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HEQTHEQT
3 quarters

Position history for Rockefeller Capital Management L.P.Rockefeller Capital Management L.P.'s holdings in SIMPLIFY EXCHANGE TRADED FUN

Yes. Rockefeller Capital Management holds 250,575 shares of HEQT (Simplify Exchange Traded Fun), worth $8.4M, as of its Q2 2026 13F filing. It increased the position by 26,983 shares (+12.1%) from Q1 2026. Rockefeller Capital Management has held HEQT since Q4 2025, across 3 quarterly 13F filings.

Current Value

$8.4M

Current Shares

250,575

Total Value Change

+$6.5M

Total Shares Change

+191,542

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
250,575
+12.1%
$8.4M0.0%$33.54
31
2026-Q1
Increased
223,592
+278.8%
$7M0.0%$32.28
44
2025-Q4
New
59,033
-
$1.9M0.0%$32.15
36

Other major holders of HEQT: Private Advisor Group, LLC, LPL Financial LLC

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