HEQT · Simplify Hedged Equity ETF ETF
$34.51
-0.08 (-0.22%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 1
Total Value: $516,281
Total Shares: 15,393
Institutional Ownership Trend
7 quarters
Holder Concentration
Across 1 13F filers · Δ vs Mar 31, 2023Top Holder
100.0%
+81.3 pts
Top 5
100.0%
+33.9 pts
Top 10
100.0%
+9.3 pts
HHI
10,000
Highly concentrated+8,939
Quarterly Activity
vs Mar 31, 2023
New
1
Increased
0
Decreased
0
Sold Out
21
Unchanged
0
Holder count:
-20
Institutional value:
-99.3%
Shares held:
-99.5%
Top New Positions
vs Mar 31, 2023| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Mega CITADEL ADVISORS LLC | 15,393 | $516,281 |
Top Sold-Out Positions
vs Mar 31, 2023| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Small WealthPLAN Partners, LLC | 572,627 | $13,531,175 | |
| Small Financial Enhancement Group LLC | 435,918 | $10,300,742 | |
| Small WealthPlan Investment Management, LLC | 365,823 | $8,644,397 | |
| Large CAPTRUST FINANCIAL ADVISORS | 347,890 | $8,220,640 | |
| Mid Cetera Advisor Networks LLC | 297,480 | $7,029,452 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Mega CITADEL ADVISORS LLC HEQT | $516,281 | 100.00% | 15,393 | Shares | 2026-09-02 |