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 21 institutions that hold shares in the stock, with a total of 5.27 Million shares, which have been reported (via 13F filing form) to have a value of $123 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Simplify Asset Management Inc.
New York, NY |
Aug 12, 2024 Q2 2024 |
4,045,997
shares
|
$94.2 Million
6.88% of portfolio
|
Q2 2024
Added 2599.96%
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Oct 24, 2024 Q3 2024 |
422,647
shares
|
$9.83 Million
3.23% of portfolio
|
Q3 2024
Added 7.88%
|
|
|
Truist Financial Corp
|
Aug 20, 2024 Q2 2024 |
179,277
shares
|
$4.17 Million
0.01% of portfolio
|
Q2 2024
Added 1017.97%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
169,548
shares
|
$3.95 Million
0.01% of portfolio
|
Q3 2024
Added 1.7%
|
|
|
Flagship Harbor Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
125,961
shares
|
$2.93 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
|
$1.48 Million
0.95% of portfolio
|
Q3 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 08, 2024 Q2 2024 |
56,488
shares
|
$1.31 Million
0.01% of portfolio
|
Q2 2024
Added 311.36%
|
|
|
Centennial Wealth Advisory LLC
|
Oct 30, 2024 Q3 2024 |
48,685
shares
|
$1.13 Million
0.46% of portfolio
|
Q3 2024
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Aug 09, 2024 Q2 2024 |
42,265
shares
|
$983,506
0.01% of portfolio
|
Q2 2024
Reduced 1.91%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
32,915
shares
|
$765,932
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
Aug 13, 2024 Q2 2024 |
31,379
shares
|
$730,189
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Sfg Wealth Management, Llc.
|
Jul 19, 2024 Q2 2024 |
22,976
shares
|
$534,651
0.31% of portfolio
|
Q2 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Aug 12, 2024 Q2 2024 |
17,497
shares
|
$407,155
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
9,226
shares
|
$214,689
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
2,036
shares
|
$47,377
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
Oct 24, 2024 Q3 2024 |
1,321
shares
|
$30,739
0.03% of portfolio
|
Q3 2024
Reduced 98.63%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
374
shares
|
$8,702
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
276
shares
|
$6,422
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
20
shares
|
$465
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 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
|