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 55 institutions that hold shares in the stock, with a total of 8.93 Million shares, which have been reported (via 13F filing form) to have a value of $203 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
|
$65.8 Million
0.34% of portfolio
|
Q2 2025
New holding
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
862,680
shares
|
$19.6 Million
0.17% of portfolio
|
Q2 2025
Added 54.25%
|
|
|
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
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
421,603
shares
|
$9.56 Million
0.0% of portfolio
|
Q2 2025
Added 1192.98%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
373,713
shares
|
$8.48 Million
0.01% of portfolio
|
Q3 2025
Added 1.31%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 11, 2025 Q2 2025 |
350,507
shares
|
$7.95 Million
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
341,577
shares
|
$7.75 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
|
$6.3 Million
0.09% of portfolio
|
Q2 2025
Reduced 45.63%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
Aug 08, 2025 Q2 2025 |
250,417
shares
|
$5.68 Million
1.14% of portfolio
|
Q2 2025
New holding
|
|
|
Flagship Harbor Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
225,155
shares
|
$5.11 Million
0.27% of portfolio
|
Q2 2025
Added 2.58%
|
|
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
Oct 20, 2025 Q3 2025 |
195,324
shares
|
$4.43 Million
2.0% of portfolio
|
Q3 2025
Added 10.51%
|
|
|
Security National Bank
|
Oct 20, 2025 Q3 2025 |
179,049
shares
|
$4.06 Million
0.65% of portfolio
|
Q3 2025
New holding
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
116,379
shares
|
$2.64 Million
0.06% of portfolio
|
Q2 2025
Reduced 20.42%
|
|
|
Fifth Third Securities, Inc.
|
Oct 10, 2025 Q3 2025 |
115,458
shares
|
$2.62 Million
0.19% of portfolio
|
Q3 2025
New holding
|
|
|
Whalen Wealth Management Inc.
Las Vegas, NV |
Oct 09, 2025 Q3 2025 |
102,101
shares
|
$2.32 Million
1.37% of portfolio
|
Q3 2025
Added 106.4%
|
|
|
Pekin Hardy Strauss, Inc.
|
Aug 06, 2025 Q2 2025 |
94,731
shares
|
$2.15 Million
0.27% of portfolio
|
Q2 2025
New holding
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
93,318
shares
|
$2.12 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
84,178
shares
|
$1.91 Million
0.02% of portfolio
|
Q2 2025
Added 6.51%
|
|
|
Centennial Wealth Advisory LLC
|
Oct 22, 2025 Q3 2025 |
83,830
shares
|
$1.9 Million
0.6% of portfolio
|
Q3 2025
Added 4.24%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
69,813
shares
|
$1.58 Million
0.0% of portfolio
|
Q2 2025
Added 150.81%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 21, 2025 Q3 2025 |
58,194
shares
|
$1.32 Million
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
54,509
shares
|
$1.24 Million
0.0% of portfolio
|
Q3 2025
Added 17.15%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
43,158
shares
|
$978,823
0.02% of portfolio
|
Q2 2025
Added 2019.74%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
42,760
shares
|
$969,796
0.01% of portfolio
|
Q2 2025
Added 2.05%
|