Simplify Hedged Equity ETFHEQTETF
13F holders, Q4 2025 (December 31)82holders +9
9new positions
9sold out
$32.05avg. 13F price*
At the end of Q4 2025, 82 institutions reported holding Simplify Hedged Equity ETF (HEQT) in their 13F filings, up 9 from Q3 2025. 9 opened new positions and 9 sold out. The largest holders were Private Advisor Group, LLC ($35.9M), Cwm, LLC ($19.4M) and WealthPlan Investment Management, LLC ($17.9M).
- Company
- Simplify Hedged Equity ETF
- CUSIP
- 82889N764
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $20.3M |
| Exits | 9 | $2.8M |
All 13F filers, Q3 2025 → Q4 2025: 1,810,139 shares bought and 702,750 shares sold, net +1,107,389 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 82 holders
| Private Advisor Group, LLC | 0.17% | Add +466.8% | 1,120,557 | $35.9M |
| Cwm, LLC | 0.05% | Add +3.3% | 605,285 | $19.4M |
| WealthPlan Investment Management, LLC | 1.14% | Reduce -14.6% | 558,393 | $17.9M |
| Keudell/Morrison Wealth Management | 3.48% | — | 517,138 | $16.6M |
| LPL Financial LLC | 0.00% | Add +13.2% | 459,311 | $14.7M |
| Leo Wealth, LLC | 0.77% | New | 331,506 | $10.6M |
| WealthPLAN Partners, LLC | 1.46% | Reduce -6.1% | 304,854 | $9.8M |
| Arq Wealth Advisors, LLC | 2.36% | Add +7.3% | 273,051 | $8.8M |
| Stephens Inc. | 0.08% | Reduce -22.3% | 208,209 | $6.7M |
| Kovack Advisors, Inc. | 0.30% | New | 196,507 | $6.3M |
| Independent Wealth Advisors LLC | 5.88% | — | 175,756 | $5.6M |
| HighTower Advisors, LLC | 0.01% | Reduce -0.3% | 172,180 | $5.5M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -0.9% | 147,330 | $4.7M |
| Meridian Wealth Management, LLC | 0.15% | Add +5.3% | 133,850 | $4.3M |
| Financial Enhancement Group LLC | 0.54% | Reduce -1.4% | 128,133 | $4.1M |
| Peterson Wealth Advisors, LLC | 0.55% | Reduce -8.5% | 128,161 | $4.1M |
| Ameritas Advisory Services, LLC | 0.15% | Reduce -48.5% | 127,050 | $4.1M |
| MML Investors Services, LLC | 0.01% | Reduce -5.3% | 125,096 | $4.0M |
| Osaic Holdings, Inc. | 0.01% | Reduce -4.2% | 121,256 | $3.9M |
| UBS Group AG | 0.00% | Reduce -45.1% | 112,724 | $3.6M |
| Victory Financial Group, LLC | 0.44% | Reduce -7.5% | 108,149 | $3.5M |
| Smith, Moore & Co. | 0.26% | Reduce -33.1% | 106,626 | $3.4M |
| Harmony Asset Management LLC | 1.15% | Reduce -21.5% | 106,545 | $3.4M |
| Sound Financial Strategies Group, LLC | 2.28% | Add +25.1% | 100,735 | $3.2M |
| Steward Partners Investment Advisory, LLC | 0.02% | Reduce -24.7% | 98,622 | $3.2M |
| Dynamic Advisor Solutions LLC | 0.10% | Reduce -17.1% | 96,711 | $3.1M |
| Sowell Financial Services LLC | 0.11% | Add +2.3% | 90,169 | $2.9M |
| Parallel Advisors, LLC | 0.05% | Add +17.9% | 88,485 | $2.8M |
| OneDigital Investment Advisors LLC | 0.03% | Add +17.1% | 84,134 | $2.7M |
| Equitable Holdings, Inc. | 0.02% | Reduce -9.3% | 72,407 | $2.3M |
| Evolution Wealth Management Inc. | 1.70% | Add +11.3% | 64,220 | $2.1M |
| Stratos Wealth Advisors, LLC | 0.10% | Add +4.4% | 62,780 | $2.0M |
| Rockefeller Capital Management L.P. | 0.00% | New | 59,033 | $1.9M |
| Captrust Financial Advisors | 0.00% | Reduce -4.2% | 48,722 | $1.6M |
| ATX Financial Planning, LLC | 1.11% | — | 44,823 | $1.4M |
