HEQT · Insider trading · 13F holders · Congress trades
Simplify Exchange Traded Fun (HEQT)
Who is buying and selling HEQT: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 10
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
HEQT at a glance
- No open-market insider purchases or sales of HEQT were filed in the last 90 days.
- 10 13F filers hold HEQT among their 50 largest positions, worth $30.3M combined. The biggest bets by portfolio weight are Independent Wealth Advisors LLC (6.2%), Sound Financial Strategies Group, LLC (2.1%) and Evolution Wealth Management Inc. (1.8%). In their latest 13Fs, 0 managers opened a new position and 2 added to one.
- No member of Congress has disclosed a trade in HEQT.
HEQT insider trading
No open-market insider purchases or sales of HEQT were filed in the last 90 days.
Who owns HEQT? Hedge funds and superinvestors
10 13F filers hold HEQT among their 50 largest positions, worth $30.3M combined. The biggest bets by portfolio weight are Independent Wealth Advisors LLC (6.2%), Sound Financial Strategies Group, LLC (2.1%) and Evolution Wealth Management Inc. (1.8%). In their latest 13Fs, 0 managers opened a new position and 2 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Independent Wealth Advisors LLCWealth manager | 6.2% | $7.5M | 217,567 | +6.2% shares | Q3 2026 |
| Harmony Asset Management LLCWealth manager | 1.0% | $3.9M | 112,980 | +0.0% shares | Q3 2026 |
| Victory Financial Group, LLCWealth manager | 0.3% | $3.6M | 106,157 | +0.2% shares | Q3 2026 |
| WealthPLAN Partners, LLCWealth manager | 0.7% | $3.6M | 105,040 | -30.1% shares | Q3 2026 |
| Peterson Wealth Advisors, LLCWealth manager | 0.4% | $3.5M | 102,659 | -8.7% shares | Q3 2026 |
| Sound Financial Strategies Group, LLCWealth manager | 2.1% | $3.4M | 100,735 | +0.0% shares | Q2 2026 |
| Evolution Wealth Management Inc.Wealth manager | 1.8% | $3.1M | 89,445 | +6.7% shares | Q3 2026 |
| BFI Wealth Solutions, LLCWealth manager | 0.5% | $747K | 21,757 | -1.2% shares | Q3 2026 |
| ATX Financial Planning, LLCWealth manager | 0.4% | $608K | 17,730 | -11.4% shares | Q3 2026 |
| Transce3nd, LLCWealth manager | 0.4% | $412K | 11,882 | — | Q3 2026 |
Each manager counts with its latest 13F (Q3 2026: 9, Q2 2026: 1). Screen HEQT in the grand portfolio →
HEQT stock trades by members of Congress
No member of Congress has disclosed a trade in HEQT.
HEQT questions and answers
Are insiders buying HEQT stock?
No open-market insider purchases or sales of HEQT were filed in the last 90 days.
Which hedge funds own HEQT?
10 13F filers hold HEQT among their 50 largest positions, worth $30.3M combined. The biggest bets by portfolio weight are Independent Wealth Advisors LLC (6.2%), Sound Financial Strategies Group, LLC (2.1%) and Evolution Wealth Management Inc. (1.8%). In their latest 13Fs, 0 managers opened a new position and 2 added to one.
Has Congress traded HEQT?
No member of Congress has disclosed a trade in HEQT.
Who is the largest holder of HEQT?
Among 13F filers, Independent Wealth Advisors LLC reports the largest HEQT position, $7.5M (217,567 shares) in its Q3 2026 13F. The biggest bet by portfolio weight is Independent Wealth Advisors LLC's: 6.2% of its portfolio.
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