SIMPLIFY EXCHANGE TRADED FUN (HEQT) is held by 28 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is LPL Financial LLC as of Q1 2026.

Are institutions buying or selling HEQT?

In Q1 2026, 14 institutions opened or increased positions in SIMPLIFY EXCHANGE TRADED FUN while 12 reduced or exited — a net buying quarter.

What is the Smart Money Verdict on HEQT?

The Smart Money Verdict combines four independent sources (institutional 13F activity, insider trades, activist filings, and congressional trades) into a single assessment for SIMPLIFY EXCHANGE TRADED FUN.

How many hedge funds hold HEQT?

28 institutional investors report holding SIMPLIFY EXCHANGE TRADED FUN (HEQT) as of Q1 2026, based on SEC 13F filings.

Is institutional money flowing into HEQT?

As of Q1 2026, tracked institutions in SIMPLIFY EXCHANGE TRADED FUN show 14 buyers versus 12 sellers — net inflows.

SIMPLIFY EXCHANGE TRADED FUN

HEQT·82889N764·US·ETF·Unknown - Unknown

Holders

(5 Elite)

$85.4M

Total Value

54% (26)

Consensus

14 buying - 12 selling

13F: Mar 31, 2026Insider & Congress: Updated regularly

Smart Money Verdict

View all

Held by 28 funds

5 elite

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

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
LPL Financial LLC	Increased	562,601(+22.5%)	$17.7M	0.0%	+14.66%	34
Private Advisor Group, LLC	Decreased	537,227(-52.1%)	$16.9M	0.1%	+7.50%	0
OPOrion Porfolio Solutions, LLC	New	289,699	$9.1M	0.1%	+4.62%	38
Rockefeller Capital Management L.P.	Increased	223,592(+278.8%)	$7M	0.0%	+4.73%	44
HighTower Advisors, LLC	Increased	180,101(+4.6%)	$5.7M	0.0%	+30.24%	28
OSAIC HOLDINGS, INC.	Increased	140,547(+15.9%)	$4.4M	0.0%	+23.35%	31
ENVESTNET ASSET MANAGEMENT INC	Decreased	135,065(-8.3%)	$4.3M	0.0%	+19.22%	0
OneDigital Investment Advisors LLC	Increased	112,983(+34.3%)	$3.6M	0.0%	+12.86%	34
MML INVESTORS SERVICES, LLC	Decreased	109,841(-12.2%)	$3.5M	0.0%	+16.88%	0
UBS Group AG	Decreased	100,697(-10.7%)	$3.2M	0.0%	+16.89%	0
Steward Partners Investment Advisory, LLC	Decreased	89,952(-8.8%)	$2.8M	0.0%	+38.01%	0
CAPTRUST FINANCIAL ADVISORS	Decreased	47,977(-1.5%)	$1.5M	0.0%	+59.58%	0
Equitable Holdings, Inc.	Decreased	45,110(-37.7%)	$1.4M	0.0%	+12.65%	0
JPMORGAN CHASE & CO	Increased	39,969(+6.8%)	$1.2M	0.0%	+5.92%	27
Cetera Investment Advisers	Decreased	22,401(-4.5%)	$705,632	0.0%	+28.93%	0
JANE STREET GROUP, LLC	New	18,423	$580,324	0.0%	+4.62%	34
SUSQUEHANNA INTERNATIONAL GROUP, LLP	New	14,253	$448,970	0.0%	+4.62%	33
ROYAL BANK OF CANADA	Increased	10,850(+33.5%)	$342,000	0.0%	+8.14%	30
COMMONWEALTH EQUITY SERVICES, LLC	Decreased	9,317(-30.5%)	$293,490	0.0%	+49.29%	0
AE Wealth Management LLC	Increased	8,230(+38.7%)	$259,230	0.0%	+12.26%	31