Simplify Exchange Traded Funds - HEQT
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Private Advisor Group, LLC | History | Added to | 1,120,557 | 35,913 | 0.17% | 0.03% | 1 | +922,843 | 466.76% | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | Added to | 605,285 | 19,399 | 0.05% | 0.06% | 2 | +19,064 | 3.25% | Q4 2025 | Jan 26, 2026 |
| WealthPlan Investment Management, LLC | History | Reduced | 558,393 | 17,896 | 1.14% | 1.35% | 3 | -95,534 | -14.61% | Q4 2025 | Feb 05, 2026 |
| Keudell/Morrison Wealth Management | History | New | 517,138 | 16,574 | 3.48% | — | 4 | +517,138 | New | Q4 2025 | Feb 06, 2026 |
| LPL Financial LLC | History | Added to | 459,311 | 14,720 | 0.0% | 0.0% | 5 | +53,482 | 13.18% | Q4 2025 | Feb 11, 2026 |
| Leo Wealth, LLC | History | New | 331,506 | 10,624 | 0.77% | — | 6 | +331,506 | New | Q4 2025 | Jan 21, 2026 |
| WealthPLAN Partners, LLC | History | Reduced | 304,854 | 9,770 | 1.46% | 1.52% | 7 | -19,704 | -6.07% | Q4 2025 | Feb 12, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | Added to | 273,051 | 8,751 | 2.36% | 2.35% | 8 | +18,658 | 7.33% | Q4 2025 | Feb 09, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 208,209 | 6,673 | 0.08% | 0.11% | 9 | -59,835 | -22.32% | Q4 2025 | Feb 05, 2026 |
| Kovack Advisors, Inc. | History | New | 196,507 | 6,298 | 0.29% | — | 10 | +196,507 | New | Q4 2025 | Feb 17, 2026 |
| HighTower Advisors, LLC | History | Reduced | 172,180 | 5,518 | 0.01% | 0.01% | 11 | -539 | -0.31% | Q4 2025 | Feb 06, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 147,330 | 4,721 | 0.0% | 0.0% | 12 | -1,378 | -0.93% | Q4 2025 | Feb 10, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 133,850 | 4,289 | 0.15% | 0.15% | 13 | +6,719 | 5.29% | Q4 2025 | Feb 04, 2026 |
| Financial Enhancement Group LLC | History | Reduced | 128,133 | 4,128 | 0.54% | 0.55% | 14 | -1,792 | -1.38% | Q4 2025 | Jan 23, 2026 |
| Peterson Wealth Advisors, LLC | History | Reduced | 128,161 | 4,107 | 0.55% | 0.66% | 15 | -11,971 | -8.54% | Q4 2025 | Jan 09, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 127,050 | 4,071 | 0.15% | 0.5% | 16 | -119,783 | -48.53% | Q4 2025 | Feb 04, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 125,096 | 4,009 | 0.01% | 0.01% | 17 | -6,951 | -5.26% | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 121,256 | 3,886 | 0.01% | 0.01% | 18 | -5,299 | -4.19% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Reduced | 112,724 | 3,612 | 0.0% | 0.0% | 19 | -92,680 | -45.12% | Q4 2025 | Jan 29, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Reduced | 108,149 | 3,466 | 0.44% | 0.5% | 20 | -8,831 | -7.55% | Q4 2025 | Jan 15, 2026 |
| SMITH, MOORE & CO. | History | Reduced | 106,626 | 3,417 | 0.26% | 0.38% | 21 | -52,870 | -33.15% | Q4 2025 | Jan 23, 2026 |
| HARMONY ASSET MANAGEMENT LLC | History | Reduced | 106,545 | 3,414 | 1.14% | 1.46% | 22 | -29,217 | -21.52% | Q4 2025 | Feb 06, 2026 |
| Sound Financial Strategies Group, LLC | History | Added to | 100,735 | 3,228 | 2.28% | 1.84% | 23 | +20,200 | 25.08% | Q4 2025 | Feb 03, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 98,622 | 3,160 | 0.02% | 0.02% | 24 | -32,427 | -24.74% | Q4 2025 | Feb 12, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 96,711 | 3,099 | 0.1% | 0.11% | 25 | -19,897 | -17.06% | Q4 2025 | Jan 09, 2026 |
| Sowell Financial Services LLC | History | Added to | 90,169 | 2,889 | 0.11% | 0.11% | 26 | +2,038 | 2.31% | Q4 2025 | Jan 21, 2026 |
