Simplify Health Care ETFPINKETF
13F holders, Q2 2024 (June 30)44holders −3
6new positions
12sold out
1famous investor
$31.24avg. 13F price*
At the end of Q2 2024, 44 institutions reported holding Simplify Health Care ETF (PINK) in their 13F filings, down 3 from Q1 2024. 6 opened new positions and 12 sold out. The largest holders were Diversify Advisory Services, LLC ($24.1M), Gladstone Institutional Advisory LLC ($19.7M) and LPL Financial LLC ($9.1M). One famous investor held it David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Simplify Health Care ETF
- CUSIP
- 82889N772
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $25.1M |
| Exits | 12 | $11.0M |
All 13F filers, Q1 2024 → Q2 2024: 1,133,060 shares bought and 592,581 shares sold, net +540,479 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 44 holders
| Diversify Advisory Services, LLC | 1.32% | New | 777,212 | $24.1M |
| Gladstone Institutional Advisory LLC | 1.02% | Add +20.5% | 626,288 | $19.7M |
| LPL Financial LLC | 0.00% | Reduce -17.8% | 291,364 | $9.1M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +421.1% | 180,163 | $5.7M |
| Stifel Financial Corp. | 0.01% | Add +27.4% | 145,267 | $4.6M |
| Lee Danner & Bass Inc. | 0.34% | — | 139,083 | $4.4M |
| Fortis Group Advisors, LLC | 0.51% | Add +8.5% | 81,759 | $2.6M |
| TAP Consulting, LLC | 0.48% | Reduce -34.4% | 71,878 | $2.3M |
| U.S. Capital Wealth Advisors, LLC | 0.07% | Add +0.5% | 60,850 | $1.9M |
| Cibc World Market Inc. | 0.00% | Add +3.6% | 54,025 | $1.7M |
| Sanctuary Advisors, LLC | 0.01% | — | 40,239 | $1.2M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -28.6% | 32,583 | $1.0M |
| HighTower Advisors, LLC | 0.00% | Add +2.1% | 28,818 | $903K |
| PFG Advisors | 0.05% | Add +93.1% | 24,784 | $778K |
| D. E. Shaw & Co. | 0.00% | Reduce -19.5% | 22,936 | $720K |
| Janney Montgomery Scott LLC | 0.00% | Add +1.7% | 22,852 | $718K |
| M&T Bank Corp | 0.00% | New | 17,309 | $544K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -10.0% | 15,332 | $481K |
| Private Advisor Group, LLC | 0.00% | Reduce -30.0% | 15,268 | $479K |
| Commonwealth Equity Services, LLC | 0.00% | Add +4.5% | 15,193 | $477K |
| Brookstone Capital Management | 0.01% | Add +25.0% | 13,837 | $442K |
| Geneos Wealth Management Inc. | 0.02% | No change | 14,000 | $440K |
| GeoWealth Management, LLC | 0.02% | Reduce -70.1% | 13,248 | $416K |
| Insight Advisors, LLC/ PA | 0.07% | Reduce -4.2% | 12,268 | $385K |
| Cwm, LLC | 0.00% | Add +300.8% | 12,029 | $378K |
| Royal Bank of Canada | 0.00% | Reduce -44.5% | 11,314 | $356K |
| Koshinski Asset Management, Inc. | 0.03% | Add +59.9% | 10,446 | $324K |
| Patriot Financial Group Insurance Agency, LLC | 0.04% | Reduce -24.1% | 8,588 | $270K |
| Pekin Hardy Strauss, Inc. | 0.03% | New | 8,030 | $252K |
| Bank of Montreal | 0.00% | Reduce -46.6% | 8,041 | $241K |
| MML Investors Services, LLC | 0.00% | Add +0.8% | 7,403 | $232K |
| Prosperity Wealth Management, Inc. | 0.11% | New | 7,242 | $227K |
| Osaic Holdings, Inc. | 0.00% | Reduce -89.8% | 6,384 | $200K |
| Private Trust Co. NA | 0.01% | Reduce -8.0% | 2,989 | $94K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -21.2% | 2,365 | $74K |
| Concourse Financial Group Securities, Inc. | 0.00% | Add +0.0% | 1,255 | $39K |
| Wells Fargo & Company | 0.00% | New | 775 | $24K |
| Game Plan Financial Advisors, LLC | 0.00% | Reduce -33.3% | 200 | $6K |
| Comerica Bank | 0.00% | Reduce -33.3% | 200 | $6K |
| Solstein Capital, LLC | 0.00% | No change | 120 | $4K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 101 | $3K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -76.9% | 75 | $2K |
| IFP Advisors, Inc | 0.00% | No change | 44 | $1K |
| Morgan Stanley | 0.00% | Reduce -99.0% | 1 | $51 |
"% of holder's portfolio" is PINK's weight in each manager's 13F, not the share of Simplify Health Care ETF the manager owns.