Rockefeller Capital Management
HEQT icon

Rockefeller Capital Management’s Simplify Hedged Equity ETF HEQT Stock Holding History

Rockefeller Capital Management’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
Q1 		$7.04M Buy
223,592
+164,559
+279% +$5.29M 0.01% 795
2025
Q4 		$1.89M Buy
+59,033
New +$1.87M ﹤0.01% 1265

Other funds holding HEQT

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return
LWL
Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return
AWA
ARQ Wealth Advisors Scottsdale, Arizona $555M AUM 17.82% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $1.87B AUM 29.51% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return
IWA
Independent Wealth Advisors Cary, North Carolina $102M AUM

Rockefeller Capital Management's HEQT Position: Q1 2026 in Review

Rockefeller Capital Management increased its Simplify Hedged Equity ETF (HEQT) stake by 279% in Q1 2026, buying an estimated $5.29M and bringing the position to 223,592 shares worth $7.04M. The position accounts for 0.01% of the portfolio, ranked #795.

Rockefeller Capital Management first reported a position in HEQT in Q4 2025 and has held it in 2 quarters since. 87 funds tracked by Wall St. Rank hold HEQT as of Q1 2026.

  • Rockefeller Capital Management held 223,592 shares of Simplify Hedged Equity ETF worth $7.04M as of Q1 2026.
  • Rockefeller Capital Management bought 164,559 Simplify Hedged Equity ETF shares in Q1 2026, an estimated $5.29M.
  • Simplify Hedged Equity ETF made up 0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #795 holding.
  • Rockefeller Capital Management first reported a position in Simplify Hedged Equity ETF in Q4 2025 and has held it in 2 quarters since.
  • 87 funds tracked by Wall St. Rank held Simplify Hedged Equity ETF as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.