Simplify Hedged Equity ETF (HEQT)
ETF ยท NYSE Arca
Simplify Hedged Equity ETF (HEQT) is an exchange-traded fund listed on NYSE Arca, where it has traded since November 1, 2021.
- Type
- Exchange-traded fund
- Listed On
- NYSE Arca
- Listed Since
- November 1, 2021
Institutional ownership
In 13F filings for the quarter ended June 30, 2026, 86 institutions reported holding HEQT, with 5.7 million shares worth $192.1 million in aggregate. The largest reported holder was Private Advisor Group, with 698,185 shares worth $23.4 million. Of the 5 largest holders listed below, 2 added shares and 3 reduced their positions during the quarter.
| Institution | Shares | Value | Quarter change |
|---|---|---|---|
| Private Advisor Group | 698,185 | $23M | Added 29.96% |
| Lpl Financial | 454,076 | $15M | Reduced 19.29% |
| Wealthplan Investment Management | 300,206 | $10M | Reduced 19.28% |
| Orion Porfolio Solutions | 286,153 | $10M | Reduced 1.22% |
| Rockefeller Capital Management | 250,575 | $8M | Added 12.07% |
Form 13F is a quarterly report that institutional investment managers with at least $100 million in qualifying securities file with the SEC. It lists long positions as of the last day of the quarter and is due within 45 days of quarter end, so these holdings describe that date rather than today.
Frequently asked questions
What is HEQT?
Simplify Hedged Equity ETF (HEQT) is an exchange-traded fund listed on NYSE Arca, where it has traded since November 1, 2021.
Who are the largest institutional holders of HEQT?
In 13F filings for the quarter ended June 30, 2026, the largest reported holders of HEQT were Private Advisor Group, Lpl Financial and Wealthplan Investment Management.
How many institutions own HEQT?
86 institutions reported a position in HEQT for the quarter ended June 30, 2026, worth $192.1 million in total.
Did institutions buy or sell HEQT last quarter?
Of the 5 largest reported holders, 2 added shares and 3 reduced their positions during the quarter. Every reported holder and its change is on the SentiSense ownership page for HEQT.
Every reported institutional holder, plus insider and congressional trades in HEQT, on SentiSense.