Simplify Hedged Equity ETFHEQTETF
13F holders, Q3 2024 (September 30)36holders −6
3new positions
8sold out
$28.49avg. 13F price*
At the end of Q3 2024, 36 institutions reported holding Simplify Hedged Equity ETF (HEQT) in their 13F filings, down 6 from Q2 2024. 3 opened new positions and 8 sold out. The largest holders were Private Advisor Group, LLC ($25.5M), WealthPLAN Partners, LLC ($16.3M) and Keudell/Morrison Wealth Management ($15.0M).
- Company
- Simplify Hedged Equity ETF
- CUSIP
- 82889N764
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $636K |
| Exits | 8 | $1.7M |
All 13F filers, Q2 2024 → Q3 2024: 1,472,724 shares bought and 472,493 shares sold, net +1,000,231 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 36 holders
| Private Advisor Group, LLC | 0.16% | Add +267.3% | 884,372 | $25.5M |
| WealthPLAN Partners, LLC | 2.19% | Add +3.4% | 564,333 | $16.3M |
| Keudell/Morrison Wealth Management | 4.07% | Add +2.7% | 519,326 | $15.0M |
| Cwm, LLC | 0.06% | Add +26.9% | 470,887 | $13.6M |
| LPL Financial LLC | 0.00% | Add +16.7% | 367,569 | $10.6M |
| WealthPlan Investment Management, LLC | 1.06% | Add +1.1% | 363,611 | $10.5M |
| Financial Enhancement Group LLC | 2.03% | Add +1232.2% | 435,918 | $10.4M |
| Ameritas Advisory Services, LLC | 0.41% | Reduce -23.4% | 324,992 | $9.4M |
| Arq Wealth Advisors, LLC | 2.58% | Add +1.3% | 239,709 | $6.8M |
| Smith, Moore & Co. | 0.55% | Reduce -0.9% | 200,803 | $5.8M |
| Steward Partners Investment Advisory, LLC | 0.05% | Add +0.7% | 175,879 | $5.1M |
| HighTower Advisors, LLC | 0.01% | Reduce -24.0% | 170,857 | $4.9M |
| Stratos Wealth Advisors, LLC | 0.21% | Add +5.2% | 157,318 | $4.5M |
| UBS Group AG | 0.00% | Add +1277.5% | 144,362 | $4.2M |
| Lionsbridge Wealth Management LLC | 2.85% | Add +29.8% | 124,830 | $3.6M |
| Osaic Holdings, Inc. | 0.01% | Reduce -10.9% | 99,588 | $2.9M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -15.6% | 84,394 | $2.4M |
| Dynamic Advisor Solutions LLC | 0.07% | Add +21.2% | 80,845 | $2.3M |
| Harmony Asset Management LLC | 0.82% | Add +31.9% | 76,927 | $2.2M |
| Captrust Financial Advisors | 0.00% | Reduce -25.1% | 55,159 | $1.6M |
| Peterson Wealth Advisors, LLC | 0.21% | Reduce -8.2% | 37,663 | $1.1M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -2.4% | 31,586 | $912K |
| Cetera Investment Advisers | 0.00% | Reduce -85.1% | 31,166 | $900K |
| Mariner, LLC | 0.00% | Reduce -37.3% | 28,117 | $812K |
| PFG Advisors | 0.05% | Add +24.3% | 24,745 | $715K |
| Middleton & Co. Inc. | 0.05% | Reduce -20.6% | 15,975 | $461K |
| Hilltop Holdings Inc. | 0.03% | New | 14,932 | $431K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -1.7% | 14,058 | $406K |
| Proficio Capital Partners LLC | 0.03% | No change | 10,470 | $302K |
| Wealthcare Advisory Partners LLC | 0.01% | New | 7,103 | $205K |
| Foundations Investment Advisors, LLC | 0.00% | Reduce -40.8% | 6,944 | $201K |
| Northwest Capital Management Inc | 0.06% | Add +2.5% | 5,453 | $157K |
| Avior Wealth Management, LLC | 0.00% | Reduce -12.6% | 3,656 | $106K |
| JPMorgan Chase & Co. | 0.00% | Add +319.4% | 3,238 | $94K |
| Morgan Stanley | 0.00% | Add +0.3% | 301 | $9K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 20 | $578 |
"% of holder's portfolio" is HEQT's weight in each manager's 13F, not the share of Simplify Hedged Equity ETF the manager owns.