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 72 institutions that hold shares in the stock, with a total of 9.17 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 |
|---|---|---|---|---|---|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
1,042,223
shares
|
$23.6 Million
0.18% of portfolio
|
Q3 2025
Added 20.81%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
Nov 05, 2025 Q3 2025 |
1,005,361
shares
|
$22.8 Million
4.21% of portfolio
|
Q3 2025
Added 301.47%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
796,259
shares
|
$18 Million
0.01% of portfolio
|
Q3 2025
Added 88.86%
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Jan 16, 2026 Q4 2025 |
753,087
shares
|
$17.1 Million
4.24% of portfolio
|
Q4 2025
Added 4.74%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Jan 02, 2026 Q4 2025 |
647,232
shares
|
$14.7 Million
1.86% of portfolio
|
Q4 2025
Added 25.71%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
373,713
shares
|
$8.46 Million
0.01% of portfolio
|
Q3 2025
Added 1.31%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
344,687
shares
|
$7.81 Million
0.12% of portfolio
|
Q3 2025
Reduced 1.66%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jan 21, 2026 Q4 2025 |
289,332
shares
|
$6.55 Million
0.08% of portfolio
|
Q4 2025
Reduced 0.54%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2026 Q4 2025 |
252,039
shares
|
$5.71 Million
0.29% of portfolio
|
Q4 2025
Added 2.43%
|
|
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
Jan 22, 2026 Q4 2025 |
210,408
shares
|
$4.77 Million
1.98% of portfolio
|
Q4 2025
Added 7.72%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
209,895
shares
|
$4.75 Million
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Kensington Asset Management, LLC
Austin, TX |
Nov 10, 2025 Q3 2025 |
200,172
shares
|
$4.53 Million
0.29% of portfolio
|
Q3 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
190,470
shares
|
$4.31 Million
0.03% of portfolio
|
Q3 2025
Added 126.27%
|
|
|
Security National Bank
|
Oct 20, 2025 Q3 2025 |
179,049
shares
|
$4.06 Million
0.65% of portfolio
|
Q3 2025
New holding
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
167,395
shares
|
$3.79 Million
0.0% of portfolio
|
Q3 2025
Added 139.78%
|
|
|
Slate Stone Wealth, LLC
|
Nov 05, 2025 Q3 2025 |
164,562
shares
|
$3.73 Million
0.33% of portfolio
|
Q3 2025
New holding
|
|
|
Pekin Hardy Strauss, Inc.
|
Nov 07, 2025 Q3 2025 |
143,753
shares
|
$3.26 Million
0.36% of portfolio
|
Q3 2025
Added 51.75%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Oct 30, 2025 Q3 2025 |
134,300
shares
|
$3.04 Million
0.71% of portfolio
|
Q3 2025
New holding
|
|
|
River Tree Advisors, LLC
Winter Park, FL |
Jan 14, 2026 Q4 2025 |
129,536
shares
|
$2.93 Million
2.45% of portfolio
|
Q4 2025
Reduced 25.55%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
125,950
shares
|
$2.85 Million
0.05% of portfolio
|
Q3 2025
Added 8.22%
|
|
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
Nov 10, 2025 Q3 2025 |
123,857
shares
|
$2.81 Million
1.05% of portfolio
|
Q3 2025
New holding
|
|
|
Fifth Third Securities, Inc.
|
Jan 23, 2026 Q4 2025 |
115,525
shares
|
$2.62 Million
0.18% of portfolio
|
Q4 2025
Added 0.06%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
110,359
shares
|
$2.5 Million
0.04% of portfolio
|
Q3 2025
Added 155.71%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Nov 12, 2025 Q3 2025 |
96,553
shares
|
$2.19 Million
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
94,879
shares
|
$2.15 Million
0.03% of portfolio
|
Q3 2025
New holding
|
|