Simplify Exch.Trad Fds Simplif CDX
Institutional shares held
3.22 Million
0
calls
0
puts
Total value of holdings
$71.7M
$0
calls
$0
puts
# of Institutions
21
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-
Simplify Asset Management Inc. New York, NY1.37MShares$30.9 Million1.74% of portfolio
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Ae Wealth Management LLC480KShares$10.8 Million0.12% of portfolio
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Park Edge Advisors, LLC Cleveland, OH409KShares$9.19 Million2.92% of portfolio
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Truist Financial Corp204KShares$4.57 Million0.01% of portfolio
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Flagship Harbor Advisors, LLC184KShares$4.13 Million0.22% of portfolio
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Commonwealth Equity Services, LLC170KShares$3.81 Million0.01% of portfolio
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Mid American Wealth Advisory Group, Inc. Kansas City, MO103KShares$2.31 Million1.32% of portfolio
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Steward Partners Investment Advisory, LLC62.7KShares$1.41 Million0.01% of portfolio
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Centennial Wealth Advisory LLC48.7KShares$1.09 Million0.46% of portfolio
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Avantax Advisory Services, Inc.39.4KShares$885,8120.01% of portfolio