HEQT Institutional Ownership & Shareholders
SIMPLIFY HEDGED EQUITY ETF (HEQT) is currently held by 85 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $205.70M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Private Advisor Group, Llc is currently the largest disclosed institutional shareholder of HEQT tracked by InsiderSet, reporting ownership valued at approximately $23.42M in its June 30, 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 $23.87M, representing an estimated gain of +1.94% 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 Private Advisor Group, Llc, Cwm, Llc, Lpl Financial 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
85
Total Reported Value
$205.70M
Largest Holder
Private Advisor Group, Llc
Largest Position
$23.42M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
108
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Private Advisor Group, Llc | 0.11% | 698,185 | $23,417,138 | $23,870,945 | +$453,807 | +1.94% | |
| Cwm, Llc | 0.05% | 629,588 | $19,832,028 | $21,525,614 | +$1,693,586 | +8.54% | |
| Lpl Financial Llc | 0.00% | 454,076 | $15,229,718 | $15,524,858 | +$295,140 | +1.94% | |
| Orion Porfolio Solutions, Llc | 0.07% | 286,153 | $9,597,578 | $9,783,571 | +$185,993 | +1.94% | |
| Wealthplan Investment Management, Llc | 0.41% | 249,031 | $8,546,747 | $8,514,370 | -$32,377 | -0.38% | |
| Rockefeller Capital Management L.P. | 0.01% | 250,575 | $8,404,304 | $8,567,159 | +$162,855 | +1.94% | |
| Independent Wealth Advisors Llc | 6.19% | 217,567 | $7,466,917 | $7,438,616 | -$28,301 | -0.38% | |
| Onedigital Investment Advisors Llc | 0.05% | 192,924 | $6,470,672 | $6,596,072 | +$125,400 | +1.94% | |
| Kovack Advisors, Inc. | 0.31% | 189,631 | $6,360,182 | $6,483,484 | +$123,302 | +1.94% | |
| Meridian Wealth Management, Llc | 0.16% | 154,811 | $5,192,365 | $5,292,988 | +$100,623 | +1.94% | |
| Envestnet Asset Management Inc | 0.00% | 152,958 | $5,130,211 | $5,229,634 | +$99,423 | +1.94% | |
| Financial Enhancement Group Llc | 0.52% | 129,760 | $4,513,053 | $4,436,494 | -$76,559 | -1.70% | |
| Susquehanna International Group, Llp | 0.00% | 130,648 | $4,381,934 | $4,466,855 | +$84,921 | +1.94% | |
| Mml Investors Services, Llc | 0.01% | 127,293 | $4,269,422 | $4,352,148 | +$82,726 | +1.94% | |
| Harmony Asset Management Llc | 0.97% | 112,980 | $3,877,458 | $3,862,786 | -$14,672 | -0.38% | |
| Ameritas Advisory Services, Llc | 0.08% | 111,920 | $3,753,811 | $3,826,545 | +$72,734 | +1.94% | |
| Victory Financial Group, Llc | 0.34% | 106,157 | $3,643,308 | $3,629,508 | -$13,800 | -0.38% | |
| Wealthplan Partners, Llc | 0.66% | 105,040 | $3,604,968 | $3,591,318 | -$13,650 | -0.38% | |
| Ubs Group Ag | 0.00% | 107,464 | $3,604,342 | $3,674,194 | +$69,852 | +1.94% | |
| Peterson Wealth Advisors, Llc | 0.41% | 102,659 | $3,523,241 | $3,509,911 | -$13,330 | -0.38% | |
| Sound Financial Strategies Group, Llc | 2.33% | 100,735 | $3,457,225 | $3,444,130 | -$13,095 | -0.38% | |
| Smith, Moore & Co. | 0.22% | 99,368 | $3,332,810 | $3,397,392 | +$64,582 | +1.94% | |
| Sowell Financial Services Llc | 0.10% | 94,780 | $3,252,839 | $3,240,528 | -$12,311 | -0.38% | |
| Dynamic Advisor Solutions Llc | 0.09% | 92,826 | $3,185,791 | $3,173,721 | -$12,070 | -0.38% | |
| Evolution Wealth Management Inc. | 1.77% | 89,445 | $3,069,752 | $3,058,125 | -$11,627 | -0.38% | |
| Arq Wealth Advisors, Llc | 0.36% | 87,573 | $3,005,490 | $2,994,121 | -$11,369 | -0.38% | |
| Steward Partners Investment Advisory, Llc | 0.01% | 86,259 | $2,893,127 | $2,949,195 | +$56,068 | +1.94% | |
| Osaic Holdings, Inc. | 0.00% | 77,550 | $2,601,105 | $2,651,435 | +$50,330 | +1.93% | |
