Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

SIMPLIFY EXCHANGE TRADED FUN (HEQT)

73 + Investors. Track Smart Money conviction in HEQT. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +7
Streak
1Q ▲
Buyers last Q
53%

Smart Money Signals — HEQT

Based on 73 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added HEQT than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
73 hedge funds hold HEQT right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +70% more funds vs a year ago

fund count last 6Q
+30 new funds entered over the past year (+70% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 53% buying

39 buying34 selling
Last quarter: 39 funds bought or added vs 34 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~15 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 21 → 15 → 10 → 15. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 32% long-term, 30% new

■ 32% conviction (2yr+) ■ 38% medium ■ 30% new
Of the 73 current holders: 23 (32%) held >2 years, 28 held 1–2 years, and 22 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
📊

Peak discovery — momentum slowing

11 → 21 → 15 → 10 → 15 new funds/Q
New funds entering each quarter: 21 → 15 → 10 → 15. HEQT is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
📊

Mixed cohorts — 32% veterans, 51% new entrants

■ 32% veterans ■ 18% 1-2yr ■ 51% new
Of 73 current holders: 23 (32%) held 2+ years, 13 held 1–2 years, 37 (51%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 11% AUM from top-100

11% from top-100 AUM funds
7 of 73 holders rank in the top 100 by AUM, but together hold only 11% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.1
out of 10
Moderate Exit Risk
Exit risk score 4.1/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — HEQT

In 2025 Q4, 39 hedge funds were net buyers of HEQT (15 opened a new position, 24 added to an existing one), while 34 reduced or exited (26 trimmed, 8 sold completely) — a 53% buyer ratio, indicating a slight buying edge. Net fund flow last quarter: +7 funds (more new holders than closures). Total institutional holders: 73.

Hedge Fund Ownership: HEQT

How many hedge funds hold HEQT — quarterly history vs. share price
Quarterly hedge fund ownership of HEQT vs. share price

Market Analysis: HEQT

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: HEQT

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

9 top-rated funds 0 high-conviction
Consensus
4.3
/ 10
breadth
×
Elite
1.5
/ 10
conviction
Hedge Fund Positioning: HEQT
2026 Q1 Stats Unlock in 5 days 73 + Investors

Track Smart Money conviction in HEQT. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 73 66 10.61%
13F Shares 7M 6M 30.58%
Total Value $232M $178M 30.48%
New Positions 15 10 +5
Increased Positions 24 26 -2
Closed Positions 8 16 -8
Reduced Positions 26 24 +2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: HEQT

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

73 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in HEQT. Verified SEC 13F-HR filings.

QUARTER:
Top 25 institutional holders of HEQT — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Sound Financial Strategies Group, LLC 2.17% 100,735 $3.2M
2 EVOLUTION WEALTH MANAGEMENT INC. 1.72% 74,730 $2.4M
3 ARQ WEALTH ADVISORS, LLC 1.72% 302,463 $9.5M
4 WealthPLAN Partners, LLC 1.38% 227,169 $7.2M
5 HARMONY ASSET MANAGEMENT LLC 1.05% 108,920 $3.4M
6 TSG Advice Partners, LLC 0.88% 185,666 $5.8M
7 Leo Wealth, LLC 0.76% 333,880 $10.5M
8 WealthPlan Investment Management, LLC 0.65% 371,916 $11.7M
9 Financial Enhancement Group LLC 0.55% 136,560 $4.5M
10 BLUE JEAN FINANCIAL LLC 0.50% 19,112 $602K
11 Peterson Wealth Advisors, LLC 0.49% 117,132 $3.7M
12 Encompass More Asset Management 0.48% 90,511 $2.9M
13 Baer Investment Advisory LLC 0.42% 107,551 $3.4M
14 VICTORY FINANCIAL GROUP, LLC 0.42% 107,551 $3.4M
15 Kovack Advisors, Inc. 0.39% 231,418 $7.3M
16 Bay Rivers Group 0.36% 27,490 $866K
17 ATX Financial Planning, LLC 0.26% 10,690 $337K
18 SMITH, MOORE & CO. 0.23% 99,739 $3.1M
19 Cambridge Advisors Inc. 0.20% 32,539 $1.0M
20 Meridian Wealth Management, LLC 0.17% 154,632 $4.9M
21 Independence Wealth Advisors, LLC 0.16% 9,257 $292K
22 Chatterton & Associates Inc. 0.15% 6,915 $221K
23 Stratos Wealth Advisors, LLC 0.12% 64,512 $2.0M
24 Sowell Financial Services LLC 0.12% 106,350 $3.4M
25 Ameritas Advisory Services, LLC 0.11% 90,549 $2.9M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — SIMPLIFY EXCHANGE TRADED FUN (HEQT)

What does the Smart Money Trend signal show for HEQT?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added HEQT than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for HEQT?

Slight buying edge — 53% buying: Last quarter: 39 funds bought or added vs 34 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for HEQT holders?

Smaller funds dominant — 11% AUM from top-100: 7 of 73 holders rank in the top 100 by AUM, but together hold only 11% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held HEQT?

Mixed — 32% long-term, 30% new: Of the 73 current holders: 23 (32%) held >2 years, 28 held 1–2 years, and 22 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.