HEQT Institutional Ownership
Simplify Hedged Equity ETF
1W: +0.0%
1M: +0.2%
3M: +2.4%
YTD: +7.5%
1Y: +10.1%
3Y: +49.1%
$34.44
+0.10 (+0.29%)
Weekly Expected Move ±1.0%
$34
$34
$34
$35
$35
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — HEQT
98
Institutional Holders
+1 vs prior quarter
0.0%
Ownership
+0.00pp
198M
Total Invested
12
New Positions
34
Increased
38
Reduced
11
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (108 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Private Advisor Group, LLC | 698,185 | 24M | +160,958 | +30.0% | 11Q | SEC ↗ |
| 2 | CWM, LLC | 629,588 | 22M | +24,303 | +4.0% | 12Q | SEC ↗ |
| 3 | LPL Financial LLC | 454,076 | 16M | -108,525 | -19.3% | 12Q | SEC ↗ |
| 4 | Leo Wealth, LLC | 333,880 | 11M | +2,374 | +0.7% | 2Q | SEC ↗ |
| 5 | WealthPlan Investment Management, LLC | 300,206 | 10M | -71,710 | -19.3% | 16Q | SEC ↗ |
| 6 | Orion Porfolio Solutions, LLC | 286,153 | 10M | -3,546 | -1.2% | 2Q | SEC ↗ |
| 7 | Rockefeller Capital Management L.P. | 250,575 | 9M | +26,983 | +12.1% | 3Q | SEC ↗ |
| 8 | Independent Wealth Advisors LLC | 204,845 | 7M | +19,035 | +10.2% | 3Q | SEC ↗ |
| 9 | ARQ WEALTH ADVISORS, LLC | 195,133 | 7M | -107,330 | -35.5% | 14Q | SEC ↗ |
| 10 | OneDigital Investment Advisors LLC | 192,924 | 7M | +79,941 | +70.8% | 7Q | SEC ↗ |
| 11 | Kovack Advisors, Inc. | 189,631 | 7M | -41,787 | -18.1% | 3Q | SEC ↗ |
| 12 | TSG Advice Partners, LLC NEW | 185,666 | 6M | — | +0.0% | 1Q | SEC ↗ |
| 13 | HighTower Advisors, LLC | 184,740 | 6M | +4,639 | +2.6% | 17Q | SEC ↗ |
| 14 | Meridian Wealth Management, LLC | 154,811 | 5M | +179 | +0.1% | 6Q | SEC ↗ |
| 15 | ENVESTNET ASSET MANAGEMENT INC | 152,958 | 5M | +17,893 | +13.2% | 18Q | SEC ↗ |
| 16 | WealthPLAN Partners, LLC | 150,327 | 5M | -76,842 | -33.8% | 15Q | SEC ↗ |
| 17 | Financial Enhancement Group LLC | 139,291 | 5M | +2,731 | +2.0% | 16Q | SEC ↗ |
| 18 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 130,648 | 4M | +116,395 | +816.6% | 2Q | SEC ↗ |
| 19 | MML INVESTORS SERVICES, LLC | 127,293 | 4M | +17,452 | +15.9% | 7Q | SEC ↗ |
| 20 | HARMONY ASSET MANAGEMENT LLC | 112,975 | 4M | +4,055 | +3.7% | 11Q | SEC ↗ |
| 21 | Peterson Wealth Advisors, LLC | 112,453 | 4M | -4,679 | -4.0% | 11Q | SEC ↗ |
| 22 | Ameritas Advisory Services, LLC | 111,920 | 4M | +21,371 | +23.6% | 15Q | SEC ↗ |
| 23 | UBS Group AG | 107,464 | 4M | +6,767 | +6.7% | 10Q | SEC ↗ |
| 24 | VICTORY FINANCIAL GROUP, LLC | 105,932 | 4M | -1,619 | -1.5% | 7Q | SEC ↗ |
| 25 | Sound Financial Strategies Group, LLC | 100,735 | 3M | — | +0.0% | 4Q | SEC ↗ |
| 26 | SMITH, MOORE & CO. | 99,368 | 3M | -371 | -0.4% | 19Q | SEC ↗ |
| 27 | Sowell Financial Services LLC | 94,577 | 3M | -11,773 | -11.1% | 4Q | SEC ↗ |
| 28 | Dynamic Advisor Solutions LLC | 93,605 | 3M | +1,070 | +1.2% | 6Q | SEC ↗ |
| 29 | Steward Partners Investment Advisory, | 86,259 | 3M | -3,693 | -4.1% | 16Q | SEC ↗ |
| 30 | EVOLUTION WEALTH MANAGEMENT INC. | 83,859 | 3M | +9,129 | +12.2% | 4Q | SEC ↗ |
| 31 | OSAIC HOLDINGS, INC. | 77,550 | 3M | -62,997 | -44.8% | 19Q | SEC ↗ |
| 32 | OLD MISSION CAPITAL LLC | 71,936 | 2M | +52,866 | +277.2% | 3Q | SEC ↗ |
| 33 | Parallel Advisors, LLC | 63,922 | 2M | -596 | -0.9% | 4Q | SEC ↗ |
| 34 | Stratos Wealth Advisors, LLC | 62,320 | 2M | -2,192 | -3.4% | 13Q | SEC ↗ |
| 35 | JPMORGAN CHASE & CO | 51,812 | 2M | +11,843 | +29.6% | 19Q | SEC ↗ |
| 36 | CAPTRUST FINANCIAL ADVISORS | 47,889 | 2M | -88 | -0.2% | 15Q | SEC ↗ |
| 37 | CreativeOne Wealth, LLC | 46,648 | 2M | +2,828 | +6.5% | 5Q | SEC ↗ |
| 38 | Smartleaf Asset Management LLC | 45,690 | 2M | — | +0.0% | 6Q | SEC ↗ |
| 39 | STEPHENS INC /AR | 34,160 | 1M | -3,150 | -8.4% | 7Q | SEC ↗ |
