§ EQUITY
USDHEQT
SIMPLIFY HEDGED EQUITY ETF
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
45 increased/new, 28 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| CWM, LLC | 630K | 0.1% | +4% |
| LPL Financial LLC | 563K | 0.0% | +22% |
| Private Advisor Group, LLC | 537K | 0.1% | −52% |
| WealthPlan Investment Management, LLC | 372K | 0.7% | −33% |
| Leo Wealth, LLC | 334K | 0.8% | +1% |
| ARQ WEALTH ADVISORS, LLC | 302K | 1.7% | +11% |
◇ AC INTELLIGENCE
Top institutional owners for HEQT as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER97.8% · 78 holders
DEALER / BANK2.2% · 9 holders
INCOME / DEFENSIVE0.0% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for HEQT in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention HEQT yet.