HEQT β€” SIMPLIFY EXCHANGE TRADED FUN

Ownership history in CITADEL ADVISORS LLC  Β·  4 quarters on record

AI Ownership Summary

CITADEL ADVISORS LLC reported SIMPLIFY EXCHANGE TRADED FUN (HEQT) in 4 quarterly 13F filings from 2023 Q4 through 2025 Q3. The latest visible filing shows HEQT at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this HEQT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CITADEL ADVISORS LLC's position in SIMPLIFY EXCHANGE TRADED FUN, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

HEQT was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How CITADEL ADVISORS LLC held HEQT β€” position size vs. price
% of Fund (quarterly)    HEQT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 10,942 +2,293 +26.5% 0.00% $342K 2025-11-14 $31.41
2025 Q2 REDUCED 8,649 -5,495 -38.9% 0.00% $260K 2025-08-14 $30.46
2024 Q1 ADDED 14,144 +2,394 +20.4% 0.00% $375K 2024-05-15 $26.47
2023 Q4 INITIATED 11,750 β€” β€” 0.00% $297K 2024-02-14 $25.22

FAQ About CITADEL ADVISORS LLC and HEQT

These are the practical questions this page is built to answer before you even open the full history table.

How long has CITADEL ADVISORS LLC reported owning HEQT?

CITADEL ADVISORS LLC reported HEQT across 4 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported HEQT position in CITADEL ADVISORS LLC's portfolio?

The largest reported portfolio weight for HEQT was 0.00% in 2024 Q1.

What is the latest reported HEQT position on this page?

The most recent filing on this page is 2025 Q3, when CITADEL ADVISORS LLC reported 10,942 shares, equal to 0.00% of portfolio, with an estimated market value of $342K.

What does the chart on this HEQT ownership page compare?

The chart compares CITADEL ADVISORS LLC's quarterly HEQT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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