Who Owns HEQT?
Simplify Hedged Equity ETF — Institutional Ownership & 13F Holdings
$32.81
+0.10 (+0.31%)
Market Cap
$337.8M
Shares Outstanding
9,423,167
Institutional Holders
67
Total Inst. Value
$231.2M
% of Float Held
—
QoQ Holder Change
+26
Institutional data as of Q1 2025
New Positions
28
Closed Positions
3
Increased
19
Decreased
17
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Alpine Bank Wealth ManagementNew | $52.9M | 1,852,658 |
| 2 | Keudell/Morrison Wealth ManagementNew | $24.0M | 839,669 |
| 3 | Private Advisor Group, LLC | $23.4M | 819,883 |
| 4 | WealthPLAN Partners, LLC | $15.3M | 534,849 |
| 5 | WealthPlan Investment Management, LLC | $13.2M | 462,710 |
| 6 | Ameritas Advisory Services, LLC | $10.2M | 348,050 |
| 7 | HighTower Advisors, LLC | $8.9M | 312,159 |
| 8 | ARQ WEALTH ADVISORS, LLC | $6.9M | 240,950 |
| 9 | MML INVESTORS SERVICES, LLC | $6.9M | 240,016 |
| 10 | Stratos Investment Management, LLCNew | $5.6M | 197,148 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Alpine Bank Wealth ManagementNew | +1.9M | $52.9M |
| Keudell/Morrison Wealth ManagementNew | +840K | $24.0M |
| Private Advisor Group, LLC | +123K | $23.4M |
| WealthPLAN Partners, LLC | +436 | $15.3M |
| HighTower Advisors, LLC | +11K | $8.9M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Proficio Capital Partners LLC | -298K | $299K |
| WealthPlan Investment Management, LLC | -137K | $13.2M |
| Ameritas Advisory Services, LLC | -67K | $10.2M |
| SMITH, MOORE & CO. | -45K | $4.4M |
| UBS Group AG | -43K | $5.6M |
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Frequently Asked Questions
How many institutional investors hold HEQT?
As of Q1 2025, 67 institutional investors report holding HEQT (Simplify Hedged Equity ETF) in their 13F filings.
Which hedge fund owns the most HEQT?
The largest institutional holder of HEQT is Alpine Bank Wealth Management with $52.9M in shares.
Are institutions buying or selling HEQT?
This quarter, 28 institutions opened new positions in HEQT and 3 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.