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 |
|---|---|---|---|---|---|
| Signature Estate and Investment Advisors | 1.8M | $39M | 100% | Mar 2026 |
|
| Envestnet Asset Management | 1.5M | $32M | 9% | Mar 2026 |
|
| AE Wealth Management | 1.3M | $27M | 4% | Mar 2026 |
|
| Altiora Financial Group | 899k | $19M | -16% | Mar 2026 |
|
| Park Edge Advisors | 756k | $16M | 0% | Mar 2026 |
|
| Insight Wealth Strategies | 680k | $15M | 5% | Mar 2026 |
|
| LPL Financial | 587k | $13M | -19% | Mar 2026 |
|
| Drive Wealth Management | 397k | $8.5M | 7% | Mar 2026 |
|
| Principal Securities | 378k | $8.1M | 67% | Mar 2026 |
|
| NewEdge Wealth | 368k | $7.9M | 9% | Mar 2026 |
|
| CLS Investments | 333k | $7.1M | 5% | Mar 2026 |
|
| Prevail Innovative Wealth Advisors | 316k | $6.7M | 221% | Mar 2026 |
|
| Meridian Wealth Management | 308k | $6.6M | -3% | Mar 2026 |
|
| Prime Capital Investment Advisors | 305k | $6.5M | 6% | Mar 2026 |
|
| Flagship Harbor Advisors | 286k | $6.1M | 14% | Mar 2026 |
|
| Advisor Group Holdings | 279k | $6.2M | 230% | Dec 2025 |
|
| Envestnet Portfolio Solutions | 242k | $5.2M | 9% | Mar 2026 |
|
| SlateStone Wealth | 233k | $5.0M | 20% | Mar 2026 |
|
| Security National Bank | 218k | $4.7M | 10% | Mar 2026 |
|
| Adapt Wealth Advisors | 214k | $4.6M | -6% | Mar 2026 |
|
| Mid-American Wealth Advisory Group | 210k | $4.7M | 0% | Mar 2026 |
|
| Goss Wealth Management | 195k | $861k | -15% | Mar 2026 |
|
| Commonwealth Equity Services | 189k | $4.0M | -51% | Mar 2026 |
|
| Colony | 187k | $4.2M | 5% | Dec 2025 |
|
| WCG Wealth Advisors | 173k | $3.7M | 12% | Mar 2026 |
|
| Soltis Investment Advisors | 172k | $3.7M | 11% | Mar 2026 |
|
| Steward Partners Investment Advisory | 143k | $3.1M | -37% | Mar 2026 |
|
| Fifth Third Securities | 130k | $2.8M | 13% | Mar 2026 |
|
| Kingsview Wealth Management | 125k | $2.7M | 16% | Mar 2026 |
|
| Pekin, Singer Strauss Asset Management | 120k | $2.6M | -14% | Mar 2026 |
|
| Citadel Advisors | 108k | $2.3M | -13% | Mar 2026 |
|
| Independent Wealth Advisors | 102k | $2.2M | -3% | Mar 2026 |
|
| Goldman Sachs Group | 100k | $2.1M | 100% | Mar 2026 |
|
| Centennial Wealth Advisory | 98k | $2.1M | 9% | Mar 2026 |
|
| Almanack Investment Partners | 87k | $1.9M | 354% | Mar 2026 |
|
| Janney Montgomery Scott | 72k | $1.5M | 577% | Mar 2026 |
|
| Silver Oak Securities | 63k | $1.3M | 10% | Mar 2026 |
|
| Stephens | 61k | $1.3M | -5% | Mar 2026 |
|
| RFG Advisory | 57k | $1.2M | -17% | Mar 2026 |
|
| Advisory Services Network | 55k | $1.2M | 100% | Dec 2025 |
|
| Summit Financial | 53k | $1.1M | -62% | Mar 2026 |
|
| Private Advisor | 50k | $1.1M | -27% | Mar 2026 |
|
| TD Waterhouse Canada | 49k | $1.0M | 60% | Mar 2026 |
|
| CIBC World Markets | 46k | $984k | -18% | Mar 2026 |
|
| Mml Investors Services | 43k | $919k | -1% | Mar 2026 |
|
| Retirement Planning Group | 41k | $879k | 0% | Mar 2026 |
|
| Change Path | 32k | $681k | 16% | Mar 2026 |
|
| Belpointe Asset Management | 32k | $672k | 188% | Mar 2026 |
|
| Cooper Financial Group | 30k | $641k | 0% | Mar 2026 |
|
| Advisor Resource Council | 29k | $626k | 6% | Mar 2026 |
