SIMPLIFY EXCHANGE TRADED FUN

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

HEQT (SIMPLIFY EXCHANGE TRADED FUN) is held by 31 institutional investors as of Q2 2026. Largest holders: Private Advisor Group, LLC ($23.4M), LPL Financial LLC ($15.2M), Orion Porfolio Solutions, LLC ($9.6M). Net institutional sentiment: Bullish.

31

Holders

(5 Elite)

$98.9M

Total Value

70% (30)

Consensus

21 buying - 9 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)35

Insider (Form 4)58

Activist (13D/13G)66

Congressional (STOCK Act)54

Holder Quality

41

★★★★★

Elite

85

★★★★

Strong

49

★★★

Solid

87

★★

Below

22

★

Weak

Held by 31 funds

5 elite

Who's Trading

Source dates: Price Aug 31, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for HEQT.

Top Holders

Top Holders (31)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
Private Advisor Group, LLC	Increased	698,185(+30.0%)	$23.4M	0.1%	+8.06%	43
LPL Financial LLC	Decreased	454,076(-19.3%)	$15.2M	0.0%	+17.06%	0
OPOrion Porfolio Solutions, LLC	Decreased	286,153(-1.2%)	$9.6M	0.1%	+6.81%	0
Rockefeller Capital Management L.P.	Increased	250,575(+12.1%)	$8.4M	0.0%	+6.46%	31
OneDigital Investment Advisors LLC	Increased	192,924(+70.8%)	$6.5M	0.1%	+9.73%	41
HighTower Advisors, LLC	Increased	184,740(+2.6%)	$6.2M	0.0%	+32.00%	28
ENVESTNET ASSET MANAGEMENT INC	Increased	152,958(+13.3%)	$5.1M	0.0%	+19.15%	30
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Increased	130,648(+816.6%)	$4.4M	0.0%	+3.22%	43
MML INVESTORS SERVICES, LLC	Increased	127,293(+15.9%)	$4.3M	0.0%	+16.75%	31
UBS Group AG	Increased	107,464(+6.7%)	$3.6M	0.0%	+18.14%	28
Steward Partners Investment Advisory, LLC	Decreased	86,259(-4.1%)	$2.9M	0.0%	+40.90%	0
OSAIC HOLDINGS, INC.	Decreased	77,550(-44.8%)	$2.6M	0.0%	+25.93%	0
JPMORGAN CHASE & CO	Increased	51,812(+29.6%)	$1.7M	0.0%	+7.16%	32
CAPTRUST FINANCIAL ADVISORS	Decreased	47,889(-0.2%)	$1.6M	0.0%	+62.92%	0
Equitable Holdings, Inc.	Decreased	33,831(-25.0%)	$1.1M	0.0%	—	0
Cetera Investment Advisers	Increased	23,692(+5.8%)	$794,630	0.0%	+29.65%	26
CITADEL ADVISORS LLC	New	15,393	$516,281	0.0%	+2.79%	33
ROYAL BANK OF CANADA	Increased	13,620(+25.5%)	$457,000	0.0%	+9.52%	30
BANK OF AMERICA CORP /DE/	New	11,393	$382,121	0.0%	+2.79%	36
AE Wealth Management LLC	Increased	8,236(+0.1%)	$276,250	0.0%	+14.60%	23

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HEQTSIMPLIFY EXCHANGE TRADED FUN

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer