SIMPLIFY EXCHANGE TRADED FUN (HEQT)
Institutional ownership reported to the SEC as of Q2 2026, across 19 quarters.
84
Reporting holders
$196.6M
Reported value
0.0%
Held as options
-2
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Private Advisor Group, LLC | $23.4M | 698,185 | 0.11% | 11q | +30.0%+$5.4M |
| LPL Financial LLC | $15.2M | 454,076 | 0.00% | 12q | -19.3%-$3.6M |
| WealthPlan Investment Management, LLC | $10.1M | 300,206 | 0.50% | 16q | -19.3%-$2.4M |
| Orion Porfolio Solutions, LLC | $9.6M | 286,153 | 0.07% | 2q | -1.2%-$118.9K |
| Rockefeller Capital Management L.P. | $8.4M | 250,575 | 0.01% | 3q | +12.1%+$905.0K |
| Independent Wealth Advisors LLC | $6.9M | 204,845 | 6.22% | 3q | +10.2%+$638.4K |
| ARQ WEALTH ADVISORS, LLC | $6.6M | 195,133 | 0.82% | 14q | -35.5%-$3.6M |
| OneDigital Investment Advisors LLC | $6.5M | 192,924 | 0.05% | 7q | +70.8%+$2.7M |
| Kovack Advisors, Inc. | $6.4M | 189,631 | 0.31% | 3q | -18.1%-$1.4M |
| HighTower Advisors, LLC | $6.2M | 184,740 | 0.01% | 17q | +2.6%+$155.6K |
| Meridian Wealth Management, LLC | $5.2M | 154,811 | 0.16% | 6q | HELD |
| ENVESTNET ASSET MANAGEMENT INC | $5.1M | 152,958 | 0.00% | 18q | +13.2%+$600.1K |
| WealthPLAN Partners, LLC | $5.0M | 150,327 | 0.96% | 15q | -33.8%-$2.6M |
| Financial Enhancement Group LLC | $4.7M | 139,291 | 0.56% | 16q | +2.0%+$91.6K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $4.4M | 130,648 | 0.00% | 2q | +816.6%+$3.9M |
| MML INVESTORS SERVICES, LLC | $4.3M | 127,293 | 0.01% | 7q | +15.9%+$585.3K |
| HARMONY ASSET MANAGEMENT LLC | $3.8M | 112,975 | 1.02% | 11q | +3.7%+$136.0K |
| Peterson Wealth Advisors, LLC | $3.8M | 112,453 | 0.45% | 11q | -4.0%-$156.9K |
| Ameritas Advisory Services, LLC | $3.8M | 111,920 | 0.08% | 15q | +23.6%+$716.8K |
| UBS Group AG | $3.6M | 107,464 | 0.00% | 10q | +6.7%+$227.0K |
| VICTORY FINANCIAL GROUP, LLC | $3.6M | 105,932 | 0.37% | 7q | -1.5%-$54.3K |
| Sound Financial Strategies Group, LLC | $3.4M | 100,735 | 2.15% | 4q | HELD |
| SMITH, MOORE & CO. | $3.3M | 99,368 | 0.22% | 19q | HELD |
| Sowell Financial Services LLC | $3.2M | 94,577 | 0.10% | 4q | -11.1%-$394.9K |
| Dynamic Advisor Solutions LLC | $3.1M | 93,605 | 0.09% | 6q | +1.2%+$35.9K |
| Steward Partners Investment Advisory, LLC | $2.9M | 86,259 | 0.01% | 16q | -4.1%-$123.9K |
| EVOLUTION WEALTH MANAGEMENT INC. | $2.8M | 83,859 | 1.65% | 4q | +12.2%+$306.2K |
| OSAIC HOLDINGS, INC. | $2.6M | 77,550 | 0.00% | 19q | -44.8%-$2.1M |
| OLD MISSION CAPITAL LLC | $2.4M | 71,936 | 0.04% | 3q | +277.2%+$1.8M |
| Parallel Advisors, LLC | $2.1M | 63,922 | 0.03% | 4q | -0.9%-$20.0K |
