Simplify Health Care ETFPINKETF

13F holders, Q1 2025 (March 31)
49holders −1
10new positions
9sold out
2famous investors
$29.31avg. 13F price*

At the end of Q1 2025, 49 institutions reported holding Simplify Health Care ETF (PINK) in their 13F filings, down 1 from Q4 2024. 10 opened new positions and 9 sold out. The largest holders were Wealth Enhancement Advisory Services, LLC ($16.9M), Gladstone Institutional Advisory LLC ($16.7M) and LPL Financial LLC ($7.1M). 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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions10$5.4M
Exits9$6.5M

All 13F filers, Q4 2024 → Q1 2025: 615,266 shares bought and 347,143 shares sold, net +268,123 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 49 holders

Wealth Enhancement Advisory Services, LLC 0.03% Add +8.7% 574,906 $16.9M
Gladstone Institutional Advisory LLC 0.78% Reduce -4.5% 570,196 $16.7M
LPL Financial LLC 0.00% Add +130.3% 242,569 $7.1M
Fortis Group Advisors, LLC 1.16% Reduce -5.0% 204,215 $6.0M
HighTower Advisors, LLC 0.01% Add +321.8% 172,222 $5.0M
Cibc World Market Inc. 0.01% Add +36.0% 169,235 $5.0M
Lee Danner & Bass Inc. 0.35% Reduce -0.8% 147,562 $4.3M
Copia Wealth Management 2.25% Add +4.5% 83,129 $2.4M
Stratos Investment Management, LLC 0.09% New 56,063 $1.6M
Ironsides Asset Advisors, LLC 0.40% Add +60.1% 46,051 $1.3M
Haven Private, LLC 0.65% Add +38.4% 39,177 $1.1M
Sanctuary Advisors, LLC 0.01% Reduce -17.8% 38,989 $1.1M
Ausdal Financial Partners, Inc. 0.08% Reduce -52.7% 38,325 $1.1M
Osaic Holdings, Inc. 0.00% Add +20.4% 37,004 $1.1M
Stratos Wealth Advisors, LLC 0.06% Add +154.7% 35,289 $1.0M
Rational Advisors, Inc. 0.11% New 35,000 $1.0M
WESPAC Advisors, LLC 0.73% New 30,478 $893K
D. E. Shaw & Co. 0.00% Reduce -22.0% 26,566 $779K
Citadel Advisors 0.00% New 24,974 $732K
Cambridge Investment Research Advisors, Inc. 0.00% Add +19.2% 20,903 $613K
Private Advisor Group, LLC 0.00% Reduce -1.4% 18,144 $532K
GFS Advisors, LLC 0.11% Add +7.1% 18,100 $531K
M&T Bank Corp 0.00% No change 17,309 $507K
Commonwealth Equity Services, LLC 0.00% Reduce -1.7% 16,293 $478K
Strategic Blueprint, LLC 0.03% New 16,277 $477K
Two Sigma Investments, LP 0.00% New 15,300 $448K
Cwm, LLC 0.00% Reduce -12.2% 14,699 $431K
Insight Advisors, LLC/ PA 0.07% Add +3.9% 13,222 $388K
Flagship Private Wealth, LLC 0.16% Reduce -54.8% 11,286 $331K
Raymond James Financial Inc. 0.00% Add +28.0% 10,390 $305K
Orion Porfolio Solutions, LLC 0.00% Reduce -13.8% 9,962 $292K
Orion Portfolio Solutions, LLC 0.00% Reduce -13.8% 9,962 $292K
Freedom Investment Management, Inc. 0.02% Add +31.7% 9,948 $292K
Integrated Advisors Network LLC 0.01% Reduce -15.8% 8,891 $261K
MML Investors Services, LLC 0.00% Add +11.0% 8,703 $255K
Avantax Advisory Services, Inc. 0.00% Reduce -31.4% 8,349 $245K
Harmony Asset Management LLC 0.09% No change 7,195 $211K
Prosperity Wealth Management, Inc. 0.10% Reduce -1.7% 7,129 $209K
Cambridge Advisors Inc. 0.05% New 7,037 $206K
Principal Securities, Inc. 0.00% No change 2,823 $84K
Royal Bank of Canada 0.00% No change 636 $19K
UBS Group AG 0.00% Reduce -94.3% 435 $13K
Bank of Montreal 0.00% New 403 $12K
Solstein Capital, LLC 0.00% Add +15.8% 139 $4K
AdvisorNet Financial, Inc 0.00% New 133 $4K
Sunbelt Securities, Inc. 0.00% New 121 $4K
IFP Advisors, Inc 0.00% No change 44 $1K
CIBC Private Wealth Group LLC 0.00% Reduce -66.7% 10 $269
Morgan Stanley 0.00% Add +100.0% 2 $59

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