SIMPLIFY HEDGED EQUITY ETF (HEQT) Institutional Ownership Changes & 13F Activity

SIMPLIFY HEDGED EQUITY ETF (HEQT). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Susquehanna International Group, Llp, Osaic Holdings, Inc., Old Mission Capital Llc, Jpmorgan Chase & Co, and Rockefeller Capital Management L.P..

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Citadel Advisors LlcBuy+15,39315,393$516.28KQ2 2026Sep 02, 2026
Atx Financial Planning, LlcBuy+9,319+87.2%20,009$671.10KQ2 2026Aug 20, 2026
Equitable Holdings, Inc.Sell-11,279-25.0%33,831$1.13MQ2 2026Aug 17, 2026
Susquehanna International Group, LlpBuy+116,395+816.6%130,648$4.38MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Sell-62,997-44.8%77,550$2.60MQ2 2026Aug 14, 2026
Old Mission Capital LlcBuy+52,866+277.2%71,936$2.41MQ2 2026Aug 14, 2026
Ameritas Advisory Services, LlcBuy+21,371+23.6%111,920$3.75MQ2 2026Aug 14, 2026
Bank Of America CorpBuy+11,39311,393$382.12KQ2 2026Aug 14, 2026
Western Wealth Management, LlcBuy+8,020+63.7%20,619$691.57KQ2 2026Aug 14, 2026
Hrt Financial LpBuy+6,8196,819$228.00KQ2 2026Aug 14, 2026
Aqr Capital Management LlcBuy+6,3406,340$212.64KQ2 2026Aug 14, 2026
Orion Porfolio Solutions, LlcSell-3,546-1.2%286,153$9.60MQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+2,770+25.5%13,620$457.00KQ2 2026Aug 14, 2026
Advyzon Investment Management, LlcSell-189-1.9%9,980$334.73KQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+72+48.3%221$7.41KQ2 2026Aug 14, 2026
Betterment LlcSell-23-0.2%9,184$308.00KQ2 2026Aug 14, 2026
Independence Wealth Advisors, LlcBuy+10+0.1%9,267$310.82KQ2 2026Aug 14, 2026
Rockefeller Capital Management L.P.Buy+26,983+12.1%250,575$8.40MQ2 2026Aug 13, 2026
Ubs Group AgBuy+6,767+6.7%107,464$3.60MQ2 2026Aug 13, 2026
O'Shaughnessy Asset Management, LlcBuy+3,9403,940$132.15KQ2 2026Aug 13, 2026
Steward Partners Investment Advisory, LlcSell-3,693-4.1%86,259$2.89MQ2 2026Aug 13, 2026
Creativeone Wealth, LlcBuy+2,828+6.5%46,648$1.56MQ2 2026Aug 13, 2026
Captrust Financial AdvisorsSell-88-0.2%47,889$1.61MQ2 2026Aug 13, 2026
Morgan StanleyBuy+1+0.0%8,155$273.53KQ2 2026Aug 13, 2026
Jpmorgan Chase & CoBuy+51,81251,812$1.73MQ2 2026Aug 12, 2026
Cetera Investment AdvisersBuy+1,291+5.8%23,692$794.63KQ2 2026Aug 12, 2026
Smith, Moore & Co.Sell-371-0.4%99,368$3.33MQ2 2026Aug 12, 2026
Harbour Investments, Inc.Sell-300-30.2%695$23.31KQ2 2026Aug 12, 2026
Sunrise Financial Services, LlcSell-213-12.2%1,532$51.38KQ2 2026Aug 12, 2026
Peterson Wealth Advisors, LlcSell-4,679-4.0%112,453$3.77MQ2 2026Aug 11, 2026
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Frequently asked questions about HEQT activity

  • Which institutional owners are buying HEQT?

    Institutional owners buying HEQT include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in HEQT activity?

    "Buy" means an investor increased their reported position in HEQT compared to the prior reporting period. This reflects growing exposure to SIMPLIFY HEDGED EQUITY ETF (HEQT) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in HEQT increasing?

    Institutional interest in HEQT can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.