Simplify Hedged Equity

HEQT • ARCA

Simplify Hedged Equity is an exchange-traded fund on ARCA. As of Q3 2025, 71 institutional investors hold shares in this ETF, with total holdings valued at $179.9M. WealthPlan Investment Management, LLC is the largest holder with a position valued at $20.4M.

Overview

Overview of institutional ownership in HEQT as of Q3 2025

All Institutions

Institutions: 71
Value Held: $179.9M
Shares Held: 5.8M
Avg Position: $2.5M
Median Position: $743.7K

Hedge Funds

Hedge Funds: 1
Value Held: $341.8K
Shares Held: 10.9K
Avg Position: $341.8K
Median Position: $341.8K

Biggest Investors

Institutions with the largest positions in HEQT as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
W WealthPlan Investment Management, LLC RIA/Wealth	Todd Arthur Feltz Chairman	$20.4M 1.36% of portfolio	653.9K shares	Q3 2022 Held for 3y 2m	$1.5B
CWM, LLC RIA/Wealth	George Burton White CEO	$18.3M 0.06% of portfolio	586.2K shares	Q2 2023 Held for 2y 5m	$31.5B
L LPL Financial LLC Institution	-	$12.7M 0.00% of portfolio	405.8K shares	Q3 2023 Held for 2y 2m	$340.07B
Feltz Wealth PLAN Inc. RIA/Wealth	Sarah Faye Kennelly COO	$10.1M 1.53% of portfolio	324.6K shares	Q4 2022 Held for 2y 11m	$663.6M
STEPHENS INC /AR/ RIA/Wealth	Warren Miles Amerine Stephens CEO	$8.4M 0.11% of portfolio	268.0K shares	Q4 2024 Held for 11 months	$7.8B
ARQ WEALTH ADVISORS, LLC RIA/Wealth	Richard Alan Siegel Managing Partner	$7.9M 2.37% of portfolio	254.4K shares	Q1 2023 Held for 2y 8m	$335.7M
Ameritas Advisory Services, LLC RIA/Wealth	Richard Aaron Berthold President	$7.7M 0.51% of portfolio	246.8K shares	Q4 2022 Held for 2y 11m	$1.5B
UBS Group AG Institution	Sergio P. Ermotti CEO	$6.4M 0.00% of portfolio	205.4K shares	Q1 2023 Held for 2y 8m	$511.54B
Private Advisor Group, LLC RIA/Wealth	Franklin R Smith CEO	$6.2M 0.03% of portfolio	197.7K shares	Q4 2023 Held for 1y 11m	$20.3B
HighTower Advisors, LLC RIA/Wealth	Robert David Oros CEO	$5.4M 0.01% of portfolio	172.7K shares	Q2 2022 Held for 3y 5m	$87.7B

Net Capital Flow

Institutional buying and selling activity for HEQT in Q3 2025

Traded: −$29.6M
Buyers: 41
Sellers: 36
Total Bought: +$18.4M
Total Sold: −$47.9M
Avg Position: $2.1M

Biggest Buyers

Institution	Net Bought	Current Position
Ameritas Advisory Services, LLC RIA/Wealth	+$3.4M +109.3K shares	$7.7M 246.8K shares
Sowell Financial Services LLC RIA/Wealth	+$2.8M +88.1K shares	$2.8M 88.1K shares
Sound Financial Strategies Group, LLC RIA/Wealth	+$2.5M +80.5K shares	$2.5M 80.5K shares
Parallel Advisors, LLC RIA/Wealth	+$2.3M +75.0K shares	$2.3M 75.0K shares
NBC SECURITIES, INC. RIA/Wealth	+$1.2M +40.0K shares	$1.2M 40.0K shares
Cambridge Investment Research Advisors, Inc. RIA/Wealth	+$873.7K +28.0K shares	$873.7K 28.0K shares
Change Path, LLC RIA/Wealth	+$850.1K +27.2K shares	$1.1M 35.3K shares
ARQ WEALTH ADVISORS, LLC RIA/Wealth	+$419.9K +13.4K shares	$7.9M 254.4K shares
Fundamentun, LLC RIA/Wealth	+$363.7K +-279.3K shares	$363.7K 11.6K shares
Equitable Holdings, Inc. Institution	+$327.5K +10.5K shares	$2.5M 79.8K shares

Biggest Sellers

Institution	Net Sold	Current Position
L LPL Financial LLC Institution	−$6.9M −222.4K shares	$12.7M 405.8K shares
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	−$6.4M −205.8K shares	$4.6M 148.7K shares
MML INVESTORS SERVICES, LLC RIA/Wealth	−$6.3M −201.9K shares	$4.1M 132.0K shares
L Leo Wealth, LLC Institution	−$4.6M −151.9K shares	Sold Off 0 shares
Belpointe Asset Management LLC RIA/Wealth	−$4.2M −139.8K shares	Sold Off 0 shares
3EDGE Asset Management, LP Long Only Manager	−$2.6M −87.1K shares	Sold Off 0 shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	−$2.3M −73.8K shares	$743.7K 23.8K shares
Steward Partners Investment Advisory, LLC RIA/Wealth	−$2.0M −64.6K shares	$4.1M 131.0K shares
J JANE STREET GROUP, LLC Institution	−$2.0M −66.2K shares	Sold Off 0 shares
Private Advisor Group, LLC RIA/Wealth	−$1.9M −60.8K shares	$6.2M 197.7K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited HEQT in Q3 2025

