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Disclosery

HEQT SIMPLIFY EXCHANGE TRADED FUN

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HEDGED EQUITY (fund)

68 managers (69 13F filers) reported a position in HEQT shares at 2025-03-31, 10,372,916 shares in all. 23 filers opened a position and 2 filers sold out during the quarter.

Managers
68
13F filers
69
New
23
Added
20
Reduced
19
Sold out
2
Shares held by filers
10,372,916

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management1,852,658$52.9M8.5%13F-HRTimelineGroup
LPL Financial LLC1,205,268$34.4M0.01%+118,65113F-HRTimeline
Keudell/Morrison Wealth Management839,669$24M5.66%+323,08113F-HRTimeline
Private Advisor Group, LLC819,883$23.4M0.14%+123,20013F-HRTimeline
CWM, LLCin group CWM, LLC540,212$15.4M0.06%+32,98813F-HRTimelineGroup
WealthPLAN Partners, LLC534,849$15.3M2.15%+43613F-HRTimeline
WealthPlan Investment Management, LLC462,710$13.2M1.3%-137,20713F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…348,050$10.2M0.41%-67,49113F-HRTimelineGroup
Stratos Wealth Partners, LTD.group of 2 filers holding337,941$9.66M+170,774Timeline
HighTower Advisors, LLC312,159$8.92M0.01%+10,69113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC290,085$8.29M<0.01%+169,30113F-HRTimelineGroup
ARQ WEALTH ADVISORS, LLC240,950$6.89M2.55%-1,03113F-HRTimeline
MML INVESTORS SERVICES, LLC240,016$6.86M0.02%+163,40913F-HRTimeline
UBS Group AGin group UBS Group AG195,638$5.59M<0.01%-43,36813F-HRTimelineGroup
Steward Partners Investment Advisory, L…185,356$5.3M0.05%+6,33513F-HRTimeline
Farther Finance Advisors, LLC169,796$4.86M0.12%new13F-HRTimeline
Lionsbridge Wealth Management LLC164,572$4.7M4.18%-11,13913F-HRTimeline
SMITH, MOORE & CO.152,329$4.35M0.4%-44,77413F-HRTimeline
Peterson Wealth Advisors, LLC156,031$4.31M0.83%+102,41213F-HRTimeline
HARMONY ASSET MANAGEMENT LLC135,004$3.86M1.62%+8,28513F-HRTimeline
VICTORY FINANCIAL GROUP, LLC119,122$3.4M0.65%+106,15413F-HRTimeline
Dynamic Advisor Solutions LLC116,456$3.33M0.11%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.100,800$2.88M0.01%-1,97313F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…91,884$2.63M0.04%+58,09913F-HRTimelineGroup
Financial Enhancement Group LLC86,194$2.42M0.38%+26,24813F-HRTimeline
Wise Wealth Partners75,376$2.15M5.15%new13F-HRTimeline
OneDigital Investment Advisors LLC64,738$1.85M0.02%+51,19113F-HRTimeline
CAPTRUST FINANCIAL ADVISORS50,714$1.45M<0.01%-4,58613F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…47,966$1.37M<0.01%new13F-HRTimelineGroup
Advisory Services Network, LLC40,913$1.17M0.02%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC36,985$1.06M<0.01%-88513F-HRTimeline
SFG Wealth Management, LLC.36,936$1.06M0.52%new13F-HRTimeline
Encompass More Asset Management29,708$849K0.25%new13F-HRTimeline
Cetera Investment Advisers25,505$729K<0.01%+2,52313F-HRTimeline
3EDGE Asset Management, LP24,603$703K0.05%new13F-HRTimeline
Ausdal Financial Partners, Inc.24,344$696K0.05%new13F-HRTimeline
PFG Advisors23,709$677K0.04%-22513F-HRTimeline
Cambridge Advisors Inc.19,209$549K0.12%new13F-HRTimeline
Advisors Preferred, LLCin group Advisors Preferred, LLC18,272$523K0.07%new13F-HRTimelineGroup
Hilltop Holdings Inc.in group Hilltop Holdings Inc.14,760$422K0.03%-28813F-HRTimelineGroup
Bay Rivers Group14,070$402K0.21%+1,07013F-HRTimeline
MIDDLETON & CO INC/MA13,025$372K0.04%013F-HRTimeline
Reyes Financial Architecture, Inc.11,148$319K0.23%-70113F-HRTimeline
Western Wealth Management, LLC10,913$312K0.02%new13F-HRTimeline
Proficio Capital Partners LLC10,470$299K0.02%013F-HRTimeline
Atria Wealth Solutions, Inc.9,763$279K<0.01%-1,65013F-HRTimeline
Ashton Thomas Private Wealth, LLC8,629$247K0.01%new13F-HRTimeline
Mariner, LLCin group Mariner, LLC8,476$242K<0.01%new13F-HRTimelineGroup
AE Wealth Management LLC8,468$242K<0.01%-1,50113F-HRTimeline
Betterment LLC7,906$226K<0.01%+10413F-HRTimeline
Meridian Wealth Management, LLC7,872$225K0.01%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC7,003$200K<0.01%-8,35113F-HR/ATimelineGroup
Golden State Wealth Management, LLC5,158$147K0.02%new13F-HR/ATimeline
Northwest Capital Management Inc3,703$106K0.04%-1,77813F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO3,439$98.3K<0.01%-19113F-HRTimelineGroup
Longview Financial Advisors LLC2,831$80.9K0.05%-4,63113F-HRTimeline
Larson Financial Group LLC2,015$57.6K<0.01%new13F-HRTimeline
Morton Brown Family Wealth, LLC1,311$37.5K0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,236$35.3K<0.01%+6113F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,000$29.5K<0.01%013F-HRTimelineGroup
Kiker Wealth Management, LLC962$27.5K0.02%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.780$22.3K<0.01%+40013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/577$16.5K<0.01%new13F-HRTimelineGroup
Smartleaf Asset Management LLC400$11.4K<0.01%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY301$8.61K<0.01%013F-HRTimelineGroup
COMERICA BANK70$2K<0.01%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.20$572<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.