Purchases and Sales Made in Q4 2025 in Simplify Exch.Trad Fds Simplif (CDX)
This table provides information about the institutional ownership of Simplify Exch.Trad Fds Simplif (CDX) during Q4 2025. The information is specifically focused on institutions that hold shares of SIMPLIFY EXCH.TRAD FDS SIMPLIF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 02, 2026
Q4 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
132K+ 25.71% |
$2.99M - $3.04M
|
647K
$14.7M
|
|
|
Jan 16, 2026
Q4 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
34.1K+ 4.74% |
$770K - $782K
|
753K
$17.1M
|
|
|
Jan 07, 2026
Q4 2025
|
Cooper Financial Group
|
BUY
|
- |
30KNew |
$679K - $689K
|
30K
$680K
|
|
|
Jan 14, 2026
Q4 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
26.7K+ 136.23% |
$604K - $613K
|
46.3K
$1.05M
|
|
|
Jan 22, 2026
Q4 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
15.1K+ 7.72% |
$341K - $346K
|
210K
$4.77M
|
|
|
Jan 20, 2026
Q4 2025
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
11.3KNew |
$256K - $259K
|
11.3K
$256K
|
|
|
Jan 14, 2026
Q4 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
6.61K+ 7.88% |
$149K - $152K
|
90.4K
$2.05M
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
5.99K+ 2.43% |
$135K - $137K
|
252K
$5.71M
|
|
|
Jan 16, 2026
Q4 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
1.03K+ 8.62% |
$23.3K - $23.6K
|
13K
$294K
|
|
|
Jan 16, 2026
Q4 2025
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
675+ 7.07% |
$15.3K - $15.5K
|
10.2K
$231K
|
|
|
Jan 23, 2026
Q4 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
67+ 0.06% |
$1.51K - $1.54K
|
116K
$2.62M
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
21New |
$475 - $482
|
21
$476
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-932- 1.6% |
$21.1K - $21.4K
|
57.3K
$1.3M
|
|
|
Jan 21, 2026
Q4 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.58K- 0.54% |
$35.6K - $36.2K
|
289K
$6.55M
|
|
|
Jan 14, 2026
Q4 2025
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-44.4K- 25.55% |
$1M - $1.02M
|
130K
$2.93M
|
|
|
Jan 20, 2026
Q4 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
SELL
|
- |
-46.1K- 45.2% |
$1.04M - $1.06M
|
56K
$1.27M
|
|