Simplify Hedged Equity ETF
$34.43-0.1%
+$4.7M
Net Activity
-17.51% total shares
Institutions Holding
87
Popularity Rank
#4915
Avg Weight
0.22%
Total Value
$198.2M
87 institutions currently hold HEQT, with 46 net buyers and 38 net sellers this quarter.
Institutional Moves (Q2 2026)
Neutral
Based on recent trading activity
Net Selling Institutions
38
Net Buying Institutions
46
Top 5 by Value
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Across its top 20 institutional holders, HEQT's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 7/100, avg. turnover score 24/100).
HEQT ranks #4915 out of 37501 tracked stocks by institutional interest, inside the more closely watched half of our coverage.
HEQT is a top-conviction position for Independent Wealth Advisors LLC — at 6.2% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.
The largest dollar stake in HEQT belongs to Private Advisor Group, LLC, but the position matters far more to Independent Wealth Advisors LLC, who has 6.2% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.
Rockefeller Capital Management L.P. has added to its HEQT position for two straight quarters, increasing it by $6.5M to reach $8.4M today.
WealthPlan Investment Management, LLC has trimmed its HEQT position for two straight quarters, cutting it by $7.8M while still holding $10.1M.
HEQT is down 0.1% today, but institutions show net buying of $4.7M this quarter — a divergence between today's price move and the underlying institutional flow.
+$22.8M
Total Buy Value
$25.5M
Total Sell Value
46
Net Buyers
38
Net Sellers
HEQT
Q2 2026
Top 5 Institutional Movers
+$6.5M
-$3.4M
-$2.9M
HEQT does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
No Form 144 planned sale filings in the last 90 days
No Schedule 13D/13G filings for this ticker
No Form 8-K filings for this ticker
82889N764
The most-added stocks by 13F institutions this quarter
Institutions Holding
6,242
Total reported value
$2.2T
3229 13F institutions increased their position this quarter
Institutions Holding
5,990
Total reported value
$3.6T
3033 13F institutions increased their position this quarter
Institutions Holding
6,153
Total reported value
$1.8T
2971 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
4,125
Total reported value
$257.5B
Held by 4125 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,113
Total reported value
$649.2B
Held by 4113 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,112
Total reported value
$279.5B
Held by 4112 institutions — one of the most-tracked stocks on AlphaSMO
Access HEQT's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/HEQTCLI
npx alphasmo stocks get HEQT