13F Insight
DOSSIER · 13F Holders · Q1 2026
HEQT

SIMPLIFY EXCHANGE TRADED FUN

86 institutions still hold SIMPLIFY EXCHANGE TRADED FUN as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 82889N764·86 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$161M
visible holders
Holders
86
filers reporting
Concentration
12.35%
CWM, LLC #1
top holder share
AI Holders Summary · Q1 2026

86 institutions reported HEQT in Q1 2026. CWM, LLC leads at 12.3% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
CWM, LLC
CIK 0001535847
$20M630K0.05%Q1 202602
LPL Financial LLC
CIK 0001403438
$18M563K0.00%Q1 202603
Private Advisor Group, LLC
CIK 0001567755
$17M537K0.08%Q1 202604
WealthPlan Investment Management, LLC
CIK 0001929986
$12M372K0.65%Q1 202605
Leo Wealth, LLC
CIK 0001912202
$11M334K0.76%Q1 202606
Orion Porfolio Solutions, LLC
CIK 0001360533
$9M290K0.08%Q1 202607
Kovack Advisors, Inc.
CIK 0001728321
$7M231K0.39%Q1 202608
WealthPLAN Partners, LLC
CIK 0001639943
$7M227K1.38%Q1 202609
Rockefeller Capital Management L.P.
CIK 0001739439
$7M224K0.01%Q1 202610
ARQ WEALTH ADVISORS, LLC
CIK 0001811827
$7M195K0.82%Q2 202611
Independent Wealth Advisors LLC
CIK 0002136099
$6M186K5.75%Q1 202612
TSG Advice Partners, LLC
CIK 0002111347
$6M186K0.88%Q1 202613
HighTower Advisors, LLC
CIK 0001462245
$6M180K0.01%Q1 202614
Meridian Wealth Management, LLC
CIK 0001697300
$5M155K0.17%Q1 202615
Financial Enhancement Group LLC
CIK 0001641438
$5M139K0.56%Q2 202616
OSAIC HOLDINGS, INC.
CIK 0001677044
$4M141K0.01%Q1 202617
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$4M135K0.00%Q1 202618
HARMONY ASSET MANAGEMENT LLC
CIK 0002002815
$4M113K1.02%Q2 202619
Peterson Wealth Advisors, LLC
CIK 0001713558
$4M117K0.49%Q1 202620
OneDigital Investment Advisors LLC
CIK 0001690370
$4M113K0.03%Q1 2026
Page 1 of 5
66 more holders available. Log in →