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
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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 |
|---|---|---|---|---|---|
| AE Wealth Management | 1.2M | $27M | 17% | Dec 2025 |
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| Altiora Financial Group | 1.0M | $23M | 301% | Sep 2025 |
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| Park Edge Advisors | 753k | $17M | 5% | Dec 2025 |
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| LPL Financial | 725k | $16M | -9% | Dec 2025 |
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| Insight Wealth Strategies | 647k | $14M | 26% | Dec 2025 |
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| Commonwealth Equity Services | 374k | $8.6M | 1% | Sep 2025 |
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| Drive Wealth Management | 372k | $8.3M | 177% | Dec 2025 |
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| NewEdge Wealth | 337k | $7.5M | -2% | Dec 2025 |
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| Meridian Wealth Management | 319k | $7.1M | 100% | Dec 2025 |
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| CLS Investments | 319k | $7.1M | 1306% | Dec 2025 |
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| Prime Capital Investment Advisors | 289k | $6.4M | -1% | Dec 2025 |
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| Flagship Harbor Advisors | 246k | $5.6M | 9% | Sep 2025 |
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| Goss Wealth Management | 228k | $5.1M | 9% | Dec 2025 |
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| Mid-American Wealth Advisory Group | 210k | $4.7M | 8% | Dec 2025 |
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| Kensington Asset Management | 200k | $4.6M | 100% | Sep 2025 |
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| Security National Bank | 199k | $4.4M | 11% | Dec 2025 |
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| Steward Partners Investment Advisory | 191k | $4.4M | 126% | Sep 2025 |
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| Colony | 179k | $4.1M | 7% | Sep 2025 |
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| Envestnet Asset Management | 167k | $3.8M | 140% | Sep 2025 |
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| SlateStone Wealth | 165k | $3.8M | 100% | Sep 2025 |
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| Soltis Investment Advisors | 155k | $3.4M | 60% | Dec 2025 |
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| WCG Wealth Advisors | 154k | $3.4M | 275% | Dec 2025 |
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| Pekin, Singer Strauss Asset Management | 139k | $3.1M | -3% | Dec 2025 |
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| RiverTree Advisors | 130k | $2.9M | -26% | Dec 2025 |
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| Summit Financial | 126k | $2.9M | 8% | Sep 2025 |
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| Adapt Wealth Advisors | 124k | $2.8M | 100% | Sep 2025 |
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| Fifth Third Securities | 116k | $2.6M | 0% | Dec 2025 |
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| Principal Securities | 110k | $2.5M | 156% | Sep 2025 |
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| Kingsview Wealth Management | 107k | $2.4M | 76% | Dec 2025 |
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| Prevail Innovative Wealth Advisors | 99k | $2.2M | 196% | Dec 2025 |
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| Centennial Wealth Advisory | 90k | $2.0M | 8% | Dec 2025 |
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| Advisor Group Holdings | 85k | $1.9M | 271% | Sep 2025 |
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| Private Advisor | 73k | $1.7M | -22% | Sep 2025 |
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| Stephens | 64k | $1.4M | -33% | Dec 2025 |
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| RFG Advisory | 58k | $1.3M | 100% | Sep 2025 |
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| Silver Oak Securities | 57k | $1.3M | -2% | Dec 2025 |
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| CIBC World Markets | 56k | $1.3M | 100% | Dec 2025 |
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| Whalen Wealth Management | 56k | $1.2M | -45% | Dec 2025 |
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| Worth Asset Management | 46k | $1.0M | 136% | Dec 2025 |
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| Retirement Planning Group | 41k | $916k | 10% | Dec 2025 |
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| Jane Street | 39k | $898k | 100% | Sep 2025 |
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| Cetera Investment Advisers | 39k | $859k | 0% | Dec 2025 |
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| Kestra Private Wealth Services | 38k | $850k | 6% | Dec 2025 |
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| Mml Investors Services | 36k | $819k | 59% | Sep 2025 |
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| Change Path | 33k | $754k | 100% | Sep 2025 |
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| TD Waterhouse Canada | 30k | $676k | 33% | Dec 2025 |
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| Cooper Financial Group | 30k | $669k | 100% | Dec 2025 |
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| GKV Capital Management | 28k | $617k | 100% | Dec 2025 |
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| Napa Wealth Management | 22k | $514k | 2% | Sep 2025 |
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| Cambridge Investment Research Advisors | 22k | $485k | 76% | Dec 2025 |
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| SFG Wealth Management | 22k | $495k | 100% | Sep 2025 |
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| Almanack Investment Partners | 19k | $427k | 76% | Dec 2025 |
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| Kestra Advisory Services | 18k | $390k | 0% | Dec 2025 |
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| Cove Street Capital | 17k | $380k | 100% | Sep 2025 |
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| Citadel Advisors | 16k | $373k | 100% | Sep 2025 |
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| Equitable Holdings | 16k | $371k | 29% | Sep 2025 |
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| Trajan Wealth | 16k | $349k | -13% | Dec 2025 |
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| Heck Capital Advisors | 13k | $289k | 9% | Dec 2025 |
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| LaSalle St. Investment Advisors | 13k | $291k | 100% | Sep 2025 |
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| Belpointe Asset Management | 11k | $244k | 5% | Dec 2025 |
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| GFS Advisors | 11k | $242k | 100% | Dec 2025 |
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| Janney Montgomery Scott | 11k | $237k | -81% | Dec 2025 |
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| BayBridge Capital Group | 10k | $228k | 7% | Dec 2025 |
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| Triumph Capital Management | 9.5k | $217k | 100% | Sep 2025 |
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| Pnc Financial Services | 8.1k | $180k | 98% | Dec 2025 |
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| CWM | 5.4k | $120k | 100% | Dec 2025 |
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| Private Trust Co Na | 1.4k | $30k | 100% | Dec 2025 |
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| Wealth Enhancement Trust Services | 1.3k | $29k | 100% | Dec 2025 |
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| Wells Fargo & Company | 1.2k | $27k | 100% | Dec 2025 |
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| Stance Capital | 453.00 | $10k | 100% | Sep 2025 |
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| Elevated Capital Advisors | 155.00 | $3.5k | 100% | Dec 2025 |
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| UBS Group | 139.00 | $3.1k | 114% | Dec 2025 |
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| Quest 10 Wealth Builders | 74.00 | $1.6k | -9% | Dec 2025 |
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| Geneos Wealth Management | 71.00 | $1.6k | 1% | Dec 2025 |
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| Northwestern Mutual Wealth Management Company | 45.00 | $1.0k | 100% | Sep 2025 |
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| Farther Finance Advisors | 21.00 | $467.999700 | 100% | Dec 2025 |
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Who sold out of Simplify Exchange Traded Fun?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Proficio Capital Partners | Jun 2025 | 2.9M | $2.9M |
| Wealth Enhancement Advisory Services | Sep 2025 | 379k | $8.7M |
| Goldman Sachs Group | Sep 2025 | 39k | $885k |
| Wolverine Trading | Jun 2025 | 26k | $605k |
| Compass Capital Corp | Jun 2025 | 18k | $415k |
| Gwn Securities | Jun 2025 | 14k | $320k |
| Beacon Capital Management | Jun 2025 | 1.8k | $41k |
| Raymond James Financial | Jun 2025 | 1.0k | $24k |