Simplify Exch.Trad Fds Simplif CDX
Institutional shares held
896,055
0
calls
0
puts
Total value of holdings
$20.8M
$0
calls
$0
puts
# of Institutions
12
We take great care to ensure that the data presented and summarized in this overview for SIMPLIFY EXCH.TRAD FDS SIMPLIF is accurate and up-to-date, based on a comprehensive analysis of 13F filing forms for institutional ownership and form 4 filings for insider transactions. Please note that this data may differ from other sources and should not be relied upon as the sole basis for investment decisions.
Top Institutions Holding CDX
View all-
Park Edge Advisors, LLC Cleveland, OH392KShares$9.09 Million3.06% of portfolio
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Commonwealth Equity Services, LLC162KShares$3.77 Million0.01% of portfolio
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Simplify Asset Management Inc. New York, NY150KShares$3.48 Million0.22% of portfolio
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Authentikos Wealth Advisory, LLC Morgan Hill, CA96.2KShares$2.23 Million1.93% of portfolio
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Avantax Advisory Services, Inc.43.1KShares$1 Million0.01% of portfolio
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Sfg Wealth Management, Llc.23KShares$533,2720.31% of portfolio
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Truist Financial Corp16KShares$372,1950.0% of portfolio
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Steward Partners Investment Advisory, LLC13.7KShares$318,7190.0% of portfolio
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Ifp Advisors, Inc85Shares$1,9720.0% of portfolio
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Royal Bank Of Canada Toronto, A620Shares$4640.0% of portfolio