Vault-13

SIMPLIFY EXCHANGE TRADED FUN PINK

HEALTH CARE ETF · ETP · CUSIP 82889N772

76 institutional holders +15 vs Q1 2026
5,479,0175.5m shares reported held*
$214.3mreported value*
28 new 29 added 15 reduced 12 sold out net bought ≈ $65.8m (+1.7m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $39.11.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 22Q4 22: 27Q1 23: 20Q2 23: 27Q3 23: 28Q4 23: 24Q1 24: 48Q2 24: 44Q3 24: 64Q4 24: 50Q1 25: 50Q2 25: 42Q3 25: 51Q4 25: 77Q1 26: 61Q2 26: 7676Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 202222
Q4 202227
Q1 202320
Q2 202327
Q3 202328
Q4 202324
Q1 202448
Q2 202444
Q3 202464
Q4 202450
Q1 202550
Q2 202542
Q3 202551
Q4 202577
Q1 202661
Q2 202676

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q3 24: 50 bought or addedQ3 24: 12 cut or sold outQ4 24: 14 bought or addedQ4 24: 48 cut or sold outQ4 24Q1 25: 28 bought or addedQ1 25: 26 cut or sold outQ2 25: 22 bought or addedQ2 25: 27 cut or sold outQ2 25Q3 25: 34 bought or addedQ3 25: 19 cut or sold outQ4 25: 61 bought or addedQ4 25: 15 cut or sold outQ4 25Q1 26: 34 bought or addedQ1 26: 52 cut or sold outQ2 26: 57 bought or addedQ2 26: 27 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20245012
Q4 20241448
Q1 20252826
Q2 20252227
Q3 20253419
Q4 20256115
Q1 20263452
Q2 20265727

Biggest buyers

NewEdge Advisors, LLC New +275,933+275.9k
FOURPATH CAPITAL MANAGEMENT, LLC New +250,047+250.0k
LPL Financial LLC Added +236,829+236.8k
Private Advisor Group, LLC New +184,344+184.3k
Janney Montgomery Scott LLC New +145,502+145.5k
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC New +118,256+118.3k
Encompass More Asset Management New +60,533+60.5k
RATIONAL ADVISORS, INC. New +56,100+56.1k
Summit Financial, LLC Added +55,949+55.9k
D. E. Shaw & Co., Inc. New +53,284+53.3k

