Simplify Health Care ETF (PINK)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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LPL Financial LLC

DECREASED

Shares421,501 from 698,169

Change-276,668 (-40%)

Value$16.3M (-$11.1M)

Filed 2026-11-06

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares408,440 from 388,933

Change+19,507 (+5%)

Value$15.3M (-$64.6K)

Filed 2026-10-13

Fourpath Capital Management, LLC

INCREASED

Shares310,990 from 250,047

Change+60,943 (+24%)

Value$12.0M (+$2.2M)

Filed 2026-10-19

Prevail Innovative Wealth Advisors, LLC

INCREASED

Shares267,664 from 118,256

Change+149,408 (+126%)

Value$10.1M (+$5.5M)

Filed 2026-10-20

Cooper Capital Advisors LLC

NEW

Shares234,644

Change+234,644

Value$9.1M

Filed 2026-10-29

LEE Danner & Bass Inc

INCREASED

Shares165,329 from 163,962

Change+1,367 (+1%)

Value$6.4M (-$37.4K)

Filed 2026-10-27

SBE LLC DBA Cedar Cove Wealth Partners

INCREASED

Shares113,811 from 112,680

Change+1,131 (+1%)

Value$4.4M (-$18.3K)

Filed 2026-10-15

Ethic Inc.

NEW

Shares93,024

Change+93,024

Value$3.6M

Filed 2026-11-03

Thrivent Financial for Lutherans

INCREASED

Shares92,944 from 78,656

Change+14,288 (+18%)

Value$3.6K (-$3.1M)

Filed 2026-11-05

Ironsides Asset Advisors, LLC

DECREASED

Shares70,565 from 95,660

Change-25,095 (-26%)

Value$2.7M (-$1.0M)

Filed 2026-10-20

Haven Private, LLC

INCREASED

Shares55,055 from 54,235

Change+820 (+2%)

Value$2.1M (+$1.8K)

Filed 2026-10-27

Integrity Alliance, Llc.

NEW

Shares48,083

Change+48,083

Value$1.9M

Filed 2026-10-29

Cambridge Advisors Inc.

INCREASED

Shares34,400 from 32,380

Change+2,020 (+6%)

Value$1.3M (+$60.2K)

Filed 2026-10-19

Kennedy Investment Group, Inc.

INCREASED

Shares33,013 from 27,367

Change+5,646 (+21%)

Value$1.3M (+$202.9K)

Filed 2026-10-21

Harmony Asset Management LLC

DECREASED

Shares28,171 from 29,339

Change-1,168 (-4%)

Value$1.1M (-$61.2K)

Filed 2026-10-20

Cambridge Investment Research Advisors, Inc.

DECREASED

Shares24,269 from 26,760

Change-2,491 (-9%)

Value$937 (-$1.0M)

Filed 2026-11-02

Ignite Planners, LLC

INCREASED

Shares20,541 from 15,729

Change+4,812 (+31%)

Value$792.6K (+$174.7K)

Filed 2026-10-14

Blue Water Asset Management

DECREASED

Shares18,812 from 18,864

Change-52 (0%)

Value$726.1K (-$12.4K)

Filed 2026-11-04

Primoris Wealth Advisors, LLC

DECREASED

Shares17,750 from 19,000

Change-1,250 (-7%)

Value$685.2K (-$58.7K)

Filed 2026-10-28

Commonwealth Equity Services, LLC

INCREASED

Shares16,466 from 15,580

Change+886 (+6%)

Value$635.6K (+$25.6K)

Filed 2026-11-02

GFS Advisors, LLC

INCREASED

Shares14,960 from 13,960

Change+1,000 (+7%)

Value$577.0K (+$453.3K)

Filed 2026-11-03

Wespac Advisors, LLC

DECREASED

Shares11,091 from 14,679

Change-3,588 (-24%)

Value$428.1K (-$146.6K)

Filed 2026-10-26

Fortis Group Advisors, LLC

INCREASED

Shares9,760 from 8,661

Change+1,099 (+13%)

Value$396.5K (+$57.4K)

Filed 2026-11-06

IFP Advisors, Inc

UNCHANGED

Shares8,594 from 8,594

Change0 (0%)

Value$331.7K (-$4.7K)

Filed 2026-10-16

Sigma Planning Corp

INCREASED

Shares7,237 from 7,227

Change+10 (+0%)

Value$279.4K (-$3.6K)

Filed 2026-10-23

North Forty Two & Co.

