Vault-13

SIMPLIFY EXCHANGE TRADED FUN HEQT

HEDGED EQUITY · ETP · CUSIP 82889N764

87 institutional holders -1 vs Q1 2026
5,942,2685.9m shares reported held*
$199.3mreported value*
10 new 34 added 27 reduced 10 sold out net bought ≈ $985.0k (+29.4k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $33.54.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 18Q4 22: 22Q1 23: 28Q2 23: 35Q3 23: 33Q4 23: 36Q1 24: 59Q2 24: 43Q3 24: 38Q4 24: 47Q1 25: 69Q2 25: 78Q3 25: 73Q4 25: 82Q1 26: 88Q2 26: 8787Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 202218
Q4 202222
Q1 202328
Q2 202335
Q3 202333
Q4 202336
Q1 202459
Q2 202443
Q3 202438
Q4 202447
Q1 202569
Q2 202578
Q3 202573
Q4 202582
Q1 202688
Q2 202687

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
50050Q3 24: 21 bought or addedQ3 24: 22 cut or sold outQ4 24: 28 bought or addedQ4 24: 15 cut or sold outQ4 24Q1 25: 43 bought or addedQ1 25: 21 cut or sold outQ2 25: 42 bought or addedQ2 25: 32 cut or sold outQ2 25Q3 25: 38 bought or addedQ3 25: 40 cut or sold outQ4 25: 37 bought or addedQ4 25: 37 cut or sold outQ4 25Q1 26: 45 bought or addedQ1 26: 36 cut or sold outQ2 26: 44 bought or addedQ2 26: 37 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20242122
Q4 20242815
Q1 20254321
Q2 20254232
Q3 20253840
Q4 20253737
Q1 20264536
Q2 20264437

Biggest buyers

Private Advisor Group, LLC Added +160,958+161.0k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +116,395+116.4k
OneDigital Investment Advisors LLC Added +79,941+79.9k
OLD MISSION CAPITAL LLC Added +52,866+52.9k
Cambridge Investment Research Advisors, Inc. Added +38,886+38.9k
Rockefeller Capital Management L.P. Added +26,983+27.0k
Ameritas Advisory Services, LLC Added +21,371+21.4k
Independent Wealth Advisors LLC Added +19,035+19.0k
ENVESTNET ASSET MANAGEMENT INC Added +17,893+17.9k
MML INVESTORS SERVICES, LLC Added +17,452+17.5k

