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Disclosery

HEQT SIMPLIFY EXCHANGE TRADED FUN

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HEDGED EQUITY (fund)

81 managers (82 13F filers) reported a position in HEQT shares at 2025-12-31, 7,747,092 shares in all. 9 filers opened a position and 9 filers sold out during the quarter.

Managers
81
13F filers
82
New
9
Added
28
Reduced
28
Sold out
9
Shares held by filers
7,747,092

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Private Advisor Group, LLC1,120,557$35.9M0.17%+922,84313F-HRTimeline
CWM, LLCin group CWM, LLC605,285$19.4M0.05%+19,06413F-HRTimelineGroup
WealthPlan Investment Management, LLC558,393$17.9M1.14%-95,53413F-HRTimeline
Keudell/Morrison Wealth Management517,138$16.6M3.48%13F-HRTimeline
LPL Financial LLC459,311$14.7M<0.01%+53,48213F-HRTimeline
Leo Wealth, LLC331,506$10.6M0.77%new13F-HRTimeline
WealthPLAN Partners, LLC304,854$9.77M1.46%-19,70413F-HRTimeline
ARQ WEALTH ADVISORS, LLC273,051$8.75M2.36%+18,65813F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…208,209$6.67M0.08%-59,83513F-HRTimelineGroup
Kovack Advisors, Inc.196,507$6.3M0.3%new13F-HR/ATimeline
Independent Wealth Advisors LLC175,756$5.63M5.88%13F-HRTimeline
HighTower Advisors, LLC172,180$5.52M0.01%-53913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC147,330$4.72M<0.01%-1,37813F-HRTimelineGroup
Meridian Wealth Management, LLC133,850$4.29M0.15%+6,71913F-HRTimeline
Financial Enhancement Group LLC128,133$4.13M0.54%-1,79213F-HRTimeline
Peterson Wealth Advisors, LLC128,161$4.11M0.55%-11,97113F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…127,050$4.07M0.15%-119,78313F-HRTimelineGroup
MML INVESTORS SERVICES, LLC125,096$4.01M0.01%-6,95113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.121,256$3.89M0.01%-5,29913F-HRTimelineGroup
UBS Group AGin group UBS Group AG112,724$3.61M<0.01%-92,68013F-HRTimelineGroup
VICTORY FINANCIAL GROUP, LLC108,149$3.47M0.44%-8,83113F-HRTimeline
SMITH, MOORE & CO.106,626$3.42M0.26%-52,87013F-HRTimeline
HARMONY ASSET MANAGEMENT LLC106,545$3.41M1.15%-29,21713F-HRTimeline
Sound Financial Strategies Group, LLC100,735$3.23M2.28%+20,20013F-HRTimeline
Steward Partners Investment Advisory, L…98,622$3.16M0.02%-32,42713F-HRTimeline
Dynamic Advisor Solutions LLC96,711$3.1M0.1%-19,89713F-HRTimeline
Sowell Financial Services LLC90,169$2.89M0.11%+2,03813F-HRTimeline
Parallel Advisors, LLC88,485$2.84M0.05%+13,46313F-HRTimeline
OneDigital Investment Advisors LLC84,134$2.7M0.03%+12,30613F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.72,407$2.32M0.02%-7,38013F-HRTimelineGroup
Stratos Wealth Partners, LTD.group of 2 filers holding71,001$2.28M-769Timeline
EVOLUTION WEALTH MANAGEMENT INC.64,220$2.06M1.7%+6,54313F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…59,033$1.89M<0.01%new13F-HR/ATimelineGroup
CAPTRUST FINANCIAL ADVISORS48,722$1.56M<0.01%-2,15813F-HRTimeline
ATX Financial Planning, LLC44,823$1.44M1.11%13F-HRTimeline
Smartleaf Asset Management LLC39,646$1.27M0.05%+14,72913F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO37,425$1.2M<0.01%+33,08613F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC36,643$1.17M<0.01%+22,20013F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC35,274$1.13M0.03%-613F-HRTimelineGroup
BFI Wealth Solutions, LLC34,884$1.12M1.07%13F-HRTimeline
Cambridge Advisors Inc.32,539$1.04M0.2%+97413F-HRTimeline
Cambridge Investment Research Advisors,…28,491$913K<0.01%+52113F-HRTimeline
Encompass More Asset Management23,831$764K0.14%+11,31513F-HRTimeline
Cetera Investment Advisers23,465$752K<0.01%+21613F-HRTimeline
PFG Advisors22,278$714K0.03%-1,95613F-HRTimeline
Bay Rivers Group19,762$633K0.26%+3,19813F-HRTimeline
BLUE JEAN FINANCIAL LLC15,832$507K0.41%13F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.15,781$506K0.03%+5913F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC13,402$430K<0.01%-4,03213F-HRTimeline
MIDDLETON & CO INC/MA13,025$417K0.04%013F-HRTimeline
OLD MISSION CAPITAL LLC12,920$414K0.02%new13F-HRTimeline
Western Wealth Management, LLC12,792$410K0.02%-3413F-HRTimeline
Thompson David Blair11,443$367K0.21%13F-HRTimeline
Brookwood Investment Group LLC10,989$352K0.04%+1,23413F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …10,784$349K0.01%new13F-HRTimelineGroup
Proficio Capital Partners LLC10,470$336K0.02%013F-HRTimeline
Advyzon Investment Management, LLC9,593$307K0.04%new13F-HRTimeline
Betterment LLC9,316$299K<0.01%+1,00713F-HRTimeline
Independence Wealth Advisors, LLC9,257$297K0.17%13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY8,154$261K<0.01%+7,70013F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA8,125$261K<0.01%+2,43413F-HRTimelineGroup
Plan Group Financial, LLC7,826$251K0.07%new13F-HRTimeline
Golden State Wealth Management, LLC6,986$224K0.02%-1,84913F-HRTimeline
Chatterton & Associates Inc.6,915$222K0.19%13F-HRTimeline
LANARK FINANCIAL, INC.6,027$193K0.01%-33,97013F-HRTimeline
AE Wealth Management LLC5,932$190K<0.01%-73013F-HRTimeline
Advisors Preferred, LLCin group Advisors Preferred, LLC3,486$112K0.02%new13F-HRTimelineGroup
CGC Financial Services, LLC3,115$99.8K0.03%013F-HRTimeline
Reyes Financial Architecture, Inc.2,854$91.5K0.06%+913F-HRTimeline
Longview Financial Advisors LLC2,421$77.6K0.04%-2513F-HRTimeline
Sunrise Financial Services, LLC1,942$62.2K0.05%13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC1,547$49.6K<0.01%new13F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\1,340$42.9K<0.01%013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.995$31.9K<0.01%+21513F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN650$20.8K<0.01%013F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC628$20.1K<0.01%013F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/504$16.1K<0.01%013F-HRTimelineGroup
Global Retirement Partners, LLC464$14.9K<0.01%+113F-HRTimeline
Larson Financial Group LLC450$14.4K<0.01%-16813F-HRTimeline
COMERICA BANK140$4.49K<0.01%+7013F-HRTimeline
DHJJ Financial Advisors, Ltd.20$641<0.01%013F-HRTimeline