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Simplify Hedged Equity ETF (HEQT) Institutional Ownership

$28.09 +0.03 (+0.11%)
Closing price 04/17/2025 04:10 PM Eastern
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$28.09 0.00 (0.00%)
As of 04/17/2025 04:12 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)
38
Total
Institutional Inflows
(last 12 months)
$151.91M
Number of
Institutional Sellers
(last 12 months)
16
Total
Institutional Outflows
(last 12 months)
$29.12M
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HEQT Institutional Buying and Selling by Quarter

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
4/17/2025 Dynamic Advisor Solutions LLC116,456$3.33M0.1%N/A0.830%
4/14/2025 Farther Finance Advisors LLC169,796$4.86M0.1%N/A1.210%
4/10/2025 Bay Rivers Group14,070$402K0.2%+8.2%0.100%
2/19/2025ARQ Wealth Advisors LLC241,981$7.13M2.7%+0.9%4.101%
2/18/2025Harmony Asset Management LLC126,719$3.74M1.5%+64.7%2.148%
2/17/2025Cetera Investment Advisers22,982$678K0.0%-26.3%0.390%
2/14/2025Jane Street Group LLC15,354$453K0.0%N/A0.260%
2/14/2025Betterment LLC7,802$230K0.0%N/A0.132%
2/14/2025OneDigital Investment Advisors LLC13,547$399K0.0%N/A0.230%
2/14/2025TD Waterhouse Canada Inc.17,614$518K0.0%N/A0.299%
2/14/2025MML Investors Services LLC76,607$2.26M0.0%N/A1.298%
2/13/2025Envestnet Asset Management Inc.120,784$3.56M0.0%+282.4%2.047%
2/13/2025Smith Moore & CO.197,103$5.81M0.5%-1.8%3.341%
2/12/2025JPMorgan Chase & Co.3,630$107K0.0%+12.1%0.062%
2/11/2025LPL Financial LLC1,086,617$32.03M0.0%+195.6%18.417%
2/10/2025Commonwealth Equity Services LLC37,870$1.12M0.0%-55.1%0.642%
2/7/2025PFG Advisors23,934$706K0.0%-3.3%0.406%
2/7/2025HighTower Advisors LLC301,468$8.89M0.0%+76.4%5.110%
2/6/2025Assetmark Inc.1,175$35K0.0%N/A0.020%
2/6/2025Steward Partners Investment Advisory LLC179,021$5.28M0.0%+1.8%3.034%
2/5/2025Middleton & Co. Inc. MA13,025$384K0.0%-18.5%0.221%
2/5/2025Proficio Capital Partners LLC308,656$9.10M0.0%+2,848.0%5.231%
2/3/2025Private Advisor Group LLC696,683$20.54M0.1%-21.2%11.808%
1/31/2025Atria Wealth Solutions Inc.11,413$336K0.0%-18.8%0.193%
1/30/2025Principal Securities Inc.1,000$29K0.0%N/A0.017%
1/30/2025WealthPlan Investment Management LLC599,917$17.69M1.7%+65.0%10.168%
1/30/2025WealthPLAN Partners LLC534,413$15.76M2.2%-5.3%9.058%
1/28/2025Stephens Inc. AR33,785$996K0.0%N/A0.573%
1/27/2025Stratos Wealth Advisors LLC167,167$4.93M0.2%+6.3%2.833%
1/23/2025Keudell Morrison Wealth Management516,588$15.23M4.0%-0.5%8.756%
1/22/2025 Bay Rivers Group13,000$383K0.2%N/A0.220%
1/17/2025Peterson Wealth Advisors LLC53,619$1.59M0.3%+42.4%0.909%
1/16/2025Lionsbridge Wealth Management LLC175,711$5.18M4.3%+40.8%2.978%
1/15/2025Ameritas Advisory Services LLC415,541$12.25M0.4%+27.9%7.043%
1/14/2025Financial Enhancement Group LLC59,946$1.76M0.3%-86.2%1.016%
12/26/2024JPMorgan Chase & Co.3,238$94K0.0%+319.4%0.055%
11/15/2024Harmony Asset Management LLC76,927$2.22M0.8%+31.9%1.304%
11/15/2024HighTower Advisors LLC170,857$4.94M0.0%-24.0%2.896%
11/15/2024Hilltop Holdings Inc.14,932$431K0.0%N/A0.253%
11/14/2024Captrust Financial Advisors55,159$1.59M0.0%-25.1%0.935%
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11/8/2024Avior Wealth Management LLC3,656$106K0.0%-12.6%0.062%
11/5/2024WealthPlan Investment Management LLC363,611$10.50M1.1%+1.1%6.163%
11/5/2024WealthPLAN Partners LLC564,333$16.30M2.2%+3.4%9.565%
11/1/2024Lionsbridge Wealth Management LLC124,830$3.61M2.8%+29.8%2.116%
10/31/2024Keudell Morrison Wealth Management519,326$15.00M4.1%+2.7%8.802%
10/31/2024Financial Enhancement Group LLC435,918$12.59M2.2%+1,232.1%7.388%
10/30/2024Ameritas Advisory Services LLC324,992$9.39M0.4%-23.4%5.508%
10/24/2024Peterson Wealth Advisors LLC37,663$1.09M0.2%-8.2%0.638%
