MML Investors Services
HEQT icon

MML Investors Services’s Simplify Hedged Equity ETF HEQT Stock Holding History

MML Investors Services’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 		$4.27M Buy
127,293
+17,452
+16% +$575K 0.01% 1081
2026
Q1 		$3.46M Sell
109,841
-15,255
-12% -$490K 0.01% 1011
2025
Q4 		$4.01M Sell
125,096
-6,951
-5% -$220K 0.01% 982
2025
Q3 		$4.12M Sell
132,047
-201,928
-60% -$6.19M 0.01% 907
2025
Q2 		$10M Buy
333,975
+93,959
+39% +$2.73M 0.03% 520
2025
Q1 		$6.86M Buy
240,016
+163,409
+213% +$4.84M 0.02% 608
2024
Q4 		$2.26M Buy
+76,607
New +$2.26M 0.01% 1075

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
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 $103B AUM 28.65% 1-Year Est. Return
MWM
Meridian Wealth Management Lexington, Kentucky $3.25B AUM 41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MML Investors Services's HEQT Position: Q2 2026 in Review

MML Investors Services increased its Simplify Hedged Equity ETF (HEQT) stake by 16% in Q2 2026, buying an estimated $575K and bringing the position to 127,293 shares worth $4.27M. The position accounts for 0.01% of the portfolio, ranked #1081.

MML Investors Services first reported a position in HEQT in Q4 2024 and has held it in 7 quarters since. The position peaked at $10M in Q2 2025. 45 funds tracked by Wall St. Rank hold HEQT as of Q2 2026.

  • MML Investors Services held 127,293 shares of Simplify Hedged Equity ETF worth $4.27M as of Q2 2026.
  • MML Investors Services bought 17,452 Simplify Hedged Equity ETF shares in Q2 2026, an estimated $575K.
  • Simplify Hedged Equity ETF made up 0.01% of MML Investors Services's portfolio in Q2 2026, its #1081 holding.
  • MML Investors Services first reported a position in Simplify Hedged Equity ETF in Q4 2024 and has held it in 7 quarters since.
  • MML Investors Services's Simplify Hedged Equity ETF position peaked at $10M in Q2 2025.
  • 45 funds tracked by Wall St. Rank held Simplify Hedged Equity ETF as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.