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Simplify Hedged Equity ETF (HEQT) Institutional Ownership

$28.76 -0.05 (-0.17%)
As of 03/27/2025 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Simplify Hedged Equity ETF (NYSEARCA:HEQT)

Number of
Institutional Buyers
(last 12 months)
39
Total
Institutional Inflows
(last 12 months)
$146.05M
Number of
Institutional Sellers
(last 12 months)
16
Total
Institutional Outflows
(last 12 months)
$29.35M
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HEQT Institutional Buying and Selling by Quarter

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Simplify Hedged Equity ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/19/2025 ARQ Wealth Advisors LLC241,981$7.13M2.7%+0.9%4.101%
2/18/2025 Harmony Asset Management LLC126,719$3.74M1.5%+64.7%2.148%
2/17/2025 Cetera Investment Advisers22,982$678K0.0%-26.3%0.390%
2/14/2025 Jane Street Group LLC15,354$453K0.0%N/A0.260%
2/14/2025 Betterment LLC7,802$230K0.0%N/A0.132%
2/14/2025 OneDigital Investment Advisors LLC13,547$399K0.0%N/A0.230%
2/14/2025 TD Waterhouse Canada Inc.17,614$518K0.0%N/A0.299%
2/14/2025 MML Investors Services LLC76,607$2.26M0.0%N/A1.298%
2/13/2025 Envestnet Asset Management Inc.120,784$3.56M0.0%+282.4%2.047%
2/13/2025 Smith Moore & CO.197,103$5.81M0.5%-1.8%3.341%
2/12/2025 JPMorgan Chase & Co.3,630$107K0.0%+12.1%0.062%
2/11/2025 LPL Financial LLC1,086,617$32.03M0.0%+195.6%18.417%
2/10/2025 Commonwealth Equity Services LLC37,870$1.12M0.0%-55.1%0.642%
2/7/2025 PFG Advisors23,934$706K0.0%-3.3%0.406%
2/7/2025 HighTower Advisors LLC301,468$8.89M0.0%+76.4%5.110%
2/6/2025 Assetmark Inc.1,175$35K0.0%N/A0.020%
2/6/2025 Steward Partners Investment Advisory LLC179,021$5.28M0.0%+1.8%3.034%
2/5/2025 Middleton & Co. Inc. MA13,025$384K0.0%-18.5%0.221%
2/5/2025 Proficio Capital Partners LLC308,656$9.10M0.0%+2,848.0%5.231%
2/3/2025 Private Advisor Group LLC696,683$20.54M0.1%-21.2%11.808%
1/31/2025 Atria Wealth Solutions Inc.11,413$336K0.0%-18.8%0.193%
1/30/2025 Principal Securities Inc.1,000$29K0.0%N/A0.017%
1/30/2025 WealthPlan Investment Management LLC599,917$17.69M1.7%+65.0%10.168%
1/30/2025 WealthPLAN Partners LLC534,413$15.76M2.2%-5.3%9.058%
1/28/2025 Stephens Inc. AR33,785$996K0.0%N/A0.573%
1/27/2025 Stratos Wealth Advisors LLC167,167$4.93M0.2%+6.3%2.833%
1/23/2025 Keudell Morrison Wealth Management516,588$15.23M4.0%-0.5%8.756%
1/22/2025 Bay Rivers Group13,000$383K0.2%N/A0.220%
1/17/2025 Peterson Wealth Advisors LLC53,619$1.59M0.3%+42.4%0.909%
1/16/2025 Lionsbridge Wealth Management LLC175,711$5.18M4.3%+40.8%2.978%
1/15/2025 Ameritas Advisory Services LLC415,541$12.25M0.4%+27.9%7.043%
1/14/2025 Financial Enhancement Group LLC59,946$1.76M0.3%-86.2%1.016%
12/26/2024 JPMorgan Chase & Co.3,238$94K0.0%+319.4%0.055%
11/15/2024 Harmony Asset Management LLC76,927$2.22M0.8%+31.9%1.304%
11/15/2024 HighTower Advisors LLC170,857$4.94M0.0%-24.0%2.896%
11/15/2024 Hilltop Holdings Inc.14,932$431K0.0%N/A0.253%
11/14/2024 Captrust Financial Advisors55,159$1.59M0.0%-25.1%0.935%
11/8/2024 Avior Wealth Management LLC3,656$106K0.0%-12.6%0.062%
11/5/2024 WealthPlan Investment Management LLC363,611$10.50M1.1%+1.1%6.163%
11/5/2024 WealthPLAN Partners LLC564,333$16.30M2.2%+3.4%9.565%
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11/1/2024 Lionsbridge Wealth Management LLC124,830$3.61M2.8%+29.8%2.116%
10/31/2024 Keudell Morrison Wealth Management519,326$15.00M4.1%+2.7%8.802%
10/31/2024 Financial Enhancement Group LLC435,918$12.59M2.2%+1,232.1%7.388%
10/30/2024 Ameritas Advisory Services LLC324,992$9.39M0.4%-23.4%5.508%
10/24/2024 Peterson Wealth Advisors LLC37,663$1.09M0.2%-8.2%0.638%
