Simplify Hedged Equity ETF (HEQT)

Neutral

Insufficient data to determine institutional momentum.

Data as of Q1 2026

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Institutional Holders

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No collected fundamentals to build a valuation model.

No collected fundamentals for a quality & risk analysis.

No collected fundamentals for a dividends & returns analysis.

No collected fundamentals for a capital-allocation analysis.

No collected fundamentals for a debt & leverage analysis.

Conviction-Weighted Ownership

Median weight: 0.24%Avg weight: 0.51%Max: 1.72%High conviction (>1%): 2

CWM,

LPL Financial

Private Advisor Group,

WealthPlan Investment Management,

Leo Wealth,

ARQ WEALTH ADVISORS,

Orion Porfolio Solutions,

Kovack Advisors,

WealthPLAN Partners,

Rockefeller Capital Management L.P.

Buy / Sell Volume by Quarter

Total shares institutions bought (green) vs sold (red) each quarter across all holders.

Inferred from quarter-over-quarter change in each fund's 13F position (new stakes count as buys, exits as sells). Not tick-level trades.

No sector peer set for this ticker (missing sector classification, or too few peers with collected financials).

Ownership Map

Top 40 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

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Crowding AnalysisCrowded

Holders87of 5,944

Avg: 68

Uncrowded86th percentileCrowded

Institutional Activity

Buy/Sell Ratio1.21x

66th percentile

46 buying38 selling

+17

New

-10

Closed

-581,870

Net shares

Ownership Concentration

Top 5: 34.1%Top 10: 51.9%

CWM,8.8%

LPL Financial7.9%

Private Advisor Group,7.5%

WealthPlan Investment Management,5.2%

Leo Wealth,4.7%

Others (82)65.9%

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Crowding AnalysisCrowded

Holders87of 5,944

Avg: 68

Uncrowded86th percentileCrowded

Institutional Activity

Buy/Sell Ratio1.21x

66th percentile

46 buying38 selling

+17

New

-10

Closed

-581,870

Net shares

Ownership Concentration

Top 5: 34.1%Top 10: 51.9%

CWM,8.8%

LPL Financial7.9%

Private Advisor Group,7.5%

WealthPlan Investment Management,5.2%

Leo Wealth,4.7%

Others (82)65.9%

Crowding AnalysisCrowded

Holders87of 5,944

Avg: 68

Uncrowded86th percentileCrowded

Institutional Activity

Buy/Sell Ratio1.21x

66th percentile

46 buying38 selling

+17

New

-10

Closed

-581,870

Net shares

Ownership Concentration

Top 5: 34.1%Top 10: 51.9%

CWM,8.8%

LPL Financial7.9%

Private Advisor Group,7.5%

WealthPlan Investment Management,5.2%

Leo Wealth,4.7%

Others (82)65.9%

Institutional Trends (8 Quarters)

No trend data available for this metric.

Performance vs. S&P 500

Total return (dividends reinvested) vs the market, from quarter-end prices.

$10,000 invested 2021-12

$14,670

HEQT · +47%

$16,710

S&P 500 · +67%

−$2,040

behind the index

Total return (5Y)

+47%

S&P 500

+67%

vs. market

-20%

underperformed

Annualized

8.9%

mkt 12.1%

Volatility

8%

annualized

Beta

0.47

vs S&P 500

Growth of $10,000

Hover the chart to read any quarter

HEQTS&P 500

Year by year

Annual return vs the market

Hover a year to compare.

HEQT (solid)S&P 500 (outline)Green = positive year, red = negative. Number = HEQT's return.

Beat the market

1 / 5 yrs

20% win rate

Best year

+18%

2024

Worst year

-8%

2022

Worst drawdown

-11%

recovered in 3 qtrs

Relative strength

Cumulative lead over the S&P 500

Above 0 = ahead of the S&P 500 since the window start; below 0 = behind. Rising means it's pulling ahead.

Downside

Drawdown from peak · max -11%

How far the stock fell below its prior peak. Deeper, longer drawdowns = a rougher ride to the same return.

Quarter-end, dividend-adjusted (total return). Beta & volatility from quarterly returns (annualized). Benchmark is the S&P 500 (SPY total return). Annual returns compound the quarters ending in each calendar year; the first and last years in a window may be partial. Past performance doesn't predict future results.

Ownership Map

Top 40 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

Ownership Map

Top 40 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position