As of 30 Sep 2025, 73 institutional investors reported holding 5,821,713 shares of SIMPLIFY EXCHANGE TRADED FUN - HEDGED EQUITY (HEQT).
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 907,580 | $29,088,160 | +$9,254,983 | $32.05 | 13 |
| 2025 Q3 | 5,821,713 | $181,824,078 | -$43,398,229 | $31.24 | 73 |
| 2025 Q2 | 7,731,889 | $232,015,883 | -$79,150,727 | $30.05 | 77 |
| 2025 Q1 | 10,372,916 | $296,505,204 | +$103,413,158 | $28.58 | 68 |
| 2024 Q4 | 6,747,922 | $198,928,424 | +$28,194,207 | $29.48 | 46 |
| 2024 Q3 | 5,777,106 | $164,577,901 | +$26,996,711 | $28.88 | 36 |
| 2024 Q2 | 4,776,875 | $132,143,879 | -$197,249,996 | $27.67 | 42 |
| 2024 Q1 | 12,242,183 | $324,157,394 | +$238,954,419 | $26.49 | 58 |
| 2023 Q4 | 3,205,501 | $81,036,376 | -$9,601,526 | $25.26 | 35 |
| 2023 Q3 | 3,567,375 | $86,935,926 | +$1,674,741 | $24.37 | 32 |
| 2023 Q2 | 3,497,716 | $86,758,124 | -$4,706,186 | $24.81 | 34 |
| 2023 Q1 | 3,683,061 | $87,170,038 | -$21,026,711 | $23.63 | 27 |
| 2022 Q4 | 4,575,965 | $105,801,741 | -$2,687,875 | $22.57 | 21 |
| 2022 Q3 | 3,681,057 | $84,558,000 | +$47,841,211 | $22.79 | 17 |
| 2022 Q2 | 1,609,625 | $37,022,000 | +$16,038,266 | $23.00 | 13 |
| 2022 Q1 | 912,207 | $22,347,000 | +$10,198,573 | $24.53 | 11 |
| 2021 Q4 | 496,253 | $12,685,000 | +$12,685,000 | $25.58 | 6 |