HEQT — Simplify Exchange Traded Fun Institutional Holders · Q3 2026
Who owns Simplify Exchange Traded Fun (HEQT)? 4 institutions reported holding $8.74M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Financial Enhancement Group LLC ($4.5M), Peterson Wealth Advisors, LLC ($3.5M), First Heartland Consultants, Inc. ($676,550).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Financial Enhancement Group LLC | $4.5M | 129,760 | Trimmed |
| 2 | Peterson Wealth Advisors, LLC | $3.5M | 102,659 | Trimmed |
| 3 | First Heartland Consultants, Inc. | $676,550 | 19,713 | Added |
| 4 | Farther Finance Advisors, LLC | $31,677 | 923 | Hold |
Source: SEC Form 13F filings · as of 2026-09-30