SIMPLIFY HEDGED EQUITY ETF (HEQT) Top Institutional Shareholders
SIMPLIFY HEDGED EQUITY ETF (HEQT) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $217.38M in HEQT holdings during the latest filing period.
Cwm, Llc is currently the largest disclosed institutional shareholder of HEQT tracked by InsiderSet, reporting ownership valued at approximately $19.83M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $21.01M, representing an estimated gain of +5.94% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 54% of the total disclosed HEQT value among the investors covered in this analysis. Major shareholders include Cwm, Llc, Lpl Financial Llc, Private Advisor Group, Llc, and several other long-term asset managers with concentrated positions in SIMPLIFY HEDGED EQUITY ETF (HEQT).
This page ranks the largest institutional HEQT shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
86
Total Reported Value
$217.38M
Largest Holder
Cwm, Llc
Largest Position
$19.83M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
95
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Cwm, Llc | 0.05% | 629,588 | $19,832,028 | $21,009,352 | +$1,177,324 | +5.94% | |
| Lpl Financial Llc | 0.00% | 562,601 | $17,721,918 | $18,773,995 | +$1,052,077 | +5.94% | |
| Private Advisor Group, Llc | 0.08% | 537,227 | $16,922,800 | $17,927,265 | +$1,004,465 | +5.94% | |
| Wealthplan Investment Management, Llc | 0.65% | 371,916 | $11,715,363 | $12,410,837 | +$695,474 | +5.94% | |
| Leo Wealth, Llc | 0.76% | 333,880 | $10,517,220 | $11,141,576 | +$624,356 | +5.94% | |
| Arq Wealth Advisors, Llc | 1.72% | 302,463 | $9,527,591 | $10,093,190 | +$565,599 | +5.94% | |
| Orion Porfolio Solutions, Llc | 0.08% | 289,699 | $9,125,522 | $9,667,256 | +$541,734 | +5.94% | |
| Kovack Advisors, Inc. | 0.39% | 231,418 | $7,345,986 | $7,722,419 | +$376,433 | +5.12% | |
| Wealthplan Partners, Llc | 1.38% | 227,169 | $7,155,835 | $7,580,630 | +$424,795 | +5.94% | |
| Rockefeller Capital Management L.P. | 0.01% | 223,592 | $7,043,163 | $7,461,265 | +$418,102 | +5.94% | |
| Tsg Advice Partners, Llc | 0.88% | 185,666 | $5,848,483 | $6,195,674 | +$347,191 | +5.94% | |
| Hightower Advisors, Llc | 0.01% | 180,101 | $5,673,179 | $6,009,970 | +$336,791 | +5.94% | |
| Meridian Wealth Management, Llc | 0.17% | 154,632 | $4,870,918 | $5,160,070 | +$289,152 | +5.94% | |
| Financial Enhancement Group Llc | 0.56% | 136,560 | $4,473,706 | $4,557,007 | +$83,301 | +1.86% | |
| Osaic Holdings, Inc. | 0.01% | 140,547 | $4,427,292 | $4,690,053 | +$262,761 | +5.94% | |
| Envestnet Asset Management Inc | 0.00% | 135,065 | $4,254,538 | $4,507,119 | +$252,581 | +5.94% | |
| Peterson Wealth Advisors, Llc | 0.49% | 117,132 | $3,689,653 | $3,908,695 | +$219,042 | +5.94% | |
| Onedigital Investment Advisors Llc | 0.03% | 112,983 | $3,558,965 | $3,770,243 | +$211,278 | +5.94% | |
| Mml Investors Services, Llc | 0.01% | 109,841 | $3,460,006 | $3,665,394 | +$205,388 | +5.94% | |
| Harmony Asset Management Llc | 1.05% | 108,920 | $3,430,993 | $3,634,660 | +$203,667 | +5.94% | |
| Baer Investment Advisory Llc | 0.42% | 107,551 | $3,387,857 | $3,588,977 | +$201,120 | +5.94% | |
