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Public ownership evidence

Simplify Hedged Equity ETF (HEQT) Ownership Disclosures

Read HEQT insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-14T23:32:50.005Z

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Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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ATX Financial Planning, LLC2026-06-302026-08-2120,009$671,098None
Equitable Holdings, Inc.2026-06-302026-08-1833,831$1,134,696None
Proficio Capital Partners LLC2026-06-302026-08-1810,470$351,164None
Thompson David Blair2026-06-302026-08-1511,443$383,798None
Thompson David Blair2025-12-312026-08-1511,443$366,748None
Thompson David Blair2026-03-312026-08-1511,443$360,455None
Independence Wealth Advisors, LLC2026-06-302026-08-159,267$310,816None
Advyzon Investment Management, LLC2026-06-302026-08-154,956$166,214None
Advyzon Investment Management, LLC2026-06-302026-08-155,024$168,511None
Ameritas Advisory Services, LLC2026-06-302026-08-15111,920$3,753,811None
Western Wealth Management, LLC2026-06-302026-08-1520,619$691,566None
OSAIC HOLDINGS, INC.2026-06-302026-08-15783$26,253None
OSAIC HOLDINGS, INC.2026-06-302026-08-1576,767$2,574,852None
Betterment LLC2026-06-302026-08-159,184$308,000None
Orion Porfolio Solutions, LLC2026-06-302026-08-15286,153$9,597,578None
HRT FINANCIAL LP2026-06-302026-08-156,819$228,000None
OLD MISSION CAPITAL LLC2026-06-302026-08-1571,936$2,412,733None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-15130,648$4,381,934None
AQR CAPITAL MANAGEMENT LLC2026-06-302026-08-156,340$212,644None
ROYAL BANK OF CANADA2026-06-302026-08-157,134$239,000None
ROYAL BANK OF CANADA2026-06-302026-08-151,776$60,000None
ROYAL BANK OF CANADA2026-06-302026-08-154,710$158,000None
CITADEL ADVISORS LLC2026-06-302026-08-1515,393$516,281None
Larson Financial Group LLC2026-06-302026-08-151$17None
WELLS FARGO & COMPANY/MN2026-06-302026-08-15221$7,412None
BANK OF AMERICA CORP /DE/2026-06-302026-08-1511,393$382,121None
CreativeOne Wealth, LLC2026-06-302026-08-1445,307$1,519,596None
CreativeOne Wealth, LLC2026-06-302026-08-141,341$44,977None
Rockefeller Capital Management L.P.2026-06-302026-08-14250,575$8,404,304None
Steward Partners Investment Advisory, LLC2026-06-302026-08-1486,259$2,893,127None
UBS Group AG2026-06-302026-08-144,849$162,635None
UBS Group AG2026-06-302026-08-14102,615$3,441,707None
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2026-06-302026-08-143,940$132,148None
CAPTRUST FINANCIAL ADVISORS2026-06-302026-08-1447,889$1,606,190None
MORGAN STANLEY2026-06-302026-08-142$78None
MORGAN STANLEY2026-06-302026-08-148,153$273,452None
Regatta Research & Money Management2026-06-302026-08-132,032$68,153None
Regatta Research & Money Management2026-06-302026-08-131,225$41,087None
Regatta Research & Money Management2026-06-302026-08-13323$10,834None
Regatta Research & Money Management2026-06-302026-08-13315$10,566None
Sunrise Financial Services, LLC2026-06-302026-08-131,532$51,383None
Smartleaf Asset Management LLC2026-06-302026-08-1345,690$1,524,675None
Integrated Wealth Concepts LLC2026-06-302026-08-135,878$197,148None
Cetera Investment Advisers2026-06-302026-08-1323,692$794,630None
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO2026-06-302026-08-1319$637None
HARBOUR INVESTMENTS, INC.2026-06-302026-08-13695$23,310None
SMITH, MOORE & CO.2026-06-302026-08-1399,368$3,332,810None
JPMORGAN CHASE & CO2026-06-302026-08-1351,812$1,728,992None
Peterson Wealth Advisors, LLC2026-06-302026-08-12112,453$3,771,668None
Stratos Wealth Advisors, LLC2026-06-302026-08-1262,320$2,090,216None

90-day public filing window, up to 50 source positions.

ATX Financial Planning, LLC ↗Equitable Holdings, Inc. ↗Proficio Capital Partners LLC ↗Thompson David Blair ↗Thompson David Blair ↗Thompson David Blair ↗Independence Wealth Advisors, LLC ↗Advyzon Investment Management, LLC ↗Advyzon Investment Management, LLC ↗Ameritas Advisory Services, LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.