Simplify Hedged Equity ETFHEQTETF
13F holders, Q1 2024 (March 31)58holders
1famous investor
$26.48avg. 13F price*
At the end of Q1 2024, 58 institutions reported holding Simplify Hedged Equity ETF (HEQT) in their 13F filings. The largest holders were 3EDGE Asset Management, LP ($135.0M), Townsquare Capital LLC ($22.7M) and WealthPLAN Partners, LLC ($14.4M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Simplify Hedged Equity ETF
- CUSIP
- 82889N764
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 29 | $202.4M |
| Exits | 6 | $1.9M |
Ownership 58 holders
| 3EDGE Asset Management, LP | 10.52% | New | 5,096,110 | $135.0M |
| Townsquare Capital LLC | 0.33% | New | 855,181 | $22.7M |
| WealthPLAN Partners, LLC | 1.49% | Reduce -1.0% | 541,933 | $14.4M |
| Orion Porfolio Solutions, LLC | 0.15% | Add +209.7% | 541,710 | $14.3M |
| Orion Portfolio Solutions, LLC | 0.15% | Add +209.7% | 541,710 | $14.3M |
| Keudell/Morrison Wealth Management | 3.43% | New | 427,636 | $11.3M |
| Ameritas Advisory Services, LLC | 0.45% | Add +359.3% | 420,073 | $11.0M |
| WealthPlan Investment Management, LLC | 1.47% | Add +2.5% | 364,049 | $9.6M |
| Cwm, LLC | 0.04% | Add +818.2% | 328,096 | $8.7M |
| HighTower Advisors, LLC | 0.01% | Add +11.3% | 245,753 | $6.5M |
| Arq Wealth Advisors, LLC | 2.66% | Add +18.2% | 231,485 | $6.1M |
| Cetera Investment Advisers | 0.01% | New | 214,338 | $5.7M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -1.8% | 203,194 | $5.4M |
| Smith, Moore & Co. | 0.56% | Reduce -2.2% | 199,874 | $5.3M |
| Portside Wealth Group, LLC | 0.89% | New | 180,787 | $4.8M |
| Osaic Holdings, Inc. | 0.01% | Add +808.4% | 146,816 | $3.9M |
| Stratos Wealth Advisors, LLC | 0.23% | Add +5.3% | 143,779 | $3.8M |
| Prosperity Consulting Group, LLC | 0.42% | New | 127,712 | $3.4M |
| Steward Partners Investment Advisory, LLC | 0.04% | Add +4.0% | 126,860 | $3.4M |
| Alliance Wealth Advisors, LLC | 0.96% | New | 122,072 | $3.2M |
| LPL Financial LLC | 0.00% | Add +312.2% | 115,742 | $3.1M |
| Lionsbridge Wealth Management LLC | 1.91% | Reduce -0.1% | 93,157 | $2.5M |
| Mariner, LLC | 0.00% | New | 85,924 | $2.3M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | New | 83,607 | $2.2M |
| Arete Wealth Advisors, LLC | 0.19% | New | 77,894 | $2.1M |
| Captrust Financial Advisors | 0.01% | Reduce -0.6% | 73,632 | $2.0M |
| Strategic Blueprint, LLC | 0.12% | New | 65,388 | $1.7M |
| Envestnet Asset Management Inc. | 0.00% | Add +71.0% | 61,704 | $1.6M |
| Baker Tilly Wealth Management, LLC | 0.29% | New | 59,619 | $1.6M |
| Middleton & Co. Inc. | 0.16% | New | 53,285 | $1.4M |
| Harmony Asset Management LLC | 0.55% | Add +405.4% | 50,571 | $1.3M |
| Financial Network Wealth Advisors LLC | 1.26% | New | 47,732 | $1.3M |
| Private Advisor Group, LLC | 0.01% | Add +12.7% | 39,732 | $1.1M |
| UBS Group AG | 0.00% | New | 33,599 | $890K |
| Peterson Wealth Advisors, LLC | 0.18% | Reduce -0.8% | 32,498 | $861K |
| Diversify Advisory Services, LLC | 0.05% | — | 29,084 | $769K |
| Financial Enhancement Group LLC | 0.12% | Reduce -23.4% | 28,683 | $752K |
| Mercer Global Advisors Inc. | 0.00% | New | 25,424 | $673K |
| Norden Group LLC | 0.10% | New | 18,928 | $501K |
| Foundations Investment Advisors, LLC | 0.01% | New | 16,108 | $427K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -10.1% | 14,694 | $389K |
| Citadel Advisors | 0.00% | Add +20.4% | 14,144 | $375K |
| Matrix Trust Co | 0.07% | New | 11,462 | $304K |
| Proficio Capital Partners LLC | 0.03% | New | 10,470 | $277K |
| Regimen Wealth, LLC | 0.09% | New | 10,266 | $272K |
| Encompass More Asset Management | 0.18% | Reduce -16.8% | 8,114 | $215K |
| Prime Capital Investment Advisors, LLC | 0.00% | New | 7,551 | $200K |
| Fortitude Family Office, LLC | 0.09% | New | 5,311 | $141K |
| Avior Wealth Management, LLC | 0.01% | New | 4,907 | $130K |
| Northwest Capital Management Inc | 0.02% | No change | 1,842 | $49K |
| JPMorgan Chase & Co. | 0.00% | Reduce -71.2% | 847 | $22K |
| CENTRAL TRUST Co | 0.00% | New | 376 | $10K |
| Quadrant Capital Group LLC | 0.00% | New | 279 | $7K |
| Valued Wealth Advisors LLC | 0.00% | New | 220 | $6K |
| Royal Bank of Canada | 0.00% | New | 197 | $5K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 20 | $530 |
| TD Capital Management LLC | 0.00% | Reduce -100.0% | 3 | $68 |
| Morgan Stanley | 0.00% | New | 1 | $31 |
"% of holder's portfolio" is HEQT's weight in each manager's 13F, not the share of Simplify Hedged Equity ETF the manager owns.