UNCHANGED

Shares5,800 from 5,800

Change0 (0%)

Value$223.9K (-$3.2K)

Filed 2026-10-19

Holos Integrated Wealth LLC

DECREASED

Shares3,400 from 3,757

Change-357 (-9%)

Value$131.0K (-$18.9K)

Filed 2026-10-23

Farther Finance Advisors, LLC

UNCHANGED

Shares1,953 from 1,953

Change0 (0%)

Value$75.4K (-$1.1K)

Filed 2026-10-08

Private Trust Co NA

DECREASED

Shares1,625 from 3,180

Change-1,555 (-49%)

Value$62.7K (-$61.8K)

Filed 2026-10-20

Ascentis Independent Advisors

NEW

Shares718

Change+718

Value$27.7K

Filed 2026-11-03

GK Wealth Management LLC

NEW

Shares529

Change+529

Value$20.4K

Filed 2026-10-09

Golden State Wealth Management, LLC

UNCHANGED

Shares356 from 356

Change0 (0%)

Value$13.7K (-$197)

Filed 2026-11-02

Silver Grove Financial Group, Inc.

UNCHANGED

Shares80 from 80

Change0 (0%)

Value$3.1K (-$44)

Filed 2026-11-05

Encompass More Asset Management

CLOSED

Shares0 from 60,533

Change-60,533 (-100%)

Value$0 (-$2.4M)

Filed 2026-10-16

Rational Advisors, Inc.

CLOSED

Shares0 from 56,100

Change-56,100 (-100%)

Value$0 (-$2.2M)

Filed 2026-11-02

Flagship Private Wealth, LLC

CLOSED

Shares0 from 21,852

Change-21,852 (-100%)

Value$0 (-$855.5K)

Filed 2026-11-05

Diversify Wealth Management, LLC

CLOSED

Shares0 from 13,616

Change-13,616 (-100%)

Value$0 (-$528.7K)

Filed 2026-10-20

Diversify Advisory Services, LLC

CLOSED

Shares0 from 13,616

Change-13,616 (-100%)

Value$0 (-$528.7K)

Filed 2026-10-20

Realta Investment Advisors

CLOSED

Shares0 from 2,155

Change-2,155 (-100%)

Value$0 (-$84.4K)

Filed 2026-10-14

Highline Wealth Partners LLC

CLOSED

Shares0 from 500

Change-500 (-100%)

Value$0 (-$19.6K)

Filed 2026-10-19

Solstein Capital, LLC

CLOSED

Shares0 from 124

Change-124 (-100%)

Value$0 (-$4.9K)

Filed 2026-11-02

WCG Wealth Advisors LLC

N/A

Shares— from 540,937

Change-540,937 (-100%)

Value—

Gladstone Institutional Advisory LLC

N/A

Shares— from 315,941

Change-315,941 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 312,603

Change-312,603 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 275,933

Change-275,933 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 261,171

Change-261,171 (-100%)

Value—

CIBC World Market Inc.

N/A

Shares— from 191,687

Change-191,687 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 184,344

Change-184,344 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 145,502

Change-145,502 (-100%)

Value—

Copia Wealth Management

N/A

Shares— from 90,199

Change-90,199 (-100%)

Value—

Gambit Capital Management, LLC

N/A

Shares— from 75,889

Change-75,889 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 69,156

Change-69,156 (-100%)

Value—

Summit Financial, LLC

N/A

Shares— from 67,609

Change-67,609 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 66,791

Change-66,791 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 55,278

Change-55,278 (-100%)

Value—

D. E. Shaw & Co., Inc.

N/A

Shares— from 53,284

Change-53,284 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 51,490

Change-51,490 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 37,196

Change-37,196 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 34,285

Change-34,285 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 31,724

Change-31,724 (-100%)