| Stratos Wealth Advisors, LLC | $2.1M | 62,320 | 0.11% | 13q | -3.4%-$73.5K |
| JPMORGAN CHASE & CO | $1.7M | 51,812 | 0.00% | 19q | +29.6%+$395.2K |
| CAPTRUST FINANCIAL ADVISORS | $1.6M | 47,889 | 0.00% | 15q | HELD |
| CreativeOne Wealth, LLC | $1.6M | 46,648 | 0.03% | 5q | +6.5%+$94.9K |
| Smartleaf Asset Management LLC | $1.5M | 45,690 | 0.05% | 6q | HELD |
| STEPHENS INC /AR/ | $1.1M | 34,160 | 0.01% | 7q | -8.4%-$105.7K |
| Equitable Holdings, Inc. | $1.1M | 33,831 | 0.01% | 5q | -25.0%-$378.3K |
| Cambridge Advisors Inc. | $1.1M | 32,196 | 0.19% | 6q | -1.1%-$11.5K |
| Bay Rivers Group | $959.5K | 28,608 | 0.33% | 7q | +4.1%+$37.5K |
| Cetera Investment Advisers | $794.6K | 23,692 | 0.00% | 10q | +5.8%+$43.3K |
| BFI Wealth Solutions, LLC | $738.4K | 22,015 | 0.55% | 3q | -29.0%-$302.1K |
| Western Wealth Management, LLC | $691.6K | 20,619 | 0.02% | 6q | +63.7%+$269.0K |
| ATX Financial Planning, LLC | $671.1K | 20,009 | 0.44% | 3q | +87.2%+$312.6K |
| First Heartland Consultants, Inc. | $614.9K | 18,332 | 0.04% | 2q | +53.9%+$215.4K |
| Atria Investments, Inc | $591.6K | 17,638 | 0.01% | 2q | +56.7%+$214.0K |
| BLUE JEAN FINANCIAL LLC | $586.3K | 17,482 | 0.41% | 3q | -8.5%-$54.7K |
| CITADEL ADVISORS LLC | $516.3K | 15,393 | 0.00% | new | NEW |
| ROYAL BANK OF CANADA | $457.0K | 13,620 | 0.00% | 5q | +25.5%+$92.9K |
| MIDDLETON & CO INC/MA | $436.9K | 13,025 | 0.05% | 10q | HELD |
| Heck Capital Advisors, LLC | $412.5K | 12,300 | 0.02% | 2q | HELD |
| Thompson David Blair | $383.8K | 11,443 | 0.19% | 3q | HELD |
| BANK OF AMERICA CORP /DE/ | $382.1K | 11,393 | 0.00% | new | NEW |
| Diversify Advisory Services, LLC | $379.8K | 11,368 | 0.01% | new | NEW |
| DIVERSIFY WEALTH MANAGEMENT, LLC | $379.8K | 11,368 | 0.01% | 2q | +0.6%+$2.2K |
| Proficio Capital Partners LLC | $351.2K | 10,470 | 0.01% | 10q | HELD |
| Advyzon Investment Management, LLC | $334.7K | 9,980 | 0.02% | 3q | -1.9%-$6.3K |
| Independence Wealth Advisors, LLC | $310.8K | 9,267 | 0.16% | 3q | HELD |
| AE Wealth Management LLC | $276.2K | 8,236 | 0.00% | 7q | HELD |
| MORGAN STANLEY | $273.5K | 8,155 | 0.00% | 10q | HELD |
| Plan Group Financial, LLC | $264.1K | 7,875 | 0.05% | 3q | HELD |
| Chatterton & Associates Inc. | $232.8K | 6,915 | 0.14% | 3q | HELD |
| AQR CAPITAL MANAGEMENT LLC | $212.6K | 6,340 | 0.00% | new | NEW |
| Integrated Wealth Concepts LLC | $197.1K | 5,878 | 0.00% | new | NEW |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $132.1K | 3,940 | 0.00% | new | NEW |
| Regatta Research & Money Management | $130.6K | 3,895 | 0.12% | new | FIRST |
| CGC Financial Services, LLC | $104.5K | 3,115 | 0.02% | 4q | HELD |
