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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Atx Financial Planning, LlcBuy+44,823—44,823$1.44MQ4 2025Feb 19, 2026
Bfi Wealth Solutions, LlcBuy+34,884—34,884$1.12MQ4 2025Feb 19, 2026
Private Advisor Group, LlcBuy+1,120,557—1,120,557$35.91MQ4 2025Feb 17, 2026
Osaic Holdings, Inc.Buy+121,256—121,256$3.89MQ4 2025Feb 17, 2026
Equitable Holdings, Inc.Buy+72,407—72,407$2.32MQ4 2025Feb 17, 2026
Rockefeller Capital Management L.P.Buy+59,033—59,033$1.89MQ4 2025Feb 17, 2026
Captrust Financial AdvisorsBuy+48,722—48,722$1.56MQ4 2025Feb 17, 2026
Cetera Investment AdvisersBuy+23,465—23,465$752.05KQ4 2025Feb 17, 2026
Hilltop Holdings Inc.Buy+15,781—15,781$505.77KQ4 2025Feb 17, 2026
Old Mission Capital LlcBuy+12,920—12,920$414.09KQ4 2025Feb 17, 2026
Royal Bank Of CanadaBuy+8,125—8,125$261.00KQ4 2025Feb 17, 2026
National Bank Of CanadaBuy+504—504$16.11KQ4 2025Feb 17, 2026
Mml Investors Services, LlcBuy+125,096—125,096$4.01MQ4 2025Feb 13, 2026
Onedigital Investment Advisors LlcBuy+84,134—84,134$2.70MQ4 2025Feb 13, 2026
Smartleaf Asset Management LlcBuy+39,646—39,646$1.27MQ4 2025Feb 13, 2026
Mariner, LlcBuy+36,643—36,643$1.17MQ4 2025Feb 13, 2026
Creativeone Wealth, LlcBuy+35,274—35,274$1.13MQ4 2025Feb 13, 2026
Blue Jean Financial LlcBuy+15,832—15,832$507.42KQ4 2025Feb 13, 2026
Advyzon Investment Management, LlcBuy+9,593—9,593$307.46KQ4 2025Feb 13, 2026
Morgan StanleyBuy+8,154—8,154$261.36KQ4 2025Feb 13, 2026
Golden State Wealth Management, LlcBuy+6,986—6,986$223.91KQ4 2025Feb 13, 2026
Kestra Advisory Services, LlcBuy+1,547—1,547$49.57KQ4 2025Feb 13, 2026
Wells Fargo & Company/MnBuy+650—650$20.83KQ4 2025Feb 13, 2026
Wealthplan Partners, LlcBuy+304,854—304,854$9.77MQ4 2025Feb 12, 2026
Kovack Advisors, Inc.Buy+196,509—196,509$8.54KQ4 2025Feb 12, 2026
Steward Partners Investment Advisory, LlcBuy+98,622—98,622$3.16MQ4 2025Feb 12, 2026
Commonwealth Equity Services, LlcBuy+13,402—13,402$429.55KQ4 2025Feb 12, 2026
Proficio Capital Partners LlcBuy+10,470—10,470$335.56KQ4 2025Feb 12, 2026
Betterment LlcBuy+9,316—9,316$299.00KQ4 2025Feb 12, 2026
Lpl Financial LlcBuy+459,311—459,311$14.72MQ4 2025Feb 11, 2026
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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.