New Positions: 10
New Value: $10.4M
Exited Positions: 14
Exited Value: $18.2M

New Positions

Institution	Position Value
Sowell Financial Services LLC RIA/Wealth	$2.8M 88.1K shares
Sound Financial Strategies Group, LLC RIA/Wealth	$2.5M 80.5K shares
Parallel Advisors, LLC RIA/Wealth	$2.3M 75.0K shares
NBC SECURITIES, INC. RIA/Wealth	$1.2M 40.0K shares
Cambridge Investment Research Advisors, Inc. RIA/Wealth	$873.7K 28.0K shares
Brookwood Investment Group LLC RIA/Wealth	$304.7K 9.8K shares
DAVENPORT & Co LLC RIA/Wealth	$250.5K 8.0K shares
C CGC Financial Services, LLC RIA/Wealth	$97.3K 3.1K shares
$US BANCORP \DE\ logo$ US BANCORP \DE\ Institution	$41.9K 1.3K shares
WELLS FARGO & COMPANY/MN Institution	$20.3K 650.0 shares

Exited Positions

Institution	Previous Position
L Leo Wealth, LLC Institution	$4.6M 151.9K shares
Belpointe Asset Management LLC RIA/Wealth	$4.2M 139.8K shares
3EDGE Asset Management, LP Long Only Manager	$2.6M 87.1K shares
J JANE STREET GROUP, LLC Institution	$2.0M 66.2K shares
L.M. KOHN & COMPANY RIA/Wealth	$1.5M 49.2K shares
Skyline Advisors, Inc. RIA/Wealth	$927.4K 30.9K shares
L Lionsbridge Wealth Management LLC RIA/Wealth	$691.7K 23.0K shares
BANK OF AMERICA CORP /DE/ Institution	$495.6K 16.5K shares
P PFG Investments, LLC Institution	$445.3K 14.8K shares
O OLD MISSION CAPITAL LLC Institution	$438.2K 14.6K shares

Options Activity

Institutions with the largest Call and Put options positions in HEQT as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with HEQT as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
ARQ WEALTH ADVISORS, LLC RIA/Wealth	Richard Alan Siegel Managing Partner	2.37% $7.9M	254.4K shares	Q1 2023 Held for 2y 8m	$335.7M
Sound Financial Strategies Group, LLC RIA/Wealth	Michael Victor Young Managing Partner	1.85% $2.5M	80.5K shares	Q3 2025 Held for 2 months	$135.8M
Feltz Wealth PLAN Inc. RIA/Wealth	Sarah Faye Kennelly COO	1.53% $10.1M	324.6K shares	Q4 2022 Held for 2y 11m	$663.6M
H HARMONY ASSET MANAGEMENT LLC RIA/Wealth	Alan Edward Rosenfield Managing Partner	1.46% $4.2M	135.8K shares	Q4 2023 Held for 1y 11m	$290.1M
W WealthPlan Investment Management, LLC RIA/Wealth	Todd Arthur Feltz Chairman	1.36% $20.4M	653.9K shares	Q3 2022 Held for 3y 2m	$1.5B
Peterson Wealth Advisors, LLC RIA/Wealth	Scott Martin Peterson Managing Partner	0.66% $4.4M	140.1K shares	Q4 2023 Held for 1y 11m	$668.6M
F Financial Enhancement Group LLC RIA/Wealth	Adam Michael Harter CIO	0.55% $4.1M	129.9K shares	Q3 2022 Held for 3y 2m	$742.1M
Ameritas Advisory Services, LLC RIA/Wealth	Richard Aaron Berthold President	0.51% $7.7M	246.8K shares	Q4 2022 Held for 2y 11m	$1.5B
VICTORY FINANCIAL GROUP, LLC RIA/Wealth	Jeffrey Wayne Davidson Founder	0.50% $3.7M	117.0K shares	Q4 2024 Held for 11 months	$724.8M
SMITH, MOORE & CO. RIA/Wealth	Stewart James Jr Deutsch CEO	0.39% $5.0M	159.5K shares	Q4 2021 Held for 3y 11m	$1.3B

Hedge Fund Spotlight

Discover hedge funds investing in HEQT

CITADEL ADVISORS LLC

Hedge Fund • Multi-Strategy

Portfolio ManagerKenneth Cordele Griffin

Portfolio Value: $122.08B
Positions: 5,531
Last Reported: Q3 2025

Sector Allocation

Position in Simplify Hedged Equity

Market Value: $341.8K
Shares Held: 10.9K
Portfolio Weight: 0.00%
Owned Since: 2025-Q2

Top Holding	Sector	Market Value	Weight
1 Microsoft MSFT	Software - Infrastructure Technology	$2.1B	1.68%
2 Nvidia NVDA	Semiconductors Technology	$1.8B	1.50%
3 Meta Platforms, Inc. META	Internet Content & Information Communication Services	$1.4B	1.18%