Simplify Health Care ETFPINKETF

13F holders, Q4 2025 (December 31)
77holders +26
28new positions
8sold out
$36.69avg. 13F price*

At the end of Q4 2025, 77 institutions reported holding Simplify Health Care ETF (PINK) in their 13F filings, up 26 from Q3 2025. 28 opened new positions and 8 sold out. The largest holders were LPL Financial LLC ($33.1M), Wealth Enhancement Advisory Services, LLC ($24.9M) and WCG Wealth Advisors LLC ($18.4M).

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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions28$51.3M
Exits8$1.3M

All 13F filers, Q3 2025 → Q4 2025: 2,652,258 shares bought and 82,227 shares sold, net +2,570,031 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 77 holders

LPL Financial LLC 0.01% Add +163.2% 905,040 $33.1M
Wealth Enhancement Advisory Services, LLC 0.03% Add +7.0% 666,796 $24.9M
WCG Wealth Advisors LLC 0.52% New 502,877 $18.4M
Fourpath Capital Management, LLC 2.41% New 480,216 $17.6M
HighTower Advisors, LLC 0.02% Add +31.3% 383,578 $14.0M
Gladstone Institutional Advisory LLC 0.50% Reduce -5.8% 362,087 $13.3M
Cibc World Market Inc. 0.01% Add +25.3% 212,708 $7.8M
Raymond James Financial Inc. 0.00% Add +644.0% 211,671 $7.7M
Lee Danner & Bass Inc. 0.42% Add +6.5% 160,652 $5.9M
Sbe LLC Dba Cedar Cove Wealth Partners 2.07% — 108,114 $4.0M
Copia Wealth Management 2.43% Add +8.4% 92,951 $3.4M
Thrivent Financial for Lutherans 0.01% Add +24.7% 87,112 $3.2M
Primoris Wealth Advisors, LLC 1.88% Add +314.3% 86,075 $3.2M
Stifel Financial Corp. 0.00% New 73,276 $2.7M
Summit Financial, LLC 0.04% New 72,048 $2.6M
Foundations Investment Advisors, LLC 0.03% New 64,313 $2.4M
Susquehanna International Group, LLP 0.00% Add +193.1% 61,838 $2.3M
Ausdal Financial Partners, Inc. 0.10% Add +38.5% 56,155 $2.1M
Osaic Holdings, Inc. 0.00% Add +57.4% 55,776 $2.0M
Haven Private, LLC 0.79% Add +13.3% 49,040 $1.8M
Flagship Private Wealth, LLC 0.64% New 44,766 $1.6M
B. Riley Wealth Advisors, Inc. 0.07% Add +157.4% 41,563 $1.5M
Ironsides Asset Advisors, LLC 0.36% Add +207.8% 39,154 $1.4M
Sanctuary Advisors, LLC 0.01% Add +0.3% 39,108 $1.4M
Two Sigma Investments, LP 0.00% New 29,100 $1.1M
Royal Bank of Canada 0.00% Reduce -30.4% 28,420 $1.0M
WMG Financial Advisors, LLC 0.42% Add +189.5% 27,573 $1.0M
Level Four Advisory Services, LLC 0.03% New 26,361 $965K
Cambridge Investment Research Advisors, Inc. 0.00% Add +13.7% 25,167 $921K
Gambit Capital Management, LLC 0.66% — 25,065 $917K
Private Advisor Group, LLC 0.00% Add +254.2% 24,830 $909K
Stratos Wealth Advisors, LLC 0.04% Add +149.0% 23,522 $861K
Cambridge Advisors Inc. 0.16% Add +118.0% 22,686 $830K
MML Investors Services, LLC 0.00% New 19,231 $704K
JT Stratford LLC 0.08% New 17,877 $654K
GFS Advisors, LLC 0.06% Add +1.5% 14,510 $531K
Jane Street Group, LLC 0.00% Add +16.1% 13,941 $510K
Essex Financial Services, Inc. 0.03% New 13,561 $496K
Commonwealth Equity Services, LLC 0.00% Add +8.3% 12,477 $457K
Bank of Montreal 0.00% Add +49.1% 12,018 $440K
Harmony Asset Management LLC 0.14% Add +0.3% 11,338 $415K
Cwm, LLC 0.00% Add +6.5% 11,002 $403K
Cetera Investment Advisers 0.00% Reduce -3.3% 10,619 $389K
Griffin Asset Management, Inc. 0.04% Add +6.8% 9,171 $336K
Mutual Advisors, LLC 0.01% Reduce -28.5% 8,913 $326K
Janney Montgomery Scott LLC 0.00% New 8,824 $323K
Blue Water Asset Management 0.11% — 8,713 $319K
Fortis Group Advisors, LLC 0.05% New 8,813 $317K
Cauble & Harre Wealth Management, Inc. 0.26% — 8,313 $304K
Advisory Services Network, LLC 0.00% Add +3200.4% 8,251 $302K
South Shore Capital Advisors 0.21% — 8,000 $293K
Hilltop Holdings Inc. 0.02% New 7,708 $282K
Brookwood Investment Group LLC 0.03% New 7,490 $274K
Orion Porfolio Solutions, LLC 0.00% Reduce -14.1% 7,286 $267K
MAI Capital Management 0.00% Add +74.5% 7,200 $264K
Sigma Planning Corp 0.01% Add +8.5% 7,043 $258K
Private Trust Co. NA 0.02% Add +86.3% 6,979 $255K
Steward Partners Investment Advisory, LLC 0.00% Add +0.2% 6,509 $238K
Independent Advisor Alliance 0.01% New 6,355 $233K
Oppenheimer & Co. Inc. 0.00% New 5,999 $220K
IFP Advisors, Inc 0.00% Add +12613.6% 5,594 $205K
Kestra Advisory Services, LLC 0.00% New 3,258 $119K
Flagship Harbor Advisors, LLC 0.00% New 2,344 $86K
Estate Planners Group, LLC 0.03% — 1,667 $61K
Versant Capital Management, Inc 0.01% New 1,641 $60K
Farther Finance Advisors, LLC 0.00% New 1,553 $57K
TD Waterhouse Canada Inc. 0.00% New 1,500 $54K
National Bank of Canada 0.00% New 1,222 $44K
JFS Wealth Advisors, LLC 0.00% No change 1,015 $37K
Stone House Investment Management, LLC 0.01% New 1,000 $37K
Golden State Wealth Management, LLC 0.00% New 356 $13K
Highline Wealth Partners LLC 0.00% Reduce -40.0% 300 $11K
Geneos Wealth Management Inc. 0.00% New 300 $11K
Solstein Capital, LLC 0.00% No change 139 $5K
Allworth Financial LP 0.00% New 51 $2K
AdvisorNet Financial, Inc 0.00% No change 48 $2K
Morgan Stanley 0.00% New 2 $74

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