Simplify Hedged Equity ETF (HEQT)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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LPL Financial LLC

INCREASED

Shares483,305 from 454,076

Change+29,229 (+6%)

Value$16.6M (+$1.4M)

Filed 2026-11-06

WealthPlan Investment Management, LLC

DECREASED

Shares249,031 from 300,206

Change-51,175 (-17%)

Value$8.5M (-$1.5M)

Filed 2026-10-15

Independent Wealth Advisors LLC

INCREASED

Shares217,567 from 204,845

Change+12,722 (+6%)

Value$7.5M (+$596.4K)

Filed 2026-10-27

Meridian Wealth Management, LLC

DECREASED

Shares154,086 from 154,811

Change-725 (0%)

Value$5.3M (+$95.9K)

Filed 2026-11-05

Financial Enhancement Group LLC

DECREASED

Shares129,760 from 139,291

Change-9,531 (-7%)

Value$4.5M (-$158.8K)

Filed 2026-10-08

Harmony Asset Management LLC

INCREASED

Shares112,980 from 112,975

Change+5 (0%)

Value$3.9M (+$88.3K)

Filed 2026-10-20

Victory Financial Group, LLC

INCREASED

Shares106,157 from 105,932

Change+225 (+0%)

Value$3.6M (+$90.3K)

Filed 2026-10-27

WealthPLAN Partners, LLC

DECREASED

Shares105,040 from 150,327

Change-45,287 (-30%)

Value$3.6M (-$1.4M)

Filed 2026-10-15

Peterson Wealth Advisors, LLC

DECREASED

Shares102,659 from 112,453

Change-9,794 (-9%)

Value$3.5M (-$248.4K)

Filed 2026-10-08

Sound Financial Strategies Group, LLC

UNCHANGED

Shares100,735 from 100,735

Change0 (0%)

Value$3.5M (+$78.6K)

Filed 2026-10-30

Sowell Financial Services LLC

INCREASED

Shares94,780 from 94,577

Change+203 (+0%)

Value$3.3M (+$80.7K)

Filed 2026-10-23

Dynamic Advisor Solutions LLC

DECREASED

Shares92,826 from 93,605

Change-779 (-1%)

Value$3.2M (+$46.3K)

Filed 2026-10-13

Evolution Wealth Management Inc.

INCREASED

Shares89,445 from 83,859

Change+5,586 (+7%)

Value$3.1M (+$257.1K)

Filed 2026-10-28

ARQ Wealth Advisors, LLC

DECREASED

Shares87,573 from 195,133

Change-107,560 (-55%)

Value$3.0M (-$3.6M)

Filed 2026-10-29

Parallel Advisors, LLC

DECREASED

Shares63,355 from 63,922

Change-567 (-1%)

Value$2.2M (+$30.4K)

Filed 2026-11-03

Cambridge Investment Research Advisors, Inc.

INCREASED

Shares55,637 from 32,020

Change+23,617 (+74%)

Value$1.9K (-$1.1M)

Filed 2026-11-02

Cambridge Advisors Inc.

INCREASED

Shares33,308 from 32,196

Change+1,112 (+3%)

Value$1.1M (+$63.3K)

Filed 2026-10-19

BFI Wealth Solutions, LLC

DECREASED

Shares21,757 from 22,015

Change-258 (-1%)

Value$746.7K (+$8.3K)

Filed 2026-10-16

First Heartland Consultants, Inc.

INCREASED

Shares19,713 from 18,332

Change+1,381 (+8%)

Value$676.6K (+$61.7K)

Filed 2026-10-08

Atria Investments, Inc

INCREASED

Shares19,021 from 17,638

Change+1,383 (+8%)

Value$652.8K (+$61.2K)

Filed 2026-10-15

Heck Capital Advisors, LLC

INCREASED

Shares18,625 from 12,300

Change+6,325 (+51%)

Value$639.2K (+$226.7K)

Filed 2026-10-14

ATX Financial Planning, LLC

DECREASED

Shares17,730 from 20,009

Change-2,279 (-11%)

Value$608.5K (-$62.6K)

Filed 2026-10-14

Partners Wealth Management, LLC

NEW

Shares16,348

Change+16,348

Value$561.1K

Filed 2026-10-28

Ballast Rock Private Wealth LLC

NEW

Shares14,575

Change+14,575

Value$500.2K

Filed 2026-10-26

Transce3nd, LLC

NEW

Shares11,882

Change+11,882

Value$411.9K

Filed 2026-10-26

Middleton & Co Inc

DECREASED

Shares10,700 from 13,025

Change-2,325 (-18%)