| Golden State Wealth Management, LLC | $102.3K | 3,049 | 0.01% | 6q | -28.1%-$40.0K |
| LANARK FINANCIAL, INC. | $100.6K | 3,000 | 0.01% | 4q | -19.7%-$24.6K |
| Reyes Financial Architecture, Inc. | $96.3K | 2,872 | 0.05% | 7q | HELD |
| Longview Financial Advisors LLC | $91.3K | 2,722 | 0.05% | 7q | +12.4%+$10.1K |
| BlackRock, Inc. | $85.1K | 2,537 | 0.00% | new | NEW |
| Sunrise Financial Services, LLC | $51.4K | 1,532 | 0.03% | 3q | -12.2%-$7.1K |
| Farther Finance Advisors, LLC | $31.0K | 923 | 0.00% | 2q | HELD |
| Alpine Bank Wealth Management | $30.2K | 901 | 0.00% | new | NEW |
| Buck Wealth Strategies, LLC | $26.7K | 796 | 0.00% | new | NEW |
| HARBOUR INVESTMENTS, INC. | $23.3K | 695 | 0.00% | 7q | -30.2%-$10.1K |
| ASSETMARK, INC | $21.1K | 628 | 0.00% | 7q | HELD |
| NATIONAL BANK OF CANADA /FI/ | $16.9K | 504 | 0.00% | 6q | HELD |
| Global Retirement Partners, LLC | $15.7K | 467 | 0.00% | 4q | +0.6% |
| WELLS FARGO & COMPANY/MN | $7.4K | 221 | 0.00% | 4q | -25.8%-$2.6K |
| FIFTH THIRD BANCORP | $2.3K | 70 | 0.00% | 2q | -66.7%-$4.7K |
| Cambridge Investment Research Advisors, Inc. | $2.1K | 64,040 | 0.00% | 4q | +154.6%+$1.3K |
| DHJJ Financial Advisors, Ltd. | $671 | 20 | 0.00% | 12q | HELD |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $637 | 19 | 0.00% | 2q | HELD |
| Betterment LLC | $308 | 9,184 | 0.00% | 7q | HELD |
| HRT FINANCIAL LP | $228 | 6,819 | 0.00% | new | NEW |
| Larson Financial Group LLC | $17 | 1 | 0.00% | 6q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 84 | $196.6M | 5,862,225 | 9 | 27 | 25 | 0.0% |
| Q1 2026 | 86 | $221.4M | 7,023,459 | 16 | 26 | 26 | 0.0% |
| Q4 2025 | 79 | $227.7M | 7,104,000 | 10 | 23 | 25 | 0.0% |
| Q3 2025 | 69 | $162.0M | 5,186,118 | 10 | 22 | 24 | 0.0% |
| Q2 2025 | 74 | $203.5M | 6,783,341 | 16 | 24 | 24 | 0.0% |
| Q1 2025 | 64 | $272.9M | 9,547,797 | 24 | 16 | 17 | 0.0% |
| Q4 2024 | 42 | $180.4M | 6,118,420 | 10 | 15 | 10 | 0.0% |
| Q3 2024 | 34 | $148.6M | 5,225,063 | 2 | 16 | 13 | 0.0% |
| Q2 2024 | 39 | $119.1M | 4,306,443 | 5 | 15 | 13 | 0.0% |
| Q1 2024 | 54 | $309.1M | 11,674,856 | 27 | 14 | 9 | 0.0% |
| Q4 2023 | 33 | $75.0M | 2,965,788 | 6 | 13 | 8 | 0.0% |
| Q3 2023 | 30 | $81.5M | 3,344,609 | 5 | 7 | 14 | 0.0% |
| Q2 2023 | 32 | $84.1M | 3,389,348 | 8 | 10 | 12 | 0.0% |
| Q1 2023 | 25 | $84.2M | 3,559,059 | 6 | 13 | 4 | 0.0% |
| Q4 2022 | 19 | $102.3M | 4,421,809 | 5 | 8 | 3 | 0.0% |
| Q3 2022 | 17 | $84.6M | 3,681,057 | 6 | 6 | 4 | 0.0% |
| Q2 2022 | 13 | $37.0M | 1,609,625 | 3 | 2 | 5 | 0.0% |
| Q1 2022 | 11 | $22.3M | 912,207 | 6 | 1 | 1 | 0.0% |
| Q4 2021 | 6 | $12.7M | 496,253 | 6 | 0 | 0 | 0.0% |