Who owns SIMPLIFY EXCHANGE TRADED FUN?
- Ticker: CDX
- CUSIP Number: 82889n830
Tip: Access positions for across all investors
Analyze quarterly positions in Simplify Exchange Traded Fun with up to 7 years of data, all consolidated into one spreadsheet
Download as csv
Download as Excel
Top investors of Simplify Exchange Traded Fun stock
Who bought or sold SIMPLIFY EXCHANGE TRADED FUN this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Envestnet Asset Management | 1.4M | $31M | 718% | Dec 2025 |
|
| AE Wealth Management | 1.2M | $27M | 17% | Dec 2025 |
|
| Altiora Financial Group | 1.1M | $24M | 7% | Dec 2025 |
|
| Park Edge Advisors | 753k | $17M | 5% | Dec 2025 |
|
| LPL Financial | 725k | $16M | -9% | Dec 2025 |
|
| Insight Wealth Strategies | 647k | $14M | 26% | Dec 2025 |
|
| Commonwealth Equity Services | 387k | $8.6M | 3% | Dec 2025 |
|
| Drive Wealth Management | 372k | $8.3M | 177% | Dec 2025 |
|
| NewEdge Wealth | 337k | $7.5M | -2% | Dec 2025 |
|
| Meridian Wealth Management | 319k | $7.1M | 100% | Dec 2025 |
|
| CLS Investments | 319k | $7.1M | 1306% | Dec 2025 |
|
| Prime Capital Investment Advisors | 289k | $6.4M | -1% | Dec 2025 |
|
| Advisor Group Holdings | 279k | $6.2M | 230% | Dec 2025 |
|
| Flagship Harbor Advisors | 252k | $5.6M | 2% | Dec 2025 |
|
| Adapt Wealth Advisors | 228k | $5.1M | 84% | Dec 2025 |
|
| Goss Wealth Management | 228k | $5.1M | 9% | Dec 2025 |
|
| Steward Partners Investment Advisory | 227k | $5.0M | 19% | Dec 2025 |
|
| Principal Securities | 226k | $5.0M | 105% | Dec 2025 |
|
| Envestnet Portfolio Solutions | 222k | $4.9M | 100% | Dec 2025 |
|
| Kensington Asset Management | 219k | $4.9M | 9% | Dec 2025 |
|
| Mid-American Wealth Advisory Group | 210k | $4.7M | 8% | Dec 2025 |
|
| Jane Street | 204k | $4.5M | 421% | Dec 2025 |
|
| Security National Bank | 199k | $4.4M | 11% | Dec 2025 |
|
| SlateStone Wealth | 195k | $4.3M | 18% | Dec 2025 |
|
| Colony | 187k | $4.2M | 5% | Dec 2025 |
|
| Soltis Investment Advisors | 155k | $3.4M | 60% | Dec 2025 |
|
| WCG Wealth Advisors | 154k | $3.4M | 275% | Dec 2025 |
|
| Pekin, Singer Strauss Asset Management | 139k | $3.1M | -3% | Dec 2025 |
|
| Summit Financial | 139k | $3.1M | 10% | Dec 2025 |
|
| RiverTree Advisors | 130k | $2.9M | -26% | Dec 2025 |
|
| Citadel Advisors | 124k | $2.8M | 662% | Dec 2025 |
|
| Fifth Third Securities | 116k | $2.6M | 0% | Dec 2025 |
|
| Kingsview Wealth Management | 107k | $2.4M | 76% | Dec 2025 |
|
| Prevail Innovative Wealth Advisors | 99k | $2.2M | 196% | Dec 2025 |
|
| Centennial Wealth Advisory | 90k | $2.0M | 8% | Dec 2025 |
|
| RFG Advisory | 69k | $1.5M | 19% | Dec 2025 |
|
| Private Advisor | 69k | $1.5M | -5% | Dec 2025 |
|
| Stephens | 64k | $1.4M | -33% | Dec 2025 |
|
| Silver Oak Securities | 57k | $1.3M | -2% | Dec 2025 |
|
| CIBC World Markets | 56k | $1.3M | 100% | Dec 2025 |
|
