13F Insight
DOSSIER · 13F Holders · Q2 2026
HEQT

SIMPLIFY EXCHANGE TRADED FUN

93 institutions still hold SIMPLIFY EXCHANGE TRADED FUN as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 82889N764·93 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$170M
visible holders
Holders
93
filers reporting
Concentration
13.78%
Private Advisor Group, LLC #1
top holder share
AI Holders Summary · Q2 2026

93 institutions reported HEQT in Q2 2026. Private Advisor Group, LLC leads at 13.8% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Private Advisor Group, LLC
CIK 0001567755
$23M698K0.11%Q2 202602
CWM, LLC
CIK 0001535847
$20M630K0.05%Q1 202603
LPL Financial LLC
CIK 0001403438
$15M454K0.00%Q2 202604
Leo Wealth, LLC
CIK 0001912202
$11M334K0.76%Q1 202605
WealthPlan Investment Management, LLC
CIK 0001929986
$10M300K0.50%Q2 202606
Orion Porfolio Solutions, LLC
CIK 0001360533
$10M286K0.07%Q2 202607
Rockefeller Capital Management L.P.
CIK 0001739439
$8M251K0.01%Q2 202608
WealthPLAN Partners, LLC
CIK 0001639943
$7M227K1.38%Q1 202609
Independent Wealth Advisors LLC
CIK 0002136099
$7M205K6.22%Q2 202610
ARQ WEALTH ADVISORS, LLC
CIK 0001811827
$7M195K0.82%Q2 202611
OneDigital Investment Advisors LLC
CIK 0001690370
$6M193K0.05%Q2 202612
Kovack Advisors, Inc.
CIK 0001728321
$6M190K0.31%Q2 202613
HighTower Advisors, LLC
CIK 0001462245
$6M185K0.01%Q2 202614
TSG Advice Partners, LLC
CIK 0002111347
$6M186K0.88%Q1 202615
Meridian Wealth Management, LLC
CIK 0001697300
$5M155K0.16%Q2 202616
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$5M153K0.00%Q2 202617
Financial Enhancement Group LLC
CIK 0001641438
$5M139K0.56%Q2 202618
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$4M131K0.00%Q2 202619
MML INVESTORS SERVICES, LLC
CIK 0000701059
$4M127K0.01%Q2 202620
HARMONY ASSET MANAGEMENT LLC
CIK 0002002815
$4M113K1.02%Q2 2026
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