— Know what they know.
Not Investment Advice

PINK Institutional Ownership

Simplify Health Care ETF
1W: -2.2% 1M: -4.0% 3M: -4.6% YTD: +3.8% 1Y: +17.9% 3Y: +53.4%
$38.13
-0.05 (-0.12%)
 
Weekly Expected Move ±2.1%
$37 $37 $38 $39 $40
ETF AMEX · AUM $370.8M

Institutional Ownership — PINK

89
Institutional Holders
-1 vs prior quarter
0.0%
Ownership
+0.00pp
204M
Total Invested
29
New Positions
29
Increased
27
Reduced
12
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (110 total)

# Holder Shares Value Change Change % Holding Period Filing
1 LPL Financial LLC 698,169 $27M +236,829 +51.3% 13Q SEC ↗
2 WCG Wealth Advisors LLC 540,937 $21M +37,789 +7.5% 3Q SEC ↗
3 WEALTH ENHANCEMENT ADVISORY SERVICES, 388,933 $15M +18,700 +5.1% 10Q SEC ↗
4 Gladstone Institutional Advisory LLC 315,941 $12M -31,066 -9.0% 13Q SEC ↗
5 RAYMOND JAMES FINANCIAL INC 312,603 $12M +42,471 +15.7% 7Q SEC ↗
6 NewEdge Advisors, LLC NEW 275,933 $11M — +0.0% 1Q SEC ↗
7 HighTower Advisors, LLC 261,171 $10M -116,722 -30.9% 16Q SEC ↗
8 FOURPATH CAPITAL MANAGEMENT, LLC NEW 250,047 $10M — +0.0% 1Q SEC ↗
9 CIBC WORLD MARKET INC. 191,687 $7M +14,010 +7.9% 15Q SEC ↗
10 Private Advisor Group, LLC NEW 184,344 $7M — +0.0% 1Q SEC ↗
11 LEE DANNER & BASS INC 163,962 $6M -1,515 -0.9% 9Q SEC ↗
12 Janney Montgomery Scott LLC NEW 145,502 $6M — +0.0% 1Q SEC ↗
13 PREVAIL INNOVATIVE WEALTH ADVISORS, LL NEW 118,256 $5M — +0.0% 1Q SEC ↗
14 SBE LLC DBA CEDAR COVE WEALTH PARTNERS 112,680 $4M +1,089 +1.0% 3Q SEC ↗
15 Ironsides Asset Advisors, LLC 95,660 $4M -4,486 -4.5% 8Q SEC ↗
16 Copia Wealth Management 90,199 $3M +1,331 +1.5% 7Q SEC ↗
17 Thrivent Financial for Lutherans 78,656 $3M +4,950 +6.7% 5Q SEC ↗
18 Gambit Capital Management, LLC 75,889 $3M +47,563 +167.9% 3Q SEC ↗
19 ROYAL BANK OF CANADA 69,156 $3M +40,032 +137.5% 17Q SEC ↗
20 Summit Financial, LLC 67,609 $3M +55,949 +479.8% 3Q SEC ↗
21 OSAIC HOLDINGS, INC. 66,791 $3M +27,938 +71.9% 18Q SEC ↗
22 Encompass More Asset Management NEW 60,533 $2M — +0.0% 1Q SEC ↗
23 RATIONAL ADVISORS, INC. NEW 56,100 $2M — +0.0% 1Q SEC ↗
24 STIFEL FINANCIAL CORP 55,278 $2M +657 +1.2% 3Q SEC ↗
25 Haven Private, LLC 54,235 $2M +5,100 +10.4% 7Q SEC ↗
26 D. E. Shaw & Co., Inc. NEW 53,284 $2M — +0.0% 1Q SEC ↗
27 Sanctuary Advisors, LLC 51,490 $2M +12,323 +31.5% 9Q SEC ↗
28 BANK OF MONTREAL /CAN NEW 37,196 $1M — +0.0% 1Q SEC ↗
29 MML INVESTORS SERVICES, LLC NEW 34,285 $1M — +0.0% 1Q SEC ↗
30 Cambridge Advisors Inc. 32,380 $1M +827 +2.6% 6Q SEC ↗
31 ENVESTNET ASSET MANAGEMENT INC 31,724 $1M +8,539 +36.8% 2Q SEC ↗
32 HARMONY ASSET MANAGEMENT LLC 29,339 $1M +302 +1.0% 4Q SEC ↗
33 KENNEDY INVESTMENT GROUP, INC. NEW 27,367 $1M — +0.0% 1Q SEC ↗
34 Cambridge Investment Research Advisors 26,760 $1M +2,554 +10.6% 10Q SEC ↗
35 Stratos Wealth Advisors, LLC 25,232 $962K +5 +0.0% 8Q SEC ↗
36 SUSQUEHANNA INTERNATIONAL GROUP, LLP 24,930 $951K -16,192 -39.4% 4Q SEC ↗
37 Flagship Private Wealth, LLC 21,852 $833K -6,247 -22.2% 3Q SEC ↗
38 JT Stratford LLC NEW 19,844 $757K — +0.0% 1Q SEC ↗
39 PRIMORIS WEALTH ADVISORS, LLC NEW 19,000 $724K — +0.0% 1Q SEC ↗
40 Blue Water Asset Management 18,864 $719K +10,136 +116.1% 3Q SEC ↗
41 NATIONAL BANK OF CANADA /FI 17,213 $656K +15,418 +858.9% 3Q SEC ↗
42 Ignite Planners, LLC NEW 15,729 $600K — +0.0% 1Q SEC ↗
43 CITADEL ADVISORS LLC 15,718 $599K -15,954 -50.4% 2Q SEC ↗
44 COMMONWEALTH EQUITY SERVICES, LLC 15,580 $594K -13,724 -46.8% 10Q SEC ↗
45 WESPAC Advisors, LLC NEW 14,679 $560K — +0.0% 1Q SEC ↗
46 GFS Advisors, LLC 13,960 $532K +250 +1.8% 7Q SEC ↗
47 Diversify Advisory Services, LLC NEW 13,616 $519K — +0.0% 1Q SEC ↗
48 DIVERSIFY WEALTH MANAGEMENT, LLC NEW 13,616 $519K — +0.0% 1Q SEC ↗
49 Steward Partners Investment Advisory, 13,566 $517K +5,580 +69.9% 5Q SEC ↗
50 Maridea Wealth Management LLC NEW 11,918 $454K — +0.0% 1Q SEC ↗

