SIMPLIFY HEDGED EQUITY ETF (HEQT) Institutional Ownership and Insiders Activity
SIMPLIFY HEDGED EQUITY ETF (HEQT) is widely held by institutional investors, with 83 firms reporting positions valued at approximately $226.17M based on SEC Form 13F filings for the quarter ended June 30, 2026.
Private Advisor Group, Llc is the largest disclosed holder, reporting approximately $23.42M in HEQT holdings in its latest filing.
Institutional Holders
83
Total Reported Value
$226.17M
Largest Holder
Private Advisor Group, Llc
Largest Position
$23.42M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
11
Funds Exiting Positions
17
Top Institutional Owners
View allInvestorReported Balance
- Private Advisor Group, Llc$23.42M
- Cwm, Llc$19.83M
- Lpl Financial Llc$15.23M
- Leo Wealth, Llc$10.52M
- Wealthplan Investment Management, Llc$10.07M
HEQT News
All news- Independent Wealth Advisors Llc Increases Holdings Across Portfolio in Q2 2026
Jul 30, 2026 · valut.ai