Value$367.2K (-$69.6K)

Filed 2026-10-23

Diversify Wealth Management, LLC

DECREASED

Shares9,951 from 11,368

Change-1,417 (-12%)

Value$344.4K (-$35.4K)

Filed 2026-10-20

Diversify Advisory Services, LLC

DECREASED

Shares9,951 from 11,368

Change-1,417 (-12%)

Value$344.4K (-$35.4K)

Filed 2026-10-20

Independence Wealth Advisors, LLC

DECREASED

Shares8,529 from 9,267

Change-738 (-8%)

Value$292.7K (-$18.1K)

Filed 2026-10-29

Plan Group Financial, LLC

INCREASED

Shares7,898 from 7,875

Change+23 (+0%)

Value$272.9K (+$8.8K)

Filed 2026-10-22

Commonwealth Equity Services, LLC

NEW

Shares7,175

Change+7,175

Value$246.2K

Filed 2026-11-02

Vise Technologies, Inc.

NEW

Shares6,120

Change+6,120

Value$210.0K

Filed 2026-10-29

Lanark Financial, Inc.

INCREASED

Shares5,173 from 3,000

Change+2,173 (+72%)

Value$177.5K (+$76.9K)

Filed 2026-10-26

CGC Financial Services, LLC

UNCHANGED

Shares3,115 from 3,115

Change0 (0%)

Value$106.9K (+$2.4K)

Filed 2026-10-13

Reyes Financial Architecture, Inc.

INCREASED

Shares2,880 from 2,872

Change+8 (+0%)

Value$98.8K (+$2.5K)

Filed 2026-10-22

Golden State Wealth Management, LLC

DECREASED

Shares2,154 from 3,049

Change-895 (-29%)

Value$73.9K (-$28.3K)

Filed 2026-11-02

Sunrise Financial Services, LLC

DECREASED

Shares1,378 from 1,532

Change-154 (-10%)

Value$47.3K (-$4.1K)

Filed 2026-10-21

KFG LLC

NEW

Shares1,220

Change+1,220

Value$41.9K

Filed 2026-11-02

Farther Finance Advisors, LLC

UNCHANGED

Shares923 from 923

Change0 (0%)

Value$31.7K (+$720)

Filed 2026-10-08

Alpine Bank Wealth Management

UNCHANGED

Shares901 from 901

Change0 (0%)

Value$30.9K (+$702)

Filed 2026-10-16

Buck Wealth Strategies, LLC

DECREASED

Shares701 from 796

Change-95 (-12%)

Value$24.1K (-$2.6K)

Filed 2026-10-28

Assetmark, Inc

UNCHANGED

Shares628 from 628

Change0 (0%)

Value$21.6K (+$490)

Filed 2026-10-21

Dhjj Financial Advisors, Ltd.

UNCHANGED

Shares20 from 20

Change0 (0%)

Value$687 (+$16)

Filed 2026-10-23

Larson Financial Group LLC

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$17 ($0)

Filed 2026-11-05

Blue Jean Financial LLC

CLOSED

Shares0 from 17,482

Change-17,482 (-100%)

Value$0 (-$586.3K)

Filed 2026-10-20

Fifth Third Bancorp

CLOSED

Shares0 from 70

Change-70 (-100%)

Value$0 (-$2.3K)

Filed 2026-11-05

Private Advisor Group, LLC

N/A

Shares— from 698,185

Change-698,185 (-100%)

Value—

Orion Porfolio Solutions, LLC

N/A

Shares— from 286,153

Change-286,153 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 250,575

Change-250,575 (-100%)

Value—

OneDigital Investment Advisors LLC

N/A

Shares— from 192,924

Change-192,924 (-100%)

Value—

Kovack Advisors, Inc.

N/A

Shares— from 189,631

Change-189,631 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 184,740

Change-184,740 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 152,958

Change-152,958 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 130,648

Change-130,648 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 127,293

Change-127,293 (-100%)

Value—

Ameritas Advisory Services, LLC

N/A

Shares— from 111,920

Change-111,920 (-100%)

Value—

UBS Group AG

N/A

Shares— from 107,464

Change-107,464 (-100%)

Value—

Smith, Moore & Co.

N/A

Shares— from 99,368

Change-99,368 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 86,259

Change-86,259 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 77,550

Change-77,550 (-100%)

Value—

Old Mission Capital LLC

N/A

Shares— from 71,936

Change-71,936 (-100%)

Value—

Stratos Wealth Advisors, LLC

N/A

Shares— from 62,320

Change-62,320 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 51,812

Change-51,812 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 47,889

Change-47,889 (-100%)

Value—

CreativeOne Wealth, LLC

N/A

Shares— from 46,648

Change-46,648 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 45,690

Change-45,690 (-100%)

Value—

Stephens Inc

N/A

Shares— from 34,160

Change-34,160 (-100%)

Value—

Equitable Holdings, Inc.

