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 12 institutions that hold shares in the stock, with a total of 737,877 shares, which have been reported (via 13F filing form) to have a value of $17.1 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Park Edge Advisors, LLC
Cleveland, OH |
Apr 19, 2024 Q1 2024 |
333,945
shares
|
$7.72 Million
2.29% of portfolio
|
Q1 2024
Added 231.61%
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
162,228
shares
|
$3.75 Million
0.01% of portfolio
|
Q1 2024
Added 1.43%
|
|
Simplify Asset Management Inc.
New York, NY |
May 13, 2024 Q1 2024 |
149,854
shares
|
$3.46 Million
0.22% of portfolio
|
Q1 2024
Reduced 40.1%
|
|
Avantax Advisory Services, Inc.
|
May 08, 2024 Q1 2024 |
43,088
shares
|
$995,763
0.01% of portfolio
|
Q1 2024
Added 20.06%
|
|
Truist Financial Corp
|
May 10, 2024 Q1 2024 |
16,036
shares
|
$370,591
0.0% of portfolio
|
Q1 2024
New holding
|
|
Steward Partners Investment Advisory, LLC
|
May 15, 2024 Q1 2024 |
13,732
shares
|
$317,346
0.0% of portfolio
|
Q1 2024
Added 112.11%
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
9,558
shares
|
$220,885
0.0% of portfolio
|
Q1 2024
New holding
|
|
Relyea Zuckerberg Hanson LLC
|
Apr 22, 2024 Q1 2024 |
9,329
shares
|
$215,593
0.04% of portfolio
|
Q1 2024
Added 1.53%
|
|
Ifp Advisors, Inc
|
Jan 09, 2024 Q4 2023 |
85
shares
|
$1,964
0.0% of portfolio
|
Q4 2023
Reduced 27.97%
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
20
shares
|
$462
0.0% of portfolio
|
Q1 2024
New holding
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
2
shares
|
$46
0.0% of portfolio
|
Q1 2024
Added 100.0%
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Apr 30, 2024 Q1 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|