| Parallel Advisors, LLC | History | Added to | 88,485 | 2,835 | 0.05% | 0.04% | 27 | +13,463 | 17.95% | Q4 2025 | Feb 11, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 84,134 | 2,696 | 0.03% | 0.02% | 28 | +12,306 | 17.13% | Q4 2025 | Feb 13, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 72,407 | 2,320 | 0.02% | 0.02% | 29 | -7,380 | -9.25% | Q4 2025 | Feb 17, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Added to | 64,220 | 2,058 | 1.7% | 1.85% | 30 | +6,543 | 11.34% | Q4 2025 | Feb 10, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 62,780 | 2,012 | 0.1% | 0.09% | 31 | +2,653 | 4.41% | Q4 2025 | Jan 20, 2026 |
| Rockefeller Capital Management L.P. | History | New | 59,033 | 1,892 | 0.0% | — | 32 | +59,033 | New | Q4 2025 | Mar 16, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 48,722 | 1,561 | 0.0% | 0.0% | 33 | -2,158 | -4.24% | Q4 2025 | Feb 17, 2026 |
| ATX Financial Planning, LLC | History | New | 44,823 | 1,436 | 1.11% | — | 34 | +44,823 | New | Q4 2025 | Feb 19, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 39,646 | 1,274 | 0.05% | 0.05% | 35 | +14,729 | 59.11% | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 37,425 | 1,199 | 0.0% | 0.0% | 36 | +33,086 | 762.53% | Q4 2025 | Feb 11, 2026 |
| Mariner, LLC | History | Added to | 36,643 | 1,174 | 0.0% | 0.0% | 37 | +22,200 | 153.71% | Q4 2025 | Feb 13, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 35,274 | 1,130 | 0.03% | 0.03% | 38 | -6 | -0.02% | Q4 2025 | Feb 13, 2026 |
| BFI Wealth Solutions, LLC | History | New | 34,884 | 1,118 | 1.07% | — | 39 | +34,884 | New | Q4 2025 | Feb 19, 2026 |
| Cambridge Advisors Inc. | History | Added to | 32,539 | 1,042 | 0.2% | 0.19% | 40 | +974 | 3.09% | Q4 2025 | Jan 21, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 28,491 | 913 | 0.0% | 0.0% | 41 | +521 | 1.86% | Q4 2025 | Feb 05, 2026 |
| Encompass More Asset Management | History | Added to | 23,831 | 763 | 0.14% | 0.07% | 42 | +11,315 | 90.4% | Q4 2025 | Feb 03, 2026 |
| Cetera Investment Advisers | History | Added to | 23,465 | 752 | 0.0% | 0.0% | 43 | +216 | 0.93% | Q4 2025 | Feb 17, 2026 |
| PFG Advisors | History | Reduced | 22,278 | 714 | 0.03% | 0.03% | 44 | -1,956 | -8.07% | Q4 2025 | Jan 27, 2026 |
| Bay Rivers Group | History | Added to | 19,762 | 633 | 0.26% | 0.22% | 45 | +3,198 | 19.31% | Q4 2025 | Jan 07, 2026 |
| BLUE JEAN FINANCIAL LLC | History | New | 15,832 | 507 | 0.41% | — | 46 | +15,832 | New | Q4 2025 | Feb 13, 2026 |
| Hilltop Holdings Inc. | History | Added to | 15,781 | 505 | 0.03% | 0.03% | 47 | +59 | 0.38% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 13,402 | 429 | 0.0% | 0.0% | 48 | -4,032 | -23.13% | Q4 2025 | Feb 12, 2026 |
| MIDDLETON & CO INC/MA | History | No change | 13,025 | 417 | 0.04% | 0.04% | 49 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 12,920 | 414 | 0.01% | — | 50 | +12,920 | New | Q4 2025 | Feb 17, 2026 |
| Western Wealth Management, LLC | History | Reduced | 12,792 | 409 | 0.02% | 0.02% | 51 | -34 | -0.27% | Q4 2025 | Feb 05, 2026 |
| Brookwood Investment Group LLC | History | Added to | 10,989 | 352 | 0.04% | 0.04% | 52 | +1,234 | 12.65% | Q4 2025 | Jan 22, 2026 |
| Diversify Advisory Services, LLC | History | New | 10,784 | 349 | 0.01% | — | 53 | +10,784 | New | Q4 2025 | Jan 23, 2026 |
| Proficio Capital Partners LLC | History | No change | 10,470 | 335 | 0.02% | 0.02% | 54 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Advyzon Investment Management, LLC | History | New | 9,593 | 307 | 0.04% | — | 55 | +9,593 | New | Q4 2025 | Feb 13, 2026 |
| Betterment LLC | History | Added to | 9,316 | 299 | 0.0% | 0.0% | 56 | +1,007 | 12.12% | Q4 2025 | Feb 12, 2026 |