10/23/2024Middleton & Co. Inc. MA15,975$461K0.1%-20.6%0.271%
10/22/2024Private Advisor Group LLC884,372$25.54M0.2%+267.3%14.989%
10/21/2024Foundations Investment Advisors LLC6,944$201K0.0%-40.8%0.118%
10/18/2024Stratos Wealth Advisors LLC157,318$4.54M0.2%+5.2%2.666%
10/8/2024CWM LLC470,887$13.60M0.1%+26.9%7.981%
10/8/2024 Dynamic Advisor Solutions LLC80,845$2.34M0.1%+21.2%1.370%
8/22/2024Cetera Investment Advisers208,628$5.77M0.0%-2.7%3.536%
8/14/2024Harmony Asset Management LLC58,322$1.61M0.7%+15.3%0.989%
8/12/2024Middleton & Co. Inc. MA20,107$556K0.1%-62.3%0.341%
8/9/2024WealthPLAN Partners LLC545,585$15.10M1.6%+0.7%9.247%
8/5/2024Private Advisor Group LLC240,747$6.66M0.0%+505.9%4.080%
8/2/2024Financial Enhancement Group LLC32,723$904K0.1%+14.1%0.555%
8/2/2024Foundations Investment Advisors LLC11,737$325K0.0%-27.1%0.199%
7/31/2024Commonwealth Equity Services LLC99,939$2.77M0.0%-50.8%1.694%
7/29/2024Ameritas Advisory Services LLC424,418$11.74M0.4%+1.0%7.194%
7/17/2024Keudell 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%
7/15/2024Lionsbridge Wealth Management LLC96,138$2.66M2.1%+3.2%1.629%
7/10/2024CWM LLC370,979$10.27M0.0%+13.1%6.288%
7/9/2024Northwest Capital Management Inc5,318$147K0.1%+188.7%0.090%
7/9/2024Mather Group LLC.29,514$782K0.0%N/A0.500%
5/24/2024Cetera Investment Advisers214,338$5.68M0.0%N/A3.633%
5/23/2024ARQ Wealth Advisors LLC231,485$6.13M2.7%+18.2%3.923%
5/17/2024WealthPlan Investment Management LLC364,049$9.64M1.5%+2.5%6.170%
5/9/2024Orion Portfolio Solutions LLC541,710$14.35M0.2%+209.7%9.182%
5/7/2024Keudell Morrison Wealth Management427,636$11.33M3.4%N/A7.463%
5/7/2024WealthPLAN Partners LLC541,933$14.36M1.5%-1.0%9.458%
5/1/2024Prosperity Consulting Group LLC127,712$3.38M0.4%N/A2.229%
5/1/2024Diversify Advisory Services LLC29,084$769K0.0%N/A0.508%
4/30/2024Private Advisor Group LLC39,732$1.05M0.0%+12.6%0.693%
4/30/2024Norden Group LLC18,928$501K0.0%N/A0.330%
4/29/2024Commonwealth Equity Services LLC203,194$5.38M0.0%-1.8%3.546%
4/23/2024Strategic Blueprint LLC65,388$1.73M0.1%N/A1.141%
4/19/2024Norden Group LLC189,280$5.01M0.1%N/A4.351%
4/16/2024 Wealth Enhancement Advisory Services LLC83,607$2.22M0.0%N/A1.922%
4/15/2024Financial Enhancement Group LLC28,683$752K0.1%-23.4%0.659%
4/11/2024 Fortitude Family Office LLC5,311$141K0.1%N/A0.122%
2/27/2024ARQ 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%
2/12/2024Steward Partners Investment Advisory LLC121,925$3.08M0.0%+24.0%2.803%
2/9/2024Orion Portfolio Solutions LLC174,942$4.43M0.1%+20.7%4.022%
2/9/2024D.A. Davidson & CO.9,360$236K0.0%-21.0%0.215%
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2/6/2024Private Advisor Group LLC35,271$891K0.0%N/A0.811%
2/2/2024Truist Financial Corp7,971$201K0.0%-87.7%0.183%
2/2/2024Atria Wealth Solutions Inc.16,348$413K0.0%+55.7%0.376%
2/1/2024CWM LLC35,733$903K0.0%+21.4%0.821%
1/24/2024Stratos Wealth Advisors LLC136,562$3.45M0.2%+0.7%3.139%
1/18/2024Financial Enhancement Group LLC37,446$947K0.2%+14.7%0.861%
1/16/2024Lionsbridge Wealth Management LLC93,253$2.36M1.9%+208.0%2.144%
1/10/2024Peterson Wealth Advisors LLC32,765$828K0.2%N/A0.753%
1/5/2024WealthPLAN Partners LLC547,298$13.83M1.4%-0.4%12.582%
1/5/2024WealthPlan Investment Management LLC355,135$8.97M1.4%+1.1%8.164%
(Data available from 1/1/2016 forward)

HEQT Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of HEQT shares?

During the previous two years, 56 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 49 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 7,734,891 shares in the last 24 months. This purchase volume represents approximately $210.01M 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 4/18/2025 by MarketBeat.com Staff
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