Biggest sellers

HighTower Advisors, LLC Reduced -116,722-116.7k
HRT FINANCIAL LP Sold out -42,431-42.4k
Gladstone Institutional Advisory LLC Reduced -31,066-31.1k
Ausdal Financial Partners, Inc. Sold out -25,118-25.1k
LEVEL FOUR ADVISORY SERVICES, LLC Sold out -23,318-23.3k
Independent Advisor Alliance Reduced -19,250-19.2k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -16,192-16.2k
CITADEL ADVISORS LLC Reduced -15,954-16.0k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -13,724-13.7k
LeClair Wealth Partners LLC Sold out -8,728-8.7k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 698,169698.2k $27.3m $27.3m 0.01% Added +236.8k +236,829
2 WCG Wealth Advisors LLC 0.50% of their portfolio LAS VEGAS, NV 540,937540.9k $21.2m $21.2m 0.50% Added +37.8k +37,789
3 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.03% of their portfolio PLYMOUTH, MN 388,933388.9k $15.4m $15.4m 0.03% Added +18.7k +18,700
4 Gladstone Institutional Advisory LLC 0.39% of their portfolio Bedminster, NJ 315,941315.9k $12.4m $12.4m 0.39% Reduced -31.1k -31,066
5 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 312,603312.6k $12.2m $12.2m 0.00% Added +42.5k +42,471
6 NewEdge Advisors, LLC 0.03% of their portfolio NEW ORLEANS, LA 275,933275.9k $10.8m $10.8m 0.03% New
7 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 261,171261.2k $10.2m $10.2m 0.01% Reduced -116.7k -116,722
8 FOURPATH CAPITAL MANAGEMENT, LLC 1.29% of their portfolio OKLAHOMA CITY, OK 250,047250.0k $9.8m $9.8m 1.29% New
9 CIBC WORLD MARKET INC. 0.01% of their portfolio TORONTO, A6 191,687191.7k $7.5m $7.5m 0.01% Added +14.0k +14,010
10 Private Advisor Group, LLC 0.03% of their portfolio MORRISTOWN, NJ 184,344184.3k $7.2m $7.2m 0.03% New
11 LEE DANNER & BASS INC 0.37% of their portfolio NASHVILLE, TN 163,962164.0k $6.4m $6.4m 0.37% Reduced -1.5k -1,515
12 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 145,502145.5k $5.7m $5.7m 0.01% New
13 PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 0.69% of their portfolio LEAWOOD, KS 118,256118.3k $4.6m $4.6m 0.69% New
14 SBE LLC DBA CEDAR COVE WEALTH PARTNERS 2.07% of their portfolio BLOOMINGTON, MN 112,680112.7k $4.4m $4.4m 2.07% Added +1.1k +1,089
15 Ironsides Asset Advisors, LLC 0.88% of their portfolio ROCKY MOUNT, NC 95,66095.7k $3.7m $3.7m 0.88% Reduced -4.5k -4,486
16 Copia Wealth Management 2.12% of their portfolio BEND, OR 90,19990.2k $3.5m $3.5m 2.12% Added +1.3k +1,331
17 Thrivent Financial for Lutherans 0.01% of their portfolio Minneapolis, MN 78,65678.7k $3.1m $3.1m 0.01% Added +5.0k +4,950
18 Gambit Capital Management, LLC 1.73% of their portfolio FRANKLIN, TN 75,88975.9k $3.0m $3.0m 1.73% Added +47.6k +47,563
19 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 69,15669.2k $2.7m $2.7m 0.00% Added +40.0k +40,032
20 Summit Financial, LLC 0.03% of their portfolio PARSIPPANY, NJ 67,60967.6k $2.6m $2.6m 0.03% Added +55.9k +55,949
21 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 66,79166.8k $2.6m $2.6m 0.00% Added +27.9k +27,938
22 Encompass More Asset Management 0.35% of their portfolio Danville, CA 60,53360.5k $2.4m $2.4m 0.35% New
23 RATIONAL ADVISORS, INC. 0.20% of their portfolio San Juan, PR 56,10056.1k $2.2m $2.2m 0.20% New
24 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 55,27855.3k $2.2m $2.2m 0.00% Added +657 +657
25 Haven Private, LLC 0.81% of their portfolio ORLANDO, FL 54,23554.2k $2.1m $2.1m 0.81% Added +5.1k +5,100
26 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 53,52053.5k $2.1m $2.1m 0.00% Added +29.3k +29,314
27 D. E. Shaw & Co., Inc. 0.00% of their portfolio New York, NY 53,28453.3k $2.1m $2.1m 0.00% New
28 Sanctuary Advisors, LLC 0.01% of their portfolio INDIANAPOLIS, IN 51,49051.5k $2.0m $2.0m 0.01% Added +12.3k +12,323
29 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 37,19637.2k $1.3m $1.3m 0.00% New
30 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 34,28534.3k $1.3m $1.3m 0.00% New
31 Cambridge Advisors Inc. 0.22% of their portfolio OMAHA, NE 32,38032.4k $1.3m $1.3m 0.22% Added +827 +827
32 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 31,72431.7k $1.2m $1.2m 0.00% Added +8.5k +8,539
33 HARMONY ASSET MANAGEMENT LLC 0.31% of their portfolio SCOTTSDALE, AZ 29,33929.3k $1.1m $1.1m 0.31% Added +302 +302
34 KENNEDY INVESTMENT GROUP, INC. 0.36% of their portfolio WEST DEPTFORD, NJ 27,36727.4k $1.1m $1.1m 0.36% New
35 Stratos Wealth Advisors, LLC 0.05% of their portfolio BEACHWOOD, OH 25,23225.2k $987.9k $987.9k 0.05% Added +5 +5
