Simplify Hedged Equity ETFHEQTETF
13F holders, Q4 2024 (December 31)46holders +10
10new positions
4sold out
$29.48avg. 13F price*
At the end of Q4 2024, 46 institutions reported holding Simplify Hedged Equity ETF (HEQT) in their 13F filings, up 10 from Q3 2024. 10 opened new positions and 4 sold out. The largest holders were LPL Financial LLC ($32.0M), Private Advisor Group, LLC ($20.5M) and WealthPlan Investment Management, LLC ($17.7M).
- Company
- Simplify Hedged Equity ETF
- CUSIP
- 82889N764
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $5.6M |
| Exits | 4 | $3.6M |
All 13F filers, Q3 2024 → Q4 2024: 1,722,680 shares bought and 784,142 shares sold, net +938,538 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 46 holders
| LPL Financial LLC | 0.01% | Add +195.6% | 1,086,617 | $32.0M |
| Private Advisor Group, LLC | 0.12% | Reduce -21.2% | 696,683 | $20.5M |
| WealthPlan Investment Management, LLC | 1.75% | Add +65.0% | 599,917 | $17.7M |
| WealthPLAN Partners, LLC | 2.23% | Reduce -5.3% | 534,413 | $15.8M |
| Keudell/Morrison Wealth Management | 3.97% | Reduce -0.5% | 516,588 | $15.2M |
| Cwm, LLC | 0.06% | Add +7.7% | 507,224 | $15.0M |
| Ameritas Advisory Services, LLC | 0.42% | Add +27.9% | 415,541 | $12.3M |
| HighTower Advisors, LLC | 0.01% | Add +76.4% | 301,468 | $8.9M |
| Arq Wealth Advisors, LLC | 2.71% | Add +0.9% | 241,981 | $7.1M |
| UBS Group AG | 0.00% | Add +65.6% | 239,006 | $7.0M |
| Smith, Moore & Co. | 0.53% | Reduce -1.8% | 197,103 | $5.8M |
| Steward Partners Investment Advisory, LLC | 0.05% | Add +1.8% | 179,021 | $5.3M |
| Lionsbridge Wealth Management LLC | 4.35% | Add +40.8% | 175,711 | $5.2M |
| Stratos Wealth Advisors, LLC | 0.24% | Add +6.3% | 167,167 | $4.9M |
| Harmony Asset Management LLC | 1.48% | Add +64.7% | 126,719 | $3.7M |
| Envestnet Asset Management Inc. | 0.00% | Add +282.4% | 120,784 | $3.6M |
| Osaic Holdings, Inc. | 0.01% | Add +3.2% | 102,773 | $3.0M |
| MML Investors Services, LLC | 0.01% | New | 76,607 | $2.3M |
| Financial Enhancement Group LLC | 0.27% | Reduce -86.3% | 59,946 | $1.8M |
| Captrust Financial Advisors | 0.00% | Add +0.3% | 55,300 | $1.6M |
| Peterson Wealth Advisors, LLC | 0.29% | Add +42.4% | 53,619 | $1.6M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -55.1% | 37,870 | $1.1M |
| Stephens Inc. | 0.01% | New | 33,785 | $996K |
| PFG Advisors | 0.04% | Reduce -3.3% | 23,934 | $706K |
| Cetera Investment Advisers | 0.00% | Reduce -26.3% | 22,982 | $678K |
| TD Waterhouse Canada Inc. | 0.00% | New | 17,614 | $518K |
| Jane Street Group, LLC | 0.00% | New | 15,354 | $453K |
| Hilltop Holdings Inc. | 0.03% | Add +0.8% | 15,048 | $444K |
| OneDigital Investment Advisors LLC | 0.00% | New | 13,547 | $399K |
| Middleton & Co. Inc. | 0.04% | Reduce -18.5% | 13,025 | $384K |
| Bay Rivers Group | 0.19% | New | 13,000 | $383K |
| Victory Financial Group, LLC | 0.10% | — | 12,968 | $382K |
| Reyes Financial Architecture, Inc. | 0.27% | — | 11,849 | $349K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -18.8% | 11,413 | $336K |
| Proficio Capital Partners LLC | 0.03% | No change | 10,470 | $309K |
| AE Wealth Management LLC | 0.00% | New | 9,969 | $294K |
| Betterment LLC | 0.00% | New | 7,802 | $230K |
| Longview Financial Advisors LLC | 0.15% | — | 7,462 | $220K |
| Northwest Capital Management Inc | 0.07% | Add +0.5% | 5,481 | $162K |
| Avior Wealth Management, LLC | 0.00% | No change | 3,656 | $108K |
| JPMorgan Chase & Co. | 0.00% | Add +12.1% | 3,630 | $107K |
| Assetmark, Inc. | 0.00% | New | 1,175 | $35K |
| Principal Securities, Inc. | 0.00% | Add +0.0% | 1,000 | $29K |
| Harbour Investments, Inc. | 0.00% | New | 380 | $11K |
| Morgan Stanley | 0.00% | No change | 301 | $9K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 20 | $590 |
"% of holder's portfolio" is HEQT's weight in each manager's 13F, not the share of Simplify Hedged Equity ETF the manager owns.