SIMPLIFY EXCHANGE TRADED FUN - HEDGED EQUITY (HEQT)

CUSIP: 82889N764

Q3 2025 13F Holders as of 30 Sep 2025

Type / Class
Equity / HEDGED EQUITY
Total 13F shares
5,821,713
Share change
-1,412,294
Total reported value
$181,824,078
Price per share
$31.24
Number of holders
73
Value change
-$43,398,229
Number of buys
39
Number of sells
39

Quarterly Holders Quick Answers

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

Need full ownership history?
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 Q3 2025

As of 30 Sep 2025, SIMPLIFY EXCHANGE TRADED FUN - HEDGED EQUITY (HEQT) was held by 73 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 5,821,713 shares. The largest 10 holders included WealthPlan Investment Management, LLC, CWM, LLC, LPL Financial LLC, WealthPLAN Partners, LLC, STEPHENS INC /AR/, ARQ WEALTH ADVISORS, LLC, Ameritas Advisory Services, LLC, UBS Group AG, Private Advisor Group, LLC, and HighTower Advisors, LLC. This page lists 73 institutional shareholders reporting positions in this security for the Q3 2025 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period

Compare Q3 2025 vs Q2 2025 Across Filers

Q2 2025 holders
77
Q3 2025 holders
73
Holder diff
-4
Investor Q2 2025 Shares Q3 2025 Shares Share Diff Share Chg % Q2 2025 Value $ Q3 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.
We use cookies and similar technologies to provide certain features, enhance the user experience and, if you allow them, measure engagement and deliver advertising. Analytics and marketing storage stay off until you grant consent. By clicking on "Agree and continue", you declare your consent to the use of the selected optional cookies. Here you can make detailed settings or revoke your consent (in part if necessary) with effect for the future. For further information, please refer to our Privacy Policy .