As of 30 Sep 2025, 73 institutional investors reported holding 5,821,713 shares of SIMPLIFY EXCHANGE TRADED FUN - HEDGED EQUITY (HEQT).
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 253,891 | $8,137,199 | -$1,169,417 | $32.05 | 4 |
| 2025 Q3 | 5,821,713 | $181,824,078 | -$43,398,249 | $31.24 | 73 |
| 2025 Q2 | 7,731,889 | $232,015,883 | -$79,150,646 | $30.05 | 77 |
| 2025 Q1 | 10,372,916 | $296,505,204 | +$103,413,147 | $28.58 | 68 |
| 2024 Q4 | 6,737,275 | $198,555,066 | +$28,100,325 | $29.48 | 45 |
| 2024 Q3 | 5,777,106 | $164,577,901 | +$26,996,697 | $28.88 | 36 |
| 2024 Q2 | 4,776,875 | $132,143,879 | -$182,900,163 | $27.67 | 42 |
| 2024 Q1 | 11,700,473 | $309,807,515 | +$229,238,718 | $26.49 | 57 |
| 2023 Q4 | 3,030,559 | $76,611,419 | -$10,360,352 | $25.26 | 34 |
| 2023 Q3 | 3,422,434 | $83,404,031 | +$5,851,531 | $24.37 | 31 |
| 2023 Q2 | 3,181,369 | $78,909,292 | -$8,202,331 | $24.81 | 33 |
| 2023 Q1 | 3,507,626 | $83,024,509 | -$21,490,396 | $23.63 | 26 |
| 2022 Q4 | 4,575,965 | $105,801,741 | -$2,687,888 | $22.57 | 21 |
| 2022 Q3 | 3,681,057 | $84,558,000 | +$47,841,193 | $22.79 | 17 |
| 2022 Q2 | 1,609,625 | $37,022,000 | +$16,038,271 | $23.00 | 13 |
| 2022 Q1 | 912,207 | $22,347,000 | +$10,198,576 | $24.53 | 11 |
| 2021 Q4 | 496,253 | $12,685,000 | +$12,685,000 | $25.58 | 6 |