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

41 institutions reported holding $93.9M of SIMPLIFY EXCHANGE TRADED FUN (HEQT) in SEC 13F filings for 2026-06-30. Largest institutional holders: Private Advisor Group, LLC ($23.4M), WealthPlan Investment Management, LLC ($10.1M), Independent Wealth Advisors LLC ($6.9M), ARQ WEALTH ADVISORS, LLC ($6.6M), Kovack Advisors, Inc. ($6.4M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Private Advisor Group, LLC$23.4M698,185Added
2WealthPlan Investment Management, LLC$10.1M300,206Trimmed
3Independent Wealth Advisors LLC$6.9M204,845Added
4ARQ WEALTH ADVISORS, LLC$6.6M195,133Trimmed
5Kovack Advisors, Inc.$6.4M189,631Trimmed
6ENVESTNET ASSET MANAGEMENT INC$5.1M152,958Added
7WealthPLAN Partners, LLC$5.0M150,327Trimmed
8Financial Enhancement Group LLC$4.7M139,291Added
9HARMONY ASSET MANAGEMENT LLC$3.8M112,975Added
10VICTORY FINANCIAL GROUP, LLC$3.6M105,932Trimmed
11Sowell Financial Services LLC$3.2M94,577Trimmed
12Dynamic Advisor Solutions LLC$3.1M93,605Added
13EVOLUTION WEALTH MANAGEMENT INC.$2.8M83,859Added
14Cambridge Investment Research Advisors, Inc.$2.1M64,040Added
15STEPHENS INC /AR/$1.1M34,160Trimmed
16Cambridge Advisors Inc.$1.1M32,196Trimmed
17Bay Rivers Group$959,51128,608Added
18First Heartland Consultants, Inc.$614,85518,332Added
19Atria Investments, Inc$591,57917,638Added
20BLUE JEAN FINANCIAL LLC$586,34617,482Trimmed
21Heck Capital Advisors, LLC$412,54212,300Hold
22DIVERSIFY WEALTH MANAGEMENT, LLC$379,79311,368Added
23AE Wealth Management LLC$276,2508,236Added
24Plan Group Financial, LLC$264,1267,875Added
25Chatterton & Associates Inc.$232,7766,915Hold

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