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Simplify Hedged Equity ETF (HEQT)

CUSIP: 82889N764 | NYSE | 172 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

WealthPlan Investment Management, LLC249,031
0.4% of portfolio›$8.5M
Independent Wealth Advisors LLC217,567
6.2% of portfolio›$7.5M
Meridian Wealth Management, LLC154,086
0.2% of portfolio›$5.3M
Financial Enhancement Group LLC129,760
0.5% of portfolio›$4.5M
Harmony Asset Management LLC112,980
1.0% of portfolio›$3.9M
Victory Financial Group, LLC106,157
0.3% of portfolio›$3.6M
WealthPLAN Partners, LLC105,040
0.7% of portfolio›$3.6M
Peterson Wealth Advisors, LLC102,659
0.4% of portfolio›$3.5M
Sound Financial Strategies Group, LLC100,735
2.3% of portfolio›$3.5M
Sowell Financial Services LLC94,780
0.1% of portfolio›$3.3M
Dynamic Advisor Solutions LLC92,826
0.1% of portfolio›$3.2M
Evolution Wealth Management Inc.89,445
1.8% of portfolio›$3.1M
ARQ Wealth Advisors, LLC87,573
0.4% of portfolio›$3.0M
Parallel Advisors, LLC63,355
0.0% of portfolio›$2.2M
Cambridge Investment Research Advisors, Inc.55,637
0.0% of portfolio›$1.9K
Cambridge Advisors Inc.33,308
0.2% of portfolio›$1.1M
BFI Wealth Solutions, LLC21,757
0.5% of portfolio›$746.7K
First Heartland Consultants, Inc.19,713
0.0% of portfolio›$676.6K
Atria Investments, Inc19,021
0.0% of portfolio›$652.8K
Heck Capital Advisors, LLC18,625
0.0% of portfolio›$639.2K
ATX Financial Planning, LLC17,730
0.4% of portfolio›$608.5K
Partners Wealth Management, LLC16,348
0.1% of portfolio›$561.1K
Ballast Rock Private Wealth LLC14,575
0.2% of portfolio›$500.2K
Transce3nd, LLC11,882
0.4% of portfolio›$411.9K
Middleton & Co Inc10,700
0.0% of portfolio›$367.2K
Diversify Advisory Services, LLC9,951
0.0% of portfolio›$344.4K
Diversify Wealth Management, LLC9,951
0.0% of portfolio›$344.4K
Independence Wealth Advisors, LLC8,529
0.1% of portfolio›$292.7K
Plan Group Financial, LLC7,898
0.1% of portfolio›$272.9K
Commonwealth Equity Services, LLC7,175
0.0% of portfolio›$246.2K
Vise Technologies, Inc.6,120
0.0% of portfolio›$210.0K
Lanark Financial, Inc.5,173
0.0% of portfolio›$177.5K
CGC Financial Services, LLC3,115
0.0% of portfolio›$106.9K
Reyes Financial Architecture, Inc.2,880
0.1% of portfolio›$98.8K
Golden State Wealth Management, LLC2,154
0.0% of portfolio›$73.9K
Sunrise Financial Services, LLC1,378
0.0% of portfolio›$47.3K
KFG LLC1,220
0.0% of portfolio›$41.9K
Farther Finance Advisors, LLC923
0.0% of portfolio›$31.7K
Alpine Bank Wealth Management901
0.0% of portfolio›$30.9K
Buck Wealth Strategies, LLC701
0.0% of portfolio›$24.1K
Assetmark, Inc628
0.0% of portfolio›$21.6K
Dhjj Financial Advisors, Ltd.20
0.0% of portfolio›$687
Larson Financial Group LLC1
0.0% of portfolio›$17
StyleTurnoverLocationFiled
WealthPlan Investment Management, LLC
249,031$8.5M0.4%GrowthMediumOmaha, NE2026-10-15
Independent Wealth Advisors LLC
217,567$7.5M6.2%ETFLowCary, NC2026-10-27
Meridian Wealth Management, LLC
154,086$5.3M0.2%GrowthLowLexington, KY2026-11-05
Financial Enhancement Group LLC
129,760$4.5M0.5%ETFMediumAnderson, IN2026-10-08
Harmony Asset Management LLC
112,980$3.9M1.0%GrowthMediumScottsdale, AZ2026-10-20
Victory Financial Group, LLC
106,157$3.6M0.3%ETFLowAustin, TX2026-10-27
WealthPLAN Partners, LLC
105,040$3.6M0.7%CoreMediumOmaha, NE2026-10-15
Peterson Wealth Advisors, LLC
102,659$3.5M0.4%ETFLowOrem, UT2026-10-08
Sound Financial Strategies Group, LLC
100,735$3.5M2.3%ETFMediumMadison, MS2026-10-30
Sowell Financial Services LLC
94,780$3.3M0.1%CoreLowNorth Little Rock, AR2026-10-23
Dynamic Advisor Solutions LLC
92,826$3.2M0.1%ETFLowPhoenix, AZ2026-10-13
Evolution Wealth Management Inc.
