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 | 1.0M | $24M | 21% | Sep 2025 |
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| Altiora Financial Group | 1.0M | $23M | 301% | Sep 2025 |
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| LPL Financial | 796k | $18M | 89% | Sep 2025 |
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| Park Edge Advisors | 719k | $17M | 17% | Sep 2025 |
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| Insight Wealth Strategies | 515k | $12M | 100% | Sep 2025 |
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| Wealth Enhancement Advisory Services | 379k | $8.7M | 11% | Sep 2025 |
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| Commonwealth Equity Services | 374k | $8.6M | 1% | Sep 2025 |
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| NewEdge Wealth | 345k | $7.8M | -2% | Sep 2025 |
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| Prime Capital Investment Advisors | 291k | $6.7M | 5% | Sep 2025 |
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| Flagship Harbor Advisors | 246k | $5.6M | 9% | Sep 2025 |
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| Goss Wealth Management | 210k | $4.8M | 100% | Sep 2025 |
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| Kensington Asset Management | 200k | $4.6M | 100% | Sep 2025 |
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| Mid-American Wealth Advisory Group | 195k | $4.5M | 11% | Sep 2025 |
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| Steward Partners Investment Advisory | 191k | $4.4M | 126% | Sep 2025 |
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| Security National Bank | 179k | $4.1M | 100% | Sep 2025 |
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| Colony | 179k | $4.1M | 7% | Sep 2025 |
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| RiverTree Advisors | 174k | $4.0M | 100% | 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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| Pekin, Singer Strauss Asset Management | 144k | $3.3M | 52% | Sep 2025 |
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| Drive Wealth Management | 134k | $3.1M | 100% | Sep 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 | 100% | Sep 2025 |
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| Principal Securities | 110k | $2.5M | 156% | Sep 2025 |
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| Whalen Wealth Management | 102k | $2.3M | 106% | Sep 2025 |
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| Soltis Investment Advisors | 97k | $2.2M | 100% | Sep 2025 |
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| Stephens | 95k | $2.2M | 100% | Sep 2025 |
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| Advisor Group Holdings | 85k | $1.9M | 271% | Sep 2025 |
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| Centennial Wealth Advisory | 84k | $1.9M | 4% | Sep 2025 |
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| Private Advisor | 73k | $1.7M | -22% | Sep 2025 |
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| Kingsview Wealth Management | 61k | $1.4M | 155% | Sep 2025 |
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| Silver Oak Securities | 58k | $1.3M | 100% | Sep 2025 |
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| RFG Advisory | 58k | $1.3M | 100% | Sep 2025 |
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| Janney Montgomery Scott | 55k | $1.2M | 17% | Sep 2025 |
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| H D Vest Advisory Services | 43k | $997k | 2% | Jun 2025 |
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| WCG Wealth Advisors | 41k | $942k | 100% | Sep 2025 |
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| Jane Street | 39k | $898k | 100% | Sep 2025 |
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| Goldman Sachs Group | 39k | $885k | 100% | Sep 2025 |
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| Cetera Investment Advisers | 39k | $885k | 100% | Sep 2025 |
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| Retirement Planning Group | 37k | $854k | 100% | Sep 2025 |
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| Kestra Private Wealth Services | 36k | $828k | 2% | Sep 2025 |
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| Mml Investors Services | 36k | $819k | 59% | Sep 2025 |
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| Prevail Innovative Wealth Advisors | 33k | $764k | 100% | Sep 2025 |
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| Change Path | 33k | $754k | 100% | Sep 2025 |
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| TD Waterhouse Canada | 23k | $523k | 1105% | Sep 2025 |
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| CLS Investments | 23k | $519k | 2% | Sep 2025 |
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| Napa Wealth Management | 22k | $514k | 2% | Sep 2025 |
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| SFG Wealth Management | 22k | $495k | 100% | Sep 2025 |
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| Worth Asset Management | 20k | $449k | 100% | Sep 2025 |
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| Trajan Wealth | 18k | $411k | 100% | Sep 2025 |
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| Kestra Advisory Services | 17k | $400k | 100% | Sep 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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| LaSalle St. Investment Advisors | 13k | $291k | 100% | Sep 2025 |
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| Cambridge Investment Research Advisors | 12k | $283k | 35% | Sep 2025 |
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| Heck Capital Advisors | 12k | $274k | 25% | Sep 2025 |
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| Almanack Investment Partners | 11k | $249k | 100% | Sep 2025 |
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| Belpointe Asset Management | 11k | $240k | 9% | Sep 2025 |
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| BayBridge Capital Group | 9.5k | $219k | 100% | Sep 2025 |
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| Triumph Capital Management | 9.5k | $217k | 100% | Sep 2025 |
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| Pnc Financial Services | 4.1k | $94k | 95% | Sep 2025 |
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| Stance Capital | 453.00 | $10k | 100% | Sep 2025 |
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| Quest 10 Wealth Builders | 81.00 | $1.9k | 0% | Sep 2025 |
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| Geneos Wealth Management | 70.00 | $1.6k | 100% | Sep 2025 |
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| UBS Group | 65.00 | $1.5k | 100% | Sep 2025 |
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| Northwestern Mutual Wealth Management Company | 45.00 | $1.0k | 100% | Sep 2025 |
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| Morgan Stanley | 2.00 | $47.000000 | 100% | Jun 2025 |
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| Larson Financial Group | 0 | $0 | -100% | Sep 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 |
| Brookstone Capital Management | Jun 2025 | 53k | $1.2M |
| Wolverine Trading | Jun 2025 | 26k | $605k |
| Compass Capital Corp | Jun 2025 | 18k | $415k |
| Gwn Securities | Jun 2025 | 14k | $320k |
| Ameritas Advisory Services | Jun 2025 | 2.3k | $53k |
| Beacon Capital Management | Jun 2025 | 1.8k | $41k |
| Raymond James Financial | Jun 2025 | 1.0k | $24k |
| Royal Bank of Canada | Jun 2025 | 20.00 | $0 |