Simplify Hedged Equity ETF (HEQT) Ownership & Trading Activity
Institutional holders, insider transactions, and congressional trades for HEQT. 13F holdings as of 2026-06-30.
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.
Top Institutional Holders
| Institution | Shares | Value | Change |
|---|---|---|---|
| Private Advisor Group | 698,185 | $23M | INCREASED |
| Lpl Financial | 454,076 | $15M | DECREASED |
| Wealthplan Investment Management | 300,206 | $10M | DECREASED |
| Orion Porfolio Solutions | 286,153 | $10M | DECREASED |
| Rockefeller Capital Management | 250,575 | $8M | INCREASED |
Full institutional holdings, insider history, and congressional trades for Simplify Hedged Equity ETF on SentiSense.