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Disclosery

HEQT SIMPLIFY EXCHANGE TRADED FUN

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HEDGED EQUITY (fund)

72 managers (73 13F filers) reported a position in HEQT shares at 2025-09-30, 5,821,713 shares in all. 11 filers opened a position and 14 filers sold out during the quarter.

Managers
72
13F filers
73
New
11
Added
28
Reduced
26
Sold out
14
Shares held by filers
5,821,713

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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, LLC653,927$20.4M1.35%-4,60313F-HRTimeline
CWM, LLCin group CWM, LLC586,221$18.3M0.06%+10,04413F-HRTimelineGroup
LPL Financial LLC405,829$12.7M<0.01%-222,39513F-HRTimeline
WealthPLAN Partners, LLC324,558$10.1M1.52%+6,00013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…268,044$8.37M0.11%-1,66513F-HRTimelineGroup
ARQ WEALTH ADVISORS, LLC254,393$7.95M2.35%+13,44313F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…246,833$7.71M0.5%+109,29113F-HRTimelineGroup
UBS Group AGin group UBS Group AG205,404$6.42M<0.01%-50,11613F-HRTimelineGroup
Private Advisor Group, LLC197,714$6.18M0.03%-60,80013F-HRTimeline
HighTower Advisors, LLC172,719$5.4M0.01%-9313F-HRTimeline
SMITH, MOORE & CO.159,496$4.98M0.38%-4,45213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC148,708$4.65M<0.01%-205,80213F-HRTimelineGroup
Peterson Wealth Advisors, LLC140,132$4.39M0.66%-7,40113F-HRTimeline
HARMONY ASSET MANAGEMENT LLC135,762$4.24M1.46%+1,52013F-HRTimeline
MML INVESTORS SERVICES, LLC132,047$4.12M0.01%-201,92813F-HRTimeline
Steward Partners Investment Advisory, L…131,049$4.09M0.02%-64,60813F-HRTimeline
Financial Enhancement Group LLC129,925$4.08M0.55%+7,21613F-HRTimeline
Meridian Wealth Management, LLC127,131$3.97M0.15%+8,01913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.126,555$3.9M0.01%+7,94613F-HRTimelineGroup
VICTORY FINANCIAL GROUP, LLC116,980$3.65M0.5%+1,70413F-HRTimeline
Dynamic Advisor Solutions LLC116,608$3.64M0.11%+35013F-HRTimeline
Sowell Financial Services LLC88,131$2.75M0.11%new13F-HRTimeline
Sound Financial Strategies Group, LLC80,535$2.52M1.84%new13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.79,787$2.49M0.02%+10,48413F-HRTimelineGroup
Parallel Advisors, LLC75,022$2.34M0.04%new13F-HRTimeline
OneDigital Investment Advisors LLC71,828$2.24M0.02%+1,78913F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding71,770$2.24M-273,705Timeline
EVOLUTION WEALTH MANAGEMENT INC.57,677$1.8M1.85%new13F-HR/ATimeline
CAPTRUST FINANCIAL ADVISORS50,880$1.59M<0.01%+11613F-HRTimeline
LANARK FINANCIAL, INC.39,997$1.25M0.1%new13F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC35,280$1.1M0.03%+27,21613F-HRTimelineGroup
Cambridge Advisors Inc.31,565$986K0.19%-1,69013F-HRTimeline
Cambridge Investment Research Advisors,…27,970$874K<0.01%new13F-HRTimeline
Smartleaf Asset Management LLC24,917$777K0.05%+8,14013F-HRTimeline
PFG Advisors24,234$757K0.03%+2,51413F-HRTimeline
Ausdal Financial Partners, Inc.24,015$750K0.04%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…23,807$744K<0.01%-73,82713F-HRTimelineGroup
Cetera Investment Advisers23,249$726K<0.01%-2,10613F-HRTimeline
GTS SECURITIES LLC18,629$582K0.02%+3,52613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC17,434$545K<0.01%-16,62113F-HRTimeline
Bay Rivers Group16,564$517K0.22%+2,09513F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.15,722$491K0.03%+85113F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC14,443$451K<0.01%+6,41513F-HRTimelineGroup
MIDDLETON & CO INC/MA13,025$407K0.04%013F-HRTimeline
Western Wealth Management, LLC12,826$401K0.02%+71913F-HRTimeline
Encompass More Asset Management12,516$391K0.08%-8,75013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC10,942$342K<0.01%+2,29313F-HRTimelineGroup
Proficio Capital Partners LLC10,470$327K0.02%013F-HR/ATimeline
Brookwood Investment Group LLC9,755$305K0.04%new13F-HRTimeline
Golden State Wealth Management, LLC8,835$276K0.03%-49713F-HRTimeline
Betterment LLC8,309$260K<0.01%+11813F-HRTimeline
DAVENPORT & Co LLC8,021$251K<0.01%new13F-HRTimeline
AE Wealth Management LLC6,662$208K<0.01%-6513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA5,691$178K<0.01%+2,33313F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO4,339$136K<0.01%+92113F-HR/ATimelineGroup
CGC Financial Services, LLC3,115$97.3K0.03%new13F-HRTimeline
Reyes Financial Architecture, Inc.2,845$88.9K0.06%-22,07613F-HRTimeline
Longview Financial Advisors LLC2,446$76.4K0.04%-16013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,545$48.3K<0.01%+54513F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\1,340$41.9K<0.01%new13F-HRTimelineGroup
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management901$28.1K<0.01%013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.780$24.4K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN650$20.3K<0.01%new13F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC628$19.6K<0.01%013F-HRTimelineGroup
Larson Financial Group LLC618$19.3K<0.01%-43313F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/504$15.7K<0.01%-7313F-HRTimelineGroup
Global Retirement Partners, LLC463$14.5K<0.01%+113F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY454$14.2K<0.01%-113F-HR/ATimelineGroup
Advisory Services Network, LLC396$12.4K<0.01%-44,37313F-HRTimeline
COMERICA BANK70$2.19K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC56$1.75K<0.01%-165,43813F-HRTimeline
DHJJ Financial Advisors, Ltd.20$625<0.01%013F-HRTimeline