|
| Ankerstar Wealth | 28k | $593k | 100% | Mar 2026 |
|
| Worth Asset Management | 27k | $565k | -43% | Mar 2026 |
|
| Old Mission Capital | 26k | $571k | 100% | Dec 2025 |
|
| Cambridge Investment Research Advisors | 24k | $516k | 11% | Mar 2026 |
|
| Mather Group | 22k | $461k | 100% | Mar 2026 |
|
| Park Avenue Securities | 21k | $451k | 100% | Mar 2026 |
|
| Fortis Capital Advisors | 20k | $429k | 100% | Mar 2026 |
|
| LaSalle St. Investment Advisors | 19k | $406k | -1% | Mar 2026 |
|
| Kestra Advisory Services | 18k | $391k | 5% | Mar 2026 |
|
| WealthCare Asset Management | 17k | $359k | 100% | Mar 2026 |
|
| Susquehanna International | 15k | $334k | 100% | Dec 2025 |
|
| Trajan Wealth | 15k | $311k | -7% | Mar 2026 |
|
| Heck Capital Advisors | 14k | $303k | 9% | Mar 2026 |
|
| GFS Advisors | 12k | $259k | 11% | Mar 2026 |
|
| MBA Advisors | 12k | $246k | 2% | Mar 2026 |
|
| HighTower Advisors | 11k | $243k | 100% | Mar 2026 |
|
| BayBridge Capital Group | 10k | $228k | 0% | Mar 2026 |
|
| Triumph Capital Management | 9.9k | $211k | 1% | Mar 2026 |
|
| Cetera Investment Advisers | 9.6k | $204k | -75% | Mar 2026 |
|
| Pnc Financial Services | 8.1k | $173k | 0% | Mar 2026 |
|
| Coastal Investment Advisors | 8.1k | $172k | 100% | Mar 2026 |
|
| CWM | 5.4k | $120k | 100% | Dec 2025 |
|
| Nbc Securities | 3.6k | $77k | 92% | Mar 2026 |
|
| Western Wealth Management | 2.9k | $62k | 100% | Mar 2026 |
|
| UBS Group | 1.7k | $36k | 1120% | Mar 2026 |
|
| Golden State Equity Partners | 670.00 | $14k | 100% | Mar 2026 |
|
| Wells Fargo & Company | 553.00 | $12k | -54% | Mar 2026 |
|
| Global Trust Asset Management | 500.00 | $11k | 100% | Mar 2026 |
|
| Stance Capital | 454.00 | $9.7k | 100% | Mar 2026 |
|
| Signature Equity Partners | 281.00 | $6.0k | 100% | Mar 2026 |
|
| Hartland & Co | 275.00 | $5.9k | -84% | Mar 2026 |
|
| Hantz Financial Services | 212.00 | $5.0k | 100% | Mar 2026 |
|
| Assetmark | 114.00 | $2.4k | 100% | Mar 2026 |
|
| Morgan Stanley | 94.00 | $2.0k | 100% | Mar 2026 |
|
| Quest 10 Wealth Builders | 74.00 | $1.6k | 0% | Mar 2026 |
|
| Geneos Wealth Management | 73.00 | $1.6k | 3% | Mar 2026 |
|
| Elevated Capital Advisors | 40.00 | $860.000000 | -74% | Mar 2026 |
|
| Harbour Investments | 25.00 | $534.000000 | 100% | Mar 2026 |
|
| Farther Finance Advisors | 21.00 | $450.000600 | 0% | Mar 2026 |
|
Who sold out of Simplify Exchange Traded Fun?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Kensington Asset Management | Dec 2025 | 219k | $4.9M |
| Jane Street | Dec 2025 | 204k | $4.5M |
| RiverTree Advisors | Dec 2025 | 130k | $2.9M |
| Whalen Wealth Management | Dec 2025 | 56k | $1.2M |
| Kestra Private Wealth Services | Dec 2025 | 38k | $850k |
| GKV Capital Management | Dec 2025 | 28k | $617k |
| Hrt Financial | Dec 2025 | 17k | $379k |
| Intl Fcstone | Dec 2025 | 14k | $313k |
| Private Trust Co Na | Dec 2025 | 1.4k | $30k |
| Wealth Enhancement Trust Services | Dec 2025 | 1.3k | $29k |
| SRS Capital Advisors | Dec 2025 | 1.3k | $28k |
| Northwestern Mutual Wealth Management Company | Dec 2025 | 45.00 | $1.0k |