SIMPLIFY HEDGED EQUITY ETF (HEQT) 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 June 30, 2026. The institutional investors covered on this page collectively reported approximately $226.17M in HEQT holdings during the latest filing period.
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 $23.96M, representing an estimated gain of +2.33% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 52% 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
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
104
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 | $23,961,919 | +$544,781 | +2.33% | |
| Cwm, Llc | 0.05% | 629,588 | $19,832,028 | $21,607,649 | +$1,775,621 | +8.95% | |
| Lpl Financial Llc | 0.00% | 454,076 | $15,229,718 | $15,584,025 | +$354,307 | +2.33% | |
| Leo Wealth, Llc | 0.76% | 333,880 | $10,517,220 | $11,458,862 | +$941,642 | +8.95% | |
| Wealthplan Investment Management, Llc | 0.50% | 300,206 | $10,068,905 | $10,303,160 | +$234,255 | +2.33% | |
| Orion Porfolio Solutions, Llc | 0.07% | 286,153 | $9,597,578 | $9,820,857 | +$223,279 | +2.33% | |
| Rockefeller Capital Management L.P. | 0.01% | 250,575 | $8,404,304 | $8,599,809 | +$195,505 | +2.33% | |
| Independent Wealth Advisors Llc | 6.22% | 204,845 | $6,870,497 | $7,030,342 | +$159,845 | +2.33% | |
| Arq Wealth Advisors, Llc | 0.82% | 195,133 | $6,581,850 | $6,697,023 | +$115,173 | +1.75% | |
| Onedigital Investment Advisors Llc | 0.05% | 192,924 | $6,470,672 | $6,621,210 | +$150,538 | +2.33% | |
| Kovack Advisors, Inc. | 0.31% | 189,631 | $6,360,182 | $6,508,193 | +$148,011 | +2.33% | |
| Tsg Advice Partners, Llc | 0.88% | 185,666 | $5,848,483 | $6,372,113 | +$523,630 | +8.95% | |
| Meridian Wealth Management, Llc | 0.16% | 154,811 | $5,192,365 | $5,313,160 | +$120,795 | +2.33% | |
| Envestnet Asset Management Inc | 0.00% | 152,958 | $5,130,211 | $5,249,564 | +$119,353 | +2.33% | |
| Wealthplan Partners, Llc | 0.96% | 150,327 | $5,041,968 | $5,159,268 | +$117,300 | +2.33% | |
| Financial Enhancement Group Llc | 0.56% | 139,291 | $4,671,820 | $4,780,509 | +$108,689 | +2.33% | |
| Susquehanna International Group, Llp | 0.00% | 130,648 | $4,381,934 | $4,483,879 | +$101,945 | +2.33% | |
| Mml Investors Services, Llc | 0.01% | 127,293 | $4,269,422 | $4,368,734 | +$99,312 | +2.33% | |
| Harmony Asset Management Llc | 1.02% | 112,975 | $3,789,183 | $3,877,336 | +$88,153 | +2.33% | |
| Peterson Wealth Advisors, Llc | 0.45% | 112,453 | $3,771,668 | $3,859,421 | +$87,753 | +2.33% | |
| Ameritas Advisory Services, Llc | 0.08% | 111,920 | $3,753,811 | $3,841,128 | +$87,317 | +2.33% | |
| Ubs Group Ag | 0.00% | 107,464 | $3,604,342 | $3,688,197 | +$83,855 | +2.33% | |
| Victory Financial Group, Llc | 0.37% | 105,932 | $3,552,959 | $3,635,618 | +$82,659 | +2.33% | |
| Sound Financial Strategies Group, Llc | 2.15% | 100,735 | $3,378,652 | $3,457,255 | +$78,603 | +2.33% | |
| Smith, Moore & Co. | 0.22% | 99,368 | $3,332,810 | $3,410,340 | +$77,530 | +2.33% | |
| Sowell Financial Services Llc | 0.10% | 94,577 | $3,172,102 | $3,245,911 | +$73,809 | +2.33% | |
| Dynamic Advisor Solutions Llc | 0.09% | 93,605 | $3,139,516 | $3,212,552 | +$73,036 | +2.33% | |
| Steward Partners Investment Advisory, Llc | 0.01% | 86,259 | $2,893,127 | $2,960,435 | +$67,308 | +2.33% | |
| Evolution Wealth Management Inc. | 1.65% | 83,859 | $2,812,631 | $2,878,066 | +$65,435 | +2.33% | |
| Osaic Holdings, Inc. | 0.00% | 77,550 | $2,601,105 | $2,661,539 | +$60,434 | +2.32% | |
| Old Mission Capital Llc | 0.06% | 71,936 | $2,412,733 | $2,468,865 | +$56,132 | +2.33% | |
| Parallel Advisors, Llc | 0.03% | 63,922 | $2,143,944 | $2,193,822 | +$49,878 | +2.33% | |
| Stratos Wealth Advisors, Llc | 0.11% | 62,320 | $2,090,216 | $2,138,841 | +$48,625 | +2.33% | |
| Jpmorgan Chase & Co | 0.00% | 51,812 | $1,728,992 | $1,778,203 | +$49,211 | +2.85% | |
| Captrust Financial Advisors | 0.00% | 47,889 | $1,606,190 | $1,643,565 | +$37,375 | +2.33% | |
| Creativeone Wealth, Llc | 0.03% | 46,648 | $1,564,573 | $1,600,973 | +$36,400 | +2.33% | |
| Smartleaf Asset Management Llc | 0.05% | 45,690 | $1,524,675 | $1,568,095 | +$43,420 | +2.85% | |
| Stephens Inc | 0.01% | 34,160 | $1,145,726 | $1,172,381 | +$26,655 | +2.33% | |
| Equitable Holdings, Inc. | 0.01% | 33,831 | $1,134,696 | $1,161,090 | +$26,394 | +2.33% | |
| Cambridge Advisors Inc. | 0.19% | 32,196 | $1,079,854 | $1,104,976 | +$25,122 | +2.33% | |
| Bay Rivers Group | 0.33% | 28,608 | $959,511 | $981,835 | +$22,324 | +2.33% | |
| Cetera Investment Advisers | 0.00% | 23,692 | $794,630 | $813,117 | +$18,487 | +2.33% | |
| Bfi Wealth Solutions, Llc | 0.55% | 22,015 | $738,384 | $755,561 | +$17,177 | +2.33% | |
| Western Wealth Management, Llc | 0.02% | 20,619 | $691,566 | $707,650 | +$16,084 | +2.33% | |
| Atx Financial Planning, Llc | 0.44% | 20,009 | $671,098 | $686,715 | +$15,617 | +2.33% | |
| First Heartland Consultants, Inc. | 0.04% | 18,332 | $614,855 | $629,160 | +$14,305 | +2.33% | |
| Atria Investments, Inc | 0.01% | 17,638 | $591,579 | $605,341 | +$13,762 | +2.33% | |
| Blue Jean Financial Llc | 0.41% | 17,482 | $586,346 | $599,987 | +$13,641 | +2.33% | |
| Citadel Advisors Llc | 0.00% | 15,393 | $516,281 | $528,292 | +$12,011 | +2.33% | |
| Royal Bank Of Canada | 0.00% | 13,620 | $457,000 | $467,442 | +$10,442 | +2.29% |
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.