Biggest sellers

LPL Financial LLC Reduced -108,525-108.5k
ARQ WEALTH ADVISORS, LLC Reduced -107,330-107.3k
Encompass More Asset Management Sold out -90,511-90.5k
WealthPLAN Partners, LLC Reduced -76,842-76.8k
WealthPlan Investment Management, LLC Reduced -71,710-71.7k
OSAIC HOLDINGS, INC. Reduced -62,997-63.0k
Kovack Advisors, Inc. Reduced -41,787-41.8k
JANE STREET GROUP, LLC Sold out -18,423-18.4k
Sowell Financial Services LLC Reduced -11,773-11.8k
Equitable Holdings, Inc. Reduced -11,279-11.3k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Private Advisor Group, LLC 0.11% of their portfolio MORRISTOWN, NJ 698,185698.2k $23.4m $23.4m 0.11% Added +161.0k +160,958
2 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 454,076454.1k $15.2m $15.2m 0.00% Reduced -108.5k -108,525
3 WealthPlan Investment Management, LLC 0.50% of their portfolio OMAHA, NE 300,206300.2k $10.1m $10.1m 0.50% Reduced -71.7k -71,710
4 Orion Porfolio Solutions, LLC 0.07% of their portfolio OMAHA, NE 286,153286.2k $9.6m $9.6m 0.07% Reduced -3.5k -3,546
5 Rockefeller Capital Management L.P. 0.01% of their portfolio NEW YORK, NY 250,575250.6k $8.4m $8.4m 0.01% Added +27.0k +26,983
6 Independent Wealth Advisors LLC 6.22% of their portfolio CARY, NC 204,845204.8k $6.9m $6.9m 6.22% Added +19.0k +19,035
7 ARQ WEALTH ADVISORS, LLC 0.82% of their portfolio SCOTTSDALE, AZ 195,133195.1k $6.6m $6.6m 0.82% Reduced -107.3k -107,330
8 OneDigital Investment Advisors LLC 0.05% of their portfolio OVERLAND PARK, KS 192,924192.9k $6.5m $6.5m 0.05% Added +79.9k +79,941
9 Kovack Advisors, Inc. 0.31% of their portfolio FT. LAUDERDALE, FL 189,631189.6k $6.4m $6.4m 0.31% Reduced -41.8k -41,787
10 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 184,740184.7k $6.2m $6.2m 0.01% Added +4.6k +4,639
11 Meridian Wealth Management, LLC 0.16% of their portfolio LEXINGTON, KY 154,811154.8k $5.2m $5.2m 0.16% Added +179 +179
12 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 152,958153.0k $5.1m $5.1m 0.00% Added +17.9k +17,893
13 WealthPLAN Partners, LLC 0.96% of their portfolio OMAHA, NE 150,327150.3k $5.0m $5.0m 0.96% Reduced -76.8k -76,842
14 Financial Enhancement Group LLC 0.56% of their portfolio ANDERSON, IN 139,291139.3k $4.7m $4.7m 0.56% Added +2.7k +2,731
15 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 130,648130.6k $4.4m $4.4m 0.00% Added +116.4k +116,395
16 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 127,293127.3k $4.3m $4.3m 0.01% Added +17.5k +17,452
17 HARMONY ASSET MANAGEMENT LLC 1.02% of their portfolio SCOTTSDALE, AZ 112,975113.0k $3.8m $3.8m 1.02% Added +4.1k +4,055
18 Peterson Wealth Advisors, LLC 0.45% of their portfolio Orem, UT 112,453112.5k $3.8m $3.8m 0.45% Reduced -4.7k -4,679
19 Ameritas Advisory Services, LLC 0.08% of their portfolio Lincoln, NE 111,920111.9k $3.8m $3.8m 0.08% Added +21.4k +21,371
20 UBS Group AG 0.00% of their portfolio ZURICH, V8 107,464107.5k $3.6m $3.6m 0.00% Added +6.8k +6,767
21 VICTORY FINANCIAL GROUP, LLC 0.37% of their portfolio AUSTIN, TX 105,932105.9k $3.6m $3.6m 0.37% Reduced -1.6k -1,619
22 Sound Financial Strategies Group, LLC 2.15% of their portfolio MADISON, MS 100,735100.7k $3.4m $3.4m 2.15% Unchanged
23 SMITH, MOORE & CO. 0.22% of their portfolio CLAYTON, MO 99,36899.4k $3.3m $3.3m 0.22% Reduced -371 -371
24 Sowell Financial Services LLC 0.10% of their portfolio NORTH LITTLE ROCK, AR 94,57794.6k $3.2m $3.2m 0.10% Reduced -11.8k -11,773
