Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / HEDGED EQUITY
-
Total 13F shares
-
7,559,892
-
Share change
-
+1,134,654
-
Total reported value
-
$242,324,363
-
Price per share
-
$32.05
-
Number of holders
-
80
-
Value change
-
+$36,442,376
-
Number of buys
-
38
-
Number of sells
-
37
Institutional Holders of SIMPLIFY EXCHANGE TRADED FUN - HEDGED EQUITY (HEQT) as of Q4 2025
As of 31 Dec 2025,
SIMPLIFY EXCHANGE TRADED FUN - HEDGED EQUITY (HEQT) was held by
80 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
7,559,892 shares.
The largest 10 holders included
Private Advisor Group, LLC, CWM, LLC, WealthPlan Investment Management, LLC, Keudell/Morrison Wealth Management, LPL Financial LLC, Leo Wealth, LLC, WealthPLAN Partners, LLC, ARQ WEALTH ADVISORS, LLC, STEPHENS INC /AR/, and Kovack Advisors, Inc..
This page lists
80
institutional shareholders reporting positions in this security
for the Q4 2025 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* 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.