Who Owns SIMPLIFY EXCHANGE TRADED FUN (HEQT)? -- Institutional Holders (2026-06-30)

98 institutions reported holding $198.2M of SIMPLIFY EXCHANGE TRADED FUN (HEQT) in SEC 13F filings for 2026-06-30. Largest institutional holders: Private Advisor Group, LLC ($23.4M), LPL Financial LLC ($15.2M), WealthPlan Investment Management, LLC ($10.1M), Orion Porfolio Solutions, LLC ($9.6M), Rockefeller Capital Management L.P. ($8.4M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Private Advisor Group, LLC$23.4M698,185Added
2LPL Financial LLC$15.2M454,076Trimmed
3WealthPlan Investment Management, LLC$10.1M300,206Trimmed
4Orion Porfolio Solutions, LLC$9.6M286,153Trimmed
5Rockefeller Capital Management L.P.$8.4M250,575Added
6Independent Wealth Advisors LLC$6.9M204,845Added
7ARQ WEALTH ADVISORS, LLC$6.6M195,133Trimmed
8OneDigital Investment Advisors LLC$6.5M192,924Added
9Kovack Advisors, Inc.$6.4M189,631Trimmed
10HighTower Advisors, LLC$6.2M184,740Added
11Meridian Wealth Management, LLC$5.2M154,811Added
12ENVESTNET ASSET MANAGEMENT INC$5.1M152,958Added
13WealthPLAN Partners, LLC$5.0M150,327Trimmed
14Financial Enhancement Group LLC$4.7M139,291Added
15SUSQUEHANNA INTERNATIONAL GROUP, LLP$4.4M130,648Added
16MML INVESTORS SERVICES, LLC$4.3M127,293Added
17HARMONY ASSET MANAGEMENT LLC$3.8M112,975Added
18Peterson Wealth Advisors, LLC$3.8M112,453Trimmed
19Ameritas Advisory Services, LLC$3.8M111,920Added
20UBS Group AG$3.6M107,464Added
21VICTORY FINANCIAL GROUP, LLC$3.6M105,932Trimmed
22Sound Financial Strategies Group, LLC$3.4M100,735Hold
23SMITH, MOORE & CO.$3.3M99,368Trimmed
24Sowell Financial Services LLC$3.2M94,577Trimmed
25Dynamic Advisor Solutions LLC$3.1M93,605Added

Source: SEC Form 13F filings · as of 2026-06-30