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 24 institutions that hold shares in the stock, with a total of 3.3 Million shares, which have been reported (via 13F filing form) to have a value of $74.6 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Simplify Asset Management Inc.
New York, NY |
Feb 11, 2025 Q4 2024 |
1,299,393
shares
|
$29.3 Million
1.61% of portfolio
|
Q4 2024
Reduced 5.49%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
510,060
shares
|
$11.5 Million
0.11% of portfolio
|
Q4 2024
Added 6.34%
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Jan 21, 2025 Q4 2024 |
408,930
shares
|
$9.22 Million
2.92% of portfolio
|
Q4 2024
Reduced 3.25%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
239,171
shares
|
$5.39 Million
0.01% of portfolio
|
Q4 2024
Added 17.52%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
183,702
shares
|
$4.14 Million
0.22% of portfolio
|
Q4 2024
Added 45.84%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
175,977
shares
|
$3.97 Million
0.01% of portfolio
|
Q4 2024
Added 3.79%
|
|
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
Jan 13, 2025 Q4 2024 |
102,798
shares
|
$2.32 Million
1.32% of portfolio
|
Q4 2024
Added 61.34%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
82,930
shares
|
$1.87 Million
0.02% of portfolio
|
Q4 2024
Added 32.33%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
50,406
shares
|
$1.14 Million
0.0% of portfolio
|
Q4 2024
Added 56.12%
|
|
|
Centennial Wealth Advisory LLC
|
Jan 27, 2025 Q4 2024 |
43,356
shares
|
$977,677
0.38% of portfolio
|
Q4 2024
Reduced 10.95%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
37,954
shares
|
$855,862
0.01% of portfolio
|
Q4 2024
Reduced 3.72%
|
|
|
Sfg Wealth Management, Llc.
|
Jan 16, 2025 Q4 2024 |
32,285
shares
|
$728,026
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
Napa Wealth Management
Napa, CA |
Feb 14, 2025 Q4 2024 |
26,007
shares
|
$586,457
0.25% of portfolio
|
Q4 2024
Added 42.71%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
25,853
shares
|
$582,985
0.0% of portfolio
|
Q4 2024
Added 25.15%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
23,344
shares
|
$526,407
0.01% of portfolio
|
Q4 2024
Reduced 38.08%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
18,239
shares
|
$411,289
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Feb 12, 2025 Q4 2024 |
17,556
shares
|
$395,887
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
16,118
shares
|
$363,460
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
2,036
shares
|
$45,911
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
436
shares
|
$9,831
0.0% of portfolio
|
Q4 2024
Added 21.79%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Feb 13, 2025 Q4 2024 |
90
shares
|
$2,029
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
20
shares
|
$451
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
3
shares
|
$67
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|