N/A

Shares— from 33,831

Change-33,831 (-100%)

Value—

Bay Rivers Group

N/A

Shares— from 28,608

Change-28,608 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 23,692

Change-23,692 (-100%)

Value—

Western Wealth Management, LLC

N/A

Shares— from 20,619

Change-20,619 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 15,393

Change-15,393 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 13,620

Change-13,620 (-100%)

Value—

Thompson David Blair

N/A

Shares— from 11,443

Change-11,443 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 11,393

Change-11,393 (-100%)

Value—

Proficio Capital Partners LLC

N/A

Shares— from 10,470

Change-10,470 (-100%)

Value—

Advyzon Investment Management, LLC

N/A

Shares— from 9,980

Change-9,980 (-100%)

Value—

Betterment LLC

N/A

Shares— from 9,184

Change-9,184 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 8,236

Change-8,236 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 8,155

Change-8,155 (-100%)

Value—

Chatterton & Associates Inc.

N/A

Shares— from 6,915

Change-6,915 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 6,819

Change-6,819 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 6,340

Change-6,340 (-100%)

Value—

O'shaughnessy Asset Management, LLC

N/A

Shares— from 3,940

Change-3,940 (-100%)

Value—

Regatta Research & Money Management

N/A

Shares— from 3,895

Change-3,895 (-100%)

Value—

Longview Financial Advisors LLC

N/A

Shares— from 2,722

Change-2,722 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 2,537

Change-2,537 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 695

Change-695 (-100%)

Value—

National Bank of Canada

N/A

Shares— from 504

Change-504 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 467

Change-467 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 221

Change-221 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 19

Change-19 (-100%)

