Simplify Exch.Trad Fds Simplif CDX
Institutional shares held
5.09 Million
0
calls
0
puts
Total value of holdings
$122M
$0
calls
$0
puts
# of Institutions
17
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, NY4.05MShares$96.8 Million6.88% of portfolio
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Park Edge Advisors, LLC Cleveland, OH392KShares$9.38 Million3.06% of portfolio
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Truist Financial Corp179KShares$4.29 Million0.01% of portfolio
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Commonwealth Equity Services, LLC167KShares$3.99 Million0.01% of portfolio
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Authentikos Wealth Advisory, LLC Morgan Hill, CA96.2KShares$2.3 Million1.93% of portfolio
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Steward Partners Investment Advisory, LLC56.5KShares$1.35 Million0.01% of portfolio
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Avantax Advisory Services, Inc.42.3KShares$1.01 Million0.01% of portfolio
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Wolverine Trading, LLC Chicago, IL32.9KShares$787,6550.0% of portfolio
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Orion Portfolio Solutions, LLC31.4KShares$750,8990.01% of portfolio
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Sfg Wealth Management, Llc.23KShares$549,8150.31% of portfolio