Value—

Stratos Wealth Advisors, LLC

N/A

Shares— from 25,232

Change-25,232 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 24,930

Change-24,930 (-100%)

Value—

JT Stratford LLC

N/A

Shares— from 19,844

Change-19,844 (-100%)

Value—

National Bank of Canada

N/A

Shares— from 17,213

Change-17,213 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 15,718

Change-15,718 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 13,566

Change-13,566 (-100%)

Value—

Maridea Wealth Management LLC

N/A

Shares— from 11,918

Change-11,918 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 10,750

Change-10,750 (-100%)

Value—

Independent Advisor Alliance

N/A

Shares— from 9,855

Change-9,855 (-100%)

Value—

Mutual Advisors, LLC

N/A

Shares— from 8,400

Change-8,400 (-100%)

Value—

Fielder Capital Group LLC

N/A

Shares— from 8,230

Change-8,230 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 6,460

Change-6,460 (-100%)

Value—

&partners

N/A

Shares— from 5,972

Change-5,972 (-100%)

Value—

Orion Porfolio Solutions, LLC

N/A

Shares— from 5,616

Change-5,616 (-100%)

Value—

MAI Capital Management

N/A

Shares— from 5,575

Change-5,575 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 5,314

Change-5,314 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 631

Change-631 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 379

Change-379 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 192

Change-192 (-100%)

Value—

Berthel, Fisher & Company Financial Services, Inc.

N/A

Shares— from 90

Change-90 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 59

Change-59 (-100%)

Value—

Ameritas Advisory Services, LLC

N/A

Shares— from 11

Change-11 (-100%)