Recent Activity

New Positions (20)
Sold Out (20)
Biggest Increases (20)
HolderAddedChange %Total Shares
LPL Financial LLC +236,829 +51.3% 698,169
Summit Financial, LLC +55,949 +479.8% 67,609
Gambit Capital Management, LLC +47,563 +167.9% 75,889
RAYMOND JAMES FINANCIAL INC +42,471 +15.7% 312,603
ROYAL BANK OF CANADA +40,032 +137.5% 69,156
WCG Wealth Advisors LLC +37,789 +7.5% 540,937
OSAIC HOLDINGS, INC. +27,938 +71.9% 66,791
WEALTH ENHANCEMENT ADVISORY SERVICE +18,700 +5.1% 388,933
NATIONAL BANK OF CANADA /FI +15,418 +858.9% 17,213
CIBC WORLD MARKET INC. +14,010 +7.9% 191,687
Sanctuary Advisors, LLC +12,323 +31.5% 51,490
Blue Water Asset Management +10,136 +116.1% 18,864
ENVESTNET ASSET MANAGEMENT INC +8,539 +36.8% 31,724
Steward Partners Investment Advisor +5,580 +69.9% 13,566
Haven Private, LLC +5,100 +10.4% 54,235
Geneos Wealth Management Inc. +5,014 +1671.3% 5,314
Thrivent Financial for Lutherans +4,950 +6.7% 78,656
Cambridge Investment Research Advis +2,554 +10.6% 26,760
Realta Investment Advisors +1,995 +1246.9% 2,155
PRIVATE TRUST CO NA +1,704 +115.4% 3,180
Biggest Decreases (16)
HolderReducedChange %Total Shares
HighTower Advisors, LLC -116,722 -30.9% 261,171
Gladstone Institutional Advisory LL -31,066 -9.0% 315,941
Independent Advisor Alliance -19,250 -66.1% 9,855
SUSQUEHANNA INTERNATIONAL GROUP, LL -16,192 -39.4% 24,930
CITADEL ADVISORS LLC -15,954 -50.4% 15,718
COMMONWEALTH EQUITY SERVICES, LLC -13,724 -46.8% 15,580
JANE STREET GROUP, LLC -8,124 -43.0% 10,750
Flagship Private Wealth, LLC -6,247 -22.2% 21,852
Ironsides Asset Advisors, LLC -4,486 -4.5% 95,660
LEE DANNER & BASS INC -1,515 -0.9% 163,962
IFP Advisors, Inc -1,500 -14.9% 8,594
Orion Porfolio Solutions, LLC -960 -14.6% 5,616
AE Wealth Management LLC -671 -91.9% 59
CWM, LLC -513 -4.7% 10,489
Sigma Planning Corp -163 -2.2% 7,227
Fortis Group Advisors, LLC -69 -0.8% 8,661

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms