Who owns HEQT?
Simplify Hedged Equity ETF · Simplify
87 institutions reported holding HEQT, worth $199.3M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of HEQT
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Private Advisor Group, LLC | Morristown, NJ | $23.4M | 698,185 | +160,958 shares |
| LPL Financial LLC | Fort Mill, SC | $15.2M | 454,076 | −108,525 shares |
| WealthPlan Investment Management, LLC | Omaha, NE | $10.1M | 300,206 | −71,710 shares |
| Orion Porfolio Solutions, LLC | Omaha, NE | $9.6M | 286,153 | −3,546 shares |
| Rockefeller Capital Management L.P. | New York, NY | $8.4M | 250,575 | +26,983 shares |
| Independent Wealth Advisors LLC | Cary, NC | $6.9M | 204,845 | +19,035 shares |
| ARQ Wealth Advisors, LLC | Scottsdale, AZ | $6.6M | 195,133 | −107,330 shares |
| OneDigital Investment Advisors LLC | Overland Park, KS | $6.5M | 192,924 | +79,941 shares |
| Kovack Advisors, Inc. | Ft. Lauderdale, FL | $6.4M | 189,631 | −41,787 shares |
| HighTower Advisors, LLC | Chicago, IL | $6.2M | 184,740 | +4,639 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
Similar ETFs
Compare what they hold: HEQT vs GMAR, HEQT vs GFEB, HEQT vs DJAN, HEQT vs DJUL.
Frequently asked questions
Who owns HEQT?
87 institutional managers reported holding HEQT in Form 13F filings for June 30, 2026, worth $199.3M in total. The largest reported position was held by Private Advisor Group, LLC, at $23.4M.
Did institutions buy or sell HEQT last quarter?
Reported 13F value rose 7.2% from March 31, 2026, which includes price moves as well as buying and selling. 13 firms reported a new position and 10 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is HEQT ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.