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 (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Private Advisor Group, Llc, Lpl Financial Llc, Wealthplan Partners, Llc, Kovack Advisors, Inc., and Mml Investors Services, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Atx Financial Planning, Llc | Buy | +44,823 | — | 44,823 | $1.44M | Q4 2025 | Feb 19, 2026 |
| Bfi Wealth Solutions, Llc | Buy | +34,884 | — | 34,884 | $1.12M | Q4 2025 | Feb 19, 2026 |
| Private Advisor Group, Llc | Buy | +1,120,557 | — | 1,120,557 | $35.91M | Q4 2025 | Feb 17, 2026 |
| Osaic Holdings, Inc. | Buy | +121,256 | — | 121,256 | $3.89M | Q4 2025 | Feb 17, 2026 |
| Equitable Holdings, Inc. | Buy | +72,407 | — | 72,407 | $2.32M | Q4 2025 | Feb 17, 2026 |
| Rockefeller Capital Management L.P. | Buy | +59,033 | — | 59,033 | $1.89M | Q4 2025 | Feb 17, 2026 |
| Captrust Financial Advisors | Buy | +48,722 | — | 48,722 | $1.56M | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | Buy | +23,465 | — | 23,465 | $752.05K | Q4 2025 | Feb 17, 2026 |
| Hilltop Holdings Inc. | Buy | +15,781 | — | 15,781 | $505.77K | Q4 2025 | Feb 17, 2026 |
| Old Mission Capital Llc | Buy | +12,920 | — | 12,920 | $414.09K | Q4 2025 | Feb 17, 2026 |
| Royal Bank Of Canada | Buy | +8,125 | — | 8,125 | $261.00K | Q4 2025 | Feb 17, 2026 |
| National Bank Of Canada | Buy | +504 | — | 504 | $16.11K | Q4 2025 | Feb 17, 2026 |
| Mml Investors Services, Llc | Buy | +125,096 | — | 125,096 | $4.01M | Q4 2025 | Feb 13, 2026 |
| Onedigital Investment Advisors Llc | Buy | +84,134 | — | 84,134 | $2.70M | Q4 2025 | Feb 13, 2026 |
| Smartleaf Asset Management Llc | Buy | +39,646 | — | 39,646 | $1.27M | Q4 2025 | Feb 13, 2026 |
| Mariner, Llc | Buy | +36,643 | — | 36,643 | $1.17M | Q4 2025 | Feb 13, 2026 |
| Creativeone Wealth, Llc | Buy | +35,274 | — | 35,274 | $1.13M | Q4 2025 | Feb 13, 2026 |
| Blue Jean Financial Llc | Buy | +15,832 | — | 15,832 | $507.42K | Q4 2025 | Feb 13, 2026 |
| Advyzon Investment Management, Llc | Buy | +9,593 | — | 9,593 | $307.46K | Q4 2025 | Feb 13, 2026 |
| Morgan Stanley | Buy | +8,154 | — | 8,154 | $261.36K | Q4 2025 | Feb 13, 2026 |
| Golden State Wealth Management, Llc | Buy | +6,986 | — | 6,986 | $223.91K | Q4 2025 | Feb 13, 2026 |
| Kestra Advisory Services, Llc | Buy | +1,547 | — | 1,547 | $49.57K | Q4 2025 | Feb 13, 2026 |
| Wells Fargo & Company/Mn | Buy | +650 | — | 650 | $20.83K | Q4 2025 | Feb 13, 2026 |
| Wealthplan Partners, Llc | Buy | +304,854 | — | 304,854 | $9.77M | Q4 2025 | Feb 12, 2026 |
| Kovack Advisors, Inc. | Buy | +196,509 | — | 196,509 | $8.54K | Q4 2025 | Feb 12, 2026 |
| Steward Partners Investment Advisory, Llc | Buy | +98,622 | — | 98,622 | $3.16M | Q4 2025 | Feb 12, 2026 |
| Commonwealth Equity Services, Llc | Buy | +13,402 | — | 13,402 | $429.55K | Q4 2025 | Feb 12, 2026 |
| Proficio Capital Partners Llc | Buy | +10,470 | — | 10,470 | $335.56K | Q4 2025 | Feb 12, 2026 |
| Betterment Llc | Buy | +9,316 | — | 9,316 | $299.00K | Q4 2025 | Feb 12, 2026 |
| Lpl Financial Llc | Buy | +459,311 | — | 459,311 | $14.72M | Q4 2025 | Feb 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.