Simplify Hedged Equity ETFHEQTETF
13F holders, Q1 2025 (March 31)68holders +22
23new positions
2sold out
$28.58avg. 13F price*
At the end of Q1 2025, 68 institutions reported holding Simplify Hedged Equity ETF (HEQT) in their 13F filings, up 22 from Q4 2024. 23 opened new positions and 2 sold out. The largest holders were Alpine Bank Wealth Management ($52.9M), LPL Financial LLC ($34.4M) and Keudell/Morrison Wealth Management ($24.0M).
- Company
- Simplify Hedged Equity ETF
- CUSIP
- 82889N764
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 23 | $24.2M |
| Exits | 2 | $625K |
All 13F filers, Q4 2024 → Q1 2025: 2,151,749 shares bought and 379,414 shares sold, net +1,772,335 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 68 holders
| Alpine Bank Wealth Management | 8.50% | — | 1,852,658 | $52.9M |
| LPL Financial LLC | 0.01% | Add +10.9% | 1,205,268 | $34.4M |
| Keudell/Morrison Wealth Management | 5.66% | Add +62.5% | 839,669 | $24.0M |
| Private Advisor Group, LLC | 0.14% | Add +17.7% | 819,883 | $23.4M |
| Cwm, LLC | 0.06% | Add +6.5% | 540,212 | $15.4M |
| WealthPLAN Partners, LLC | 2.15% | Add +0.1% | 534,849 | $15.3M |
| WealthPlan Investment Management, LLC | 1.30% | Reduce -22.9% | 462,710 | $13.2M |
| Ameritas Advisory Services, LLC | 0.41% | Reduce -16.2% | 348,050 | $10.2M |
| HighTower Advisors, LLC | 0.01% | Add +3.5% | 312,159 | $8.9M |
| Envestnet Asset Management Inc. | 0.00% | Add +140.2% | 290,085 | $8.3M |
| Arq Wealth Advisors, LLC | 2.55% | Reduce -0.4% | 240,950 | $6.9M |
| MML Investors Services, LLC | 0.02% | Add +213.3% | 240,016 | $6.9M |
| Stratos Investment Management, LLC | 0.30% | New | 197,148 | $5.6M |
| UBS Group AG | 0.00% | Reduce -18.1% | 195,638 | $5.6M |
| Steward Partners Investment Advisory, LLC | 0.05% | Add +3.5% | 185,356 | $5.3M |
| Farther Finance Advisors, LLC | 0.12% | New | 169,796 | $4.9M |
| Lionsbridge Wealth Management LLC | 4.18% | Reduce -6.3% | 164,572 | $4.7M |
| Smith, Moore & Co. | 0.40% | Reduce -22.7% | 152,329 | $4.4M |
| Peterson Wealth Advisors, LLC | 0.83% | Add +191.0% | 156,031 | $4.3M |
| Stratos Wealth Advisors, LLC | 0.22% | Reduce -15.8% | 140,793 | $4.0M |
| Harmony Asset Management LLC | 1.62% | Add +6.5% | 135,004 | $3.9M |
| Victory Financial Group, LLC | 0.65% | Add +818.6% | 119,122 | $3.4M |
| Dynamic Advisor Solutions LLC | 0.11% | New | 116,456 | $3.3M |
| Osaic Holdings, Inc. | 0.01% | Reduce -1.9% | 100,800 | $2.9M |
| Stephens Inc. | 0.04% | Add +172.0% | 91,884 | $2.6M |
| Financial Enhancement Group LLC | 0.38% | Add +43.8% | 86,194 | $2.4M |
| Wise Wealth Partners | 5.15% | New | 75,376 | $2.2M |
| OneDigital Investment Advisors LLC | 0.02% | Add +377.9% | 64,738 | $1.8M |
| Captrust Financial Advisors | 0.00% | Reduce -8.3% | 50,714 | $1.4M |
| Susquehanna International Group, LLP | 0.00% | New | 47,966 | $1.4M |
| Advisory Services Network, LLC | 0.02% | New | 40,913 | $1.2M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -2.3% | 36,985 | $1.1M |
| SFG Wealth Management, LLC. | 0.52% | New | 36,936 | $1.1M |
| Encompass More Asset Management | 0.25% | New | 29,708 | $849K |
| Cetera Investment Advisers | 0.00% | Add +11.0% | 25,505 | $729K |
| 3EDGE Asset Management, LP | 0.05% | New | 24,603 | $703K |
| Ausdal Financial Partners, Inc. | 0.05% | New | 24,344 | $696K |
| PFG Advisors | 0.04% | Reduce -0.9% | 23,709 | $677K |
| Cambridge Advisors Inc. | 0.12% | New | 19,209 | $549K |
| Advisors Preferred, LLC | 0.07% | New | 18,272 | $523K |
| Hilltop Holdings Inc. | 0.03% | Reduce -1.9% | 14,760 | $422K |
| Bay Rivers Group | 0.21% | Add +8.2% | 14,070 | $402K |
| Middleton & Co. Inc. | 0.04% | No change | 13,025 | $372K |
| Reyes Financial Architecture, Inc. | 0.23% | Reduce -5.9% | 11,148 | $319K |
| Western Wealth Management, LLC | 0.02% | New | 10,913 | $312K |
| Proficio Capital Partners LLC | 0.02% | No change | 10,470 | $299K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -14.5% | 9,763 | $279K |
| Ashton Thomas Private Wealth, LLC | 0.01% | New | 8,629 | $247K |
| Mariner, LLC | 0.00% | New | 8,476 | $242K |
| AE Wealth Management LLC | 0.00% | Reduce -15.1% | 8,468 | $242K |
| Betterment LLC | 0.00% | Add +1.3% | 7,906 | $226K |
| Meridian Wealth Management, LLC | 0.01% | New | 7,872 | $225K |
| Jane Street Group, LLC | 0.00% | Reduce -54.4% | 7,003 | $200K |
| Golden State Wealth Management, LLC | 0.02% | New | 5,158 | $147K |
| Northwest Capital Management Inc | 0.04% | Reduce -32.4% | 3,703 | $106K |
| JPMorgan Chase & Co. | 0.00% | Reduce -5.3% | 3,439 | $98K |
| Longview Financial Advisors LLC | 0.05% | Reduce -62.1% | 2,831 | $81K |
| Larson Financial Group LLC | 0.00% | New | 2,015 | $58K |
| Morton Brown Family Wealth, LLC | 0.01% | New | 1,311 | $37K |
| Assetmark, Inc. | 0.00% | Add +5.2% | 1,236 | $35K |
| Principal Securities, Inc. | 0.00% | No change | 1,000 | $29K |
| Kiker Wealth Management, LLC | 0.02% | New | 962 | $27K |
| Harbour Investments, Inc. | 0.00% | Add +105.3% | 780 | $22K |
| National Bank of Canada | 0.00% | New | 577 | $16K |
| Smartleaf Asset Management LLC | 0.00% | New | 400 | $11K |
| Morgan Stanley | 0.00% | No change | 301 | $9K |
| Comerica Bank | 0.00% | New | 70 | $2K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 20 | $572 |
"% of holder's portfolio" is HEQT's weight in each manager's 13F, not the share of Simplify Hedged Equity ETF the manager owns.