Citadel Advisors
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Citadel Advisors’s Simplify Hedged Equity ETF HEQT Stock Holding History

Citadel Advisors’s Portfolio HEQT Stock Details HEQT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$516K Buy
+15,393
New +$507K ﹤0.01% 9784
2025
Q4 		– Sell
-10,942
Closed -$342K – 13221
2025
Q3 		$342K Buy
10,942
+2,293
+27% +$70.3K ﹤0.01% 10054
2025
Q2 		$260K Buy
+8,649
New +$251K ﹤0.01% 10121
2024
Q2 		– Sell
-14,144
Closed -$375K – 14743
2024
Q1 		$375K Buy
14,144
+2,394
+20% +$61.9K ﹤0.01% 8989
2023
Q4 		$297K Buy
+11,750
New +$293K ﹤0.01% 9178

Other funds holding HEQT

PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
IWA
Independent Wealth Advisors Cary, North Carolina $111M AUM
AWA
ARQ Wealth Advisors Scottsdale, Arizona $807M AUM 19.58% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Citadel Advisors's HEQT Position: Q2 2026 in Review

Citadel Advisors opened a new position in Simplify Hedged Equity ETF (HEQT) in Q2 2026: 15,393 shares worth $516K. The stake represents ﹤0.01% of the portfolio and ranks #9784 among its holdings. This is a return to the name: Citadel Advisors previously reported a position in HEQT as recently as Q3 2025.

Citadel Advisors first reported a position in HEQT in Q4 2023 and has held it in 5 quarters since. 86 funds tracked by Wall St. Rank hold HEQT as of Q2 2026.

  • Citadel Advisors held 15,393 shares of Simplify Hedged Equity ETF worth $516K as of Q2 2026.
  • Simplify Hedged Equity ETF was a new Citadel Advisors position in Q2 2026.
  • Simplify Hedged Equity ETF made up ﹤0.01% of Citadel Advisors's portfolio in Q2 2026, its #9784 holding.
  • Citadel Advisors first reported a position in Simplify Hedged Equity ETF in Q4 2023 and has held it in 5 quarters since.
  • 86 funds tracked by Wall St. Rank held Simplify Hedged Equity ETF as of Q2 2026.

Based on Citadel Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.