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 47 institutions that hold shares in the stock, with a total of 7.84 Million shares, which have been reported (via 13F filing form) to have a value of $182 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Proficio Capital Partners LLC
Newton, MA |
Aug 07, 2025 Q2 2025 |
2,900,460
shares
|
$67.3 Million
0.34% of portfolio
|
Q2 2025
New holding
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
862,680
shares
|
$20 Million
0.17% of portfolio
|
Q2 2025
Added 54.25%
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Jul 07, 2025 Q2 2025 |
612,977
shares
|
$14.2 Million
4.05% of portfolio
|
Q2 2025
Added 43.29%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
421,603
shares
|
$9.79 Million
0.0% of portfolio
|
Q2 2025
Added 1192.98%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
368,894
shares
|
$8.57 Million
0.01% of portfolio
|
Q2 2025
Added 106.2%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 11, 2025 Q2 2025 |
350,507
shares
|
$8.14 Million
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
341,577
shares
|
$7.93 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
277,694
shares
|
$6.45 Million
0.09% of portfolio
|
Q2 2025
Reduced 45.63%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
Aug 08, 2025 Q2 2025 |
250,417
shares
|
$5.81 Million
1.14% of portfolio
|
Q2 2025
New holding
|
|
|
Flagship Harbor Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
225,155
shares
|
$5.23 Million
0.27% of portfolio
|
Q2 2025
Added 2.58%
|
|
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
Jul 30, 2025 Q2 2025 |
176,740
shares
|
$4.1 Million
1.96% of portfolio
|
Q2 2025
Added 36.06%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
116,379
shares
|
$2.7 Million
0.06% of portfolio
|
Q2 2025
Reduced 20.42%
|
|
|
Pekin Hardy Strauss, Inc.
|
Aug 06, 2025 Q2 2025 |
94,731
shares
|
$2.2 Million
0.27% of portfolio
|
Q2 2025
New holding
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
93,318
shares
|
$2.17 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
84,178
shares
|
$1.95 Million
0.02% of portfolio
|
Q2 2025
Added 6.51%
|
|
|
Centennial Wealth Advisory LLC
|
Jul 17, 2025 Q2 2025 |
80,421
shares
|
$1.87 Million
0.65% of portfolio
|
Q2 2025
Added 50.74%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
69,813
shares
|
$1.62 Million
0.0% of portfolio
|
Q2 2025
Added 150.81%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
53,230
shares
|
$1.24 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Whalen Wealth Management Inc.
Las Vegas, NV |
Aug 04, 2025 Q2 2025 |
49,467
shares
|
$1.15 Million
0.72% of portfolio
|
Q2 2025
New holding
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
46,528
shares
|
$1.08 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
43,158
shares
|
$1 Million
0.02% of portfolio
|
Q2 2025
Added 2019.74%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
42,760
shares
|
$992,887
0.01% of portfolio
|
Q2 2025
Added 2.05%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
35,359
shares
|
$821,035
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
32,396
shares
|
$752,235
0.01% of portfolio
|
Q1 2025
Added 38.78%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
23,780
shares
|
$552,171
0.01% of portfolio
|
Q2 2025
New holding
|