Rockefeller Capital Management
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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
Q2 		$8.4M Buy
250,575
+26,983
+12% +$889K 0.01% 787
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

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
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
MWM
Meridian Wealth Management Lexington, Kentucky $3.25B AUM 41% 1-Year Est. Return

Rockefeller Capital Management's HEQT Position: Q2 2026 in Review

Rockefeller Capital Management increased its Simplify Hedged Equity ETF (HEQT) stake by 12% in Q2 2026, buying an estimated $889K and bringing the position to 250,575 shares worth $8.4M. The position accounts for 0.01% of the portfolio, ranked #787.

Rockefeller Capital Management first reported a position in HEQT in Q4 2025 and has held it in 3 quarters since. 87 funds tracked by Wall St. Rank hold HEQT as of Q2 2026.

  • Rockefeller Capital Management held 250,575 shares of Simplify Hedged Equity ETF worth $8.4M as of Q2 2026.
  • Rockefeller Capital Management bought 26,983 Simplify Hedged Equity ETF shares in Q2 2026, an estimated $889K.
  • Simplify Hedged Equity ETF made up 0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #787 holding.
  • Rockefeller Capital Management first reported a position in Simplify Hedged Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 87 funds tracked by Wall St. Rank held Simplify Hedged Equity ETF as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.