36 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 24,93024.9k $976.0k $976.0k 0.00% Reduced -16.2k -16,192
37 GFS Advisors, LLC 0.04% of their portfolio HOUSTON, TX 24,44024.4k $670.3k $670.3k 0.04% Added +10.7k +10,730
38 Flagship Private Wealth, LLC 0.30% of their portfolio Woburn, MA 21,85221.9k $855.5k $855.5k 0.30% Reduced -6.2k -6,247
39 JT Stratford LLC 0.09% of their portfolio GAINESVILLE, GA 19,84419.8k $776.9k $776.9k 0.09% New
40 PRIMORIS WEALTH ADVISORS, LLC 0.34% of their portfolio North Palm Beach, FL 19,00019.0k $743.9k $743.9k 0.34% New
41 Blue Water Asset Management 0.24% of their portfolio GRAND RAPIDS, MI 18,86418.9k $738.5k $738.5k 0.24% Added +10.1k +10,136
42 NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio MONTREAL, A8 17,21317.2k $672.7k $672.7k 0.00% Added +15.4k +15,418
43 Ignite Planners, LLC 0.08% of their portfolio SAN CLEMENTE, CA 15,72915.7k $617.9k $617.9k 0.08% New
44 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 15,71815.7k $615.4k $615.4k 0.00% Reduced -16.0k -15,954
45 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 15,58015.6k $610.0k $610.0k 0.00% Reduced -13.7k -13,724
46 WESPAC Advisors, LLC 0.28% of their portfolio ORINDA, CA 14,67914.7k $574.7k $574.7k 0.28% New
47 Diversify Advisory Services, LLC 0.01% of their portfolio SANDY, UT 13,61613.6k $528.7k $528.7k 0.01% New
48 DIVERSIFY WEALTH MANAGEMENT, LLC 0.01% of their portfolio SANDY, UT 13,61613.6k $528.7k $528.7k 0.01% New
49 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 13,56613.6k $531.1k $531.1k 0.00% Added +5.6k +5,580
50 Maridea Wealth Management LLC 0.05% of their portfolio BROOKLYN, NY 11,91811.9k $466.6k $466.6k 0.05% New
51 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 10,75010.8k $420.9k $420.9k 0.00% Reduced -8.1k -8,124
52 Independent Advisor Alliance 0.01% of their portfolio CHARLOTTE, NC 9,8559.9k $385.8k $385.8k 0.01% Reduced -19.2k -19,250
53 Fortis Group Advisors, LLC 0.05% of their portfolio WESTWOOD, NJ 8,6618.7k $339.1k $339.1k 0.05% Reduced -69 -69
54 IFP Advisors, Inc 0.01% of their portfolio TAMPA, FL 8,5948.6k $336.5k $336.5k 0.01% Reduced -1.5k -1,500
55 Mutual Advisors, LLC 0.01% of their portfolio OMAHA, NE 8,4008.4k $328.9k $328.9k 0.01% New
56 Fielder Capital Group LLC 0.07% of their portfolio NASHVILLE, TN 8,2308.2k $322.2k $322.2k 0.07% New
57 Sigma Planning Corp 0.01% of their portfolio ANN ARBOR, MI 7,2277.2k $282.9k $282.9k 0.01% Reduced -163 -163
58 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 6,4606.5k $252.9k $252.9k 0.00% New
59 &PARTNERS 0.00% of their portfolio NASHVILLE, TN 5,9726.0k $233.8k $233.8k 0.00% New
60 North Forty Two & Co. 0.19% of their portfolio LAKE OSWEGO, OR 5,8005.8k $227.1k $227.1k 0.19% New
61 Orion Porfolio Solutions, LLC 0.00% of their portfolio OMAHA, NE 5,6165.6k $219.9k $219.9k 0.00% Reduced -960 -960
62 MAI Capital Management 0.00% of their portfolio INDEPENDENCE, OH 5,5755.6k $218.3k $218.3k 0.00% Unchanged
63 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 5,3145.3k $208.0k $208.0k 0.00% Added +5.0k +5,014
64 Holos Integrated Wealth LLC 0.07% of their portfolio KENNETT SQUARE, PA 3,7573.8k $149.9k $149.9k 0.07% Unchanged
65 PRIVATE TRUST CO NA 0.01% of their portfolio CLEVELAND, OH 3,1803.2k $124.5k $124.5k 0.01% Added +1.7k +1,704
66 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 2,7252.7k $106.7k $106.7k 0.00% New
67 Realta Investment Advisors 0.03% of their portfolio WILMINGTON, DE 2,1552.2k $84.4k $84.4k 0.03% Added +2.0k +1,995
68 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 1,9532.0k $76.5k $76.5k 0.00% Added +400 +400
69 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 631631 $24.7k $24.7k 0.00% Added +1 +1
70 HIGHLINE WEALTH PARTNERS LLC 0.00% of their portfolio SHERMAN OAKS, CA 500500 $19.6k $19.6k 0.00% New
71 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 379379 $14.8k $14.8k 0.00% New
72 Golden State Wealth Management, LLC 0.00% of their portfolio SANTA ANA, CA 356356 $13.9k $13.9k 0.00% Unchanged
73 Solstein Capital, LLC 0.00% of their portfolio Menlo Park, CA 124124 $4.9k $4.9k 0.00% Unchanged
74 Silver Grove Financial Group, Inc. 0.00% of their portfolio ORCHARD PARK, NY 8080 $3.1k $3.1k 0.00% New
75 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 5959 $2.3k $2.3k 0.00% Reduced -671 -671
76 Ameritas Advisory Services, LLC 0.00% of their portfolio Lincoln, NE 1111 $431 $431 0.00% New