SIMPLIFY EXCHANGE TRADED FUN - HEDGED EQUITY (HEQT)

Historical Holders from Q4 2021 to Q3 2025

Symbol
HEQT
CUSIP
82889N764
Type / Class
Equity / HEDGED EQUITY
All holders as of September 30, 2025
Q3 2025
Total 13F shares, excl. options
5.82M
Holdings value
$182M
% of all portfolios
0.002%
Grand Portfolio weight change
0%
Number of holders
73
Number of buys
39
Number of sells
-39
Average Value change %
+0%
Average buys %
+0.001%
Average sells %
0%
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Institutional Holders of SIMPLIFY EXCHANGE TRADED FUN - HEDGED EQUITY (HEQT)

Period Reported Shares, Excl. Options Value, Excl. Options Change Price Investors
2025 Q3 5.82M $182M -$43.4M $31.24 73
2025 Q2 7.73M $232M -$79.2M $30.05 77
2025 Q1 10.4M $297M +$103M $28.58 68
2024 Q4 6.74M $199M +$28.2M $29.48 45
2024 Q3 5.78M $165M +$27M $28.88 36
2024 Q2 4.78M $132M -$183M $27.67 42
2024 Q1 11.7M $310M +$229M $26.49 57
2023 Q4 3.03M $76.6M -$10.4M $25.26 34
2023 Q3 3.42M $83.4M +$5.85M $24.37 31
2023 Q2 3.18M $78.9M -$8.2M $24.81 33
2023 Q1 3.51M $83M -$21.5M $23.63 26
2022 Q4 4.58M $106M -$2.69M $22.57 21
2022 Q3 3.68M $84.6M +$47.8M $22.79 17
2022 Q2 1.61M $37M +$16M $23.00 13
2022 Q1 912K $22.3M +$10.2M $24.53 11
2021 Q4 496K $12.7M +$12.7M $25.58 6