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 |
|---|---|---|---|---|---|
|
Soltis Investment Advisors LLC
St. George, UT |
Nov 12, 2025 Q3 2025 |
96,553
shares
|
$2.19 Million
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
94,879
shares
|
$2.15 Million
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
84,525
shares
|
$1.91 Million
0.0% of portfolio
|
Q3 2025
Added 271.28%
|
|
|
Centennial Wealth Advisory LLC
|
Oct 22, 2025 Q3 2025 |
83,830
shares
|
$1.9 Million
0.6% of portfolio
|
Q3 2025
Added 4.24%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
72,554
shares
|
$1.64 Million
0.01% of portfolio
|
Q3 2025
Reduced 22.25%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
60,751
shares
|
$1.38 Million
0.02% of portfolio
|
Q3 2025
Added 155.47%
|
|
|
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
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
58,050
shares
|
$1.31 Million
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
54,509
shares
|
$1.23 Million
0.0% of portfolio
|
Q3 2025
Added 17.15%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
42,760
shares
|
$968,513
0.01% of portfolio
|
Q2 2025
Added 2.05%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2025 Q3 2025 |
41,112
shares
|
$931,186
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
39,177
shares
|
$887,359
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
38,649
shares
|
$875,399
0.0% of portfolio
|
Q3 2025
Added 71.35%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
38,623
shares
|
$874,810
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Retirement Planning Group
|
Oct 27, 2025 Q3 2025 |
37,257
shares
|
$843,871
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
36,154
shares
|
$818,888
0.01% of portfolio
|
Q3 2025
Added 2.25%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
35,739
shares
|
$809,488
0.0% of portfolio
|
Q3 2025
Added 58.73%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
Nov 13, 2025 Q3 2025 |
33,325
shares
|
$754,811
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
32,926
shares
|
$745,773
0.02% of portfolio
|
Q3 2025
Added 99.98%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
32,396
shares
|
$733,769
0.01% of portfolio
|
Q1 2025
Added 38.78%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 03, 2025 Q3 2025 |
22,900
shares
|
$518,684
0.0% of portfolio
|
Q3 2025
Added 1105.26%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
22,651
shares
|
$513,045
0.0% of portfolio
|
Q3 2025
Added 2.09%
|
|
|
Napa Wealth Management
Napa, CA |
Nov 12, 2025 Q3 2025 |
22,418
shares
|
$507,767
0.24% of portfolio
|
Q3 2025
Added 2.16%
|
|
|
Sfg Wealth Management, Llc.
|
Nov 13, 2025 Q3 2025 |
21,602
shares
|
$489,285
0.23% of portfolio
|
Q3 2025
New holding
|
|
|
Worth Asset Management, LLC
|
Oct 17, 2025 Q3 2025 |
19,610
shares
|
$444,166
0.23% of portfolio
|
Q3 2025
New holding
|
|