Value—

	Status
LPL Financial LLC	DECREASED	421,501	698,169	-276,668	-40%	$27.3M	$16.3M	-$11.1M	2026-11-06
Wealth Enhancement Advisory Services, LLC	INCREASED	408,440	388,933	+19,507	+5%	$15.4M	$15.3M	-$64.6K	2026-10-13
Fourpath Capital Management, LLC	INCREASED	310,990	250,047	+60,943	+24%	$9.8M	$12.0M	+$2.2M	2026-10-19
Prevail Innovative Wealth Advisors, LLC	INCREASED	267,664	118,256	+149,408	+126%	$4.6M	$10.1M	+$5.5M	2026-10-20
Cooper Capital Advisors LLC	NEW	234,644	—	+234,644	—	—	$9.1M	—	2026-10-29
LEE Danner & Bass Inc	INCREASED	165,329	163,962	+1,367	+1%	$6.4M	$6.4M	-$37.4K	2026-10-27
SBE LLC DBA Cedar Cove Wealth Partners	INCREASED	113,811	112,680	+1,131	+1%	$4.4M	$4.4M	-$18.3K	2026-10-15
Ethic Inc.	NEW	93,024	—	+93,024	—	—	$3.6M	—	2026-11-03
Thrivent Financial for Lutherans	INCREASED	92,944	78,656	+14,288	+18%	$3.1M	$3.6K	-$3.1M	2026-11-05
Ironsides Asset Advisors, LLC	DECREASED	70,565	95,660	-25,095	-26%	$3.7M	$2.7M	-$1.0M	2026-10-20
Haven Private, LLC	INCREASED	55,055	54,235	+820	+2%	$2.1M	$2.1M	+$1.8K	2026-10-27
Integrity Alliance, Llc.	NEW	48,083	—	+48,083	—	—	$1.9M	—	2026-10-29
Cambridge Advisors Inc.	INCREASED	34,400	32,380	+2,020	+6%	$1.3M	$1.3M	+$60.2K	2026-10-19
Kennedy Investment Group, Inc.	INCREASED	33,013	27,367	+5,646	+21%	$1.1M	$1.3M	+$202.9K	2026-10-21
Harmony Asset Management LLC	DECREASED	28,171	29,339	-1,168	-4%	$1.1M	$1.1M	-$61.2K	2026-10-20
Cambridge Investment Research Advisors, Inc.	DECREASED	24,269	26,760	-2,491	-9%	$1.0M	$937	-$1.0M	2026-11-02
Ignite Planners, LLC	INCREASED	20,541	15,729	+4,812	+31%	$617.9K	$792.6K	+$174.7K	2026-10-14
Blue Water Asset Management	DECREASED	18,812	18,864	-52	0%	$738.5K	$726.1K	-$12.4K	2026-11-04
Primoris Wealth Advisors, LLC	DECREASED	17,750	19,000	-1,250	-7%	$743.9K	$685.2K	-$58.7K	2026-10-28
Commonwealth Equity Services, LLC	INCREASED	16,466	15,580	+886	+6%	$610.0K	$635.6K	+$25.6K	2026-11-02
GFS Advisors, LLC	INCREASED	14,960	13,960	+1,000	+7%	$123.7K	$577.0K	+$453.3K	2026-11-03
Wespac Advisors, LLC	DECREASED	11,091	14,679	-3,588	-24%	$574.7K	$428.1K	-$146.6K	2026-10-26
Fortis Group Advisors, LLC	INCREASED	9,760	8,661	+1,099	+13%	$339.1K	$396.5K	+$57.4K	2026-11-06
IFP Advisors, Inc	UNCHANGED	8,594	8,594	0	0%	$336.5K	$331.7K	-$4.7K	2026-10-16
Sigma Planning Corp	INCREASED	7,237	7,227	+10	+0%	$282.9K	$279.4K	-$3.6K	2026-10-23
North Forty Two & Co.	UNCHANGED	5,800	5,800	0	0%	$227.1K	$223.9K	-$3.2K	2026-10-19
Holos Integrated Wealth LLC	DECREASED	3,400	3,757	-357	-9%	$149.9K	$131.0K	-$18.9K	2026-10-23
Farther Finance Advisors, LLC	UNCHANGED	1,953	1,953	0	0%	$76.5K	$75.4K	-$1.1K	2026-10-08
Private Trust Co NA	DECREASED	1,625	3,180	-1,555	-49%	$124.5K	$62.7K	-$61.8K	2026-10-20
Ascentis Independent Advisors	NEW	718	—	+718	—	—	$27.7K	—	2026-11-03
GK Wealth Management LLC	NEW	529	—	+529	—	—	$20.4K	—	2026-10-09
Golden State Wealth Management, LLC	UNCHANGED	356	356	0	0%	$13.9K	$13.7K	-$197	2026-11-02
Silver Grove Financial Group, Inc.	UNCHANGED	80	80	0	0%	$3.1K	$3.1K	-$44	2026-11-05
Encompass More Asset Management	CLOSED	0	60,533	-60,533	-100%	$2.4M	$0	-$2.4M	2026-10-16
Rational Advisors, Inc.	CLOSED	0	56,100	-56,100	-100%	$2.2M	$0	-$2.2M	2026-11-02
