Simplify Health Care ETFPINKETF
13F holders, Q3 2024 (September 30)At the end of Q3 2024, 64 institutions reported holding Simplify Health Care ETF (PINK) in their 13F filings, up 20 from Q2 2024. 24 opened new positions and 4 sold out. The largest holders were LPL Financial LLC ($23.1M), Gladstone Institutional Advisory LLC ($21.3M) and Wealth Enhancement Advisory Services, LLC ($13.2M). 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
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 24 | $14.5M |
| Exits | 4 | $1.0M |
All 13F filers, Q2 2024 → Q3 2024: 1,456,198 shares bought and 585,484 shares sold, net +870,714 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 64 holders
| LPL Financial LLC | 0.01% | Add +141.8% | 704,564 | $23.1M |
| Gladstone Institutional Advisory LLC | 1.04% | Add +3.7% | 649,532 | $21.3M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +123.4% | 402,554 | $13.2M |
| Diversify Advisory Services, LLC | 0.52% | Reduce -61.4% | 299,920 | $9.7M |
| Fortis Group Advisors, LLC | 1.35% | Add +171.3% | 221,820 | $7.3M |
| Lee Danner & Bass Inc. | 0.34% | Add +6.0% | 147,370 | $4.8M |
| Stifel Financial Corp. | 0.00% | Reduce -37.2% | 91,224 | $3.0M |
| Cibc World Market Inc. | 0.01% | Add +43.5% | 77,500 | $2.5M |
| HighTower Advisors, LLC | 0.00% | Add +168.2% | 77,280 | $2.5M |
| Susquehanna International Group, LLP | 0.00% | New | 69,677 | $2.3M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.19% | New | 66,678 | $2.2M |
| TAP Consulting, LLC | 0.43% | Reduce -8.4% | 65,823 | $2.2M |
| U.S. Capital Wealth Advisors, LLC | 0.07% | No change | 60,850 | $2.0M |
| Ausdal Financial Partners, Inc. | 0.19% | New | 56,281 | $1.8M |
| Private Advisor Group, LLC | 0.01% | Add +220.9% | 49,001 | $1.6M |
| D. E. Shaw & Co. | 0.00% | Add +108.3% | 47,784 | $1.6M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -3.6% | 38,802 | $1.2M |
| Ironsides Asset Advisors, LLC | 0.34% | New | 35,930 | $1.2M |
| Osaic Holdings, Inc. | 0.00% | Add +454.6% | 35,407 | $1.2M |
| Janney Montgomery Scott LLC | 0.00% | Add +41.7% | 32,373 | $1.1M |
| Flagship Private Wealth, LLC | 0.46% | New | 26,976 | $886K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -20.7% | 25,852 | $849K |
| PFG Advisors | 0.05% | Add +3.5% | 25,653 | $842K |
| Royal Bank of Canada | 0.00% | Add +126.6% | 25,633 | $841K |
| Ferguson Shapiro LLC | 0.24% | New | 19,324 | $634K |
| Citadel Advisors | 0.00% | New | 18,996 | $624K |
| M&T Bank Corp | 0.00% | No change | 17,309 | $568K |
| Commonwealth Equity Services, LLC | 0.00% | Add +13.4% | 17,224 | $565K |
| Geneos Wealth Management Inc. | 0.02% | Add +22.2% | 17,105 | $562K |
| NewEdge Advisors, LLC | 0.00% | New | 15,483 | $508K |
| Bank of Montreal | 0.00% | Add +89.9% | 15,269 | $500K |
| Stratos Wealth Advisors, LLC | 0.02% | New | 14,747 | $484K |
| National Bank of Canada | 0.00% | New | 14,169 | $465K |
| Cwm, LLC | 0.00% | Add +13.2% | 13,614 | $447K |
| Insight Advisors, LLC/ PA | 0.07% | Add +3.7% | 12,721 | $418K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -17.6% | 12,642 | $415K |
| Orion Porfolio Solutions, LLC | 0.00% | New | 12,585 | $413K |
| Orion Portfolio Solutions, LLC | 0.00% | New | 12,585 | $413K |
| UBS Group AG | 0.00% | New | 12,279 | $403K |
| WESPAC Advisors, LLC | 0.23% | New | 9,517 | $312K |
| Brookstone Capital Management | 0.00% | Reduce -35.0% | 8,989 | $295K |
| MML Investors Services, LLC | 0.00% | Add +19.0% | 8,808 | $289K |
| Pekin Hardy Strauss, Inc. | 0.04% | Add +7.8% | 8,660 | $284K |
| Perigon Wealth Management, LLC | 0.01% | New | 8,600 | $282K |
| Trek Financial, LLC | 0.02% | New | 8,452 | $277K |
| JBR Co Financial Management Inc | 0.18% | New | 8,335 | $274K |
| Jane Street Group, LLC | 0.00% | New | 8,144 | $267K |
| Envestnet Asset Management Inc. | 0.00% | New | 7,433 | $244K |
| Prosperity Wealth Management, Inc. | 0.10% | Add +0.1% | 7,246 | $238K |
| Freedom Investment Management, Inc. | 0.02% | New | 6,930 | $228K |
| HRT Financial LP | 0.00% | New | 6,681 | $219K |
| Private Trust Co. NA | 0.02% | Add +73.8% | 5,196 | $171K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +105.7% | 4,865 | $160K |
| Concourse Financial Group Securities, Inc. | 0.01% | Add +119.7% | 2,757 | $91K |
| Comerica Bank | 0.00% | Add +950.0% | 2,100 | $69K |
| Wells Fargo & Company | 0.00% | No change | 775 | $25K |
| Delos Wealth Advisors, LLC | 0.01% | New | 300 | $10K |
| Game Plan Financial Advisors, LLC | 0.00% | No change | 200 | $7K |
| Solstein Capital, LLC | 0.00% | No change | 120 | $4K |
| Slocum, Gordon & Co LLP | 0.00% | New | 108 | $4K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -6.7% | 70 | $2K |
| IFP Advisors, Inc | 0.00% | No change | 44 | $1K |
| Morgan Stanley | 0.00% | Add +400.0% | 5 | $178 |
| FMR LLC | 0.00% | New | 1 | $33 |
"% of holder's portfolio" is PINK's weight in each manager's 13F, not the share of Simplify Health Care ETF the manager owns.