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Disclosery

HEQT SIMPLIFY EXCHANGE TRADED FUN

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HEDGED EQUITY (fund)

78 managers (79 13F filers) reported a position in HEQT shares at 2025-06-30, 7,732,381 shares in all. 15 filers opened a position and 6 filers sold out during the quarter.

Managers
78
13F filers
79
New
15
Added
28
Reduced
26
Sold out
6
Shares held by filers
7,732,381

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
WealthPlan Investment Management, LLC658,530$19.8M1.44%+195,82013F-HRTimeline
LPL Financial LLC628,224$18.9M0.01%-577,04413F-HRTimeline
CWM, LLCin group CWM, LLC576,177$17.3M0.06%+35,96513F-HRTimelineGroup
Keudell/Morrison Wealth Management489,872$14.7M3.27%-349,79713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC354,510$10.7M<0.01%+64,42513F-HRTimelineGroup
Stratos Wealth Partners, LTD.group of 2 filers holding345,475$10.4M+7,534Timeline
MML INVESTORS SERVICES, LLC333,975$10M0.03%+93,95913F-HRTimeline
WealthPLAN Partners, LLC318,558$9.57M1.54%-216,29113F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…269,709$8.1M0.11%+177,82513F-HRTimelineGroup
Private Advisor Group, LLC258,514$7.77M0.04%-561,36913F-HRTimeline
UBS Group AGin group UBS Group AG255,520$7.68M<0.01%+59,88213F-HRTimelineGroup
ARQ WEALTH ADVISORS, LLC240,950$6.89M2.36%013F-HRTimeline
Steward Partners Investment Advisory, L…195,657$5.88M0.05%+10,30113F-HRTimeline
HighTower Advisors, LLC172,812$5.19M0.01%-139,34713F-HRTimeline
Farther Finance Advisors, LLC165,494$4.97M0.1%-4,30213F-HRTimeline
SMITH, MOORE & CO.163,948$4.93M0.41%+11,61913F-HRTimeline
Leo Wealth, LLC151,944$4.57M0.36%new13F-HRTimeline
Peterson Wealth Advisors, LLC147,533$4.43M0.73%-8,49813F-HRTimeline
Belpointe Asset Management LLC139,806$4.2M0.18%new13F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…137,542$4.13M0.22%-210,50813F-HRTimelineGroup
HARMONY ASSET MANAGEMENT LLC134,242$4.03M1.51%-76213F-HRTimeline
Financial Enhancement Group LLC122,709$3.7M0.53%+36,51513F-HRTimeline
Meridian Wealth Management, LLC119,112$3.58M0.15%+111,24013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.118,609$3.56M0.01%+17,80913F-HR/ATimelineGroup
Dynamic Advisor Solutions LLC116,258$3.49M0.11%-19813F-HRTimeline
VICTORY FINANCIAL GROUP, LLC115,276$3.46M0.55%-3,84613F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…97,634$2.93M<0.01%+49,66813F-HRTimelineGroup
3EDGE Asset Management, LP87,080$2.62M0.16%+62,47713F-HRTimeline
OneDigital Investment Advisors LLC70,039$2.1M0.02%+5,30113F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.69,303$2.08M0.02%new13F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC66,174$1.99M<0.01%+59,17113F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS50,764$1.53M<0.01%+5013F-HRTimeline
L.M. KOHN & COMPANY49,195$1.48M0.4%new13F-HRTimeline
Advisory Services Network, LLC44,769$1.36M0.02%+3,85613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC34,055$1.02M<0.01%-2,93013F-HRTimeline
Cambridge Advisors Inc.33,255$999K0.21%+14,04613F-HRTimeline
Skyline Advisors, Inc.30,861$927K0.34%new13F-HRTimeline
Cetera Investment Advisers25,355$762K<0.01%-15013F-HRTimeline
Reyes Financial Architecture, Inc.24,921$749K0.65%+13,77313F-HRTimeline
Ausdal Financial Partners, Inc.24,015$722K0.05%-32913F-HRTimeline
Lionsbridge Wealth Management LLC23,019$692K0.69%-141,55313F-HRTimeline
PFG Advisors21,720$653K0.03%-1,98913F-HRTimeline
Encompass More Asset Management21,266$639K0.15%-8,44213F-HRTimeline
Smartleaf Asset Management LLC16,777$503K0.04%+16,37713F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/16,493$496K<0.01%new13F-HRTimelineGroup
GTS SECURITIES LLC15,103$454K0.02%new13F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.14,871$447K0.03%+11113F-HRTimelineGroup
PFG Investments, LLC14,818$445K0.03%new13F-HRTimeline
OLD MISSION CAPITAL LLC14,582$438K0.01%new13F-HRTimeline
Bay Rivers Group14,469$435K0.2%+39913F-HRTimeline
MIDDLETON & CO INC/MA13,025$391K0.04%013F-HRTimeline
Western Wealth Management, LLC12,107$364K0.02%+1,19413F-HRTimeline
Proficio Capital Partners LLC10,470$315K0.02%013F-HRTimeline
Golden State Wealth Management, LLC9,332$280K0.03%+4,17413F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC8,649$260K<0.01%new13F-HRTimelineGroup
WOLVERINE TRADING, LLC8,415$252K0.01%new13F-HRTimeline
Betterment LLC8,191$246K<0.01%+28513F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC8,064$242K0.01%new13F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC8,028$241K<0.01%-44813F-HRTimelineGroup
Atria Wealth Solutions, Inc.8,010$241K0.01%-1,75313F-HRTimeline
AE Wealth Management LLC6,727$202K<0.01%-1,74113F-HRTimeline
Northwest Capital Management Inc3,747$113K0.06%+4413F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO3,418$103K<0.01%-2113F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA3,358$101K<0.01%new13F-HR/ATimelineGroup
Longview Financial Advisors LLC2,606$78.3K0.05%-22513F-HRTimeline
Larson Financial Group LLC1,051$31.6K<0.01%-96413F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,000$30.1K<0.01%013F-HRTimelineGroup
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management901$27.1K<0.01%-1,851,75713F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.780$23.4K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC628$18.9K<0.01%-60813F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/577$17.3K<0.01%013F-HR/ATimelineGroup
Nova Wealth Management, Inc.492$14.8K0.01%new13F-HRTimeline
Global Retirement Partners, LLC462$13.9K<0.01%13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY455$13.7K<0.01%+15413F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC304$9.13K<0.01%new13F-HRTimelineGroup
COMERICA BANK70$2.1K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.20$601<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.