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Disclosery

HEQT SIMPLIFY EXCHANGE TRADED FUN

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HEDGED EQUITY (fund)

86 managers (87 13F filers) reported a position in HEQT shares at 2026-06-30, 5,910,248 shares in all. 10 filers opened a position and 10 filers sold out during the quarter.

Managers
86
13F filers
87
New
10
Added
34
Reduced
27
Sold out
10
Shares held by filers
5,910,248

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Private Advisor Group, LLC698,185$23.4M0.11%+160,95813F-HRTimeline
LPL Financial LLC454,076$15.2M<0.01%-108,52513F-HRTimeline
WealthPlan Investment Management, LLC300,206$10.1M0.5%-71,71013F-HRTimeline
Orion Porfolio Solutions, LLC286,153$9.6M0.07%-3,54613F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…250,575$8.4M0.01%+26,98313F-HRTimelineGroup
Independent Wealth Advisors LLC204,845$6.87M6.22%+19,03513F-HRTimeline
ARQ WEALTH ADVISORS, LLC195,133$6.58M0.82%-107,33013F-HRTimeline
OneDigital Investment Advisors LLC192,924$6.47M0.05%+79,94113F-HRTimeline
Kovack Advisors, Inc.189,631$6.36M0.31%-41,78713F-HRTimeline
HighTower Advisors, LLC184,740$6.2M0.01%+4,63913F-HRTimeline
Meridian Wealth Management, LLC154,811$5.19M0.16%+17913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC152,958$5.13M<0.01%+17,89313F-HRTimelineGroup
WealthPLAN Partners, LLC150,327$5.04M0.96%-76,84213F-HRTimeline
Financial Enhancement Group LLC139,291$4.67M0.56%+2,73113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…130,648$4.38M<0.01%+116,39513F-HRTimelineGroup
MML INVESTORS SERVICES, LLC127,293$4.27M0.01%+17,45213F-HRTimeline
HARMONY ASSET MANAGEMENT LLC112,975$3.79M1.02%+4,05513F-HRTimeline
Peterson Wealth Advisors, LLC112,453$3.77M0.45%-4,67913F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…111,920$3.75M0.08%+21,37113F-HRTimelineGroup
UBS Group AGin group UBS Group AG107,464$3.6M<0.01%+6,76713F-HRTimelineGroup
VICTORY FINANCIAL GROUP, LLC105,932$3.55M0.37%-1,61913F-HRTimeline
Sound Financial Strategies Group, LLC100,735$3.38M2.15%013F-HRTimeline
SMITH, MOORE & CO.99,368$3.33M0.22%-37113F-HRTimeline
Sowell Financial Services LLC94,577$3.17M0.1%-11,77313F-HRTimeline
Dynamic Advisor Solutions LLC93,605$3.14M0.09%+1,07013F-HRTimeline
Steward Partners Investment Advisory, L…86,259$2.89M0.01%-3,69313F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.83,859$2.81M1.65%+9,12913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.77,550$2.6M<0.01%-62,99713F-HRTimelineGroup
OLD MISSION CAPITAL LLC71,936$2.41M0.06%+52,86613F-HRTimeline
Parallel Advisors, LLC63,922$2.14M0.03%-59613F-HRTimeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.62,320$2.09M0.11%-2,19213F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO51,812$1.73M<0.01%+11,84313F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS47,889$1.61M<0.01%-8813F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC46,648$1.56M0.03%+2,82813F-HRTimelineGroup
Smartleaf Asset Management LLC45,690$1.52M0.05%013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…34,160$1.15M0.01%-3,15013F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.33,831$1.13M0.01%-11,27913F-HRTimelineGroup
Cambridge Advisors Inc.32,196$1.08M0.19%-34313F-HRTimeline
Cambridge Investment Research Advisors,…32,020$1.07M<0.01%+6,86613F-HR/ATimeline
Bay Rivers Group28,608$960K0.33%+1,11813F-HRTimeline
Cetera Investment Advisers23,692$795K<0.01%+1,29113F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding22,736$760K+11,435Timeline
BFI Wealth Solutions, LLC22,015$738K0.55%-9,00813F-HRTimeline
Western Wealth Management, LLC20,619$692K0.02%+8,02013F-HRTimeline
ATX Financial Planning, LLC20,009$671K0.44%+9,31913F-HRTimeline
First Heartland Consultants, Inc.18,332$615K0.04%+6,42213F-HRTimeline
Atria Investments, Inc17,638$592K0.01%+6,37913F-HRTimeline
BLUE JEAN FINANCIAL LLC17,482$586K0.41%-1,63013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC15,393$516K<0.01%new13F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA13,620$457K<0.01%+2,77013F-HRTimelineGroup
MIDDLETON & CO INC/MA13,025$437K0.05%013F-HRTimeline
Heck Capital Advisors, LLC12,300$413K0.02%013F-HRTimeline
Thompson David Blair11,443$384K0.19%013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/11,393$382K<0.01%new13F-HRTimelineGroup
Proficio Capital Partners LLC10,470$351K0.01%013F-HRTimeline
Advyzon Investment Management, LLC9,980$335K0.02%-18913F-HRTimeline
Independence Wealth Advisors, LLC9,267$311K0.16%+1013F-HRTimeline
Betterment LLC9,184$308K<0.01%-2313F-HRTimeline
AE Wealth Management LLC8,236$276K<0.01%+613F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY8,155$274K<0.01%+113F-HRTimelineGroup
Plan Group Financial, LLC7,875$264K0.05%+2313F-HRTimeline
Chatterton & Associates Inc.6,915$233K0.14%013F-HRTimeline
HRT FINANCIAL LP6,819$228K<0.01%new13F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC6,340$213K<0.01%new13F-HRTimelineGroup
Integrated Wealth Concepts LLC5,878$197K<0.01%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC3,940$132K<0.01%new13F-HRTimeline
Regatta Research & Money Management3,895$131K0.12%13F-HRTimeline
CGC Financial Services, LLC3,115$104K0.02%013F-HRTimeline
Golden State Wealth Management, LLC3,049$102K0.01%-1,19413F-HRTimeline
LANARK FINANCIAL, INC.3,000$101K0.01%-73413F-HRTimeline
Reyes Financial Architecture, Inc.2,872$96.3K0.05%+913F-HRTimeline
Longview Financial Advisors LLC2,722$91.3K0.05%+30113F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.2,537$85.1K<0.01%new13F-HRTimelineGroup
Sunrise Financial Services, LLC1,532$51.4K0.03%-21313F-HRTimeline
Farther Finance Advisors, LLC923$31K<0.01%013F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management901$30.2K<0.01%new13F-HRTimelineGroup
Buck Wealth Strategies, LLC796$26.7K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.695$23.3K<0.01%-30013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC628$21.1K<0.01%013F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/504$16.9K<0.01%013F-HRTimelineGroup
Global Retirement Partners, LLC467$15.7K<0.01%13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN221$7.41K<0.01%+7213F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…70$2.35K<0.01%-14013F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.20$671<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…19$637<0.01%013F-HRTimelineGroup
Larson Financial Group LLC1$17<0.01%013F-HRTimeline