| Old Mission Capital Llc | 0.06% | 71,936 | $2,412,733 | $2,459,492 | +$46,759 | +1.94% | |
| Parallel Advisors, Llc | 0.03% | 63,922 | $2,143,944 | $2,185,493 | +$41,549 | +1.94% | |
| Stratos Wealth Advisors, Llc | 0.11% | 62,320 | $2,090,216 | $2,130,721 | +$40,505 | +1.94% | |
| Jpmorgan Chase & Co | 0.00% | 51,812 | $1,728,992 | $1,771,452 | +$42,460 | +2.46% | |
| Captrust Financial Advisors | 0.00% | 47,889 | $1,606,190 | $1,637,325 | +$31,135 | +1.94% | |
| Creativeone Wealth, Llc | 0.03% | 46,648 | $1,564,573 | $1,594,895 | +$30,322 | +1.94% | |
| Smartleaf Asset Management Llc | 0.05% | 45,690 | $1,524,675 | $1,562,141 | +$37,466 | +2.46% | |
| Stephens Inc | 0.01% | 34,160 | $1,145,726 | $1,167,930 | +$22,204 | +1.94% | |
| Cambridge Advisors Inc. | 0.20% | 33,308 | $1,143,124 | $1,138,801 | -$4,323 | -0.38% | |
| Equitable Holdings, Inc. | 0.01% | 33,831 | $1,134,696 | $1,156,682 | +$21,986 | +1.94% | |
| Bay Rivers Group | 0.33% | 28,608 | $959,511 | $978,108 | +$18,597 | +1.94% | |
| Cetera Investment Advisers | 0.00% | 23,692 | $794,630 | $810,029 | +$15,399 | +1.94% | |
| Bfi Wealth Solutions, Llc | 0.51% | 21,757 | $746,701 | $743,872 | -$2,829 | -0.38% | |
| Western Wealth Management, Llc | 0.02% | 20,619 | $691,566 | $704,964 | +$13,398 | +1.94% | |
| First Heartland Consultants, Inc. | 0.05% | 19,713 | $676,550 | $673,987 | -$2,563 | -0.38% | |
| Atria Investments, Inc | 0.01% | 19,021 | $652,801 | $650,328 | -$2,473 | -0.38% | |
| Heck Capital Advisors, Llc | 0.04% | 18,625 | $639,210 | $636,789 | -$2,421 | -0.38% | |
| Atx Financial Planning, Llc | 0.39% | 17,730 | $608,478 | $606,189 | -$2,289 | -0.38% | |
| Partners Wealth Management, Llc | 0.06% | 16,348 | $561,056 | $558,938 | -$2,118 | -0.38% | |
| Citadel Advisors Llc | 0.00% | 15,393 | $516,281 | $526,287 | +$10,006 | +1.94% | |
| Ballast Rock Private Wealth Llc | 0.23% | 14,575 | $500,214 | $498,319 | -$1,895 | -0.38% | |
| Royal Bank Of Canada | 0.00% | 13,620 | $457,000 | $465,668 | +$8,668 | +1.90% |
Frequently asked questions about HEQT
Who are the largest institutional holders of HEQT?
The largest institutional holders of HEQT reported in the latest SEC Form 13F filings include Private Advisor Group, Llc, Cwm, Llc, Lpl Financial Llc, Orion Porfolio Solutions, Llc, and Wealthplan Investment Management, Llc. InsiderSet ranks institutional holders by their latest reported HEQT position.
What is HEQT institutional ownership?
This page tracks HEQT positions reported by institutional investment managers through SEC Form 13F. SIMPLIFY HEDGED EQUITY ETF (HEQT) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own HEQT?
InsiderSet currently tracks 85 institutional managers reporting HEQT holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of HEQT shareholders.
How much HEQT stock do institutions own?
Institutional investment managers disclosed approximately $205.70M in HEQT holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was HEQT institutional ownership last updated?
The latest HEQT institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional HEQT holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its HEQT position after the reporting date.
Are institutions buying or selling HEQT?
Institutional buying and selling can be analyzed by comparing HEQT positions across consecutive 13F reporting periods. InsiderSet's HEQT Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View HEQT ownership changes.
How has HEQT institutional ownership changed over time?
InsiderSet tracks HEQT institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.