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..
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Citadel Advisors Llc | Buy | +15,393 | — | 15,393 | $516.28K | Q2 2026 | Sep 02, 2026 |
| Atx Financial Planning, Llc | Buy | +9,319 | +87.2% | 20,009 | $671.10K | Q2 2026 | Aug 20, 2026 |
| Equitable Holdings, Inc. | Sell | -11,279 | -25.0% | 33,831 | $1.13M | Q2 2026 | Aug 17, 2026 |
| Susquehanna International Group, Llp | Buy | +116,395 | +816.6% | 130,648 | $4.38M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Sell | -62,997 | -44.8% | 77,550 | $2.60M | Q2 2026 | Aug 14, 2026 |
| Old Mission Capital Llc | Buy | +52,866 | +277.2% | 71,936 | $2.41M | Q2 2026 | Aug 14, 2026 |
| Ameritas Advisory Services, Llc | Buy | +21,371 | +23.6% | 111,920 | $3.75M | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Buy | +11,393 | — | 11,393 | $382.12K | Q2 2026 | Aug 14, 2026 |
| Western Wealth Management, Llc | Buy | +8,020 | +63.7% | 20,619 | $691.57K | Q2 2026 | Aug 14, 2026 |
| Hrt Financial Lp | Buy | +6,819 | — | 6,819 | $228.00K | Q2 2026 | Aug 14, 2026 |
| Aqr Capital Management Llc | Buy | +6,340 | — | 6,340 | $212.64K | Q2 2026 | Aug 14, 2026 |
| Orion Porfolio Solutions, Llc | Sell | -3,546 | -1.2% | 286,153 | $9.60M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +2,770 | +25.5% | 13,620 | $457.00K | Q2 2026 | Aug 14, 2026 |
| Advyzon Investment Management, Llc | Sell | -189 | -1.9% | 9,980 | $334.73K | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +72 | +48.3% | 221 | $7.41K | Q2 2026 | Aug 14, 2026 |
| Betterment Llc | Sell | -23 | -0.2% | 9,184 | $308.00K | Q2 2026 | Aug 14, 2026 |
| Independence Wealth Advisors, Llc | Buy | +10 | +0.1% | 9,267 | $310.82K | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | Buy | +26,983 | +12.1% | 250,575 | $8.40M | Q2 2026 | Aug 13, 2026 |
| Ubs Group Ag | Buy | +6,767 | +6.7% | 107,464 | $3.60M | Q2 2026 | Aug 13, 2026 |
| O'Shaughnessy Asset Management, Llc | Buy | +3,940 | — | 3,940 | $132.15K | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, Llc | Sell | -3,693 | -4.1% | 86,259 | $2.89M | Q2 2026 | Aug 13, 2026 |
| Creativeone Wealth, Llc | Buy | +2,828 | +6.5% | 46,648 | $1.56M | Q2 2026 | Aug 13, 2026 |
| Captrust Financial Advisors | Sell | -88 | -0.2% | 47,889 | $1.61M | Q2 2026 | Aug 13, 2026 |
| Morgan Stanley | Buy | +1 | +0.0% | 8,155 | $273.53K | Q2 2026 | Aug 13, 2026 |
| Jpmorgan Chase & Co | Buy | +51,812 | — | 51,812 | $1.73M | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | Buy | +1,291 | +5.8% | 23,692 | $794.63K | Q2 2026 | Aug 12, 2026 |
| Smith, Moore & Co. | Sell | -371 | -0.4% | 99,368 | $3.33M | Q2 2026 | Aug 12, 2026 |
| Harbour Investments, Inc. | Sell | -300 | -30.2% | 695 | $23.31K | Q2 2026 | Aug 12, 2026 |
| Sunrise Financial Services, Llc | Sell | -213 | -12.2% | 1,532 | $51.38K | Q2 2026 | Aug 12, 2026 |
| Peterson Wealth Advisors, Llc | Sell | -4,679 | -4.0% | 112,453 | $3.77M | Q2 2026 | Aug 11, 2026 |
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.