Simplify Hedged Equity ETFHEQTETF
13F holders, Q2 2025 (June 30)78holders +10
15new positions
6sold out
1famous investor
$30.01avg. 13F price*
At the end of Q2 2025, 78 institutions reported holding Simplify Hedged Equity ETF (HEQT) in their 13F filings, up 10 from Q1 2025. 15 opened new positions and 6 sold out. The largest holders were WealthPlan Investment Management, LLC ($19.8M), LPL Financial LLC ($18.9M) and Cwm, LLC ($17.3M). 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 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $16.0M |
| Exits | 6 | $4.0M |
All 13F filers, Q1 2025 → Q2 2025: 1,671,657 shares bought and 4,312,654 shares sold, net −2,640,997 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 78 holders
| WealthPlan Investment Management, LLC | 1.44% | Add +42.3% | 658,530 | $19.8M |
| LPL Financial LLC | 0.01% | Reduce -47.9% | 628,224 | $18.9M |
| Cwm, LLC | 0.06% | Add +6.7% | 576,177 | $17.3M |
| Keudell/Morrison Wealth Management | 3.27% | Reduce -41.7% | 489,872 | $14.7M |
| Envestnet Asset Management Inc. | 0.00% | Add +22.2% | 354,510 | $10.7M |
| MML Investors Services, LLC | 0.03% | Add +39.1% | 333,975 | $10.0M |
| WealthPLAN Partners, LLC | 1.54% | Reduce -40.4% | 318,558 | $9.6M |
| Stratos Investment Management, LLC | 0.40% | Add +47.6% | 290,978 | $8.7M |
| Stephens Inc. | 0.11% | Add +193.5% | 269,709 | $8.1M |
| Private Advisor Group, LLC | 0.04% | Reduce -68.5% | 258,514 | $7.8M |
| UBS Group AG | 0.00% | Add +30.6% | 255,520 | $7.7M |
| Arq Wealth Advisors, LLC | 2.36% | No change | 240,950 | $6.9M |
| Steward Partners Investment Advisory, LLC | 0.05% | Add +5.6% | 195,657 | $5.9M |
| HighTower Advisors, LLC | 0.01% | Reduce -44.6% | 172,812 | $5.2M |
| Farther Finance Advisors, LLC | 0.10% | Reduce -2.5% | 165,494 | $5.0M |
| Smith, Moore & Co. | 0.41% | Add +7.6% | 163,948 | $4.9M |
| Leo Wealth, LLC | 0.35% | New | 151,944 | $4.6M |
| Peterson Wealth Advisors, LLC | 0.73% | Reduce -5.5% | 147,533 | $4.4M |
| Belpointe Asset Management LLC | 0.18% | New | 139,806 | $4.2M |
| Ameritas Advisory Services, LLC | 0.22% | Reduce -60.5% | 137,542 | $4.1M |
| Harmony Asset Management LLC | 1.51% | Reduce -0.6% | 134,242 | $4.0M |
| Financial Enhancement Group LLC | 0.53% | Add +42.4% | 122,709 | $3.7M |
| Meridian Wealth Management, LLC | 0.15% | Add +1413.1% | 119,112 | $3.6M |
| Osaic Holdings, Inc. | 0.01% | Add +17.7% | 118,609 | $3.6M |
| Dynamic Advisor Solutions LLC | 0.11% | Reduce -0.2% | 116,258 | $3.5M |
| Victory Financial Group, LLC | 0.55% | Reduce -3.2% | 115,276 | $3.5M |
| Susquehanna International Group, LLP | 0.00% | Add +103.5% | 97,634 | $2.9M |
| 3EDGE Asset Management, LP | 0.16% | Add +253.9% | 87,080 | $2.6M |
| OneDigital Investment Advisors LLC | 0.02% | Add +8.2% | 70,039 | $2.1M |
| Equitable Holdings, Inc. | 0.02% | New | 69,303 | $2.1M |
| Jane Street Group, LLC | 0.00% | Add +844.9% | 66,174 | $2.0M |
| Stratos Wealth Advisors, LLC | 0.09% | Reduce -61.3% | 54,497 | $1.6M |
| Captrust Financial Advisors | 0.00% | Add +0.1% | 50,764 | $1.5M |
