Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Simplify Exchange Traded Fun (HEQT)

86 + 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
↑ +8
Streak
2Q ▲
Buyers last Q
54%

Smart Money Signals — HEQT

Based on 87 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, 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
87 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 — +32% more funds vs a year ago

fund count last 6Q
+21 new funds entered over the past year (+32% 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 — 54% buying

45 buying38 selling
Last quarter: 45 funds bought or added vs 38 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 — ~18 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 17 → 11 → 16 → 18. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 28% long-term, 38% new

■ 28% conviction (2yr+) ■ 34% medium ■ 38% new
Of the 87 current holders: 24 (28%) held >2 years, 30 held 1–2 years, and 33 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.
📈

Growing discovery — still being found

23 → 17 → 11 → 16 → 18 new funds/Q
New funds entering each quarter: 17 → 11 → 16 → 18. A growing number of institutions are discovering HEQT each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
📊

Mixed cohorts — 33% veterans, 51% new entrants

■ 33% veterans ■ 16% 1-2yr ■ 51% new
Of 87 current holders: 29 (33%) held 2+ years, 14 held 1–2 years, 44 (51%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 12% AUM from top-100

12% from top-100 AUM funds
9 of 87 holders rank in the top 100 by AUM, but together hold only 12% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.3
out of 10
Moderate Exit Risk
Exit risk score 4.3/10 — 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 2026 Q1, 45 hedge funds were net buyers of HEQT (18 opened a new position, 27 added to an existing one), while 38 reduced or exited (28 trimmed, 10 sold completely) — a 54% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. Net fund flow last quarter: +8 funds (more new holders than closures). Total institutional holders: 87.

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

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

6 top-rated funds 0 high-conviction
Consensus
3.7
/ 10
breadth
×
Elite
1.3
/ 10
conviction
Hedge Fund Positioning: HEQT
2026 Q2 Stats Unlock in 3 days 86 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 86 78 10.26%
13F Shares 7M 8M -8.35%
Total Value $217M $236M -7.9%
New Positions 17 16 +1
Increased Positions 27 26 +1
Closed Positions 9 9 -
Reduced Positions 28 28 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: HEQT

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Financial Highlights

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Institutional Holders (2026 Q2)

86 + 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:
2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
Top 25 HEQT holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Independent Wealth Advisors LLC 6.22% 204,845 $6.9M
2 Sound Financial Strategies Group, LLC 2.15% 100,735 $3.4M
3 Evolution Wealth Management INC. 1.65% 83,859 $2.8M
4 Harmony Asset Management LLC 1.02% 112,975 $3.8M
5 WealthPLAN Partners, LLC 0.96% 150,327 $5.0M
6 Arq Wealth Advisors, LLC 0.82% 195,133 $6.6M
7 Financial Enhancement Group LLC 0.56% 139,291 $4.7M
8 BFI Wealth Solutions, LLC 0.55% 22,015 $738K
9 WealthPlan Investment Management, LLC 0.50% 300,206 $10.1M
10 Peterson Wealth Advisors, LLC 0.45% 112,453 $3.8M
11 Blue Jean Financial LLC 0.41% 17,482 $586K
12 Victory Financial Group, LLC 0.37% 105,932 $3.6M
13 Bay Rivers Group 0.33% 28,608 $960K
14 Kovack Advisors, Inc. 0.31% 189,631 $6.4M
15 Smith, Moore & CO. 0.22% 99,368 $3.3M
16 Thompson David Blair 0.21% 11,443 $360K
17 Cambridge Advisors Inc. 0.19% 32,196 $1.1M
18 Meridian Wealth Management, LLC 0.16% 154,811 $5.2M
19 Independence Wealth Advisors, LLC 0.16% 9,267 $311K
20 Chatterton & Associates Inc. 0.14% 6,915 $233K
21 Regatta Research & Money Management 0.12% 3,895 $131K
22 Stratos Wealth Advisors, LLC 0.11% 62,320 $2.1M
23 Private Advisor Group, LLC 0.11% 698,185 $23.4M
24 Sowell Financial Services LLC 0.10% 94,577 $3.2M
25 Dynamic Advisor Solutions LLC 0.09% 93,605 $3.1M
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 — 2 quarters in a row: For 2 consecutive quarters, 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 — 54% buying: Last quarter: 45 funds bought or added vs 38 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 — 12% AUM from top-100: 9 of 87 holders rank in the top 100 by AUM, but together hold only 12% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held HEQT?

Mixed — 28% long-term, 38% new: Of the 87 current holders: 24 (28%) held >2 years, 30 held 1–2 years, and 33 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.

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