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Simplify Health Care ETF

40 hedge funds and large institutions have $72.4M invested in Simplify Health Care ETF in 2025 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 17 increasing their positions, 14 reducing their positions, and 11 closing their positions.

Holders
40
Holders Change
-8
Holders Change %
-16.67%
% of All Funds
0.54%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
17
Reduced
14
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$18M 598,391 +23,485 +4%
GIA
2
Gladstone Institutional Advisory
Florida
$13.2M 440,482 -129,714 -23%
LPL Financial
3
LPL Financial
California
$5.84M 194,597 -47,972 -20%
CIBC World Market
4
CIBC World Market
Ontario, Canada
$5.38M 179,130 +9,895 +6%
HighTower Advisors
5
HighTower Advisors
Illinois
$5.22M 173,899 +1,677 +1%
LDB
6
Lee, Danner & Bass
Tennessee
$4.43M 147,562
CWM
7
Copia Wealth Management
Oregon
$2.51M 83,672 +543 +0.7%
SIM
8
Stratos Investment Management
Ohio
$2.39M 79,679 +23,616 +42%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$1.63M 54,158 +53,522 +8,415%
FGA
10
Fortis Group Advisors
New Jersey
$1.58M 54,269 -149,946 -73%
PAG
11
Private Advisor Group
New Jersey
$1.53M 51,096 +32,952 +182%
HP
12
Haven Private
Florida
$1.24M 41,295 +2,118 +5%
AFP
13
Ausdal Financial Partners
Iowa
$1.19M 39,593 +1,268 +3%
Osaic Holdings
14
Osaic Holdings
Arizona
$911K 30,694 -6,310 -17%
D.E. Shaw & Co
15
D.E. Shaw & Co
New York
$770K 25,666 -900 -3%
UBS Group
16
UBS Group
Switzerland
$752K 25,062 +24,627 +5,661%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$671K 22,352 +1,449 +7%
IAA
18
Ironsides Asset Advisors
North Carolina
$538K 17,933 -28,118 -61%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$470K 15,661 -632 -4%
GA
20
GFS Advisors
Texas
$429K 14,300 -3,800 -21%
IA
21
Insight Advisors
Pennsylvania
$397K 13,231 +9 +0.1%
Thrivent Financial for Lutherans
22
Thrivent Financial for Lutherans
Minnesota
$365K 12,151 +12,151 New
Raymond James Financial
23
Raymond James Financial
Florida
$354K 11,810 +1,420 +14%
FIM
24
Freedom Investment Management
Connecticut
$310K 10,343 +395 +4%
Carson Wealth (CWM LLC)
25
Carson Wealth (CWM LLC)
Nebraska
$309K 10,294 -4,405 -30%