10/23/2024 Middleton & Co. Inc. MA15,975$461K0.1%-20.6%0.271%
10/22/2024 Private Advisor Group LLC884,372$25.54M0.2%+267.3%14.989%
10/21/2024 Foundations Investment Advisors LLC6,944$201K0.0%-40.8%0.118%
10/18/2024 Stratos Wealth Advisors LLC157,318$4.54M0.2%+5.2%2.666%
10/8/2024 CWM LLC470,887$13.60M0.1%+26.9%7.981%
10/8/2024 Dynamic Advisor Solutions LLC80,845$2.34M0.1%+21.2%1.370%
8/22/2024 Cetera Investment Advisers208,628$5.77M0.0%-2.7%3.536%
8/14/2024 Harmony Asset Management LLC58,322$1.61M0.7%+15.3%0.989%
8/12/2024 Middleton & Co. Inc. MA20,107$556K0.1%-62.3%0.341%
8/9/2024 WealthPLAN Partners LLC545,585$15.10M1.6%+0.7%9.247%
8/5/2024 Private Advisor Group LLC240,747$6.66M0.0%+505.9%4.080%
8/2/2024 Financial Enhancement Group LLC32,723$904K0.1%+14.1%0.555%
8/2/2024 Foundations Investment Advisors LLC11,737$325K0.0%-27.1%0.199%
7/31/2024 Commonwealth Equity Services LLC99,939$2.77M0.0%-50.8%1.694%
7/29/2024 Ameritas Advisory Services LLC424,418$11.74M0.4%+1.0%7.194%
7/17/2024 Keudell Morrison Wealth Management505,746$13.99M4.1%+18.3%8.572%
7/15/2024 Dynamic Advisor Solutions LLC66,717$1.85M0.1%N/A1.131%
7/15/2024 Lionsbridge Wealth Management LLC96,138$2.66M2.1%+3.2%1.629%
7/10/2024 CWM LLC370,979$10.27M0.0%+13.1%6.288%
7/9/2024 Northwest Capital Management Inc5,318$147K0.1%+188.7%0.090%
7/9/2024 Mather Group LLC.29,514$782K0.0%N/A0.500%
5/24/2024 Cetera Investment Advisers214,338$5.68M0.0%N/A3.633%
5/23/2024 ARQ Wealth Advisors LLC231,485$6.13M2.7%+18.2%3.923%
5/17/2024 WealthPlan Investment Management LLC364,049$9.64M1.5%+2.5%6.170%
5/9/2024 Orion Portfolio Solutions LLC541,710$14.35M0.2%+209.7%9.182%
5/7/2024 Keudell Morrison Wealth Management427,636$11.33M3.4%N/A7.463%
5/7/2024 WealthPLAN Partners LLC541,933$14.36M1.5%-1.0%9.458%
5/1/2024 Prosperity Consulting Group LLC127,712$3.38M0.4%N/A2.229%
5/1/2024 Diversify Advisory Services LLC29,084$769K0.0%N/A0.508%
4/30/2024 Private Advisor Group LLC39,732$1.05M0.0%+12.6%0.693%
4/30/2024 Norden Group LLC18,928$501K0.0%N/A0.330%
4/29/2024 Commonwealth Equity Services LLC203,194$5.38M0.0%-1.8%3.546%
4/23/2024 Strategic Blueprint LLC65,388$1.73M0.1%N/A1.141%
4/19/2024 Norden Group LLC189,280$5.01M0.1%N/A4.351%
4/16/2024 Wealth Enhancement Advisory Services LLC83,607$2.22M0.0%N/A1.922%
4/15/2024 Financial Enhancement Group LLC28,683$752K0.1%-23.4%0.659%
4/11/2024 Fortitude Family Office LLC5,311$141K0.1%N/A0.122%
2/27/2024 ARQ Wealth Advisors LLC195,824$4.95M2.9%+12.5%4.502%
2/13/2024Cetera Advisor Networks LLC248,431$6.28M0.0%-4.2%5.711%
2/12/2024 Steward Partners Investment Advisory LLC121,925$3.08M0.0%+24.0%2.803%
2/9/2024 Orion Portfolio Solutions LLC174,942$4.43M0.1%+20.7%4.022%
2/9/2024 D.A. Davidson & CO.9,360$236K0.0%-21.0%0.215%
2/6/2024 Private Advisor Group LLC35,271$891K0.0%N/A0.811%
2/2/2024 Truist Financial Corp7,971$201K0.0%-87.7%0.183%
2/2/2024 Atria Wealth Solutions Inc.16,348$413K0.0%+55.7%0.376%
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2/1/2024 CWM LLC35,733$903K0.0%+21.4%0.821%
1/24/2024 Stratos Wealth Advisors LLC136,562$3.45M0.2%+0.7%3.139%
1/18/2024 Financial Enhancement Group LLC37,446$947K0.2%+14.7%0.861%
1/16/2024 Lionsbridge Wealth Management LLC93,253$2.36M1.9%+208.0%2.144%
1/10/2024 Peterson Wealth Advisors LLC32,765$828K0.2%N/A0.753%
1/5/2024 WealthPLAN Partners LLC547,298$13.83M1.4%-0.4%12.582%
1/5/2024 WealthPlan Investment Management LLC355,135$8.97M1.4%+1.1%8.164%
11/30/2023 ARQ Wealth Advisors LLC174,124$4.24M3.2%-2.3%4.003%
11/15/2023 WealthPlan Investment Management LLC351,293$8.56M1.0%+17,273.5%8.076%
11/8/2023 HighTower Advisors LLC182,040$4.43M0.0%-1.4%4.185%
(Data available from 1/1/2016 forward)

