Simplify Health Care ETFPINKETF

13F holders, Q1 2024 (March 31)
47holders
2famous investors
$30.92avg. 13F price*

At the end of Q1 2024, 47 institutions reported holding Simplify Health Care ETF (PINK) in their 13F filings. The largest holders were Gladstone Institutional Advisory LLC ($16.1M), LPL Financial LLC ($11.0M) and Trek Financial, LLC ($6.7M). 2 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Simplify Health Care ETF
CUSIP
82889N772
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080 Q1 2024: 47Q1 2024Q2 2024: 44Q2 2024Q3 2024: 64Q3 2024Q4 2024: 50Q4 2024Q1 2025: 49Q1 2025Q2 2025: 41Q2 2025Q3 2025: 51Q3 2025Q4 2025: 77Q4 2025Q1 2026: 61Q1 2026Q2 2026: 75Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions27$23.0M
Exits2$889K

Ownership 47 holders

Gladstone Institutional Advisory LLC 0.88% Add +368.2% 519,927 $16.1M
LPL Financial LLC 0.01% Add +235.7% 354,532 $11.0M
Trek Financial, LLC 0.53% New 217,195 $6.7M
Stifel Financial Corp. 0.00% Add +18.4% 114,042 $3.5M
TAP Consulting, LLC 0.75% Reduce -4.5% 109,641 $3.4M
Fortis Group Advisors, LLC 0.43% New 75,331 $2.3M
Osaic Holdings, Inc. 0.00% Reduce -1.9% 62,262 $1.9M
U.S. Capital Wealth Advisors, LLC 0.07% New 60,550 $1.9M
Cibc World Market Inc. 0.00% Add +114.5% 52,125 $1.6M
Cambridge Investment Research Advisors, Inc. 0.01% New 45,637 $1.4M
GeoWealth Management, LLC 0.05% New 44,250 $1.4M
Wealth Enhancement Advisory Services, LLC 0.00% New 34,575 $1.1M
Jane Street Group, LLC 0.00% New 33,082 $1.0M
Citadel Advisors 0.00% New 29,319 $907K
D. E. Shaw & Co. 0.00% New 28,481 $881K
HighTower Advisors, LLC 0.00% Add +53.8% 28,232 $866K
Janney Montgomery Scott LLC 0.00% New 22,479 $695K
Cetera Investment Advisers 0.00% Reduce -5.9% 22,192 $686K
Private Advisor Group, LLC 0.00% New 21,818 $675K
Royal Bank of Canada 0.00% Add +38.1% 20,387 $630K
Perigon Wealth Management, LLC 0.02% New 17,582 $544K
Avantax Advisory Services, Inc. 0.00% New 17,032 $527K
Bank of Montreal 0.00% Add +335.5% 15,052 $467K
Commonwealth Equity Services, LLC 0.00% New 14,536 $449K
Geneos Wealth Management Inc. 0.02% New 14,000 $433K
PFG Advisors 0.03% New 12,834 $397K
Insight Advisors, LLC/ PA 0.08% Reduce -20.9% 12,809 $396K
WESPAC Advisors, LLC 0.21% New 11,765 $364K
Patriot Financial Group Insurance Agency, LLC 0.06% Add +8.7% 11,316 $350K
Brookstone Capital Management 0.01% New 11,066 $342K
AXS Investments LLC 0.06% Reduce -10.0% 7,730 $239K
MML Investors Services, LLC 0.00% New 7,347 $227K
Oppenheimer & Co. Inc. 0.00% New 7,005 $217K
Susquehanna International Group, LLP 0.00% Reduce -64.5% 6,846 $212K
Koshinski Asset Management, Inc. 0.02% New 6,533 $202K
Centaurus Financial, Inc. 0.01% New 4,305 $133K
Private Trust Co. NA 0.01% Add +79.6% 3,249 $100K
Cwm, LLC 0.00% New 3,001 $93K
Steward Partners Investment Advisory, LLC 0.00% New 3,000 $93K
CIBC Private Wealth Group LLC 0.00% New 325 $10K
Game Plan Financial Advisors, LLC 0.01% Add +50.0% 300 $9K
Comerica Bank 0.00% No change 300 $9K
Solstein Capital, LLC 0.00% Reduce -77.5% 120 $4K
Morgan Stanley 0.00% Add +10100.0% 102 $3K
Simplex Trading, LLC 0.00% New 100 $3K
IFP Advisors, Inc 0.00% No change 44 $1K
FMR LLC 0.00% New 1 $31

"% of holder's portfolio" is PINK's weight in each manager's 13F, not the share of Simplify Health Care ETF the manager owns.