Value—

	Status
LPL Financial LLC	INCREASED	483,305	454,076	+29,229	+6%	$15.2M	$16.6M	+$1.4M	2026-11-06
WealthPlan Investment Management, LLC	DECREASED	249,031	300,206	-51,175	-17%	$10.1M	$8.5M	-$1.5M	2026-10-15
Independent Wealth Advisors LLC	INCREASED	217,567	204,845	+12,722	+6%	$6.9M	$7.5M	+$596.4K	2026-10-27
Meridian Wealth Management, LLC	DECREASED	154,086	154,811	-725	0%	$5.2M	$5.3M	+$95.9K	2026-11-05
Financial Enhancement Group LLC	DECREASED	129,760	139,291	-9,531	-7%	$4.7M	$4.5M	-$158.8K	2026-10-08
Harmony Asset Management LLC	INCREASED	112,980	112,975	+5	0%	$3.8M	$3.9M	+$88.3K	2026-10-20
Victory Financial Group, LLC	INCREASED	106,157	105,932	+225	+0%	$3.6M	$3.6M	+$90.3K	2026-10-27
WealthPLAN Partners, LLC	DECREASED	105,040	150,327	-45,287	-30%	$5.0M	$3.6M	-$1.4M	2026-10-15
Peterson Wealth Advisors, LLC	DECREASED	102,659	112,453	-9,794	-9%	$3.8M	$3.5M	-$248.4K	2026-10-08
Sound Financial Strategies Group, LLC	UNCHANGED	100,735	100,735	0	0%	$3.4M	$3.5M	+$78.6K	2026-10-30
Sowell Financial Services LLC	INCREASED	94,780	94,577	+203	+0%	$3.2M	$3.3M	+$80.7K	2026-10-23
Dynamic Advisor Solutions LLC	DECREASED	92,826	93,605	-779	-1%	$3.1M	$3.2M	+$46.3K	2026-10-13
Evolution Wealth Management Inc.	INCREASED	89,445	83,859	+5,586	+7%	$2.8M	$3.1M	+$257.1K	2026-10-28
ARQ Wealth Advisors, LLC	DECREASED	87,573	195,133	-107,560	-55%	$6.6M	$3.0M	-$3.6M	2026-10-29
Parallel Advisors, LLC	DECREASED	63,355	63,922	-567	-1%	$2.1M	$2.2M	+$30.4K	2026-11-03
Cambridge Investment Research Advisors, Inc.	INCREASED	55,637	32,020	+23,617	+74%	$1.1M	$1.9K	-$1.1M	2026-11-02
Cambridge Advisors Inc.	INCREASED	33,308	32,196	+1,112	+3%	$1.1M	$1.1M	+$63.3K	2026-10-19
BFI Wealth Solutions, LLC	DECREASED	21,757	22,015	-258	-1%	$738.4K	$746.7K	+$8.3K	2026-10-16
First Heartland Consultants, Inc.	INCREASED	19,713	18,332	+1,381	+8%	$614.9K	$676.6K	+$61.7K	2026-10-08
Atria Investments, Inc	INCREASED	19,021	17,638	+1,383	+8%	$591.6K	$652.8K	+$61.2K	2026-10-15
Heck Capital Advisors, LLC	INCREASED	18,625	12,300	+6,325	+51%	$412.5K	$639.2K	+$226.7K	2026-10-14
ATX Financial Planning, LLC	DECREASED	17,730	20,009	-2,279	-11%	$671.1K	$608.5K	-$62.6K	2026-10-14
Partners Wealth Management, LLC	NEW	16,348	—	+16,348	—	—	$561.1K	—	2026-10-28
Ballast Rock Private Wealth LLC	NEW	14,575	—	+14,575	—	—	$500.2K	—	2026-10-26
Transce3nd, LLC	NEW	11,882	—	+11,882	—	—	$411.9K	—	2026-10-26
Middleton & Co Inc	DECREASED	10,700	13,025	-2,325	-18%	$436.9K	$367.2K	-$69.6K	2026-10-23
Diversify Wealth Management, LLC	DECREASED	9,951	11,368	-1,417	-12%	$379.8K	$344.4K	-$35.4K	2026-10-20
Diversify Advisory Services, LLC	DECREASED	9,951	11,368	-1,417	-12%	$379.8K	$344.4K	-$35.4K	2026-10-20
Independence Wealth Advisors, LLC	DECREASED	8,529	9,267	-738	-8%	$310.8K	$292.7K	-$18.1K	2026-10-29
Plan Group Financial, LLC	INCREASED	7,898	7,875	+23	+0%	$264.1K	$272.9K	+$8.8K	2026-10-22
Commonwealth Equity Services, LLC	NEW	7,175	—	+7,175	—	—	$246.2K	—	2026-11-02
Vise Technologies, Inc.	NEW	6,120	—	+6,120	—	—	$210.0K	—	2026-10-29
Lanark Financial, Inc.	INCREASED	5,173	3,000	+2,173	+72%	$100.6K	$177.5K	+$76.9K	2026-10-26
CGC Financial Services, LLC	UNCHANGED	3,115	3,115	0	0%	$104.5K	$106.9K	+$2.4K	2026-10-13
Reyes Financial Architecture, Inc.	INCREASED	2,880	2,872	+8	+0%	$96.3K	$98.8K	+$2.5K	2026-10-22
Golden State Wealth Management, LLC	DECREASED	2,154	3,049	-895	-29%	$102.3K	$73.9K	-$28.3K	2026-11-02
Sunrise Financial Services, LLC	DECREASED	1,378	1,532	-154	-10%	$51.4K	$47.3K	-$4.1K	2026-10-21
KFG LLC	NEW	1,220	—	+1,220	—	—	$41.9K	—	2026-11-02
Farther Finance Advisors, LLC	UNCHANGED	923	923	0	0%	$31.0K	$31.7K	+$720	2026-10-08