89,445$3.1M1.8%ETFMediumFort Myers, FL2026-10-28
ARQ Wealth Advisors, LLC
87,573$3.0M0.4%ETFLowScottsdale, AZ2026-10-29
Parallel Advisors, LLC
63,355$2.2M0.0%IndexLowSan Francisco, CA2026-11-03
Cambridge Investment Research Advisors, Inc.
55,637$1.9K0.0%ETFLowFairfield, IA2026-11-02
Cambridge Advisors Inc.
33,308$1.1M0.2%ETFVery LowOmaha, NE2026-10-19
BFI Wealth Solutions, LLC
21,757$746.7K0.5%ETFLowDallas, TX2026-10-16
First Heartland Consultants, Inc.
19,713$676.6K0.0%ETFMediumLake St. Louis, MO2026-10-08
Atria Investments, Inc
19,021$652.8K0.0%CoreMediumCharlotte, NC2026-10-15
Heck Capital Advisors, LLC
18,625$639.2K0.0%ETFMediumRhinelander, WI2026-10-14
ATX Financial Planning, LLC
17,730$608.5K0.4%ETFHighAustin, TX2026-10-14
Partners Wealth Management, LLC
16,348$561.1K0.1%CoreLowCarmel By The Sea, CA2026-10-28
Ballast Rock Private Wealth LLC
14,575$500.2K0.2%ETFMediumCharleston, SC2026-10-26
Transce3nd, LLC
11,882$411.9K0.4%GrowthLowBuda, TX2026-10-26
Middleton & Co Inc
10,700$367.2K0.0%GrowthLowBoston, MA2026-10-23
Diversify Advisory Services, LLC
9,951$344.4K0.0%GrowthLowSandy, UT2026-10-20
Diversify Wealth Management, LLC
9,951$344.4K0.0%GrowthMediumSandy, UT2026-10-20
Independence Wealth Advisors, LLC
8,529$292.7K0.1%ETFHighIndependence, OH2026-10-29
Plan Group Financial, LLC
7,898$272.9K0.1%ETFMediumOklahoma City, OK2026-10-22
Commonwealth Equity Services, LLC
7,175$246.2K0.0%ETFLowWaltham, MA2026-11-02
Vise Technologies, Inc.
6,120$210.0K0.0%IndexLowNew York, NY2026-10-29
Lanark Financial, Inc.
5,173$177.5K0.0%CoreMediumBirmingham, AL2026-10-26
CGC Financial Services, LLC
3,115$106.9K0.0%ETFLowLake Oswego, OR2026-10-13
Reyes Financial Architecture, Inc.
2,880$98.8K0.1%ETFVery HighSan Diego, CA2026-10-22
Golden State Wealth Management, LLC
2,154$73.9K0.0%ETFMediumSanta Ana, CA2026-11-02
Sunrise Financial Services, LLC
1,378$47.3K0.0%ETFMediumBurien, WA2026-10-21
KFG LLC
1,220$41.9K0.0%ETFN/ARapid City, SD2026-11-02
Farther Finance Advisors, LLC
923$31.7K0.0%IndexLowSan Francisco, CA2026-10-08
Alpine Bank Wealth Management
901$30.9K0.0%ETFHighGrand Junction, CO2026-10-16
Buck Wealth Strategies, LLC
701$24.1K0.0%ValueMediumDenver, CO2026-10-28
Assetmark, Inc
628$21.6K0.0%ETFLowConcord, CA2026-10-21
Dhjj Financial Advisors, Ltd.
20$6870.0%ETFVery LowNaperville, IL2026-10-23
Larson Financial Group LLC
1$170.0%GrowthLowSt Louis, MO2026-11-05