| Victory Financial Group, Llc | 0.42% | 107,551 | $3,387,857 | $3,588,977 | +$201,120 | +5.94% | |
| Sowell Financial Services Llc | 0.12% | 106,350 | $3,350,012 | $3,548,899 | +$198,887 | +5.94% | |
| Sound Financial Strategies Group, Llc | 2.17% | 100,735 | $3,173,153 | $3,361,527 | +$188,374 | +5.94% | |
| Ubs Group Ag | 0.00% | 100,697 | $3,171,956 | $3,360,259 | +$188,303 | +5.94% | |
| Smith, Moore & Co. | 0.23% | 99,739 | $3,141,767 | $3,328,290 | +$186,523 | +5.94% | |
| Dynamic Advisor Solutions Llc | 0.09% | 92,535 | $2,914,839 | $3,087,893 | +$173,054 | +5.94% | |
| Ameritas Advisory Services, Llc | 0.11% | 90,549 | $2,852,289 | $3,021,620 | +$169,331 | +5.94% | |
| Encompass More Asset Management | 0.48% | 90,511 | $2,851,097 | $3,020,352 | +$169,255 | +5.94% | |
| Steward Partners Investment Advisory, Llc | 0.01% | 89,952 | $2,833,488 | $3,001,698 | +$168,210 | +5.94% | |
| Evolution Wealth Management Inc. | 1.72% | 74,730 | $2,353,995 | $2,493,740 | +$139,745 | +5.94% | |
| Parallel Advisors, Llc | 0.04% | 64,518 | $2,032,317 | $2,152,966 | +$120,649 | +5.94% | |
| Stratos Wealth Advisors, Llc | 0.12% | 64,512 | $2,032,133 | $2,152,765 | +$120,632 | +5.94% | |
| Captrust Financial Advisors | 0.00% | 47,977 | $1,502,167 | $1,600,992 | +$98,825 | +6.58% | |
| Equitable Holdings, Inc. | 0.01% | 45,110 | $1,445,776 | $1,505,321 | +$59,545 | +4.12% | |
| Smartleaf Asset Management Llc | 0.05% | 45,690 | $1,410,907 | $1,524,675 | +$113,768 | +8.06% | |
| Creativeone Wealth, Llc | 0.03% | 43,820 | $1,380,339 | $1,462,273 | +$81,934 | +5.94% | |
| Stephens Inc | 0.01% | 37,310 | $1,175,265 | $1,245,035 | +$69,770 | +5.94% | |
| Cambridge Advisors Inc. | 0.20% | 32,539 | $1,024,979 | $1,085,826 | +$60,847 | +5.94% | |
| Bfi Wealth Solutions, Llc | 0.93% | 31,023 | $974,151 | $1,035,238 | +$61,087 | +6.27% | |
| Bay Rivers Group | 0.36% | 27,490 | $865,942 | $917,341 | +$51,399 | +5.94% | |
| Cetera Investment Advisers | 0.00% | 22,401 | $705,632 | $747,521 | +$41,889 | +5.94% | |
| Blue Jean Financial Llc | 0.50% | 19,112 | $602,028 | $637,767 | +$35,739 | +5.94% | |
| Old Mission Capital Llc | 0.01% | 19,070 | $600,705 | $636,366 | +$35,661 | +5.94% | |
| Jane Street Group, Llc | 0.00% | 18,423 | $580,324 | $614,776 | +$34,452 | +5.94% | |
| Susquehanna International Group, Llp | 0.00% | 14,253 | $448,970 | $475,623 | +$26,653 | +5.94% | |
| Middleton & Co Inc/Ma | 0.05% | 13,025 | $410,287 | $434,644 | +$24,357 | +5.94% | |
| Western Wealth Management, Llc | 0.01% | 12,599 | $396,877 | $420,429 | +$23,552 | +5.93% | |
| Heck Capital Advisors, Llc | 0.03% | 12,300 | $387,450 | $410,451 | +$23,001 | +5.94% | |
| First Heartland Consultants, Inc. | 0.03% | 11,910 | $375,165 | $397,437 | +$22,272 | +5.94% |
Frequently asked questions about HEQT
Who owns the most HEQT stock?
The largest holders of HEQT are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for SIMPLIFY HEDGED EQUITY ETF (HEQT).
Is HEQT widely held by superinvestors?
Many widely followed stocks like HEQT appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly HEQT is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.