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 | 698,185 | 23,417 | 0.11% | 0.08% | 1 | +160,958 | 29.96% | Q2 2026 | Jul 27, 2026 |
| CWM, LLC | History | No change | 629,588 | 19,832 | 0.05% | 0.05% | 2 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| LPL Financial LLC | History | Reduced | 454,076 | 15,229 | 0.0% | 0.0% | 3 | -108,525 | -19.29% | Q2 2026 | Aug 07, 2026 |
| Leo Wealth, LLC | History | No change | 333,880 | 10,517 | 0.76% | 0.76% | 4 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| WealthPlan Investment Management, LLC | History | Reduced | 300,206 | 10,068 | 0.5% | 0.65% | 5 | -71,710 | -19.28% | Q2 2026 | Jul 28, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 286,153 | 9,597 | 0.07% | 0.08% | 6 | -3,546 | -1.22% | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 250,575 | 8,404 | 0.01% | 0.01% | 7 | +26,983 | 12.07% | Q2 2026 | Aug 13, 2026 |
| Independent Wealth Advisors LLC | History | Added to | 204,845 | 6,870 | 6.22% | 5.75% | 8 | +19,035 | 10.24% | Q2 2026 | Jul 27, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | Reduced | 195,133 | 6,581 | 0.82% | 1.72% | 9 | -107,330 | -35.49% | Q2 2026 | Jul 24, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 192,924 | 6,470 | 0.05% | 0.03% | 10 | +79,941 | 70.75% | Q2 2026 | Aug 06, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 189,631 | 6,360 | 0.31% | 0.39% | 11 | -41,787 | -18.06% | Q2 2026 | Jul 28, 2026 |
| HighTower Advisors, LLC | History | Added to | 184,740 | 6,196 | 0.01% | 0.01% | 12 | +4,639 | 2.58% | Q2 2026 | Aug 05, 2026 |
| TSG Advice Partners, LLC | History | No change | 185,666 | 5,848 | 0.88% | 0.88% | 13 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 154,811 | 5,192 | 0.16% | 0.17% | 14 | +179 | 0.12% | Q2 2026 | Aug 05, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 152,958 | 5,130 | 0.0% | 0.0% | 15 | +17,893 | 13.25% | Q2 2026 | Sep 23, 2026 |
| WealthPLAN Partners, LLC | History | Reduced | 150,327 | 5,041 | 0.96% | 1.38% | 16 | -76,842 | -33.83% | Q2 2026 | Jul 28, 2026 |
| Financial Enhancement Group LLC | History | Added to | 139,291 | 4,671 | 0.56% | 0.55% | 17 | +2,731 | 2.0% | Q2 2026 | Jul 07, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 130,648 | 4,381 | 0.0% | 0.0% | 18 | +116,395 | 816.64% | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 127,293 | 4,269 | 0.01% | 0.01% | 19 | +17,452 | 15.89% | Q2 2026 | Aug 07, 2026 |
| HARMONY ASSET MANAGEMENT LLC | History | Added to | 112,975 | 3,789 | 1.02% | 1.05% | 20 | +4,055 | 3.72% | Q2 2026 | Jul 20, 2026 |
| Peterson Wealth Advisors, LLC | History | Reduced | 112,453 | 3,771 | 0.45% | 0.49% | 21 | -4,679 | -3.99% | Q2 2026 | Aug 10, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 111,920 | 3,753 | 0.08% | 0.11% | 22 | +21,371 | 23.6% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | Added to | 107,464 | 3,604 | 0.0% | 0.0% | 23 | +6,767 | 6.72% | Q2 2026 | Aug 13, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Reduced | 105,932 | 3,552 | 0.37% | 0.42% | 24 | -1,619 | -1.51% | Q2 2026 | Jul 28, 2026 |
| Sound Financial Strategies Group, LLC | History | No change | 100,735 | 3,378 | 2.14% | 2.17% | 25 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SMITH, MOORE & CO. | History | Reduced | 99,368 | 3,332 | 0.22% | 0.23% | 26 | -371 | -0.37% | Q2 2026 | Aug 12, 2026 |
| Sowell Financial Services LLC | History | Reduced | 94,577 | 3,172 | 0.1% | 0.12% | 27 | -11,773 | -11.07% | Q2 2026 | Jul 17, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 93,605 | 3,139 | 0.09% | 0.09% | 28 | +1,070 | 1.16% | Q2 2026 | Jul 07, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 86,259 | 2,893 | 0.01% | 0.01% | 29 | -3,693 | -4.11% | Q2 2026 | Aug 13, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Added to | 83,859 | 2,812 | 1.65% | 1.72% | 30 | +9,129 | 12.22% | Q2 2026 | Jul 21, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 77,550 | 2,601 | 0.0% | 0.01% | 31 | -62,997 | -44.82% | Q2 2026 | Aug 14, 2026 |