25 Dynamic Advisor Solutions LLC 0.09% of their portfolio PHOENIX, AZ 93,60593.6k $3.1m $3.1m 0.09% Added +1.1k +1,070
26 Steward Partners Investment Advisory, LLC 0.01% of their portfolio STAMFORD, CT 86,25986.3k $2.9m $2.9m 0.01% Reduced -3.7k -3,693
27 EVOLUTION WEALTH MANAGEMENT INC. 1.65% of their portfolio FORT MYERS, FL 83,85983.9k $2.8m $2.8m 1.65% Added +9.1k +9,129
28 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 77,55077.5k $2.6m $2.6m 0.00% Reduced -63.0k -62,997
29 OLD MISSION CAPITAL LLC 0.06% of their portfolio CHICAGO, IL 71,93671.9k $2.4m $2.4m 0.06% Added +52.9k +52,866
30 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 64,04064.0k $2.1m $2.1m 0.00% Added +38.9k +38,886
31 Parallel Advisors, LLC 0.03% of their portfolio SAN FRANCISCO, CA 63,92263.9k $2.1m $2.1m 0.03% Reduced -596 -596
32 Stratos Wealth Advisors, LLC 0.11% of their portfolio BEACHWOOD, OH 62,32062.3k $2.1m $2.1m 0.11% Reduced -2.2k -2,192
33 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 51,81251.8k $1.7m $1.7m 0.00% Added +11.8k +11,843
34 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 47,88947.9k $1.6m $1.6m 0.00% Reduced -88 -88
35 CreativeOne Wealth, LLC 0.03% of their portfolio OVERLAND PARK, KS 46,64846.6k $1.6m $1.6m 0.03% Added +2.8k +2,828
36 Smartleaf Asset Management LLC 0.05% of their portfolio BOSTON, MA 45,69045.7k $1.5m $1.5m 0.05% Unchanged
37 STEPHENS INC /AR/ 0.01% of their portfolio LITTLE ROCK, AR 34,16034.2k $1.1m $1.1m 0.01% Reduced -3.1k -3,150
38 Equitable Holdings, Inc. 0.01% of their portfolio NEW YORK, NY 33,83133.8k $1.1m $1.1m 0.01% Reduced -11.3k -11,279
39 Cambridge Advisors Inc. 0.19% of their portfolio OMAHA, NE 32,19632.2k $1.1m $1.1m 0.19% Reduced -343 -343
40 Bay Rivers Group 0.33% of their portfolio Williamsburg, VA 28,60828.6k $959.5k $959.5k 0.33% Added +1.1k +1,118
41 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 23,69223.7k $794.6k $794.6k 0.00% Added +1.3k +1,291
42 BFI Wealth Solutions, LLC 0.55% of their portfolio DALLAS, TX 22,01522.0k $738.4k $738.4k 0.55% Reduced -9.0k -9,008
43 Western Wealth Management, LLC 0.02% of their portfolio GOLDEN, CO 20,61920.6k $691.6k $691.6k 0.02% Added +8.0k +8,020
44 ATX Financial Planning, LLC 0.44% of their portfolio AUSTIN, TX 20,00920.0k $671.1k $671.1k 0.44% Added +9.3k +9,319
45 First Heartland Consultants, Inc. 0.04% of their portfolio LAKE ST. LOUIS, MO 18,33218.3k $614.9k $614.9k 0.04% Added +6.4k +6,422
46 Atria Investments, Inc 0.01% of their portfolio Charlotte, NC 17,63817.6k $591.6k $591.6k 0.01% Added +6.4k +6,379
47 BLUE JEAN FINANCIAL LLC 0.41% of their portfolio ALBANY, NY 17,48217.5k $586.3k $586.3k 0.41% Reduced -1.6k -1,630
48 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 15,39315.4k $516.3k $516.3k 0.00% New
49 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 13,62013.6k $457.0k $457.0k 0.00% Added +2.8k +2,770
50 MIDDLETON & CO INC/MA 0.05% of their portfolio BOSTON, MA 13,02513.0k $436.9k $436.9k 0.05% Unchanged
51 Heck Capital Advisors, LLC 0.02% of their portfolio Rhinelander, WI 12,30012.3k $412.5k $412.5k 0.02% Unchanged
52 Thompson David Blair 0.19% of their portfolio CHARLOTTE, NC 11,44311.4k $383.8k $383.8k 0.19% Unchanged
53 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 11,39311.4k $382.1k $382.1k 0.00% New
54 Diversify Advisory Services, LLC 0.01% of their portfolio SANDY, UT 11,36811.4k $379.8k $379.8k 0.01% New
55 DIVERSIFY WEALTH MANAGEMENT, LLC 0.01% of their portfolio SANDY, UT 11,36811.4k $379.8k $379.8k 0.01% Added +67 +67