| Whalen Wealth Management | 56k | $1.2M | -45% | Dec 2025 |
|
| Advisory Services Network | 55k | $1.2M | 100% | Dec 2025 |
|
| Worth Asset Management | 46k | $1.0M | 136% | Dec 2025 |
|
| Mml Investors Services | 44k | $968k | 22% | Dec 2025 |
|
| Retirement Planning Group | 41k | $916k | 10% | Dec 2025 |
|
| Cetera Investment Advisers | 39k | $859k | 0% | Dec 2025 |
|
| Kestra Private Wealth Services | 38k | $850k | 6% | Dec 2025 |
|
| TD Waterhouse Canada | 30k | $676k | 33% | Dec 2025 |
|
| Cooper Financial Group | 30k | $669k | 100% | Dec 2025 |
|
| GKV Capital Management | 28k | $617k | 100% | Dec 2025 |
|
| Advisor Resource Council | 28k | $609k | 100% | Dec 2025 |
|
| Change Path | 28k | $613k | -16% | Dec 2025 |
|
| Old Mission Capital | 26k | $571k | 100% | Dec 2025 |
|
| Cambridge Investment Research Advisors | 22k | $485k | 76% | Dec 2025 |
|
| LaSalle St. Investment Advisors | 19k | $429k | 52% | Dec 2025 |
|
| Almanack Investment Partners | 19k | $427k | 76% | Dec 2025 |
|
| Kestra Advisory Services | 18k | $390k | 0% | Dec 2025 |
|
| Hrt Financial | 17k | $379k | 100% | Dec 2025 |
|
| Trajan Wealth | 16k | $349k | -13% | Dec 2025 |
|
| Susquehanna International | 15k | $334k | 100% | Dec 2025 |
|
| Intl Fcstone | 14k | $313k | 100% | Dec 2025 |
|
| Heck Capital Advisors | 13k | $289k | 9% | Dec 2025 |
|
| MBA Advisors | 11k | $252k | 100% | Dec 2025 |
|
| Belpointe Asset Management | 11k | $244k | 5% | Dec 2025 |
|
| GFS Advisors | 11k | $242k | 100% | Dec 2025 |
|
| Janney Montgomery Scott | 11k | $237k | -81% | Dec 2025 |
|
| BayBridge Capital Group | 10k | $228k | 7% | Dec 2025 |
|
| Triumph Capital Management | 9.8k | $217k | 3% | Dec 2025 |
|
| Pnc Financial Services | 8.1k | $180k | 98% | Dec 2025 |
|
| CWM | 5.4k | $120k | 100% | Dec 2025 |
|
| Nbc Securities | 1.9k | $42k | 100% | Dec 2025 |
|
| Hartland & Co | 1.7k | $38k | 100% | Dec 2025 |
|
| Private Trust Co Na | 1.4k | $30k | 100% | Dec 2025 |
|
| Wealth Enhancement Trust Services | 1.3k | $29k | 100% | Dec 2025 |
|
| SRS Capital Advisors | 1.3k | $28k | 100% | Dec 2025 |
|
| Wells Fargo & Company | 1.2k | $27k | 100% | Dec 2025 |
|
| Elevated Capital Advisors | 155.00 | $3.5k | 100% | Dec 2025 |
|
| UBS Group | 139.00 | $3.1k | 114% | Dec 2025 |
|
| Quest 10 Wealth Builders | 74.00 | $1.6k | -9% | Dec 2025 |
|
| Geneos Wealth Management | 71.00 | $1.6k | 1% | Dec 2025 |
|
| Northwestern Mutual Wealth Management Company | 45.00 | $1.0k | 0% | Dec 2025 |
|
| Farther Finance Advisors | 21.00 | $467.999700 | 100% | Dec 2025 |
|
Who sold out of Simplify Exchange Traded Fun?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Wealth Enhancement Advisory Services | Sep 2025 | 379k | $8.7M |
| Goldman Sachs Group | Sep 2025 | 39k | $885k |
| SFG Wealth Management | Sep 2025 | 22k | $495k |
| Equitable Holdings | Sep 2025 | 16k | $371k |
| Stance Capital | Sep 2025 | 453.00 | $10k |