| OLD MISSION CAPITAL LLC | History | Added to | 71,936 | 2,412 | 0.04% | 0.01% | 32 | +52,866 | 277.22% | Q2 2026 | Aug 14, 2026 |
| Parallel Advisors, LLC | History | Reduced | 63,922 | 2,143 | 0.03% | 0.04% | 33 | -596 | -0.92% | Q2 2026 | Aug 05, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 62,320 | 2,090 | 0.11% | 0.12% | 34 | -2,192 | -3.4% | Q2 2026 | Aug 11, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 51,812 | 1,728 | 0.0% | 0.0% | 35 | +11,843 | 29.63% | Q2 2026 | Aug 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 47,889 | 1,606 | 0.0% | 0.0% | 36 | -88 | -0.18% | Q2 2026 | Aug 13, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 46,648 | 1,564 | 0.03% | 0.03% | 37 | +2,828 | 6.45% | Q2 2026 | Aug 13, 2026 |
| Smartleaf Asset Management LLC | History | No change | 45,690 | 1,524 | 0.05% | 0.05% | 38 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 34,160 | 1,145 | 0.01% | 0.01% | 39 | -3,150 | -8.44% | Q2 2026 | Jul 29, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 33,831 | 1,134 | 0.01% | 0.01% | 40 | -11,279 | -25.0% | Q2 2026 | Aug 17, 2026 |
| Cambridge Advisors Inc. | History | Reduced | 32,196 | 1,079 | 0.19% | 0.2% | 41 | -343 | -1.05% | Q2 2026 | Jul 16, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 32,020 | 1,074 | 0.0% | 0.0% | 42 | +6,866 | 27.3% | Q2 2026 | Jul 27, 2026 |
| Bay Rivers Group | History | Added to | 28,608 | 959 | 0.33% | 0.36% | 43 | +1,118 | 4.07% | Q2 2026 | Jul 09, 2026 |
| Cetera Investment Advisers | History | Added to | 23,692 | 794 | 0.0% | 0.0% | 44 | +1,291 | 5.76% | Q2 2026 | Aug 12, 2026 |
| BFI Wealth Solutions, LLC | History | Reduced | 22,015 | 738 | 0.55% | 0.93% | 45 | -9,008 | -29.04% | Q2 2026 | Aug 07, 2026 |
| Western Wealth Management, LLC | History | Added to | 20,619 | 691 | 0.02% | 0.02% | 46 | +8,020 | 63.66% | Q2 2026 | Aug 14, 2026 |
| ATX Financial Planning, LLC | History | Added to | 20,009 | 671 | 0.44% | 0.26% | 47 | +9,319 | 87.17% | Q2 2026 | Aug 20, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 18,332 | 614 | 0.04% | 0.03% | 48 | +6,422 | 53.92% | Q2 2026 | Jul 08, 2026 |
| Atria Investments, Inc | History | Added to | 17,638 | 591 | 0.01% | 0.0% | 49 | +6,379 | 56.66% | Q2 2026 | Jul 28, 2026 |
| BLUE JEAN FINANCIAL LLC | History | Reduced | 17,482 | 586 | 0.41% | 0.5% | 50 | -1,630 | -8.53% | Q2 2026 | Jul 24, 2026 |
| CITADEL ADVISORS LLC | History | New | 15,393 | 516 | 0.0% | — | 51 | +15,393 | New | Q2 2026 | Sep 02, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 13,620 | 457 | 0.0% | 0.0% | 52 | +2,770 | 25.53% | Q2 2026 | Aug 14, 2026 |
| MIDDLETON & CO INC/MA | History | No change | 13,025 | 436 | 0.05% | 0.05% | 53 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Heck Capital Advisors, LLC | History | No change | 12,300 | 412 | 0.02% | 0.03% | 54 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Thompson David Blair | History | No change | 11,443 | 383 | 0.19% | 0.21% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | New | 11,393 | 382 | 0.0% | — | 56 | +11,393 | New | Q2 2026 | Aug 14, 2026 |
| Diversify Advisory Services, LLC | History | New | 11,368 | 379 | 0.01% | — | 58 | +11,368 | New | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 11,368 | 379 | 0.01% | 0.01% | 57 | +67 | 0.59% | Q2 2026 | Jul 29, 2026 |
| Proficio Capital Partners LLC | History | No change | 10,470 | 351 | 0.01% | 0.02% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advyzon Investment Management, LLC | History | Reduced | 9,980 | 334 | 0.02% | 0.03% | 60 | -189 | -1.86% | Q2 2026 | Aug 14, 2026 |
| Independence Wealth Advisors, LLC | History | Added to | 9,267 | 310 | 0.16% | 0.16% | 61 | +10 | 0.11% | Q2 2026 | Aug 14, 2026 |
| Betterment LLC | History | Reduced | 9,184 | 308 | 0.0% | 0.0% | 62 | -23 | -0.25% | Q2 2026 | Aug 14, 2026 |
