SIMPLIFY EXCHANGE TRADED FUN - HEDGED EQUITY (HEQT)

CUSIP: 82889N764

Q2 2025 13F Holders as of 30 Jun 2025

Type / Class
Equity / HEDGED EQUITY
Total 13F shares
7,731,889
Share change
-2,641,027
Total reported value
$232,015,883
Price per share
$30.05
Number of holders
77
Value change
-$79,150,727
Number of buys
43
Number of sells
32

Quarterly Holders Quick Answers

What is CUSIP 82889N764?
CUSIP 82889N764 identifies HEQT - SIMPLIFY EXCHANGE TRADED FUN - HEDGED EQUITY in SEC institutional holdings data.

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Open the full security ownership history page.

Top shareholders of HEQT - SIMPLIFY EXCHANGE TRADED FUN - HEDGED EQUITY (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.

Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
No top shareholder records were found across 13F, 13D/G, and Forms 3/4/5 for this issuer.

Institutional Holders of SIMPLIFY EXCHANGE TRADED FUN - HEDGED EQUITY (HEQT) as of Q2 2025

As of 30 Jun 2025, SIMPLIFY EXCHANGE TRADED FUN - HEDGED EQUITY (HEQT) was held by 77 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 7,731,889 shares. The largest 10 holders included WealthPlan Investment Management, LLC, LPL Financial LLC, CWM, LLC, Keudell/Morrison Wealth Management, ENVESTNET ASSET MANAGEMENT INC, MML INVESTORS SERVICES, LLC, WealthPLAN Partners, LLC, Stratos Investment Management, LLC, STEPHENS INC /AR/, and Private Advisor Group, LLC. This page lists 77 institutional shareholders reporting positions in this security for the Q2 2025 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period

Compare Q2 2025 vs Q1 2025 Across Filers

Q1 2025 holders
68
Q2 2025 holders
77
Holder diff
9
Investor Q1 2025 Shares Q2 2025 Shares Share Diff Share Chg % Q1 2025 Value $ Q2 2025 Value $ Value Diff $ Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
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