Simplify Hedged Equity ETFHEQTETF
13F holders, Q2 2024 (June 30)42holders −16
6new positions
22sold out
$27.66avg. 13F price*
At the end of Q2 2024, 42 institutions reported holding Simplify Hedged Equity ETF (HEQT) in their 13F filings, down 16 from Q1 2024. 6 opened new positions and 22 sold out. The largest holders were WealthPLAN Partners, LLC ($15.1M), Keudell/Morrison Wealth Management ($14.0M) and Ameritas Advisory Services, LLC ($11.7M).
- Company
- Simplify Hedged Equity ETF
- CUSIP
- 82889N764
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $3.9M |
| Exits | 22 | $209.9M |
All 13F filers, Q1 2024 → Q2 2024: 758,720 shares bought and 8,224,028 shares sold, net −7,465,308 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 42 holders
| WealthPLAN Partners, LLC | 1.62% | Add +0.7% | 545,585 | $15.1M |
| Keudell/Morrison Wealth Management | 4.09% | Add +18.3% | 505,746 | $14.0M |
| Ameritas Advisory Services, LLC | 0.44% | Add +1.0% | 424,418 | $11.7M |
| Cwm, LLC | 0.05% | Add +13.1% | 370,979 | $10.3M |
| WealthPlan Investment Management, LLC | 1.51% | Reduce -1.2% | 359,562 | $9.9M |
| LPL Financial LLC | 0.00% | Add +172.1% | 314,878 | $8.7M |
| Private Advisor Group, LLC | 0.04% | Add +505.9% | 240,747 | $6.7M |
| Arq Wealth Advisors, LLC | 2.83% | Add +2.2% | 236,595 | $6.5M |
| HighTower Advisors, LLC | 0.01% | Reduce -8.5% | 224,881 | $6.2M |
| Cetera Investment Advisers | 0.01% | Reduce -2.7% | 208,628 | $5.8M |
| Smith, Moore & Co. | 0.58% | Add +1.4% | 202,601 | $5.6M |
| Steward Partners Investment Advisory, LLC | 0.05% | Add +37.7% | 174,668 | $4.8M |
| Stratos Wealth Advisors, LLC | 0.20% | Add +4.0% | 149,489 | $4.1M |
| Osaic Holdings, Inc. | 0.01% | Reduce -23.9% | 111,797 | $3.1M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -50.8% | 99,939 | $2.8M |
| Lionsbridge Wealth Management LLC | 2.13% | Add +3.2% | 96,138 | $2.7M |
| Captrust Financial Advisors | 0.01% | Reduce -0.0% | 73,603 | $2.0M |
| Dynamic Advisor Solutions LLC | 0.06% | New | 66,717 | $1.8M |
| Harmony Asset Management LLC | 0.68% | Add +15.3% | 58,322 | $1.6M |
| Mariner, LLC | 0.00% | Reduce -47.8% | 44,848 | $1.2M |
| Peterson Wealth Advisors, LLC | 0.24% | Add +26.3% | 41,033 | $1.1M |
| Financial Enhancement Group LLC | 0.15% | Add +14.1% | 32,723 | $904K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -47.5% | 32,374 | $896K |
| Mather Group, Llc. | 0.01% | New | 29,514 | $782K |
| Middleton & Co. Inc. | 0.06% | Reduce -62.3% | 20,107 | $556K |
| PFG Advisors | 0.04% | New | 19,915 | $551K |
| Susquehanna International Group, LLP | 0.00% | New | 15,664 | $433K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -2.7% | 14,303 | $396K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -27.1% | 11,737 | $325K |
| UBS Group AG | 0.00% | Reduce -68.8% | 10,480 | $290K |
| Proficio Capital Partners LLC | 0.03% | No change | 10,470 | $290K |
| Wolverine Trading, LLC | 0.00% | New | 9,046 | $250K |
| Encompass More Asset Management | 0.16% | Reduce -2.5% | 7,915 | $219K |
| Northwest Capital Management Inc | 0.05% | Add +188.7% | 5,318 | $147K |
| Avior Wealth Management, LLC | 0.01% | Reduce -14.8% | 4,181 | $116K |
| JPMorgan Chase & Co. | 0.00% | Reduce -8.8% | 772 | $21K |
| CENTRAL TRUST Co | 0.00% | No change | 376 | $10K |
| Morgan Stanley | 0.00% | Add +29900.0% | 300 | $8K |
| Penserra Capital Management LLC | 0.00% | New | 286 | $8K |
| Royal Bank of Canada | 0.00% | No change | 197 | $5K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 20 | $554 |
| TD Capital Management LLC | 0.00% | No change | 3 | $71 |
"% of holder's portfolio" is HEQT's weight in each manager's 13F, not the share of Simplify Hedged Equity ETF the manager owns.