7% | 3,000 | $101K |
| Reyes Financial Architecture, Inc. | 0.05% | Add +0.3% | 2,872 | $96K |
| Longview Financial Advisors LLC | 0.05% | Add +12.4% | 2,722 | $91K |
| BlackRock, Inc. | 0.00% | New | 2,537 | $85K |
| Sunrise Financial Services, LLC | 0.03% | Reduce -12.2% | 1,532 | $51K |
| Farther Finance Advisors, LLC | 0.00% | No change | 923 | $31K |
| Alpine Bank Wealth Management | 0.00% | New | 901 | $30K |
| Buck Wealth Strategies, LLC | 0.00% | New | 796 | $27K |
| Harbour Investments, Inc. | 0.00% | Reduce -30.1% | 695 | $23K |
| Assetmark, Inc. | 0.00% | No change | 628 | $21K |
| National Bank of Canada | 0.00% | No change | 504 | $17K |
| Global Retirement Partners, LLC | 0.00% | — | 467 | $16K |
| Wells Fargo & Company | 0.00% | Add +48.3% | 221 | $7K |
| Fifth Third Bancorp | 0.00% | Reduce -66.7% | 70 | $2K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 20 | $671 |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 19 | $637 |
| Larson Financial Group LLC | 0.00% | No change | 1 | $17 |
"% of holder's portfolio" is HEQT's weight in each manager's 13F, not the share of Simplify Hedged Equity ETF the manager owns.