Simplify Hedged Equity ETFHEQTETF
13F holders, Q1 2026 (March 31)88holders +6
16new positions
8sold out
$31.53avg. 13F price*
At the end of Q1 2026, 88 institutions reported holding Simplify Hedged Equity ETF (HEQT) in their 13F filings, up 6 from Q4 2025. 16 opened new positions and 8 sold out. The largest holders were Cwm, LLC ($19.8M), LPL Financial LLC ($17.7M) and Private Advisor Group, LLC ($16.9M).
- Company
- Simplify Hedged Equity ETF
- CUSIP
- 82889N764
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 16 | $17.9M |
| Exits | 8 | $19.7M |
All 13F filers, Q4 2025 → Q1 2026: 1,157,834 shares bought and 1,846,651 shares sold, net −688,817 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 88 holders
| Cwm, LLC | 0.05% | Add +4.0% | 629,588 | $19.8M |
| LPL Financial LLC | 0.00% | Add +22.5% | 562,601 | $17.7M |
| Private Advisor Group, LLC | 0.08% | Reduce -52.1% | 537,227 | $16.9M |
| WealthPlan Investment Management, LLC | 0.65% | Reduce -33.4% | 371,916 | $11.7M |
| Leo Wealth, LLC | 0.76% | Add +0.7% | 333,880 | $10.5M |
| Arq Wealth Advisors, LLC | 1.72% | Add +10.8% | 302,463 | $9.5M |
| Orion Porfolio Solutions, LLC | 0.08% | New | 289,699 | $9.1M |
| Kovack Advisors, Inc. | 0.39% | Add +17.8% | 231,418 | $7.3M |
| WealthPLAN Partners, LLC | 1.38% | Reduce -25.5% | 227,169 | $7.2M |
| Rockefeller Capital Management L.P. | 0.01% | Add +278.8% | 223,592 | $7.0M |
| Independent Wealth Advisors LLC | 5.75% | Add +5.7% | 185,810 | $5.9M |
| TSG Advice Partners, LLC | 0.88% | New | 185,666 | $5.8M |
| HighTower Advisors, LLC | 0.01% | Add +4.6% | 180,101 | $5.7M |
| Meridian Wealth Management, LLC | 0.17% | Add +15.5% | 154,632 | $4.9M |
| Financial Enhancement Group LLC | 0.56% | Add +6.6% | 136,560 | $4.5M |
| Osaic Holdings, Inc. | 0.01% | Add +15.9% | 140,547 | $4.4M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -8.3% | 135,065 | $4.3M |
| Peterson Wealth Advisors, LLC | 0.49% | Reduce -8.6% | 117,132 | $3.7M |
| OneDigital Investment Advisors LLC | 0.03% | Add +34.3% | 112,983 | $3.6M |
| MML Investors Services, LLC | 0.01% | Reduce -12.2% | 109,841 | $3.5M |
| Harmony Asset Management LLC | 1.05% | Add +2.2% | 108,920 | $3.4M |
| Victory Financial Group, LLC | 0.42% | Reduce -0.6% | 107,551 | $3.4M |
| Sowell Financial Services LLC | 0.12% | Add +17.9% | 106,350 | $3.4M |
| Sound Financial Strategies Group, LLC | 2.17% | No change | 100,735 | $3.2M |
| UBS Group AG | 0.00% | Reduce -10.7% | 100,697 | $3.2M |
| Smith, Moore & Co. | 0.23% | Reduce -6.5% | 99,739 | $3.1M |
| Dynamic Advisor Solutions LLC | 0.09% | Reduce -4.3% | 92,535 | $2.9M |
| Ameritas Advisory Services, LLC | 0.11% | Reduce -28.7% | 90,549 | $2.9M |
| Encompass More Asset Management | 0.48% | Add +279.8% | 90,511 | $2.9M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -8.8% | 89,952 | $2.8M |
| Evolution Wealth Management Inc. | 1.72% | Add +16.4% | 74,730 | $2.4M |
| Parallel Advisors, LLC | 0.04% | Reduce -27.1% | 64,518 | $2.0M |
| Stratos Wealth Advisors, LLC | 0.13% | Add +2.8% | 64,512 | $2.0M |
| Captrust Financial Advisors | 0.00% | Reduce -1.5% | 47,977 | $1.5M |
| Equitable Holdings, Inc. | 0.01% | Reduce -37.7% | 45,110 | $1.4M |
| Smartleaf Asset Management LLC | 0.05% | Add +15.2% | 45,690 | $1.4M |
| CreativeOne Wealth, LLC | 0.03% | Add +24.2% | 43,820 | $1.4M |
| JPMorgan Chase & Co. | 0.00% | Add +6.8% | 39,969 | $1.2M |