| Independence Wealth Advisors, LLC | History | New | 9,257 | 296 | 0.17% | — | 57 | +9,257 | New | Q4 2025 | Jan 09, 2026 |
| Stratos Investment Management, LLC | History | Reduced | 8,221 | 263 | 0.01% | 0.01% | 58 | -3,422 | -29.39% | Q4 2025 | Jan 20, 2026 |
| ROYAL BANK OF CANADA | History | New | 8,125 | 261 | 0.0% | — | 60 | +8,125 | New | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 8,154 | 261 | 0.0% | 0.0% | 59 | +7,700 | 1696.04% | Q4 2025 | Feb 13, 2026 |
| Plan Group Financial, LLC | History | New | 7,826 | 250 | 0.06% | — | 61 | +7,826 | New | Q4 2025 | Feb 03, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 6,986 | 223 | 0.02% | 0.03% | 62 | -1,849 | -20.93% | Q4 2025 | Feb 13, 2026 |
| Chatterton & Associates Inc. | History | New | 6,915 | 221 | 0.19% | — | 63 | +6,915 | New | Q4 2025 | Jan 20, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 6,027 | 193 | 0.01% | 0.1% | 64 | -33,970 | -84.93% | Q4 2025 | Jan 29, 2026 |
| AE Wealth Management LLC | History | Reduced | 5,932 | 190 | 0.0% | 0.0% | 65 | -730 | -10.96% | Q4 2025 | Jan 26, 2026 |
| Advisors Preferred, LLC | History | New | 3,486 | 111 | 0.02% | — | 66 | +3,486 | New | Q4 2025 | Feb 02, 2026 |
| CGC Financial Services, LLC | History | No change | 3,115 | 99 | 0.03% | 0.03% | 67 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Reyes Financial Architecture, Inc. | History | Added to | 2,854 | 91 | 0.06% | 0.06% | 68 | +9 | 0.32% | Q4 2025 | Jan 26, 2026 |
| Longview Financial Advisors LLC | History | Reduced | 2,421 | 77 | 0.04% | 0.04% | 69 | -25 | -1.02% | Q4 2025 | Jan 14, 2026 |
| Sunrise Financial Services, LLC | History | New | 1,942 | 62 | 0.05% | — | 70 | +1,942 | New | Q4 2025 | Feb 11, 2026 |
| Kestra Advisory Services, LLC | History | New | 1,547 | 49 | 0.0% | — | 71 | +1,547 | New | Q4 2025 | Feb 13, 2026 |
| US BANCORP \DE\ | History | No change | 1,340 | 42 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 995 | 31 | 0.0% | 0.0% | 73 | +215 | 27.56% | Q4 2025 | Feb 09, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 650 | 20 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| ASSETMARK, INC | History | No change | 628 | 20 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 504 | 16 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Larson Financial Group LLC | History | Reduced | 450 | 14 | 0.0% | 0.0% | 77 | -168 | -27.18% | Q4 2025 | Feb 06, 2026 |
| Global Retirement Partners, LLC | History | Added to | 464 | 14 | 0.0% | 0.0% | 78 | +1 | 0.22% | Q4 2025 | Feb 06, 2026 |
| COMERICA BANK | History | Added to | 140 | 4 | 0.0% | 0.0% | 79 | +70 | 100.0% | Q4 2025 | Jan 29, 2026 |
| Ausdal Financial Partners, Inc. | History | Closed out | 0 | 0 | — | 0.04% | — | -24,015 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -23,807 | -100.0% | Q3 2025 | Nov 14, 2025 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -18,629 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,942 | -100.0% | Q3 2025 | Nov 14, 2025 |
| DAVENPORT & Co LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,021 | -100.0% | Q3 2025 | Oct 15, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,545 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Alpine Bank Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -901 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -396 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Farther Finance Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -56 | -100.0% | Q3 2025 | Oct 14, 2025 |
| DHJJ Financial Advisors, Ltd. | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |