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 31 institutions that hold shares in the stock, with a total of 4.51 Million shares, which have been reported (via 13F filing form) to have a value of $104 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Simplify Asset Management Inc.
New York, NY |
May 13, 2025 Q1 2025 |
1,299,393
shares
|
$30 Million
1.21% of portfolio
|
Q4 2024
Reduced 5.49%
|
|
|
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%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
559,274
shares
|
$12.9 Million
0.12% of portfolio
|
Q1 2025
Added 9.65%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
510,705
shares
|
$11.8 Million
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
341,577
shares
|
$7.89 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
219,498
shares
|
$5.07 Million
0.28% of portfolio
|
Q1 2025
Added 19.49%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
178,902
shares
|
$4.13 Million
0.01% of portfolio
|
Q1 2025
Added 1.66%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
146,249
shares
|
$3.38 Million
0.09% of portfolio
|
Q1 2025
Added 733.04%
|
|
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
Apr 09, 2025 Q1 2025 |
129,895
shares
|
$3 Million
1.6% of portfolio
|
Q1 2025
Added 26.36%
|
|
|
Sfg Wealth Management, Llc.
|
Apr 23, 2025 Q1 2025 |
83,007
shares
|
$1.92 Million
0.98% of portfolio
|
Q1 2025
Added 157.11%
|
|
|
Centennial Wealth Advisory LLC
|
Jul 17, 2025 Q2 2025 |
80,421
shares
|
$1.86 Million
0.65% of portfolio
|
Q2 2025
Added 50.74%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
79,036
shares
|
$1.82 Million
0.02% of portfolio
|
Q1 2025
Reduced 4.7%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
51,964
shares
|
$1.2 Million
0.0% of portfolio
|
Q1 2025
Added 222.4%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
46,528
shares
|
$1.07 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
41,902
shares
|
$967,517
0.01% of portfolio
|
Q1 2025
Added 10.4%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
32,607
shares
|
$752,895
0.0% of portfolio
|
Q1 2025
Added 26.12%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
32,396
shares
|
$748,023
0.01% of portfolio
|
Q1 2025
Added 38.78%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
27,835
shares
|
$642,710
0.0% of portfolio
|
Q1 2025
Reduced 44.78%
|
|
|
Napa Wealth Management
Napa, CA |
May 14, 2025 Q1 2025 |
23,180
shares
|
$535,226
0.3% of portfolio
|
Q1 2025
Reduced 10.87%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
9,575
shares
|
$221,086
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
2,273
shares
|
$52,483
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
2,036
shares
|
$47,011
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
1,766
shares
|
$40,776
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
804
shares
|
$18,564
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
482
shares
|
$11,129
0.0% of portfolio
|
Q1 2025
Reduced 20.2%
|