| 40 | Equitable Holdings, Inc. | 33,831 | 1M | -11,279 | -25.0% | 5Q | SEC ↗ |
| 41 | Cambridge Advisors Inc. | 32,196 | 1M | -343 | -1.1% | 6Q | SEC ↗ |
| 42 | Cambridge Investment Research Advisors | 32,020 | 1M | +6,866 | +27.3% | 4Q | SEC ↗ |
| 43 | Bay Rivers Group | 28,608 | 985K | +1,118 | +4.1% | 7Q | SEC ↗ |
| 44 | Cetera Investment Advisers | 23,692 | 816K | +1,291 | +5.8% | 10Q | SEC ↗ |
| 45 | BFI Wealth Solutions, LLC | 22,015 | 758K | -9,008 | -29.0% | 3Q | SEC ↗ |
| 46 | Western Wealth Management, LLC | 20,619 | 710K | +8,020 | +63.7% | 6Q | SEC ↗ |
| 47 | ATX Financial Planning, LLC | 20,009 | 689K | +9,319 | +87.2% | 3Q | SEC ↗ |
| 48 | First Heartland Consultants, Inc. | 18,332 | 631K | +6,422 | +53.9% | 2Q | SEC ↗ |
| 49 | Atria Investments, Inc | 17,638 | 607K | +6,379 | +56.7% | 2Q | SEC ↗ |
| 50 | BLUE JEAN FINANCIAL LLC | 17,482 | 602K | -1,630 | -8.5% | 3Q | SEC ↗ |
Recent Activity
New Positions (13)
| Holder | Shares | Value |
|---|---|---|
| TSG Advice Partners, LLC | 185,666 | 6M |
| CITADEL ADVISORS LLC | 15,393 | 530K |
| BANK OF AMERICA CORP /DE | 11,393 | 392K |
| Diversify Advisory Services, LLC | 11,368 | 392K |
| HRT FINANCIAL LP | 6,819 | 235K |
| AQR CAPITAL MANAGEMENT LLC | 6,340 | 218K |
| Integrated Wealth Concepts LLC | 5,878 | 202K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 3,940 | 136K |
| Regatta Research & Money Management | 3,895 | 134K |
| BlackRock, Inc. | 2,537 | 87K |
| Alpine Bank Wealth Management | 901 | 31K |
| Buck Wealth Strategies, LLC | 796 | 27K |
| Global Retirement Partners, LLC | 467 | 16K |
Sold Out (18)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Keudell/Morrison Wealth Management | 517,138 | 18M |
| Baer Investment Advisory LLC | 107,551 | 4M |
| Encompass More Asset Management | 90,511 | 3M |
| Mariner, LLC | 36,643 | 1M |
| PFG Advisors | 22,278 | 767K |
| JANE STREET GROUP, LLC | 18,423 | 634K |
| Hilltop Holdings Inc. | 15,781 | 543K |
| Brookwood Investment Group LLC | 11,041 | 380K |
| Indivisible Partners | 9,727 | 335K |
| COMMONWEALTH EQUITY SERVICES, LLC | 9,317 | 321K |
| Stratos Investment Management, LLC | 8,221 | 283K |
| Advisors Preferred, LLC | 3,486 | 120K |
| Kestra Advisory Services, LLC | 1,547 | 53K |
| US BANCORP \DE | 1,340 | 46K |
| Sound Income Strategies, LLC | 286 | 10K |
| Security National Bank | 111 | 4K |
| Vision Retirement, LLC | 65 | 2K |
| Advisory Services Network, LLC | 53 | 2K |
Biggest Increases (20)
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| LPL Financial LLC | -108,525 | -19.3% | 454,076 |
| ARQ WEALTH ADVISORS, LLC | -107,330 | -35.5% | 195,133 |
| WealthPLAN Partners, LLC | -76,842 | -33.8% | 150,327 |
| WealthPlan Investment Management, L | -71,710 | -19.3% | 300,206 |
| OSAIC HOLDINGS, INC. | -62,997 | -44.8% | 77,550 |
| Kovack Advisors, Inc. | -41,787 | -18.1% | 189,631 |
| Sowell Financial Services LLC | -11,773 | -11.1% | 94,577 |
| Equitable Holdings, Inc. | -11,279 | -25.0% | 33,831 |
| BFI Wealth Solutions, LLC | -9,008 | -29.0% | 22,015 |
| Peterson Wealth Advisors, LLC | -4,679 | -4.0% | 112,453 |
| Steward Partners Investment Advisor | -3,693 | -4.1% | 86,259 |
| Orion Porfolio Solutions, LLC | -3,546 | -1.2% | 286,153 |
| STEPHENS INC /AR | -3,150 | -8.4% | 34,160 |
| Stratos Wealth Advisors, LLC | -2,192 | -3.4% | 62,320 |
| BLUE JEAN FINANCIAL LLC | -1,630 | -8.5% | 17,482 |
| VICTORY FINANCIAL GROUP, LLC | -1,619 | -1.5% | 105,932 |
| Golden State Wealth Management, LLC | -1,194 | -28.1% | 3,049 |
| LANARK FINANCIAL, INC. | -734 | -19.7% | 3,000 |
| Parallel Advisors, LLC | -596 | -0.9% | 63,922 |
| SMITH, MOORE & CO. | -371 | -0.4% | 99,368 |