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 9.2 Million shares, which have been reported (via 13F filing form) to have a value of $208 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Trajan Wealth LLC
Scottsdale, AZ |
Nov 10, 2025 Q3 2025 |
17,934
shares
|
$406,205
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
17,443
shares
|
$395,083
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cove Street Capital, LLC
El Segundo, CA |
Nov 13, 2025 Q3 2025 |
16,577
shares
|
$375,469
0.58% of portfolio
|
Q3 2025
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
16,263
shares
|
$368,356
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
16,200
shares
|
$366,930
0.0% of portfolio
|
Q3 2025
Added 29.08%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jan 16, 2026 Q4 2025 |
12,975
shares
|
$293,883
0.02% of portfolio
|
Q4 2025
Added 8.62%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Nov 13, 2025 Q3 2025 |
12,705
shares
|
$287,768
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
12,355
shares
|
$279,840
0.0% of portfolio
|
Q3 2025
Added 34.73%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Oct 22, 2025 Q3 2025 |
10,887
shares
|
$246,590
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
10,465
shares
|
$237,032
0.01% of portfolio
|
Q3 2025
Added 9.3%
|
|
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
Jan 16, 2026 Q4 2025 |
10,217
shares
|
$231,415
0.14% of portfolio
|
Q4 2025
Added 7.07%
|
|
|
Triumph Capital Management
|
Dec 23, 2025 Q3 2025 |
9,462
shares
|
$214,314
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
4,100
shares
|
$92,865
0.0% of portfolio
|
Q3 2025
Added 95.24%
|
|
|
Stance Capital LLC
Boston, MA |
Nov 18, 2025 Q3 2025 |
453
shares
|
$10,260
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Oct 20, 2025 Q3 2025 |
81
shares
|
$1,834
0.0% of portfolio
|
Q1 2025
Reduced 10.0%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
70
shares
|
$1,585
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
65
shares
|
$1,472
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
45
shares
|
$1,019
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
2
shares
|
$45
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2025
Closed
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|