Simplify Exchange Traded Funds - HEQT

Sector: Funds · Industry: Investment Company

Website: No information yet · Social: No information yet

Company profile

Latest / Compare

Q1 2026 · Q4 2025

Value (USD)

Total reported value ($000)

$216.3M

QoQ value delta ($000)

-$26M (-10.73%)

Implied price effect (QoQ)

-1.64%

Total shares

6,861,022

QoQ shares delta

-698,871 (-9.24%)

Total shares held by funds (by quarter)

Interactive chart by TradingView.

Top 25 only Full list

Partial Q1 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
CWM, LLC	19,832	629,588	0.05%
LPL Financial LLC	17,721	562,601	0.0%
Private Advisor Group, LLC	16,922	537,227	0.08%
WealthPlan Investment Management, LLC	11,715	371,916	0.65%
Leo Wealth, LLC	10,517	333,880	0.76%
ARQ WEALTH ADVISORS, LLC	9,527	302,463	1.72%
Orion Porfolio Solutions, LLC	9,125	289,699	0.08%
Kovack Advisors, Inc.	7,345	231,418	0.39%
WealthPLAN Partners, LLC	7,155	227,169	1.38%
Rockefeller Capital Management L.P.	7,043	223,592	0.01%
TSG Advice Partners, LLC	5,848	185,666	0.88%
HighTower Advisors, LLC	5,673	180,101	0.01%
Meridian Wealth Management, LLC	4,870	154,632	0.17%
Financial Enhancement Group LLC	4,473	136,560	0.55%
OSAIC HOLDINGS, INC.	4,427	140,547	0.01%
ENVESTNET ASSET MANAGEMENT INC	4,254	135,065	0.0%
Peterson Wealth Advisors, LLC	3,689	117,132	0.49%
OneDigital Investment Advisors LLC	3,558	112,983	0.03%
MML INVESTORS SERVICES, LLC	3,460	109,841	0.01%
HARMONY ASSET MANAGEMENT LLC	3,430	108,920	1.05%
VICTORY FINANCIAL GROUP, LLC	3,387	107,551	0.42%
Sowell Financial Services LLC	3,350	106,350	0.12%
Sound Financial Strategies Group, LLC	3,173	100,735	2.17%
UBS Group AG	3,171	100,697	0.0%
SMITH, MOORE & CO.	3,141	99,739	0.23%