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Disclosery

HEQT SIMPLIFY EXCHANGE TRADED FUN

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HEDGED EQUITY (fund)

85 managers (86 13F filers) reported a position in HEQT shares at 2026-06-30, 5,904,370 shares in all. 9 filers opened a position and 10 filers sold out during the quarter.

Managers
85
13F filers
86
New
9
Added
34
Reduced
27
Sold out
10
Shares held by filers
5,904,370

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Private Advisor Group, LLC698,185$23.4M0.11%+160,95813F-HRTimeline
LPL Financial LLC454,076$15.2M<0.01%-108,52513F-HRTimeline
WealthPlan Investment Management, LLC300,206$10.1M0.5%-71,71013F-HRTimeline
Orion Porfolio Solutions, LLC286,153$9.6M0.07%-3,54613F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…250,575$8.4M0.01%+26,98313F-HRTimelineGroup
Independent Wealth Advisors LLC204,845$6.87M6.22%+19,03513F-HRTimeline
ARQ WEALTH ADVISORS, LLC195,133$6.58M0.82%-107,33013F-HRTimeline
OneDigital Investment Advisors LLC192,924$6.47M0.05%+79,94113F-HRTimeline
Kovack Advisors, Inc.189,631$6.36M0.31%-41,78713F-HRTimeline
HighTower Advisors, LLC184,740$6.2M0.01%+4,63913F-HRTimeline
Meridian Wealth Management, LLC154,811$5.19M0.16%+17913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC152,958$5.13M<0.01%+17,89313F-HR/ATimelineGroup
WealthPLAN Partners, LLC150,327$5.04M0.96%-76,84213F-HRTimeline
Financial Enhancement Group LLC139,291$4.67M0.56%+2,73113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…130,648$4.38M<0.01%+116,39513F-HRTimelineGroup
MML INVESTORS SERVICES, LLC127,293$4.27M0.01%+17,45213F-HRTimeline
HARMONY ASSET MANAGEMENT LLC112,975$3.79M1.02%+4,05513F-HRTimeline
Peterson Wealth Advisors, LLC112,453$3.77M0.45%-4,67913F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…111,920$3.75M0.08%+21,37113F-HRTimelineGroup
UBS Group AGin group UBS Group AG107,464$3.6M<0.01%+6,76713F-HRTimelineGroup
VICTORY FINANCIAL GROUP, LLC105,932$3.55M0.37%-1,61913F-HRTimeline
Sound Financial Strategies Group, LLC100,735$3.38M2.15%013F-HRTimeline
SMITH, MOORE & CO.99,368$3.33M0.22%-37113F-HRTimeline
Sowell Financial Services LLC94,577$3.17M0.1%-11,77313F-HRTimeline
Dynamic Advisor Solutions LLC93,605$3.14M0.09%+1,07013F-HRTimeline
Steward Partners Investment Advisory, L…86,259$2.89M0.01%-3,69313F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.83,859$2.81M1.65%+9,12913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.77,550$2.6M<0.01%-62,99713F-HRTimelineGroup
OLD MISSION CAPITAL LLC71,936$2.41M0.06%+52,86613F-HRTimeline
Parallel Advisors, LLC63,922$2.14M0.03%-59613F-HRTimeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.62,320$2.09M0.11%-2,19213F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO51,812$1.73M<0.01%+11,84313F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS47,889$1.61M<0.01%-8813F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC46,648$1.56M0.03%+2,82813F-HRTimelineGroup
Smartleaf Asset Management LLC45,690$1.52M0.05%013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…34,160$1.15M0.01%-3,15013F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.33,831$1.13M0.01%-11,27913F-HRTimelineGroup
Cambridge Advisors Inc.32,196$1.08M0.19%-34313F-HRTimeline
Cambridge Investment Research Advisors,…32,020$1.07M<0.01%+6,86613F-HR/ATimeline
Bay Rivers Group28,608$960K0.33%+1,11813F-HRTimeline
Cetera Investment Advisers23,692$795K<0.01%+1,29113F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding22,736$760K+11,435Timeline
BFI Wealth Solutions, LLC22,015$738K0.55%-9,00813F-HRTimeline
Western Wealth Management, LLC20,619$692K0.02%+8,02013F-HRTimeline
ATX Financial Planning, LLC20,009$671K0.44%+9,31913F-HRTimeline
First Heartland Consultants, Inc.18,332$615K0.04%+6,42213F-HRTimeline
Atria Investments, Inc17,638$592K0.01%+6,37913F-HRTimeline
BLUE JEAN FINANCIAL LLC17,482$586K0.41%-1,63013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC15,393$516K<0.01%new13F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA13,620$457K<0.01%+2,77013F-HRTimelineGroup
MIDDLETON & CO INC/MA13,025$437K0.05%013F-HRTimeline
Heck Capital Advisors, LLC12,300$413K0.02%013F-HRTimeline
Thompson David Blair11,443$384K0.19%013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/11,393$382K<0.01%new13F-HRTimelineGroup
Proficio Capital Partners LLC10,470$351K0.01%013F-HRTimeline
Advyzon Investment Management, LLC9,980$335K0.02%-18913F-HRTimeline
Independence Wealth Advisors, LLC9,267$311K0.16%+1013F-HRTimeline
Betterment LLC9,184$308K<0.01%-2313F-HRTimeline
AE Wealth Management LLC8,236$276K<0.01%+613F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY8,155$274K<0.01%+113F-HRTimelineGroup
Plan Group Financial, LLC7,875$264K0.05%+2313F-HRTimeline
Chatterton & Associates Inc.6,915$233K0.14%013F-HRTimeline
HRT FINANCIAL LP6,819$228K<0.01%new13F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC6,340$213K<0.01%new13F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC3,940$132K<0.01%new13F-HRTimeline
Regatta Research & Money Management3,895$131K0.12%13F-HRTimeline
CGC Financial Services, LLC3,115$104K0.02%013F-HRTimeline
Golden State Wealth Management, LLC3,049$102K0.01%-1,19413F-HRTimeline
LANARK FINANCIAL, INC.3,000$101K0.01%-73413F-HRTimeline
Reyes Financial Architecture, Inc.2,872$96.3K0.05%+913F-HRTimeline
Longview Financial Advisors LLC2,722$91.3K0.05%+30113F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.2,537$85.1K<0.01%new13F-HRTimelineGroup
Sunrise Financial Services, LLC1,532$51.4K0.03%-21313F-HRTimeline
Farther Finance Advisors, LLC923$31K<0.01%013F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management901$30.2K<0.01%new13F-HRTimelineGroup
Buck Wealth Strategies, LLC796$26.7K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.695$23.3K<0.01%-30013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC628$21.1K<0.01%013F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/504$16.9K<0.01%013F-HRTimelineGroup
Global Retirement Partners, LLC467$15.7K<0.01%13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN221$7.41K<0.01%+7213F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…70$2.35K<0.01%-14013F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.20$671<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…19$637<0.01%013F-HRTimelineGroup
Larson Financial Group LLC1$17<0.01%013F-HRTimeline