Simplify Hedged Equity ETF (HEQT): which funds own it

ETFData as of Jun 30, 2026 (Q2 2026) · updated on Nov 6, 2026

A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.

Follow HEQT for free

Sections with a free account

No concentrated manager holds it.

Concentrated managers

—

All 13F: 86

Consensus

—

No score: it needs 5 or more concentrated managers

Price at Jun 30, 2026 (per 13F)

$33.54

+6.5% in the quarter · reported value ÷ shares, not the quote · See current quote ↗

Quarter flow (concentrated managers)

sold out 0 · trimmed 0added 0 · new 0

Concentrated managers holding it

None in the latest quarter.

Largest holders of HEQT (all 13F filers)

Private Advisor Group698 KType not verified+161 K
LPL Financial454 KWealth adviser−109 K
WealthPlan Investment Management300 KType not verified−72 K
Orion Porfolio Solutions286 KType not verified−3,546
Rockefeller Capital Management251 KWealth adviser+27 K
Independent Wealth Advisors205 KWealth adviser+19 K
ARQ Wealth Advisors195 KWealth adviser−107 K
OneDigital Investment Advisors193 KType not verified+80 K
Kovack Advisors190 KType not verified−42 K
HighTower Advisors185 KWealth adviser+4,639

Filer	Type
Private Advisor Group	Type not verified	698 K	+161 K	$23.4M
LPL Financial	Wealth adviser	454 K	−109 K	$15.2M
WealthPlan Investment Management	Type not verified	300 K	−72 K	$10.1M
Orion Porfolio Solutions	Type not verified	286 K	−3,546	$9.6M
Rockefeller Capital Management	Wealth adviser	251 K	+27 K	$8.4M
Independent Wealth Advisors	Wealth adviser	205 K	+19 K	$6.9M
ARQ Wealth Advisors	Wealth adviser	195 K	−107 K	$6.6M
OneDigital Investment Advisors	Type not verified	193 K	+80 K	$6.5M
Kovack Advisors	Type not verified	190 K	−42 K	$6.4M
HighTower Advisors	Wealth adviser	185 K	+4,639	$6.2M

Private Advisor Group
Shares
698 K
Change
+161 K
See more
Type
Type not verified
Value
$23.4M
LPL Financial
Shares
454 K
Change
−109 K
See more
Type
Wealth adviser
Value
$15.2M
WealthPlan Investment Management
Shares
300 K
Change
−72 K
See more
Type
Type not verified
Value
$10.1M
Orion Porfolio Solutions
Shares
286 K
Change
−3,546
See more
Type
Type not verified
Value
$9.6M
Rockefeller Capital Management
Shares
251 K
Change
+27 K
See more
Type
Wealth adviser
Value
$8.4M
Independent Wealth Advisors
Shares
205 K
Change
+19 K
See more
Type
Wealth adviser
Value
$6.9M
ARQ Wealth Advisors
Shares
195 K
Change
−107 K
See more
Type
Wealth adviser
Value
$6.6M
OneDigital Investment Advisors
Shares
193 K
Change
+80 K
See more
Type
Type not verified
Value
$6.5M
Kovack Advisors
Shares
190 K
Change
−42 K
See more
Type
Type not verified
Value
$6.4M
HighTower Advisors
Shares
185 K
Change
+4,639
See more
Type
Wealth adviser
Value
$6.2M

The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.

This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