Simplify Health Care ETFPINKETF
13F holders, Q4 2024 (December 31)50holders −14
5new positions
23sold out
1famous investor
$29.68avg. 13F price*
At the end of Q4 2024, 50 institutions reported holding Simplify Health Care ETF (PINK) in their 13F filings, down 14 from Q3 2024. 5 opened new positions and 23 sold out. The largest holders were Gladstone Institutional Advisory LLC ($17.7M), Wealth Enhancement Advisory Services, LLC ($15.7M) and Fortis Group Advisors, LLC ($6.4M). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $1.6M |
| Exits | 23 | $22.3M |
All 13F filers, Q3 2024 → Q4 2024: 267,591 shares bought and 1,549,081 shares sold, net −1,281,490 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 50 holders
| Gladstone Institutional Advisory LLC | 0.82% | Reduce -8.1% | 597,044 | $17.7M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +31.4% | 528,933 | $15.7M |
| Fortis Group Advisors, LLC | 1.19% | Reduce -3.1% | 214,938 | $6.4M |
| Lee Danner & Bass Inc. | 0.35% | Add +1.0% | 148,780 | $4.4M |
| Cibc World Market Inc. | 0.01% | Add +60.6% | 124,445 | $3.7M |
| LPL Financial LLC | 0.00% | Reduce -85.0% | 105,330 | $3.1M |
| Byrne Financial Freedom, LLC | 1.36% | — | 102,940 | $3.1M |
| Ausdal Financial Partners, Inc. | 0.21% | Add +43.9% | 81,004 | $2.4M |
| Copia Wealth Management | 2.25% | — | 79,541 | $2.4M |
| U.S. Capital Wealth Advisors, LLC | 0.06% | Reduce -1.6% | 59,850 | $1.8M |
| TAP Consulting, LLC | 0.31% | Reduce -22.0% | 51,323 | $1.5M |
| Sanctuary Advisors, LLC | 0.01% | Add +22.3% | 47,434 | $1.5M |
| HighTower Advisors, LLC | 0.00% | Reduce -47.2% | 40,831 | $1.2M |
| D. E. Shaw & Co. | 0.00% | Reduce -28.7% | 34,074 | $1.0M |
| Osaic Holdings, Inc. | 0.00% | Reduce -13.2% | 30,729 | $911K |
| Ironsides Asset Advisors, LLC | 0.24% | Reduce -20.0% | 28,760 | $853K |
| Haven Private, LLC | 0.47% | — | 28,299 | $839K |
| Flagship Private Wealth, LLC | 0.36% | Reduce -7.4% | 24,981 | $741K |
| Susquehanna International Group, LLP | 0.00% | Reduce -73.4% | 18,532 | $550K |
| Private Advisor Group, LLC | 0.00% | Reduce -62.5% | 18,393 | $546K |
| Thrivent Financial for Lutherans | 0.00% | New | 17,745 | $526K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -32.2% | 17,538 | $520K |
| M&T Bank Corp | 0.00% | No change | 17,309 | $513K |
| GFS Advisors, LLC | 0.08% | New | 16,900 | $501K |
| Cwm, LLC | 0.00% | Add +23.0% | 16,741 | $497K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -3.8% | 16,577 | $492K |
| Stratos Wealth Advisors, LLC | 0.02% | Reduce -6.1% | 13,854 | $411K |
| Insight Advisors, LLC/ PA | 0.06% | No change | 12,721 | $378K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -3.7% | 12,171 | $361K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -8.2% | 11,559 | $343K |
| Orion Portfolio Solutions, LLC | 0.00% | Reduce -8.2% | 11,559 | $343K |
| Integrated Advisors Network LLC | 0.01% | New | 10,559 | $313K |
| Pekin Hardy Strauss, Inc. | 0.03% | No change | 8,660 | $257K |
| Raymond James Financial Inc. | 0.00% | — | 8,116 | $241K |
| MML Investors Services, LLC | 0.00% | Reduce -11.0% | 7,838 | $232K |
| UBS Group AG | 0.00% | Reduce -38.3% | 7,574 | $225K |
| Freedom Investment Management, Inc. | 0.02% | Add +9.0% | 7,553 | $224K |
| Prosperity Wealth Management, Inc. | 0.09% | Add +0.1% | 7,250 | $215K |
| Harmony Asset Management LLC | 0.08% | New | 7,195 | $213K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -6.0% | 6,988 | $207K |
| Concourse Financial Group Securities, Inc. | 0.01% | Add +19.1% | 3,283 | $100K |
| Principal Securities, Inc. | 0.00% | New | 2,823 | $84K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -51.4% | 2,365 | $70K |
| Royal Bank of Canada | 0.00% | Reduce -97.5% | 636 | $19K |
| Delos Wealth Advisors, LLC | 0.01% | No change | 300 | $9K |
| Solstein Capital, LLC | 0.00% | No change | 120 | $4K |
| Slocum, Gordon & Co LLP | 0.00% | No change | 108 | $3K |
| IFP Advisors, Inc | 0.00% | No change | 44 | $1K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -57.1% | 30 | $911 |
| Morgan Stanley | 0.00% | Reduce -80.0% | 1 | $45 |
"% of holder's portfolio" is PINK's weight in each manager's 13F, not the share of Simplify Health Care ETF the manager owns.