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HEQT Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of HEQT shares?

During the previous two years, 55 institutional investors and hedge funds held shares of Simplify Hedged Equity ETF. The most heavily invested institutionals were LPL Financial LLC ($32.03M), Private Advisor Group LLC ($20.54M), WealthPlan Investment Management LLC ($17.69M), WealthPLAN Partners LLC ($15.76M), Keudell Morrison Wealth Management ($15.23M), Orion Portfolio Solutions LLC ($14.35M), and CWM LLC ($13.60M).Learn more on HEQT's institutional investors.

Which institutional investors have been buying Simplify Hedged Equity ETF stock?

Of the 48 institutional investors that purchased Simplify Hedged Equity ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: WealthPlan Investment Management LLC ($1.15M), Private Advisor Group LLC ($884.37K), LPL Financial LLC ($719.05K), Keudell Morrison Wealth Management ($519.33K), Financial Enhancement Group LLC ($481.24K), Orion Portfolio Solutions LLC ($396.77K), and HighTower Advisors LLC ($300.54K).

How much institutional buying is happening at Simplify Hedged Equity ETF?

Institutional investors have bought a total of 7,447,569 shares in the last 24 months. This purchase volume represents approximately $201.80M in transactions.

Which Simplify Hedged Equity ETF major shareholders have been selling company stock?

Of the 25 institutional investors that sold Simplify Hedged Equity ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: WealthPlan Investment Management LLC ($960.31K), WealthPLAN Partners LLC ($602.06K), Financial Enhancement Group LLC ($385.37K), Ameritas Advisory Services LLC ($242.27K), Private Advisor Group LLC ($187.69K), Orion Portfolio Solutions LLC ($177.18K), and Commonwealth Equity Services LLC ($153.50K).

How much institutional selling is happening at Simplify Hedged Equity ETF?

Institutional investors have sold a total of 2,953,553 shares in the last 24 months. This volume of shares sold represents approximately $76.18M in transactions.


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This page (NYSEARCA:HEQT) was last updated on 3/28/2025 by MarketBeat.com Staff
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