HEQT

Simplify Hedged Equity ETF
$31.86-0.27 (-0.84%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Shares Held

1.1205576052855583e+261B

Total Value

$3.5000193991789415e+185T

% of Float

Price History

$27.22$28.57$29.93$31.29$32.64Aug 24May 25Mar 26

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Private Advisor Group, LLC1,120,557$35.0M0.16%Share
2CWM, LLC605,285$19.4M0.05%Share
3WealthPlan Investment Management, LLC558,344$17.9M1.14%Share
4Keudell/Morrison Wealth Management517,138$16.6M3.48%Share
5LPL Financial LLC459,311$14.0M0.00%Share
6Leo Wealth, LLC331,506$10.6M0.77%Share
7WealthPLAN Partners, LLC304,476$9.8M1.46%Share
8ARQ WEALTH ADVISORS, LLC273,051$8.8M2.36%Share
9STEPHENS INC /AR/208,209$6.7M0.08%Share
10HighTower Advisors, LLC172,180$5.0M0.01%Share
11Meridian Wealth Management, LLC133,850$4.3M0.15%Share
12Financial Enhancement Group LLC128,133$4.1M0.54%Share
13Peterson Wealth Advisors, LLC128,161$4.1M0.55%Share
14Ameritas Advisory Services, LLC127,050$4.1M0.15%Share
15ENVESTNET ASSET MANAGEMENT INC147,330$4.0M0.00%Share
16MML INVESTORS SERVICES, LLC125,096$4.0M0.01%Share
17UBS Group AG112,662$3.6M0.00%Share
18VICTORY FINANCIAL GROUP, LLC108,149$3.5M0.44%Share
19SMITH, MOORE & CO.106,626$3.4M0.26%Share
20HARMONY ASSET MANAGEMENT LLC106,545$3.4M1.14%Share
21Sound Financial Strategies Group, LLC100,735$3.2M2.28%Share
22Dynamic Advisor Solutions LLC96,711$3.1M0.10%Share
23Steward Partners Investment Advisory, LLC98,622$3.0M0.02%Share
24OSAIC HOLDINGS, INC.112,909$3.0M0.00%Share
25Sowell Financial Services LLC90,169$2.9M0.11%Share
26EVOLUTION WEALTH MANAGEMENT INC.64,220$2.1M1.70%Share
27Stratos Wealth Advisors, LLC62,780$2.0M0.10%Share
28Equitable Holdings, Inc.72,407$2.0M0.01%Share
29Parallel Advisors, LLC88,485$2.0M0.04%Share
30OneDigital Investment Advisors LLC84,134$2.0M0.02%Share
31ATX Financial Planning, LLC44,823$1.4M1.11%Share
32BFI Wealth Solutions, LLC34,884$1.1M1.07%Share
33Cambridge Advisors Inc.32,539$1.0M0.20%Share
34Mariner, LLC36,643$1.0M0.00%Share
35JPMORGAN CHASE & CO33,000$1.0M0.00%Share
36Smartleaf Asset Management LLC39,646$1.0M0.04%Share
37CreativeOne Wealth, LLC33,936$1.0M0.02%Share
38CAPTRUST FINANCIAL ADVISORS48,722$1.0M0.00%Share
39Rockefeller Capital Management L.P.59,033$1.0M0.00%Share
40Encompass More Asset Management23,831$763K0.14%Share
41PFG Advisors22,278$714K0.03%Share
42Bay Rivers Group19,762$633K0.26%Share
43BLUE JEAN FINANCIAL LLC15,832$507K0.41%Share
44MIDDLETON & CO INC/MA13,025$417K0.04%Share
45OLD MISSION CAPITAL LLC12,920$414K0.01%Share
46Brookwood Investment Group LLC10,989$352K0.04%Share
47Diversify Advisory Services, LLC10,784$349K0.01%Share
48Proficio Capital Partners LLC10,470$335K0.02%Share
49Advyzon Investment Management, LLC9,593$307K0.04%Share
50Betterment LLC9,316$299K0.00%Share