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

97 institutions reported holding $198.1M 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.

Rank	Institution	Value	Shares	Change
1	Private Advisor Group, LLC	$23.4M	698,185	Added
2	LPL Financial LLC	$15.2M	454,076	Trimmed
3	WealthPlan Investment Management, LLC	$10.1M	300,206	Trimmed
4	Orion Porfolio Solutions, LLC	$9.6M	286,153	Trimmed
5	Rockefeller Capital Management L.P.	$8.4M	250,575	Added
6	Independent Wealth Advisors LLC	$6.9M	204,845	Added
7	ARQ WEALTH ADVISORS, LLC	$6.6M	195,133	Trimmed
8	OneDigital Investment Advisors LLC	$6.5M	192,924	Added
9	Kovack Advisors, Inc.	$6.4M	189,631	Trimmed
10	HighTower Advisors, LLC	$6.2M	184,740	Added
11	Meridian Wealth Management, LLC	$5.2M	154,811	Added
12	ENVESTNET ASSET MANAGEMENT INC	$5.1M	152,958	Added
13	WealthPLAN Partners, LLC	$5.0M	150,327	Trimmed
14	Financial Enhancement Group LLC	$4.7M	139,291	Added
15	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$4.4M	130,648	Added
16	MML INVESTORS SERVICES, LLC	$4.3M	127,293	Added
17	HARMONY ASSET MANAGEMENT LLC	$3.8M	112,975	Added
18	Peterson Wealth Advisors, LLC	$3.8M	112,453	Trimmed
19	Ameritas Advisory Services, LLC	$3.8M	111,920	Added
20	UBS Group AG	$3.6M	107,464	Added
21	VICTORY FINANCIAL GROUP, LLC	$3.6M	105,932	Trimmed
22	Sound Financial Strategies Group, LLC	$3.4M	100,735	Hold
23	SMITH, MOORE & CO.	$3.3M	99,368	Trimmed
24	Sowell Financial Services LLC	$3.2M	94,577	Trimmed
25	Dynamic Advisor Solutions LLC	$3.1M	93,605	Added

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