Flagship Private Wealth, LLC	CLOSED	0	21,852	-21,852	-100%	$855.5K	$0	-$855.5K	2026-11-05
Diversify Wealth Management, LLC	CLOSED	0	13,616	-13,616	-100%	$528.7K	$0	-$528.7K	2026-10-20
Diversify Advisory Services, LLC	CLOSED	0	13,616	-13,616	-100%	$528.7K	$0	-$528.7K	2026-10-20
Realta Investment Advisors	CLOSED	0	2,155	-2,155	-100%	$84.4K	$0	-$84.4K	2026-10-14
Highline Wealth Partners LLC	CLOSED	0	500	-500	-100%	$19.6K	$0	-$19.6K	2026-10-19
Solstein Capital, LLC	CLOSED	0	124	-124	-100%	$4.9K	$0	-$4.9K	2026-11-02
WCG Wealth Advisors LLC	N/A	—	540,937	-540,937	-100%	$21.2M	—	—	—
Gladstone Institutional Advisory LLC	N/A	—	315,941	-315,941	-100%	$12.4M	—	—	—
Raymond James Financial Inc	N/A	—	312,603	-312,603	-100%	$12.2M	—	—	—
NewEdge Advisors, LLC	N/A	—	275,933	-275,933	-100%	$10.8M	—	—	—
HighTower Advisors, LLC	N/A	—	261,171	-261,171	-100%	$10.2M	—	—	—
CIBC World Market Inc.	N/A	—	191,687	-191,687	-100%	$7.5M	—	—	—
Private Advisor Group, LLC	N/A	—	184,344	-184,344	-100%	$7.2M	—	—	—
Janney Montgomery Scott LLC	N/A	—	145,502	-145,502	-100%	$5.7M	—	—	—
Copia Wealth Management	N/A	—	90,199	-90,199	-100%	$3.5M	—	—	—
Gambit Capital Management, LLC	N/A	—	75,889	-75,889	-100%	$3.0M	—	—	—
Royal Bank of Canada	N/A	—	69,156	-69,156	-100%	$2.7M	—	—	—
Summit Financial, LLC	N/A	—	67,609	-67,609	-100%	$2.6M	—	—	—
Osaic Holdings, Inc.	N/A	—	66,791	-66,791	-100%	$2.6M	—	—	—
Stifel Financial Corp	N/A	—	55,278	-55,278	-100%	$2.2M	—	—	—
D. E. Shaw & Co., Inc.	N/A	—	53,284	-53,284	-100%	$2.1M	—	—	—
Sanctuary Advisors, LLC	N/A	—	51,490	-51,490	-100%	$2.0M	—	—	—
Bank of Montreal	N/A	—	37,196	-37,196	-100%	$1.3M	—	—	—
MML Investors Services, LLC	N/A	—	34,285	-34,285	-100%	$1.3M	—	—	—
Envestnet Asset Management Inc	N/A	—	31,724	-31,724	-100%	$1.2M	—	—	—
Stratos Wealth Advisors, LLC	N/A	—	25,232	-25,232	-100%	$987.9K	—	—	—
Susquehanna International Group, LLP	N/A	—	24,930	-24,930	-100%	$976.0K	—	—	—
JT Stratford LLC	N/A	—	19,844	-19,844	-100%	$776.9K	—	—	—
National Bank of Canada	N/A	—	17,213	-17,213	-100%	$672.7K	—	—	—
Citadel Advisors LLC	N/A	—	15,718	-15,718	-100%	$615.4K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	13,566	-13,566	-100%	$531.1K	—	—	—
Maridea Wealth Management LLC	N/A	—	11,918	-11,918	-100%	$466.6K	—	—	—
Jane Street Group, LLC	N/A	—	10,750	-10,750	-100%	$420.9K	—	—	—
Independent Advisor Alliance	N/A	—	9,855	-9,855	-100%	$385.8K	—	—	—
Mutual Advisors, LLC	N/A	—	8,400	-8,400	-100%	$328.9K	—	—	—
Fielder Capital Group LLC	N/A	—	8,230	-8,230	-100%	$322.2K	—	—	—
Focus Partners Wealth	N/A	—	6,460	-6,460	-100%	$252.9K	—	—	—
&partners	N/A	—	5,972	-5,972	-100%	$233.8K	—	—	—
Orion Porfolio Solutions, LLC	N/A	—	5,616	-5,616	-100%	$219.9K	—	—	—
MAI Capital Management	N/A	—	5,575	-5,575	-100%	$218.3K	—	—	—
Geneos Wealth Management Inc.	N/A	—	5,314	-5,314	-100%	$208.0K	—	—	—
Morgan Stanley	N/A	—	631	-631	-100%	$24.7K	—	—	—
Jones Financial Companies Lllp	N/A	—	379	-379	-100%	$14.8K	—	—	—
BFC Planning, Inc.	N/A	—	192	-192	-100%	$7.5K	—	—	—
Berthel, Fisher & Company Financial Services, Inc.	N/A	—	90	-90	-100%	$3.5K	—	—	—
AE Wealth Management LLC	N/A	—	59	-59	-100%	$2.3K	—	—	—
Ameritas Advisory Services, LLC	N/A	—	11	-11	-100%	$431	—	—	—

Showing 82 of 82 institutions