13FBOX
SIMPLIFY EXCHANGE TRADED FUN · 13F 机构持仓分析
期权收益计算器 机构排行
S

SIMPLIFY EXCHANGE TRADED FUN

HEQT
持有机构数
86
机构合计市值 (Q2 2026)
$1.98亿
机构合计股数 (Q2 2026)
589.0万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+66.7万股
45 · 12 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-181.6万股
40 · 13 清仓 · ≈
⚖️ 净额
-114.9万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$1.98亿
持有机构数
86
新买入
12
加仓
33
减仓
27
清仓
13
持股不变
14
历史所有权投资组合占比上一季度占比排名Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
Private Advisor集团Private Advisor Group, LLC
0.11%0.08%#24$2,341.7万69.8万股$1,692.3万53.7万股+16.1万股+29.96%加仓
LPL金融LPL Financial LLC
<0.01%<0.01%#56$1,523.0万45.4万股$1,772.2万56.3万股-10.9万股-19.29%减仓
WealthPlan Investment Management, LLC
0.5%0.65%#9$1,006.9万30.0万股$1,171.5万37.2万股-7.2万股-19.28%减仓
Orion组合解决方案Orion Porfolio Solutions, LLC
0.07%0.08%#28$959.8万28.6万股$912.6万29.0万股-3,546股-1.22%减仓
洛克菲勒资本管理Rockefeller Capital Management L.P.
0.01%0.01%#45$840.4万25.1万股$704.3万22.4万股+2.7万股+12.07%加仓
Independent Wealth Advisors LLC
6.22%5.75%#1$687.0万20.5万股$585.3万18.6万股+1.9万股+10.24%加仓
ARQ WEALTH ADVISORS, LLC
0.82%1.72%#6$658.2万19.5万股$952.8万30.2万股-10.7万股-35.49%减仓
OneDigital投资顾问OneDigital Investment Advisors LLC
0.05%0.03%#29$647.1万19.3万股$355.9万11.3万股+8.0万股+70.75%加仓
Kovack Advisors, Inc.
0.31%0.39%#14$636.0万19.0万股$734.6万23.1万股-4.2万股-18.06%减仓
HighTower顾问HighTower Advisors, LLC
0.01%0.01%#52$619.6万18.5万股$567.3万18.0万股+4,639股+2.58%加仓
Meridian 财富管理Meridian Wealth Management, LLC
0.16%0.17%#19$519.2万15.5万股$487.1万15.5万股+179股+0.12%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#62$513.0万15.3万股$425.5万13.5万股+1.8万股+13.25%加仓
WealthPLAN Partners, LLC
0.96%1.38%#5$504.2万15.0万股$715.6万22.7万股-7.7万股-33.83%减仓
Financial Enhancement Group LLC
0.56%0.55%#7$467.2万13.9万股$447.4万13.7万股+2,731股+2.00%加仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#69$438.2万13.1万股$44.9万1.4万股+11.6万股+816.64%加仓
MML投资者服务MML INVESTORS SERVICES, LLC
0.01%0.01%#49$426.9万12.7万股$346.0万11.0万股+1.7万股+15.89%加仓
HARMONY ASSET MANAGEMENT LLC
1.02%1.05%#4$378.9万11.3万股$343.1万10.9万股+4,055股+3.72%加仓
Peterson Wealth Advisors, LLC
0.45%0.49%#10$377.2万11.2万股$369.0万11.7万股-4,679股-3.99%减仓
Ameritas咨询服务Ameritas Advisory Services, LLC
0.08%0.11%#27$375.4万11.2万股$285.2万9.1万股+2.1万股+23.60%加仓
瑞银集团UBS Group AG
<0.01%<0.01%#67$360.4万10.7万股$317.2万10.1万股+6,767股+6.72%加仓
VICTORY FINANCIAL GROUP, LLC
0.37%0.42%#12$355.3万10.6万股$338.8万10.8万股-1,619股-1.51%减仓
Sound Financial Strategies Group, LLC
