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 20 institutions that hold shares in the stock, with a total of 3.1 Million shares, which have been reported (via 13F filing form) to have a value of $71.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Simplify Asset Management Inc.
New York, NY |
Nov 12, 2024 Q3 2024 |
1,374,907
shares
|
$31.7 Million
1.74% of portfolio
|
Q3 2024
Reduced 66.02%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
479,654
shares
|
$11.1 Million
0.12% of portfolio
|
Q3 2024
Added 2641.35%
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Oct 24, 2024 Q3 2024 |
422,647
shares
|
$9.76 Million
3.23% of portfolio
|
Q3 2024
Added 7.88%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
203,511
shares
|
$4.7 Million
0.01% of portfolio
|
Q3 2024
Added 13.52%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
169,548
shares
|
$3.91 Million
0.01% of portfolio
|
Q3 2024
Added 1.7%
|
|
|
Flagship Harbor Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
125,961
shares
|
$2.91 Million
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
Oct 02, 2024 Q3 2024 |
63,714
shares
|
$1.47 Million
0.95% of portfolio
|
Q3 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
62,667
shares
|
$1.45 Million
0.01% of portfolio
|
Q3 2024
Added 10.94%
|
|
|
Centennial Wealth Advisory LLC
|
Oct 30, 2024 Q3 2024 |
48,685
shares
|
$1.12 Million
0.46% of portfolio
|
Q3 2024
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
39,422
shares
|
$910,253
0.01% of portfolio
|
Q3 2024
Reduced 6.73%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
37,699
shares
|
$870,469
0.01% of portfolio
|
Q3 2024
Added 20.14%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
32,287
shares
|
$745,506
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
20,657
shares
|
$476,970
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Napa Wealth Management
Napa, CA |
Nov 07, 2024 Q3 2024 |
18,224
shares
|
$420,792
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
2,036
shares
|
$47,011
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
Oct 24, 2024 Q3 2024 |
1,321
shares
|
$30,501
0.03% of portfolio
|
Q3 2024
Reduced 98.63%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
358
shares
|
$8,266
0.0% of portfolio
|
Q3 2024
Reduced 4.28%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
20
shares
|
$461
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
1
shares
|
$23
0.0% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|