Simplify Exch.Trad Fds Simplif CDX
Institutional shares held
9.17 Million
0
calls
0
puts
Total value of holdings
$208M
$0
calls
$0
puts
# of Institutions
72
We take great care to ensure that the data presented and summarized in this overview for SIMPLIFY EXCH.TRAD FDS SIMPLIF is accurate and up-to-date, based on a comprehensive analysis of 13F filing forms for institutional ownership and form 4 filings for insider transactions. Please note that this data may differ from other sources and should not be relied upon as the sole basis for investment decisions.
Top Institutions Holding CDX
View all-
Ae Wealth Management LLC1.04MShares$23.6 Million0.18% of portfolio
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Altiora Financial Group, LLC Lebanon, OH1.01MShares$22.8 Million4.21% of portfolio
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Lpl Financial LLC Fort Mill, SC796KShares$18 Million0.01% of portfolio
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Park Edge Advisors, LLC Cleveland, OH753KShares$17.1 Million4.24% of portfolio
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Insight Wealth Strategies, LLC San Ramon, CA647KShares$14.7 Million1.86% of portfolio
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Commonwealth Equity Services, LLC374KShares$8.46 Million0.01% of portfolio
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New Edge Wealth, LLC Pittsburgh, PA345KShares$7.81 Million0.12% of portfolio
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Prime Capital Investment Advisors, LLC Overland Park, KS289KShares$6.55 Million0.08% of portfolio
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Flagship Harbor Advisors, LLC252KShares$5.71 Million0.29% of portfolio
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Mid American Wealth Advisory Group, Inc. Kansas City, MO210KShares$4.77 Million1.98% of portfolio