2.15%2.17%#2$337.9万10.1万股$317.3万10.1万股00.00%持仓不变
SMITH, MOORE & CO.
0.22%0.23%#16$333.3万9.9万股$314.2万10.0万股-371股-0.37%减仓
Sowell Financial Services LLC
0.1%0.12%#25$317.2万9.5万股$335.0万10.6万股-1.2万股-11.07%减仓
Dynamic Advisor Solutions LLC
0.09%0.09%#26$314.0万9.4万股$291.5万9.3万股+1,070股+1.16%加仓
Steward合伙人投资顾问Steward Partners Investment Advisory, LLC
0.01%0.01%#44$289.3万8.6万股$283.3万9.0万股-3,693股-4.11%减仓
EVOLUTION WEALTH MANAGEMENT INC.
1.65%1.72%#3$281.3万8.4万股$235.4万7.5万股+9,129股+12.22%加仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%0.01%#57$260.1万7.8万股$442.7万14.1万股-6.3万股-44.82%减仓
旧使命资本OLD MISSION CAPITAL LLC
0.04%0.01%#36$241.3万7.2万股$60.1万1.9万股+5.3万股+277.22%加仓
平行顾问Parallel Advisors, LLC
0.03%0.04%#38$214.4万6.4万股$203.2万6.5万股-596股-0.92%减仓
Stratos Wealth Advisors, LLC
0.11%0.12%#23$209.0万6.2万股$203.2万6.5万股-2,192股-3.40%减仓
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#74$172.9万5.2万股$123.4万4.0万股+1.2万股+29.63%加仓
CAPTRUST金融顾问CAPTRUST FINANCIAL ADVISORS
<0.01%<0.01%#60$160.6万4.8万股$150.2万4.8万股-88股-0.18%减仓
CreativeOne Wealth, LLC
0.03%0.03%#37$156.5万4.7万股$138.0万4.4万股+2,828股+6.45%加仓
Smartleaf 资产管理Smartleaf Asset Management LLC
0.05%0.05%#32$152.5万4.6万股$141.1万4.6万股00.00%持仓不变
斯蒂芬斯公司STEPHENS INC /AR/
0.01%0.01%#46$114.6万3.4万股$117.5万3.7万股-3,150股-8.44%减仓
Equitable控股Equitable Holdings, Inc.
0.01%0.01%#51$113.5万3.4万股$144.6万4.5万股-1.1万股-25.00%减仓
Cambridge Advisors Inc.
0.19%0.2%#18$108.0万3.2万股$102.5万3.3万股-343股-1.05%减仓
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#59$107.4万3.2万股$79.2万2.5万股+6,866股+27.30%加仓
Bay Rivers Group
0.33%0.36%#13$96.0万2.9万股$86.6万2.7万股+1,118股+4.07%加仓
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#64$79.5万2.4万股$70.6万2.2万股+1,291股+5.76%加仓
BFI Wealth Solutions, LLC
0.55%0.93%#8$73.8万2.2万股$97.4万3.1万股-9,008股-29.04%减仓
Western 财富管理Western Wealth Management, LLC
0.02%0.02%#43$69.2万2.1万股$39.7万1.3万股+8,020股+63.66%加仓
First Heartland Consultants, Inc.
0.04%0.03%#35$61.5万1.8万股$37.5万1.2万股+6,422股+53.92%加仓
Atria投资Atria Investments, Inc
0.01%<0.01%#53$59.2万1.8万股$35.5万1.1万股+6,379股+56.66%加仓
BLUE JEAN FINANCIAL LLC
0.41%0.5%#11$58.6万1.7万股$60.2万1.9万股-1,630股-8.53%减仓
城堡顾问CITADEL ADVISORS LLC
<0.01%#77$51.6万1.5万股$00股+1.5万股新买入
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#76$45.7万1.4万股$34.2万1.1万股+2,770股+25.53%加仓
MIDDLETON & CO INC/MA
0.05%0.05%#33$43.7万1.3万股$41.0万1.3万股00.00%持仓不变
Heck Capital Advisors, LLC
0.02%0.03%#40$41.3万1.2万股$38.7万1.2万股00.00%持仓不变

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