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Disclosery

HEQT SIMPLIFY EXCHANGE TRADED FUN

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HEDGED EQUITY (fund)

47 managers (47 13F filers) reported a position in HEQT shares at 2024-12-31, 6,747,923 shares in all. 10 filers opened a position and 4 filers sold out during the quarter.

Managers
47
13F filers
47
New
10
Added
19
Reduced
10
Sold out
4
Shares held by filers
6,747,923

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
LPL Financial LLC1,086,617$32M0.01%+719,04813F-HRTimeline
Private Advisor Group, LLC696,683$20.5M0.12%-187,68913F-HRTimeline
WealthPlan Investment Management, LLC599,917$17.7M1.75%+236,30613F-HRTimeline
WealthPLAN Partners, LLC534,413$15.8M2.23%-29,92013F-HRTimeline
Keudell/Morrison Wealth Management516,588$15.2M3.97%-2,73813F-HRTimeline
CWM, LLCin group CWM, LLC507,224$15M0.06%+36,33713F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…415,541$12.3M0.42%+90,54913F-HRTimelineGroup
HighTower Advisors, LLC301,468$8.89M0.01%+130,61113F-HRTimeline
ARQ WEALTH ADVISORS, LLC241,981$7.13M2.71%+2,27213F-HRTimeline
UBS Group AGin group UBS Group AG239,006$7.05M<0.01%+94,64413F-HRTimelineGroup
SMITH, MOORE & CO.197,103$5.81M0.53%-3,70013F-HRTimeline
Steward Partners Investment Advisory, L…179,021$5.28M0.05%+3,14213F-HRTimeline
Lionsbridge Wealth Management LLC175,711$5.18M4.35%+50,88113F-HRTimeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.167,167$4.93M0.24%+9,84913F-HRTimelineGroup
HARMONY ASSET MANAGEMENT LLC126,719$3.74M1.48%+49,79213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC120,784$3.56M<0.01%+89,19813F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.102,773$3.03M0.01%+3,18513F-HR/ATimelineGroup
MML INVESTORS SERVICES, LLC76,607$2.26M0.01%new13F-HRTimeline
Financial Enhancement Group LLC59,946$1.76M0.27%-375,97213F-HRTimeline
CAPTRUST FINANCIAL ADVISORS55,300$1.63M<0.01%+14113F-HRTimeline
Peterson Wealth Advisors, LLC53,619$1.59M0.29%+15,95613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC37,870$1.12M<0.01%-46,52413F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…33,785$996K0.01%new13F-HRTimelineGroup
PFG Advisors23,934$706K0.04%-81113F-HRTimeline
Cetera Investment Advisers22,982$678K<0.01%-8,18413F-HRTimeline
TD Waterhouse Canada Inc.17,614$518K<0.01%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC15,354$453K<0.01%new13F-HRTimelineGroup
Hilltop Holdings Inc.in group Hilltop Holdings Inc.15,048$444K0.03%+11613F-HRTimelineGroup
OneDigital Investment Advisors LLC13,547$399K<0.01%new13F-HRTimeline
MIDDLETON & CO INC/MA13,025$384K0.04%-2,95013F-HRTimeline
Bay Rivers Group13,000$383K0.19%new13F-HRTimeline
VICTORY FINANCIAL GROUP, LLC12,968$382K0.1%13F-HRTimeline
Reyes Financial Architecture, Inc.11,849$349K0.27%13F-HRTimeline
Atria Wealth Solutions, Inc.11,413$336K<0.01%-2,64513F-HRTimeline
Proficio Capital Partners LLC10,470$309K0.03%013F-HR/ATimeline
AE Wealth Management LLC9,969$294K<0.01%new13F-HRTimeline
Betterment LLC7,802$230K<0.01%new13F-HRTimeline
Longview Financial Advisors LLC7,462$220K0.15%13F-HRTimeline
Northwest Capital Management Inc5,481$162K0.07%+2813F-HRTimeline
Avior Wealth Management, LLC3,656$108K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO3,630$107K<0.01%+39213F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC1,175$34.6K<0.01%new13F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,000$29.5K<0.01%+1,00013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.380$11.2K<0.01%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY301$8.89K<0.01%013F-HR/ATimelineGroup
DHJJ Financial Advisors, Ltd.20$590<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.