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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Q2 2026 · Q1 2026
Value (USD)
Total reported value ($000)
$234.2M
QoQ value delta ($000)
+$11.73M (+5.27%)
Implied price effect (QoQ)
+5.33%
Shares
Total shares
7,053,504
QoQ shares delta
-4,167 (-0.06%)
Total shares held by funds (by quarter)
Shares (left)

Fund holders include prior positions carried forward until a new 13F confirms a change. Reported holders have reported a position in this security for that quarter; this is not the total number of 13F filers.

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Top holders (Q2 2026)

Top 25 only Full list
Partial Q2 2026 data: 86 holders have filed so far. Prior holders are carried forward until their next 13F confirms a change.
Manager Value ($000) Shares % of 13F
Private Advisor Group, LLC 23,417 698,185 0.11%
CWM, LLC 19,832 629,588 0.05%
LPL Financial LLC 15,229 454,076 0.0%
Leo Wealth, LLC 10,517 333,880 0.76%
WealthPlan Investment Management, LLC 10,068 300,206 0.5%
Orion Porfolio Solutions, LLC 9,597 286,153 0.07%
Rockefeller Capital Management L.P. 8,404 250,575 0.01%
Independent Wealth Advisors LLC 6,870 204,845 6.22%
ARQ WEALTH ADVISORS, LLC 6,581 195,133 0.82%
OneDigital Investment Advisors LLC 6,470 192,924 0.05%
Kovack Advisors, Inc. 6,360 189,631 0.31%
HighTower Advisors, LLC 6,196 184,740 0.01%
TSG Advice Partners, LLC 5,848 185,666 0.88%
Meridian Wealth Management, LLC 5,192 154,811 0.16%
ENVESTNET ASSET MANAGEMENT INC 5,130 152,958 0.0%
WealthPLAN Partners, LLC 5,041 150,327 0.96%
Financial Enhancement Group LLC 4,671 139,291 0.56%
SUSQUEHANNA INTERNATIONAL GROUP, LLP 4,381 130,648 0.0%
MML INVESTORS SERVICES, LLC 4,269 127,293 0.01%
HARMONY ASSET MANAGEMENT LLC 3,789 112,975 1.02%
Peterson Wealth Advisors, LLC 3,771 112,453 0.45%
Ameritas Advisory Services, LLC 3,753 111,920 0.08%
UBS Group AG 3,604 107,464 0.0%
VICTORY FINANCIAL GROUP, LLC 3,552 105,932 0.37%
Sound Financial Strategies Group, LLC 3,378 100,735 2.14%