Simplify Hedged Equity ETFHEQTETF
13F holders, Q3 2025 (September 30)73holders −5
11new positions
14sold out
1famous investor
$31.23avg. 13F price*
At the end of Q3 2025, 73 institutions reported holding Simplify Hedged Equity ETF (HEQT) in their 13F filings, down 5 from Q2 2025. 11 opened new positions and 14 sold out. The largest holders were WealthPlan Investment Management, LLC ($20.4M), Cwm, LLC ($18.3M) and LPL Financial LLC ($12.7M). 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $12.3M |
| Exits | 14 | $18.2M |
All 13F filers, Q2 2025 → Q3 2025: 633,452 shares bought and 2,046,238 shares sold, net −1,412,786 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 73 holders
| WealthPlan Investment Management, LLC | 1.35% | Reduce -0.7% | 653,927 | $20.4M |
| Cwm, LLC | 0.06% | Add +1.7% | 586,221 | $18.3M |
| LPL Financial LLC | 0.00% | Reduce -35.4% | 405,829 | $12.7M |
| WealthPLAN Partners, LLC | 1.52% | Add +1.9% | 324,558 | $10.1M |
| Stephens Inc. | 0.11% | Reduce -0.6% | 268,044 | $8.4M |
| Arq Wealth Advisors, LLC | 2.35% | Add +5.6% | 254,393 | $7.9M |
| Ameritas Advisory Services, LLC | 0.50% | Add +79.5% | 246,833 | $7.7M |
| UBS Group AG | 0.00% | Reduce -19.6% | 205,404 | $6.4M |
| Private Advisor Group, LLC | 0.03% | Reduce -23.5% | 197,714 | $6.2M |
| HighTower Advisors, LLC | 0.01% | Reduce -0.1% | 172,719 | $5.4M |
| Smith, Moore & Co. | 0.38% | Reduce -2.7% | 159,496 | $5.0M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -58.0% | 148,708 | $4.6M |
| Peterson Wealth Advisors, LLC | 0.66% | Reduce -5.0% | 140,132 | $4.4M |
| Harmony Asset Management LLC | 1.46% | Add +1.1% | 135,762 | $4.2M |
| MML Investors Services, LLC | 0.01% | Reduce -60.5% | 132,047 | $4.1M |
| Steward Partners Investment Advisory, LLC | 0.02% | Reduce -33.0% | 131,049 | $4.1M |
| Financial Enhancement Group LLC | 0.55% | Add +5.9% | 129,925 | $4.1M |
| Meridian Wealth Management, LLC | 0.15% | Add +6.7% | 127,131 | $4.0M |
| Osaic Holdings, Inc. | 0.01% | Add +6.7% | 126,555 | $3.9M |
| Victory Financial Group, LLC | 0.50% | Add +1.5% | 116,980 | $3.7M |
| Dynamic Advisor Solutions LLC | 0.11% | Add +0.3% | 116,608 | $3.6M |
| Sowell Financial Services LLC | 0.11% | New | 88,131 | $2.8M |
| Sound Financial Strategies Group, LLC | 1.84% | New | 80,535 | $2.5M |
| Equitable Holdings, Inc. | 0.02% | Add +15.1% | 79,787 | $2.5M |
| Parallel Advisors, LLC | 0.04% | New | 75,022 | $2.3M |
| OneDigital Investment Advisors LLC | 0.02% | Add +2.5% | 71,828 | $2.2M |
| Stratos Wealth Advisors, LLC | 0.09% | Add +10.3% | 60,127 | $1.9M |
| Evolution Wealth Management Inc. | 1.85% | New | 57,677 | $1.8M |
| Captrust Financial Advisors | 0.00% | Add +0.2% | 50,880 | $1.6M |
| Lanark Financial, Inc. | 0.10% | New | 39,997 | $1.2M |
| CreativeOne Wealth, LLC | 0.03% | Add +337.5% | 35,280 | $1.1M |
| Cambridge Advisors Inc. | 0.19% | Reduce -5.1% | 31,565 | $986K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 27,970 | $874K |
| Smartleaf Asset Management LLC | 0.05% | Add +48.5% | 24,917 | $777K |
| PFG Advisors | 0.03% | Add +11.6% | 24,234 | $757K |
| Ausdal Financial Partners, Inc. | 0.04% | No change | 24,015 | $750K |
| Susquehanna International Group, LLP | 0.00% | Reduce -75.6% | 23,807 | $744K |
| Cetera Investment Advisers | 0.00% | Reduce -8.3% | 23,249 | $726K |
| GTS Securities LLC | 0.02% | Add +23.4% | 18,629 | $582K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -48.8% | 17,434 | $545K |
| Bay Rivers Group | 0.22% | Add +14.5% | 16,564 | $517K |
| Hilltop Holdings Inc. | 0.03% | Add +5.7% | 15,722 | $491K |
| Mariner, LLC | 0.00% | Add +79.9% | 14,443 | $451K |
| Middleton & Co. Inc. | 0.04% | No change | 13,025 | $407K |
| Western Wealth Management, LLC | 0.02% | Add +5.9% | 12,826 | $401K |
| Encompass More Asset Management | 0.08% | Reduce -41.1% | 12,516 | $391K |
| Stratos Investment Management, LLC | 0.01% | Reduce -96.0% | 11,643 | $364K |
| Citadel Advisors | 0.00% | Add +26.5% | 10,942 | $342K |
| Proficio Capital Partners LLC | 0.02% | No change | 10,470 | $327K |
| Brookwood Investment Group LLC | 0.04% | New | 9,755 | $305K |
| Golden State Wealth Management, LLC | 0.03% | Reduce -5.3% | 8,835 | $276K |
| Betterment LLC | 0.00% | Add +1.4% | 8,309 | $260K |
| DAVENPORT & Co LLC | 0.00% | New | 8,021 | $251K |
| AE Wealth Management LLC | 0.00% | Reduce -1.0% | 6,662 | $208K |
| Royal Bank of Canada | 0.00% | Add +69.5% | 5,691 | $178K |
| JPMorgan Chase & Co. | 0.00% | Add +26.9% | 4,339 | $136K |
| CGC Financial Services, LLC | 0.03% | New | 3,115 | $97K |
| Reyes Financial Architecture, Inc. | 0.06% | Reduce -88.6% | 2,845 | $89K |
| Longview Financial Advisors LLC | 0.04% | Reduce -6.1% | 2,446 | $76K |
| Principal Securities, Inc. | 0.00% | Add +54.5% | 1,545 | $48K |
| US Bancorp \de | 0.00% | New | 1,340 | $42K |
| Alpine Bank Wealth Management | 0.00% | No change | 901 | $28K |
| Harbour Investments, Inc. | 0.00% | No change | 780 | $24K |
| Wells Fargo & Company | 0.00% | New | 650 | $20K |
| Assetmark, Inc. | 0.00% | No change | 628 | $20K |
| Larson Financial Group LLC | 0.00% | Reduce -41.2% | 618 | $19K |
| National Bank of Canada | 0.00% | Reduce -12.7% | 504 | $16K |
| Global Retirement Partners, LLC | 0.00% | Add +0.2% | 463 | $14K |
| Morgan Stanley | 0.00% | Reduce -0.2% | 454 | $14K |
| Advisory Services Network, LLC | 0.00% | Reduce -99.1% | 396 | $12K |
| Comerica Bank | 0.00% | No change | 70 | $2K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -100.0% | 56 | $2K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 20 | $625 |
"% of holder's portfolio" is HEQT's weight in each manager's 13F, not the share of Simplify Hedged Equity ETF the manager owns.