| L.M. Kohn & Company | 0.40% | New | 49,195 | $1.5M |
| Advisory Services Network, LLC | 0.02% | Add +9.4% | 44,769 | $1.4M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -7.9% | 34,055 | $1.0M |
| Cambridge Advisors Inc. | 0.21% | Add +73.1% | 33,255 | $999K |
| Skyline Advisors, Inc. | 0.34% | New | 30,861 | $927K |
| Cetera Investment Advisers | 0.00% | Reduce -0.6% | 25,355 | $762K |
| Reyes Financial Architecture, Inc. | 0.65% | Add +123.5% | 24,921 | $749K |
| Ausdal Financial Partners, Inc. | 0.05% | Reduce -1.4% | 24,015 | $722K |
| Lionsbridge Wealth Management LLC | 0.69% | Reduce -86.0% | 23,019 | $692K |
| PFG Advisors | 0.03% | Reduce -8.4% | 21,720 | $653K |
| Encompass More Asset Management | 0.15% | Reduce -28.4% | 21,266 | $639K |
| Smartleaf Asset Management LLC | 0.04% | Add +4094.3% | 16,777 | $503K |
| Bank of America Corp. | 0.00% | New | 16,493 | $496K |
| GTS Securities LLC | 0.02% | New | 15,103 | $454K |
| Hilltop Holdings Inc. | 0.03% | Add +0.8% | 14,871 | $447K |
| PFG Investments, LLC | 0.03% | New | 14,818 | $445K |
| Old Mission Capital LLC | 0.01% | New | 14,582 | $438K |
| Bay Rivers Group | 0.20% | Add +2.8% | 14,469 | $435K |
| Middleton & Co. Inc. | 0.04% | No change | 13,025 | $391K |
| Western Wealth Management, LLC | 0.02% | Add +10.9% | 12,107 | $364K |
| Proficio Capital Partners LLC | 0.02% | No change | 10,470 | $315K |
| Golden State Wealth Management, LLC | 0.03% | Add +80.9% | 9,332 | $280K |
| Citadel Advisors | 0.00% | New | 8,649 | $260K |
| Wolverine Trading, LLC | 0.01% | New | 8,415 | $252K |
| Betterment LLC | 0.00% | Add +3.6% | 8,191 | $246K |
| CreativeOne Wealth, LLC | 0.01% | New | 8,064 | $242K |
| Mariner, LLC | 0.00% | Reduce -5.3% | 8,028 | $241K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -18.0% | 8,010 | $241K |
| AE Wealth Management LLC | 0.00% | Reduce -20.6% | 6,727 | $202K |
| Northwest Capital Management Inc | 0.06% | Add +1.2% | 3,747 | $113K |
| JPMorgan Chase & Co. | 0.00% | Reduce -0.6% | 3,418 | $103K |
| Royal Bank of Canada | 0.00% | New | 3,358 | $101K |
| Longview Financial Advisors LLC | 0.05% | Reduce -8.0% | 2,606 | $78K |
| Larson Financial Group LLC | 0.00% | Reduce -47.8% | 1,051 | $32K |
| Principal Securities, Inc. | 0.00% | No change | 1,000 | $30K |
| Alpine Bank Wealth Management | 0.00% | Reduce -100.0% | 901 | $27K |
| Harbour Investments, Inc. | 0.00% | No change | 780 | $23K |
| Assetmark, Inc. | 0.00% | Reduce -49.2% | 628 | $19K |
| National Bank of Canada | 0.00% | No change | 577 | $17K |
| Nova Wealth Management, Inc. | 0.01% | New | 492 | $15K |
| Global Retirement Partners, LLC | 0.00% | — | 462 | $14K |
| Morgan Stanley | 0.00% | Add +51.2% | 455 | $14K |
| Raymond James Financial Inc. | 0.00% | New | 304 | $9K |
| Comerica Bank | 0.00% | No change | 70 | $2K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 20 | $601 |
"% of holder's portfolio" is HEQT's weight in each manager's 13F, not the share of Simplify Hedged Equity ETF the manager owns.