Alpine Bank Wealth Management	UNCHANGED	901	901	0	0%	$30.2K	$30.9K	+$702	2026-10-16
Buck Wealth Strategies, LLC	DECREASED	701	796	-95	-12%	$26.7K	$24.1K	-$2.6K	2026-10-28
Assetmark, Inc	UNCHANGED	628	628	0	0%	$21.1K	$21.6K	+$490	2026-10-21
Dhjj Financial Advisors, Ltd.	UNCHANGED	20	20	0	0%	$671	$687	+$16	2026-10-23
Larson Financial Group LLC	UNCHANGED	1	1	0	0%	$17	$17	$0	2026-11-05
Blue Jean Financial LLC	CLOSED	0	17,482	-17,482	-100%	$586.3K	$0	-$586.3K	2026-10-20
Fifth Third Bancorp	CLOSED	0	70	-70	-100%	$2.3K	$0	-$2.3K	2026-11-05
Private Advisor Group, LLC	N/A	—	698,185	-698,185	-100%	$23.4M	—	—	—
Orion Porfolio Solutions, LLC	N/A	—	286,153	-286,153	-100%	$9.6M	—	—	—
Rockefeller Capital Management L.P.	N/A	—	250,575	-250,575	-100%	$8.4M	—	—	—
OneDigital Investment Advisors LLC	N/A	—	192,924	-192,924	-100%	$6.5M	—	—	—
Kovack Advisors, Inc.	N/A	—	189,631	-189,631	-100%	$6.4M	—	—	—
HighTower Advisors, LLC	N/A	—	184,740	-184,740	-100%	$6.2M	—	—	—
Envestnet Asset Management Inc	N/A	—	152,958	-152,958	-100%	$5.1M	—	—	—
Susquehanna International Group, LLP	N/A	—	130,648	-130,648	-100%	$4.4M	—	—	—
MML Investors Services, LLC	N/A	—	127,293	-127,293	-100%	$4.3M	—	—	—
Ameritas Advisory Services, LLC	N/A	—	111,920	-111,920	-100%	$3.8M	—	—	—
UBS Group AG	N/A	—	107,464	-107,464	-100%	$3.6M	—	—	—
Smith, Moore & Co.	N/A	—	99,368	-99,368	-100%	$3.3M	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	86,259	-86,259	-100%	$2.9M	—	—	—
Osaic Holdings, Inc.	N/A	—	77,550	-77,550	-100%	$2.6M	—	—	—
Old Mission Capital LLC	N/A	—	71,936	-71,936	-100%	$2.4M	—	—	—
Stratos Wealth Advisors, LLC	N/A	—	62,320	-62,320	-100%	$2.1M	—	—	—
JPMorgan Chase & Co	N/A	—	51,812	-51,812	-100%	$1.7M	—	—	—
Captrust Financial Advisors	N/A	—	47,889	-47,889	-100%	$1.6M	—	—	—
CreativeOne Wealth, LLC	N/A	—	46,648	-46,648	-100%	$1.6M	—	—	—
Smartleaf Asset Management LLC	N/A	—	45,690	-45,690	-100%	$1.5M	—	—	—
Stephens Inc	N/A	—	34,160	-34,160	-100%	$1.1M	—	—	—
Equitable Holdings, Inc.	N/A	—	33,831	-33,831	-100%	$1.1M	—	—	—
Bay Rivers Group	N/A	—	28,608	-28,608	-100%	$959.5K	—	—	—
Cetera Investment Advisers	N/A	—	23,692	-23,692	-100%	$794.6K	—	—	—
Western Wealth Management, LLC	N/A	—	20,619	-20,619	-100%	$691.6K	—	—	—
Citadel Advisors LLC	N/A	—	15,393	-15,393	-100%	$516.3K	—	—	—
Royal Bank of Canada	N/A	—	13,620	-13,620	-100%	$457.0K	—	—	—
Thompson David Blair	N/A	—	11,443	-11,443	-100%	$383.8K	—	—	—
Bank of America Corp	N/A	—	11,393	-11,393	-100%	$382.1K	—	—	—
Proficio Capital Partners LLC	N/A	—	10,470	-10,470	-100%	$351.2K	—	—	—
Advyzon Investment Management, LLC	N/A	—	9,980	-9,980	-100%	$334.7K	—	—	—
Betterment LLC	N/A	—	9,184	-9,184	-100%	$308.0K	—	—	—
AE Wealth Management LLC	N/A	—	8,236	-8,236	-100%	$276.3K	—	—	—
Morgan Stanley	N/A	—	8,155	-8,155	-100%	$273.5K	—	—	—
Chatterton & Associates Inc.	N/A	—	6,915	-6,915	-100%	$232.8K	—	—	—
HRT Financial LP	N/A	—	6,819	-6,819	-100%	$228.0K	—	—	—
AQR Capital Management LLC	N/A	—	6,340	-6,340	-100%	$212.6K	—	—	—
O'shaughnessy Asset Management, LLC	N/A	—	3,940	-3,940	-100%	$132.1K	—	—	—
Regatta Research & Money Management	N/A	—	3,895	-3,895	-100%	$130.6K	—	—	—
Longview Financial Advisors LLC	N/A	—	2,722	-2,722	-100%	$91.3K	—	—	—
BlackRock, Inc.	N/A	—	2,537	-2,537	-100%	$85.1K	—	—	—
Harbour Investments, Inc.	N/A	—	695	-695	-100%	$23.3K	—	—	—
National Bank of Canada	N/A	—	504	-504	-100%	$16.9K	—	—	—
Global Retirement Partners, LLC	N/A	—	467	-467	-100%	$15.7K	—	—	—
Wells Fargo & Company	N/A	—	221	-221	-100%	$7.4K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	19	-19	-100%	$637	—	—	—

Showing 92 of 92 institutions