Institutional Ownership Simplify Exch.Trad Fds Simplif (CDX)
This table provides information about the institutional ownership of Simplify Exch.Trad Fds Simplif (CDX). We have compiled data on the 71 institutions that hold shares in the stock, with a total of 9.4 Million shares, which have been reported (via 13F filing form) to have a value of $213 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
1,042,223
shares
|
$23.6 Million
0.18% of portfolio
|
Q3 2025
Added 20.81%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
Nov 05, 2025 Q3 2025 |
1,005,361
shares
|
$22.8 Million
4.21% of portfolio
|
Q3 2025
Added 301.47%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
796,259
shares
|
$18 Million
0.01% of portfolio
|
Q3 2025
Added 88.86%
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Oct 09, 2025 Q3 2025 |
719,012
shares
|
$16.3 Million
4.24% of portfolio
|
Q3 2025
Added 17.3%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Oct 06, 2025 Q3 2025 |
514,852
shares
|
$11.7 Million
1.5% of portfolio
|
Q3 2025
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
378,551
shares
|
$8.57 Million
0.01% of portfolio
|
Q3 2025
Added 10.82%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
373,713
shares
|
$8.46 Million
0.01% of portfolio
|
Q3 2025
Added 1.31%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
344,687
shares
|
$7.81 Million
0.12% of portfolio
|
Q3 2025
Reduced 1.66%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
290,908
shares
|
$6.59 Million
0.09% of portfolio
|
Q3 2025
Added 4.76%
|
|
|
Flagship Harbor Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
246,053
shares
|
$5.57 Million
0.27% of portfolio
|
Q2 2024
Reduced 47.74%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
209,895
shares
|
$4.75 Million
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Kensington Asset Management, LLC
Austin, TX |
Nov 10, 2025 Q3 2025 |
200,172
shares
|
$4.53 Million
0.29% of portfolio
|
Q3 2025
New holding
|
|
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
Oct 20, 2025 Q3 2025 |
195,324
shares
|
$4.42 Million
2.0% of portfolio
|
Q3 2025
Added 10.51%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
190,470
shares
|
$4.31 Million
0.03% of portfolio
|
Q3 2025
Added 126.27%
|
|
|
Security National Bank
|
Oct 20, 2025 Q3 2025 |
179,049
shares
|
$4.06 Million
0.65% of portfolio
|
Q3 2025
New holding
|
|
|
River Tree Advisors, LLC
Winter Park, FL |
Nov 03, 2025 Q3 2025 |
173,979
shares
|
$3.94 Million
3.31% of portfolio
|
Q3 2025
New holding
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
167,395
shares
|
$3.79 Million
0.0% of portfolio
|
Q3 2025
Added 139.78%
|
|
|
Slate Stone Wealth, LLC
|
Nov 05, 2025 Q3 2025 |
164,562
shares
|
$3.73 Million
0.33% of portfolio
|
Q3 2025
New holding
|
|
|
Pekin Hardy Strauss, Inc.
|
Nov 07, 2025 Q3 2025 |
143,753
shares
|
$3.26 Million
0.36% of portfolio
|
Q3 2025
Added 51.75%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Oct 30, 2025 Q3 2025 |
134,300
shares
|
$3.04 Million
0.71% of portfolio
|
Q3 2025
New holding
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
125,950
shares
|
$2.85 Million
0.05% of portfolio
|
Q3 2025
Added 8.22%
|
|
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
Nov 10, 2025 Q3 2025 |
123,857
shares
|
$2.81 Million
1.05% of portfolio
|
Q3 2025
New holding
|
|
|
Fifth Third Securities, Inc.
|
Oct 10, 2025 Q3 2025 |
115,458
shares
|
$2.62 Million
0.19% of portfolio
|
Q3 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
110,359
shares
|
$2.5 Million
0.04% of portfolio
|
Q3 2025
Added 155.71%
|
|
|
Whalen Wealth Management Inc.
Las Vegas, NV |
Oct 09, 2025 Q3 2025 |
102,101
shares
|
$2.31 Million
1.37% of portfolio
|
Q3 2025
Added 106.4%
|
|