Simplify Exchange Traded Funds - HEQT

Sector: Funds · Industry: Investment Company
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Company profile

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Quarter snapshot

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Q4 2025 · Q3 2025
Value (USD)
Total reported value ($000)
$242.3M
QoQ value delta ($000)
+$60.67M (+33.41%)
Implied price effect (QoQ)
+2.63%
Shares
Total shares
7,559,893
QoQ shares delta
+1,743,871 (+29.98%)
Total shares held by funds (by quarter)

Market chart (HEQT)

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Top holders (Q4 2025)

Top 25 only Full list
Manager Value ($000) Shares % of 13F
Private Advisor Group, LLC 35,913 1,120,557 0.17%
CWM, LLC 19,399 605,285 0.05%
WealthPlan Investment Management, LLC 17,896 558,393 1.14%
Keudell/Morrison Wealth Management 16,574 517,138 3.48%
LPL Financial LLC 14,720 459,311 0.0%
Leo Wealth, LLC 10,624 331,506 0.77%
WealthPLAN Partners, LLC 9,770 304,854 1.46%
ARQ WEALTH ADVISORS, LLC 8,751 273,051 2.36%
STEPHENS INC /AR/ 6,673 208,209 0.08%
Kovack Advisors, Inc. 6,298 196,507 0.29%
HighTower Advisors, LLC 5,518 172,180 0.01%
ENVESTNET ASSET MANAGEMENT INC 4,721 147,330 0.0%
Meridian Wealth Management, LLC 4,289 133,850 0.15%
Financial Enhancement Group LLC 4,128 128,133 0.54%
Peterson Wealth Advisors, LLC 4,107 128,161 0.55%
Ameritas Advisory Services, LLC 4,071 127,050 0.15%
MML INVESTORS SERVICES, LLC 4,009 125,096 0.01%
OSAIC HOLDINGS, INC. 3,886 121,256 0.01%
UBS Group AG 3,612 112,724 0.0%
VICTORY FINANCIAL GROUP, LLC 3,466 108,149 0.44%
SMITH, MOORE & CO. 3,417 106,626 0.26%
HARMONY ASSET MANAGEMENT LLC 3,414 106,545 1.15%
Sound Financial Strategies Group, LLC 3,228 100,735 2.28%
Steward Partners Investment Advisory, LLC 3,160 98,622 0.02%
Dynamic Advisor Solutions LLC 3,099 96,711 0.1%