Simplify Hedged Equity ETF (HEQT) is held by institutional investors who disclose positions via SEC 13F filings. View the full list of institutional holders on HoldingsIntel.

Are institutions buying or selling HEQT?

HoldingsIntel tracks quarter-over-quarter changes in institutional positions for Simplify Hedged Equity ETF, showing new buyers, position increases, decreases, and exits with conviction-weighted sentiment.

What is the Smart Money Verdict on HEQT?

The Smart Money Verdict combines four independent signals (institutional 13F activity, insider trades, activist filings, and congressional trades) into a single assessment for Simplify Hedged Equity ETF.

Is institutional money flowing into HEQT?

25 institutional investors hold Simplify Hedged Equity ETF (HEQT). View detailed buyer/seller breakdown on HoldingsIntel.

What do hedge funds think about HEQT?

Track institutional sentiment and conviction scores for Simplify Hedged Equity ETF (HEQT) including Smart Money Verdict and position changes on HoldingsIntel.

Simplify Hedged Equity ETF

HEQT·82889N764·US·etf·Unknown - Unknown

HEDGED EQUITY

HEQT (Simplify Hedged Equity ETF) is held by 25 institutional investors as of Q4 2025. Largest holders: Private Advisor Group, LLC ($35.9M), LPL Financial LLC ($14.7M), HighTower Advisors, LLC ($5.5M). Net institutional sentiment: Mixed.

Holders

Avg rating(3 Elite)

$88.4M

Total Value

44% (29)

Fund Consensus

11 buying - 14 selling

Smart Money VerdictView all

54Mixed MomentumSingle Source

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See how HEQT's score breaks down across 4 SEC sources

Held by 25 funds

3 elite

No recent insider, activist, or congressional trades found for this stock

13F: Dec 31, 2025Insider & Congress: Updated regularly

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
Private Advisor Group, LLC	Increased	1.1M(+466.8%)	$35.9M	0.2%	+2.76%	56
LPL Financial LLC	Increased	459,311(+13.2%)	$14.7M	0.0%	+12.02%	32
HighTower Advisors, LLC	Decreased	172,180(-0.3%)	$5.5M	0.0%	+25.91%	0
ENVESTNET ASSET MANAGEMENT INC	Decreased	147,330(-0.9%)	$4.7M	0.0%	+13.96%	0
MML INVESTORS SERVICES, LLC	Decreased	125,096(-5.3%)	$4M	0.0%	+11.72%	0
OSAIC HOLDINGS, INC.	Decreased	121,256(-4.2%)	$3.9M	0.0%	+21.36%	0
UBS Group AG	Decreased	112,724(-45.1%)	$3.6M	0.0%	+11.73%	0
Steward Partners Investment Advisory, LLC	Decreased	98,622(-24.7%)	$3.2M	0.0%	+31.92%	0
OneDigital Investment Advisors LLC	Increased	84,134(+17.1%)	$2.7M	0.0%	+10.88%	31
Equitable Holdings, Inc.	Decreased	72,407(-9.3%)	$2.3M	0.0%	+7.68%	0
Rockefeller Capital Management L.P.	New	59,033	$1.9M	0.0%	+0.40%	36
CAPTRUST FINANCIAL ADVISORS	Decreased	48,722(-4.2%)	$1.6M	0.0%	+52.54%	0
JPMORGAN CHASE & CO	Increased	37,425(+762.5%)	$1.2M	0.0%	+1.33%	41
Mariner, LLC	Increased	36,643(+153.7%)	$1.2M	0.0%	+3.80%	41
Cetera Investment Advisers	Increased	23,465(+0.9%)	$752,053	0.0%	+23.24%	25
COMMONWEALTH EQUITY SERVICES, LLC	Decreased	13,402(-23.1%)	$429,550	0.0%	+42.70%	0
MORGAN STANLEY	Increased	8,154(+1696.0%)	$261,359	0.0%	+1.12%	25
ROYAL BANK OF CANADA	Increased	8,125(+42.8%)	$261,000	0.0%	+4.55%	21
AE Wealth Management LLC	Decreased	5,932(-11.0%)	$190,121	0.0%	+10.43%	0
Kestra Advisory Services, LLC	New	1,547	$49,573	0.0%	+0.40%	28
US BANCORP \DE\	Unchanged	1,340	$42,947	0.0%	+3.86%	0
WELLS FARGO & COMPANY/MN	Unchanged	650	$20,833	0.0%	+3.86%	0
ASSETMARK, INC	Unchanged	628	$20,127	0.0%	+10.62%	0
NATIONAL BANK OF CANADA /FI/	Unchanged	504	$16,113	0.0%	+14.43%	0
COMERICA BANK	Increased	140(+100.0%)	$4,487	0.0%	+6.96%	16
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Exited	0(-100.0%)	$743,659	0.0%	+10.77%	0
CITADEL ADVISORS LLC	Exited	0(-100.0%)	$341,795	0.0%	+6.90%	0
Farther Finance Advisors, LLC	Exited	0(-100.0%)	$1,749	0.0%	+13.97%	0
DAVENPORT & Co LLC	Exited	0(-100.0%)	$250,546	0.0%	+3.44%	0

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