| AE Wealth Management LLC | History | Added to | 8,236 | 276 | 0.0% | 0.0% | 63 | +6 | 0.07% | Q2 2026 | Aug 03, 2026 |
| MORGAN STANLEY | History | Added to | 8,155 | 273 | 0.0% | 0.0% | 64 | +1 | 0.01% | Q2 2026 | Aug 13, 2026 |
| Plan Group Financial, LLC | History | Added to | 7,875 | 264 | 0.05% | 0.06% | 65 | +23 | 0.29% | Q2 2026 | Aug 03, 2026 |
| Chatterton & Associates Inc. | History | No change | 6,915 | 232 | 0.14% | 0.15% | 66 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| HRT FINANCIAL LP | History | New | 6,819 | 228 | 0.0% | — | 67 | +6,819 | New | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | New | 6,340 | 212 | 0.0% | — | 68 | +6,340 | New | Q2 2026 | Aug 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | New | 3,940 | 132 | 0.0% | — | 69 | +3,940 | New | Q2 2026 | Aug 13, 2026 |
| Regatta Research & Money Management | History | New | 3,895 | 130 | 0.12% | — | 70 | +3,895 | New | Q2 2026 | Aug 11, 2026 |
| CGC Financial Services, LLC | History | No change | 3,115 | 104 | 0.02% | 0.03% | 71 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 3,049 | 102 | 0.01% | 0.01% | 72 | -1,194 | -28.14% | Q2 2026 | Jul 22, 2026 |
| LANARK FINANCIAL, INC. | History | Reduced | 3,000 | 100 | 0.01% | 0.01% | 73 | -734 | -19.66% | Q2 2026 | Jul 21, 2026 |
| Reyes Financial Architecture, Inc. | History | Added to | 2,872 | 96 | 0.05% | 0.07% | 74 | +9 | 0.31% | Q2 2026 | Jul 16, 2026 |
| Longview Financial Advisors LLC | History | Added to | 2,722 | 91 | 0.04% | 0.04% | 75 | +301 | 12.43% | Q2 2026 | Jul 14, 2026 |
| BlackRock, Inc. | History | New | 2,537 | 85 | 0.0% | — | 76 | +2,537 | New | Q2 2026 | Aug 07, 2026 |
| Sunrise Financial Services, LLC | History | Reduced | 1,532 | 51 | 0.03% | 0.04% | 77 | -213 | -12.21% | Q2 2026 | Aug 12, 2026 |
| Alpine Bank Wealth Management | History | New | 901 | 30 | 0.0% | — | 79 | +901 | New | Q2 2026 | Aug 07, 2026 |
| Farther Finance Advisors, LLC | History | No change | 923 | 30 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Buck Wealth Strategies, LLC | History | New | 796 | 26 | 0.0% | — | 80 | +796 | New | Q2 2026 | Jul 30, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 695 | 23 | 0.0% | 0.0% | 81 | -300 | -30.15% | Q2 2026 | Aug 12, 2026 |
| ASSETMARK, INC | History | No change | 628 | 21 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 504 | 16 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Global Retirement Partners, LLC | History | New | 467 | 15 | 0.0% | — | 84 | +467 | New | Q2 2026 | Aug 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 221 | 7 | 0.0% | 0.0% | 85 | +72 | 48.32% | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 70 | 2 | 0.0% | 0.0% | 86 | -140 | -66.67% | Q2 2026 | Aug 05, 2026 |
| Encompass More Asset Management | History | Closed out | 0 | 0 | — | 0.48% | — | -90,511 | -100.0% | Q2 2026 | Jul 14, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -18,423 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Brookwood Investment Group LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -11,041 | -100.0% | Q2 2026 | Jul 23, 2026 |
| Indivisible Partners | History | Closed out | 0 | 0 | — | 0.03% | — | -9,727 | -100.0% | Q2 2026 | Aug 04, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,317 | -100.0% | Q2 2026 | Jul 29, 2026 |
| US BANCORP \DE\ | History | Closed out | 0 | 0 | — | 0.0% | — | -1,340 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -286 | -100.0% | Q2 2026 | Jul 20, 2026 |
| Security National Bank | History | Closed out | 0 | 0 | — | 0.0% | — | -111 | -100.0% | Q2 2026 | Jul 15, 2026 |
| Vision Retirement, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -65 | -100.0% | Q2 2026 | Jul 21, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -53 | -100.0% | Q2 2026 | Aug 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 19 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Larson Financial Group LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |