Simplify Health Care ETFPINKETF

13F holders, Q3 2025 (September 30)
51holders +10
18new positions
7sold out
1famous investor
$31.94avg. 13F price*

At the end of Q3 2025, 51 institutions reported holding Simplify Health Care ETF (PINK) in their 13F filings, up 10 from Q2 2025. 18 opened new positions and 7 sold out. The largest holders were Wealth Enhancement Advisory Services, LLC ($20.4M), Gladstone Institutional Advisory LLC ($12.2M) and LPL Financial LLC ($10.9M). 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

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 2025 → Q3 2025

InstitutionsTotal Value
New Positions18$4.8M
Exits7$5.1M

All 13F filers, Q2 2025 → Q3 2025: 538,124 shares bought and 337,820 shares sold, net +200,304 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 51 holders

Wealth Enhancement Advisory Services, LLC 0.03% Add +4.2% 623,384 $20.4M
Gladstone Institutional Advisory LLC 0.47% Reduce -12.7% 384,585 $12.2M
LPL Financial LLC 0.00% Add +76.7% 343,841 $10.9M
HighTower Advisors, LLC 0.01% Add +68.0% 292,125 $9.3M
Cibc World Market Inc. 0.01% Reduce -5.2% 169,750 $5.4M
Lee Danner & Bass Inc. 0.35% Add +2.2% 150,802 $4.8M
Copia Wealth Management 2.02% Add +2.5% 85,773 $2.7M
Thrivent Financial for Lutherans 0.00% Add +475.0% 69,864 $2.2M
Haven Private, LLC 0.61% Add +4.9% 43,300 $1.4M
Royal Bank of Canada 0.00% Reduce -24.6% 40,843 $1.3M
Ausdal Financial Partners, Inc. 0.06% Add +2.4% 40,553 $1.3M
Sanctuary Advisors, LLC 0.01% Add +0.2% 39,002 $1.2M
Osaic Holdings, Inc. 0.00% Reduce -3.6% 35,445 $1.1M
Raymond James Financial Inc. 0.00% Add +140.9% 28,452 $902K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -1.0% 22,133 $702K
D. E. Shaw & Co. 0.00% Reduce -14.3% 21,990 $697K
Susquehanna International Group, LLP 0.00% New 21,096 $669K
Primoris Wealth Advisors, LLC 0.42% New 20,775 $659K
B. Riley Wealth Advisors, Inc. 0.02% New 16,145 $512K
GFS Advisors, LLC 0.06% No change 14,300 $453K
Mutual Advisors, LLC 0.01% New 12,464 $412K
Ironsides Asset Advisors, LLC 0.10% Reduce -29.1% 12,721 $403K
Jane Street Group, LLC 0.00% New 12,009 $381K
Commonwealth Equity Services, LLC 0.00% Reduce -26.4% 11,518 $365K
Harmony Asset Management LLC 0.12% New 11,310 $359K
Cetera Investment Advisers 0.00% New 10,979 $348K
Claris Financial LLC 0.20% New 10,845 $344K
Cambridge Advisors Inc. 0.06% Add +36.1% 10,406 $330K
Cwm, LLC 0.00% Add +0.4% 10,333 $328K
WMG Financial Advisors, LLC 0.10% New 9,523 $302K
Stratos Wealth Advisors, LLC 0.01% Add +8.1% 9,446 $300K
Griffin Asset Management, Inc. 0.03% New 8,583 $272K
Orion Porfolio Solutions, LLC 0.00% Reduce -0.7% 8,480 $269K
Bank of Montreal 0.00% Add +1899.8% 8,059 $256K
Private Advisor Group, LLC 0.00% Reduce -86.3% 7,011 $222K
Freedom Investment Management, Inc. 0.06% Reduce -34.3% 6,797 $216K
Steward Partners Investment Advisory, LLC 0.00% Add +31.0% 6,494 $206K
Sigma Planning Corp 0.01% New 6,493 $206K
MAI Capital Management 0.00% New 4,125 $131K
Private Trust Co. NA 0.01% New 3,747 $119K
Principal Securities, Inc. 0.00% Add +5.0% 1,760 $56K
JFS Wealth Advisors, LLC 0.00% New 1,015 $32K
Highline Wealth Partners LLC 0.00% New 500 $16K
Advisory Services Network, LLC 0.00% New 250 $8K
PNC Financial Services Group, Inc. 0.00% No change 250 $8K
Financial Consulate, Inc. 0.00% New 200 $6K
Solstein Capital, LLC 0.00% No change 139 $4K
Sunbelt Securities, Inc. 0.00% New 100 $3K
UBS Group AG 0.00% Reduce -99.8% 59 $2K
AdvisorNet Financial, Inc 0.00% No change 48 $2K
IFP Advisors, Inc 0.00% No change 44 $1K

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