HEQT institutional holders

SIMPLIFY EXCHANGE TRADED FUN · 13F, 2026Q2

Managers holding87
Shares held5,942,268
Reported value$199.3m
Quarter flows12 new, 34 added, 27 trimmed, 13 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
Private Advisor Group, LLC698,185$23.4m0.1%
LPL Financial LLC454,076$15.2m0.0%
WealthPlan Investment Management, LLC300,206$10.1m0.5%
Orion Porfolio Solutions, LLC286,153$9.6m0.1%
Rockefeller Capital Management L.P.250,575$8.4m0.0%
Independent Wealth Advisors LLC204,845$6.9m6.2%
ARQ WEALTH ADVISORS, LLC195,133$6.6m0.8%
OneDigital Investment Advisors LLC192,924$6.5m0.1%
Kovack Advisors, Inc.189,631$6.4m0.3%
HighTower Advisors, LLC184,740$6.2m0.0%
Meridian Wealth Management, LLC154,811$5.2m0.2%
ENVESTNET ASSET MANAGEMENT INC152,958$5.1m0.0%
WealthPLAN Partners, LLC150,327$5.0m1.0%
Financial Enhancement Group LLC139,291$4.7m0.6%
SUSQUEHANNA INTERNATIONAL GROUP, LLP130,648$4.4m0.0%
MML INVESTORS SERVICES, LLC127,293$4.3m0.0%
HARMONY ASSET MANAGEMENT LLC112,975$3.8m1.0%
Peterson Wealth Advisors, LLC112,453$3.8m0.4%
Ameritas Advisory Services, LLC111,920$3.8m0.1%
UBS Group AG107,464$3.6m0.0%
VICTORY FINANCIAL GROUP, LLC105,932$3.6m0.4%
Sound Financial Strategies Group, LLC100,735$3.4m2.1%
SMITH, MOORE & CO.99,368$3.3m0.2%
Sowell Financial Services LLC94,577$3.2m0.1%
Dynamic Advisor Solutions LLC93,605$3.1m0.1%

Every holder, line by line, and the full history since 2013: yf.Client().holders("HEQT"). HEQT price history · All 13F data

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