| Smartleaf Asset Management LLC | 0.05% | Add +59.1% | 39,646 | $1.3M |
| JPMorgan Chase & Co. | 0.00% | Add +762.5% | 37,425 | $1.2M |
| Mariner, LLC | 0.00% | Add +153.7% | 36,643 | $1.2M |
| CreativeOne Wealth, LLC | 0.03% | Reduce -0.0% | 35,274 | $1.1M |
| BFI Wealth Solutions, LLC | 1.07% | — | 34,884 | $1.1M |
| Cambridge Advisors Inc. | 0.20% | Add +3.1% | 32,539 | $1.0M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +1.9% | 28,491 | $913K |
| Encompass More Asset Management | 0.14% | Add +90.4% | 23,831 | $764K |
| Cetera Investment Advisers | 0.00% | Add +0.9% | 23,465 | $752K |
| PFG Advisors | 0.03% | Reduce -8.1% | 22,278 | $714K |
| Bay Rivers Group | 0.26% | Add +19.3% | 19,762 | $633K |
| Blue Jean Financial LLC | 0.41% | — | 15,832 | $507K |
| Hilltop Holdings Inc. | 0.03% | Add +0.4% | 15,781 | $506K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -23.1% | 13,402 | $430K |
| Middleton & Co. Inc. | 0.04% | No change | 13,025 | $417K |
| Old Mission Capital LLC | 0.02% | New | 12,920 | $414K |
| Western Wealth Management, LLC | 0.02% | Reduce -0.3% | 12,792 | $410K |
| Thompson David Blair | 0.21% | — | 11,443 | $367K |
| Brookwood Investment Group LLC | 0.04% | Add +12.7% | 10,989 | $352K |
| Diversify Advisory Services, LLC | 0.01% | New | 10,784 | $349K |
| Proficio Capital Partners LLC | 0.02% | No change | 10,470 | $336K |
| Advyzon Investment Management, LLC | 0.04% | New | 9,593 | $307K |
| Betterment LLC | 0.00% | Add +12.1% | 9,316 | $299K |
| Independence Wealth Advisors, LLC | 0.17% | — | 9,257 | $297K |
| Stratos Investment Management, LLC | 0.01% | Reduce -29.4% | 8,221 | $264K |
| Morgan Stanley | 0.00% | Add +1696.0% | 8,154 | $261K |
| Royal Bank of Canada | 0.00% | Add +42.8% | 8,125 | $261K |
| Plan Group Financial, LLC | 0.07% | New | 7,826 | $251K |
| Golden State Wealth Management, LLC | 0.02% | Reduce -20.9% | 6,986 | $224K |
| Chatterton & Associates Inc. | 0.19% | — | 6,915 | $222K |
| Lanark Financial, Inc. | 0.01% | Reduce -84.9% | 6,027 | $193K |
| AE Wealth Management LLC | 0.00% | Reduce -11.0% | 5,932 | $190K |
| Advisors Preferred, LLC | 0.02% | New | 3,486 | $112K |
| CGC Financial Services, LLC | 0.03% | No change | 3,115 | $100K |
| Reyes Financial Architecture, Inc. | 0.06% | Add +0.3% | 2,854 | $91K |
| Longview Financial Advisors LLC | 0.04% | Reduce -1.0% | 2,421 | $78K |
| Sunrise Financial Services, LLC | 0.05% | — | 1,942 | $62K |
| Kestra Advisory Services, LLC | 0.00% | New | 1,547 | $50K |
| US Bancorp \de | 0.00% | No change | 1,340 | $43K |
| Harbour Investments, Inc. | 0.00% | Add +27.6% | 995 | $32K |
| Wells Fargo & Company | 0.00% | No change | 650 | $21K |
| Assetmark, Inc. | 0.00% | No change | 628 | $20K |
| National Bank of Canada | 0.00% | No change | 504 | $16K |
| Global Retirement Partners, LLC | 0.00% | Add +0.2% | 464 | $15K |
| Larson Financial Group LLC | 0.00% | Reduce -27.2% | 450 | $14K |
| Comerica Bank | 0.00% | Add +100.0% | 140 | $4K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 20 | $641 |
"% of holder's portfolio" is HEQT's weight in each manager's 13F, not the share of Simplify Hedged Equity ETF the manager owns.