| Stephens Inc. | 0.01% | Reduce -82.1% | 37,310 | $1.2M |
| Cambridge Advisors Inc. | 0.20% | No change | 32,539 | $1.0M |
| BFI Wealth Solutions, LLC | 0.93% | Reduce -11.1% | 31,023 | $974K |
| Bay Rivers Group | 0.36% | Add +39.1% | 27,490 | $866K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -11.7% | 25,154 | $792K |
| Cetera Investment Advisers | 0.00% | Reduce -4.5% | 22,401 | $706K |
| Blue Jean Financial LLC | 0.50% | Add +20.7% | 19,112 | $602K |
| Old Mission Capital LLC | 0.01% | Add +47.6% | 19,070 | $601K |
| Jane Street Group, LLC | 0.00% | New | 18,423 | $580K |
| Susquehanna International Group, LLP | 0.00% | New | 14,253 | $449K |
| Middleton & Co. Inc. | 0.05% | No change | 13,025 | $410K |
| Western Wealth Management, LLC | 0.02% | Reduce -1.5% | 12,599 | $397K |
| Heck Capital Advisors, LLC | 0.03% | New | 12,300 | $387K |
| First Heartland Consultants, Inc. | 0.03% | New | 11,910 | $375K |
| Diversify Wealth Management, LLC | 0.01% | New | 11,301 | $371K |
| Thompson David Blair | 0.21% | No change | 11,443 | $360K |
| Atria Investments, Inc | 0.00% | New | 11,259 | $355K |
| Brookwood Investment Group LLC | 0.04% | Add +0.5% | 11,041 | $348K |
| Royal Bank of Canada | 0.00% | Add +33.5% | 10,850 | $342K |
| ATX Financial Planning, LLC | 0.26% | Reduce -76.2% | 10,690 | $337K |
| Proficio Capital Partners LLC | 0.02% | No change | 10,470 | $330K |
| Advyzon Investment Management, LLC | 0.03% | Add +6.0% | 10,169 | $320K |
| Indivisible Partners | 0.03% | New | 9,727 | $306K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -30.5% | 9,317 | $293K |
| Independence Wealth Advisors, LLC | 0.16% | No change | 9,257 | $292K |
| Betterment LLC | 0.00% | Reduce -1.2% | 9,207 | $290K |
| AE Wealth Management LLC | 0.00% | Add +38.7% | 8,230 | $259K |
| Morgan Stanley | 0.00% | No change | 8,154 | $257K |
| Plan Group Financial, LLC | 0.06% | Add +0.3% | 7,852 | $247K |
| Chatterton & Associates Inc. | 0.15% | No change | 6,915 | $221K |
| Golden State Wealth Management, LLC | 0.01% | Reduce -39.3% | 4,243 | $134K |
| Lanark Financial, Inc. | 0.01% | Reduce -38.0% | 3,734 | $118K |
| CGC Financial Services, LLC | 0.03% | No change | 3,115 | $98K |
| Reyes Financial Architecture, Inc. | 0.07% | Add +0.3% | 2,863 | $90K |
| Longview Financial Advisors LLC | 0.04% | No change | 2,421 | $76K |
| Sunrise Financial Services, LLC | 0.04% | Reduce -10.1% | 1,745 | $55K |
| US Bancorp \de | 0.00% | No change | 1,340 | $42K |
| Harbour Investments, Inc. | 0.00% | No change | 995 | $31K |
| Farther Finance Advisors, LLC | 0.00% | New | 923 | $29K |
| Assetmark, Inc. | 0.00% | No change | 628 | $20K |
| National Bank of Canada | 0.00% | No change | 504 | $16K |
| Sound Income Strategies, LLC | 0.00% | New | 286 | $9K |
| Fifth Third Bancorp | 0.00% | New | 210 | $7K |
| Wells Fargo & Company | 0.00% | Reduce -77.1% | 149 | $5K |
| Security National Bank | 0.00% | New | 111 | $3K |
| Vision Retirement, LLC | 0.00% | New | 65 | $2K |
| Advisory Services Network, LLC | 0.00% | New | 53 | $2K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 20 | $630 |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 19 | $598 |
| Larson Financial Group LLC | 0.00% | Reduce -99.8% | 1 | $16 |
"% of holder's portfolio" is HEQT's weight in each manager's 13F, not the share of Simplify Hedged Equity ETF the manager owns.