56 Proficio Capital Partners LLC 0.01% of their portfolio NEWTON, MA 10,47010.5k $351.2k $351.2k 0.01% Unchanged
57 Advyzon Investment Management, LLC 0.02% of their portfolio LISLE, IL 9,98010.0k $334.7k $334.7k 0.02% Reduced -189 -189
58 Independence Wealth Advisors, LLC 0.16% of their portfolio INDEPENDENCE, OH 9,2679.3k $310.8k $310.8k 0.16% Added +10 +10
59 Betterment LLC 0.00% of their portfolio NEW YORK, NY 9,1849.2k $308.0k $308.0k 0.00% Reduced -23 -23
60 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 8,2368.2k $276.2k $276.2k 0.00% Added +6 +6
61 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 8,1558.2k $273.5k $273.5k 0.00% Added +1 +1
62 Plan Group Financial, LLC 0.05% of their portfolio OKLAHOMA CITY, OK 7,8757.9k $264.1k $264.1k 0.05% Added +23 +23
63 Chatterton & Associates Inc. 0.14% of their portfolio ANAHEIM, CA 6,9156.9k $232.8k $232.8k 0.14% Unchanged
64 HRT FINANCIAL LP 0.00% of their portfolio NEW YORK, NY 6,8196.8k $228.0k $228.0k 0.00% New
65 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 6,3406.3k $212.6k $212.6k 0.00% New
66 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 5,8785.9k $197.1k $197.1k 0.00% New
67 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.00% of their portfolio Stamford, CT 3,9403.9k $132.1k $132.1k 0.00% New
68 Regatta Research & Money Management 0.12% of their portfolio METAIRIE, LA 3,8953.9k $130.6k $130.6k 0.12% First filing
69 CGC Financial Services, LLC 0.02% of their portfolio LAKE OSWEGO, OR 3,1153.1k $104.5k $104.5k 0.02% Unchanged
70 Golden State Wealth Management, LLC 0.01% of their portfolio SANTA ANA, CA 3,0493.0k $102.3k $102.3k 0.01% Reduced -1.2k -1,194
71 LANARK FINANCIAL, INC. 0.01% of their portfolio BIRMINGHAM, AL 3,0003.0k $100.6k $100.6k 0.01% Reduced -734 -734
72 Reyes Financial Architecture, Inc. 0.05% of their portfolio SAN DIEGO, CA 2,8722.9k $96.3k $96.3k 0.05% Added +9 +9
73 Longview Financial Advisors LLC 0.05% of their portfolio SAN RAFAEL, CA 2,7222.7k $91.3k $91.3k 0.05% Added +301 +301
74 BlackRock, Inc. 0.00% of their portfolio New York, NY 2,5372.5k $85.1k $85.1k 0.00% New
75 Sunrise Financial Services, LLC 0.03% of their portfolio BURIEN, WA 1,5321.5k $51.4k $51.4k 0.03% Reduced -213 -213
76 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 923923 $31.0k $31.0k 0.00% Unchanged
77 Alpine Bank Wealth Management 0.00% of their portfolio GRAND JUNCTION, CO 901901 $30.2k $30.2k 0.00% New
78 Buck Wealth Strategies, LLC 0.00% of their portfolio DENVER, CO 796796 $26.7k $26.7k 0.00% New
79 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 695695 $23.3k $23.3k 0.00% Reduced -300 -300
80 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 628628 $21.1k $21.1k 0.00% Unchanged
81 NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio MONTREAL, A8 504504 $16.9k $16.9k 0.00% Unchanged
82 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 467467 $15.7k $15.7k 0.00% First filing
83 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 221221 $7.4k $7.4k 0.00% Added +72 +72
84 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 7070 $2.3k $2.3k 0.00% Reduced -140 -140
85 DHJJ Financial Advisors, Ltd. 0.00% of their portfolio NAPERVILLE, IL 2020 $671 $671 0.00% Unchanged
86 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 1919 $637 $637 0.00% Unchanged
87 Larson Financial Group LLC 0.00% of their portfolio ST LOUIS, MO 11 $17 $17 0.00% Unchanged