Simplify Health Care ETFPINKETF

13F holders, Q3 2024 (September 30)
64holders +20
24new positions
4sold out
2famous investors
$32.76avg. 13F price*

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

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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions24$14.5M
Exits4$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.