# SIMPLIFY EXCHANGE TRADED FUN (HEQT)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/HEQT/

- Reporting holders: 4
- Reported value: $8.7M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Financial Enhancement Group LLC](https://holderbook.com/funds/1641438-financial-enhancement-group-llc/) | $4.5M | 129,760 | 0.5% | 17 |
| [Peterson Wealth Advisors, LLC](https://holderbook.com/funds/1713558-peterson-wealth-advisors-llc/) | $3.5M | 102,659 | 0.4% | 12 |
| [First Heartland Consultants, Inc.](https://holderbook.com/funds/1428793-first-heartland-consultants-inc/) | $676.5K | 19,713 | 0.0% | 3 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $31.7K | 923 | 0.0% | 3 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 4 | $8.7M |
| Q2 2026 | 87 | $205.0M |
| Q1 2026 | 88 | $222.5M |
| Q4 2025 | 82 | $248.3M |
| Q3 2025 | 73 | $182.0M |
| Q2 2025 | 78 | $232.1M |
| Q1 2025 | 68 | $296.5M |
| Q4 2024 | 46 | $198.9M |
| Q3 2024 | 36 | $164.7M |
| Q2 2024 | 42 | $132.2M |
| Q1 2024 | 58 | $324.2M |
| Q4 2023 | 35 | $81.1M |