Who owns Simplify Hedged Equity ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of HEQT from SEC Form 13F filings across 86 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 86 institutions disclosed 5.9M shares of Simplify Hedged Equity ETF worth $198.1M — about 63.3% of shares outstanding; the largest disclosed holder is Private Advisor Group, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
86
13F holders
$198.1M
value, 2026 filers
63.3%
of shares outstanding (5.9M sh)
12
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of HEQT's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Private Advisor Group, LLC | 698,185 | $23.4M | 0.1% | 7.5% | +30.0% |
| 2 | LPL Financial LLC | 454,076 | $15.2M | 0.0% | 4.9% | -19.3% |
| 3 | WealthPlan Investment Management, LLC | 300,206 | $10.1M | 0.5% | 3.2% | -19.3% |
| 4 | Orion Porfolio Solutions, LLC | 286,153 | $9.6M | 0.1% | 3.1% | -1.2% |
| 5 | Rockefeller Capital Management L.P. | 250,575 | $8.4M | 0.0% | 2.7% | +12.1% |
| 6 | Independent Wealth Advisors LLC | 204,845 | $6.9M | 6.2% | 2.2% | +10.2% |
| 7 | ARQ WEALTH ADVISORS, LLC | 195,133 | $6.6M | 0.8% | 2.1% | -35.5% |
| 8 | OneDigital Investment Advisors LLC | 192,924 | $6.5M | 0.1% | 2.1% | +70.8% |
| 9 | Kovack Advisors, Inc. | 189,631 | $6.4M | 0.3% | 2% | -18.1% |
| 10 | HighTower Advisors, LLC | 184,740 | $6.2M | 0.0% | 2% | +2.6% |
| 11 | Meridian Wealth Management, LLC | 154,811 | $5.2M | 0.2% | 1.7% | +0.1% |
| 12 | ENVESTNET ASSET MANAGEMENT INC | 152,958 | $5.1M | 0.0% | 1.6% | +13.2% |
| 13 | WealthPLAN Partners, LLC | 150,327 | $5.0M | 1.0% | 1.6% | -33.8% |
| 14 | Financial Enhancement Group LLC | 139,291 | $4.7M | 0.6% | 1.5% | +2.0% |
| 15 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 130,648 | $4.4M | 0.0% | 1.4% | +816.6% |
| 16 | MML INVESTORS SERVICES, LLC | 127,293 | $4.3M | 0.0% | 1.4% | +15.9% |
| 17 | HARMONY ASSET MANAGEMENT LLC | 112,975 | $3.8M | 1.0% | 1.2% | +3.7% |
| 18 | Peterson Wealth Advisors, LLC | 112,453 | $3.8M | 0.4% | 1.2% | -4.0% |
| 19 | Ameritas Advisory Services, LLC | 111,920 | $3.8M | 0.1% | 1.2% | +23.6% |
| 20 | UBS Group AG | 107,464 | $3.6M | 0.0% | 1.2% | +6.7% |
| 21 | VICTORY FINANCIAL GROUP, LLC | 105,932 | $3.6M | 0.4% | 1.1% | -1.5% |
| 22 | Sound Financial Strategies Group, LLC | 100,735 | $3.4M | 2.1% | 1.1% | 0.0% |
| 23 | SMITH, MOORE & CO. | 99,368 | $3.3M | 0.2% | 1.1% | -0.4% |
| 24 | Sowell Financial Services LLC | 94,577 | $3.2M | 0.1% | 1% | -11.1% |
| 25 | Dynamic Advisor Solutions LLC | 93,605 | $3.1M | 0.1% | 1% | +1.2% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation. Research, not investment advice.