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 |
|---|---|---|---|---|---|
| Signature Estate and Investment Advisors | 1.9M | $41M | 6% | Jun 2026 |
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| Envestnet Asset Management | 1.7M | $35M | 11% | Jun 2026 |
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| AE Wealth Management | 1.2M | $25M | -6% | Jun 2026 |
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| Park Edge Advisors | 772k | $16M | 2% | Jun 2026 |
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| Insight Wealth Strategies | 764k | $16M | 12% | Jun 2026 |
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| Altiora Financial Group | 573k | $12M | -36% | Jun 2026 |
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| Principal Securities | 432k | $9.1M | 14% | Jun 2026 |
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| Drive Wealth Management | 375k | $7.9M | -5% | Jun 2026 |
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| CLS Investments | 373k | $7.9M | 12% | Jun 2026 |
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| LPL Financial | 368k | $7.8M | -37% | Jun 2026 |
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| Flagship Harbor Advisors | 318k | $6.7M | 11% | Jun 2026 |
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| Meridian Wealth Management | 315k | $6.6M | 2% | Jun 2026 |
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| Soltis Investment Advisors | 273k | $5.8M | 59% | Jun 2026 |
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| Envestnet Portfolio Solutions | 268k | $5.6M | 11% | Jun 2026 |
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| WCG Wealth Advisors | 257k | $5.4M | 48% | Jun 2026 |
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| Advisor Group Holdings | 250k | $5.3M | 3% | Jun 2026 |
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| SlateStone Wealth | 232k | $4.9M | 0% | Jun 2026 |
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| Adapt Wealth Advisors | 202k | $4.3M | -6% | Jun 2026 |
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| Colony | 200k | $4.2M | 2% | Jun 2026 |
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| Security National Bank | 173k | $3.7M | -21% | Jun 2026 |
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| Commonwealth Equity Services | 172k | $3.6M | -9% | Jun 2026 |
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| Fifth Third Securities | 165k | $3.5M | 27% | Jun 2026 |
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| Steward Partners Investment Advisory | 138k | $2.9M | -3% | Jun 2026 |
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| Janney Montgomery Scott | 135k | $2.8M | 87% | Jun 2026 |
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| Kingsview Wealth Management | 125k | $2.7M | 16% | Mar 2026 |
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| Centennial Wealth Advisory | 99k | $2.1M | 1% | Jun 2026 |
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| Pekin, Singer Strauss Asset Management | 97k | $2.0M | -19% | Jun 2026 |
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| Arkadios Wealth Advisors | 82k | $1.7M | 100% | Jun 2026 |
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| Advisor OS | 80k | $1.7M | 100% | Jun 2026 |
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| Silver Oak Securities | 62k | $1.3M | -1% | Jun 2026 |
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| Citadel Advisors | 60k | $1.3M | -44% | Jun 2026 |
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| Advisory Services Network | 59k | $1.3M | 0% | Jun 2026 |
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| TD Waterhouse Canada | 55k | $1.1M | 12% | Jun 2026 |
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| Retirement Planning Group | 54k | $1.1M | 30% | Jun 2026 |
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| Mosley Wealth Management | 52k | $1.1M | 100% | Jun 2026 |
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| CIBC World Markets | 47k | $981k | 1% | Jun 2026 |
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| Change Path | 46k | $970k | 44% | Jun 2026 |
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| Independent Wealth Advisors | 46k | $968k | -55% | Jun 2026 |
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| Mml Investors Services | 44k | $934k | 3% | Jun 2026 |
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| WealthCare Asset Management | 34k | $721k | 103% | Jun 2026 |
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| Belpointe Asset Management | 34k | $707k | 6% | Jun 2026 |
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| Almanack Investment Partners | 33k | $699k | -62% | Jun 2026 |
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| Advisor Resource Council | 32k | $671k | 9% | Jun 2026 |
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| Cooper Financial Group | 30k | $634k | 0% | Jun 2026 |
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| Norden Group | 29k | $614k | 100% | Jun 2026 |
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| Goss Wealth Management | 28k | $593k | -88% | Jun 2026 |
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| Synergy Financial Management | 26k | $540k | 100% | Jun 2026 |
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| BayBridge Capital Group | 25k | $537k | 149% | Jun 2026 |
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| Steel Peak Wealth Management | 24k | $497k | 100% | Jun 2026 |
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| Fortis Capital Advisors | 22k | $468k | 10% | Jun 2026 |
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| HighTower Advisors | 22k | $464k | 93% | Jun 2026 |
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| Kestra Advisory Services | 19k | $403k | 4% | Jun 2026 |
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| Heck Capital Advisors | 18k | $378k | 26% | Jun 2026 |
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| Bank of America Corporation | 18k | $373k | 100% | Jun 2026 |
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| LaSalle St. Investment Advisors | 18k | $370k | -8% | Jun 2026 |
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| Park Avenue Securities | 16k | $328k | -27% | Jun 2026 |
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| Stephens | 15k | $317k | -75% | Jun 2026 |
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| Trajan Wealth | 15k | $311k | 1% | Jun 2026 |
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| Cetera Investment Advisers | 15k | $310k | 54% | Jun 2026 |
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| GFS Advisors | 3.6k | $288k | -70% | Jun 2026 |
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| Nbc Securities | 14k | $288k | 277% | Jun 2026 |
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| Hrt Financial | 13k | $266k | 100% | Jun 2026 |
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| Prime Capital Investment Advisors | 12k | $262k | -96% | Jun 2026 |
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| MBA Advisors | 12k | $248k | 2% | Jun 2026 |
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| Cambridge Advisors | 11k | $238k | 100% | Jun 2026 |
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| Coastal Investment Advisors | 9.9k | $209k | 22% | Jun 2026 |
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| Triumph Capital Management | 9.9k | $211k | 1% | Mar 2026 |
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| CWM | 9.1k | $194k | 68% | Mar 2026 |
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| Mather Group | 8.7k | $183k | -60% | Jun 2026 |
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| Pnc Financial Services | 8.1k | $171k | 0% | Jun 2026 |
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| Jpmorgan Chase & Co | 7.8k | $164k | 100% | Jun 2026 |
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| EP Wealth Advisors | 7.3k | $155k | 100% | Jun 2026 |
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| Luminist Capital | 4.7k | $99k | 100% | Jun 2026 |
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| Ankerstar Wealth | 3.0k | $64k | -89% | Jun 2026 |
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| Ameritas Advisory Services | 2.0k | $42k | 100% | Jun 2026 |
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| Royal Bank of Canada | 1.7k | $35k | 100% | Jun 2026 |
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| Signature Equity Partners | 942.00 | $20k | 235% | Jun 2026 |
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| SRS Capital Advisors | 758.00 | $16k | 100% | Jun 2026 |
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| Wells Fargo & Company | 554.00 | $12k | 0% | Jun 2026 |
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| IFG Advisory | 365.00 | $7.7k | 100% | Jun 2026 |
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| Central Trust & Investment | 188.00 | $4.0k | 100% | Jun 2026 |
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| Hartland & Co | 150.00 | $3.2k | -45% | Jun 2026 |
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| Key Capital Management | 121.00 | $2.6k | 100% | Jun 2026 |
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| Morgan Stanley | 94.00 | $2.0k | 4600% | Mar 2026 |
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| Geneos Wealth Management | 74.00 | $1.6k | 1% | Jun 2026 |
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| Silver Grove Financial Group | 66.00 | $1.4k | 100% | Jun 2026 |
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| Quest 10 Wealth Builders | 63.00 | $1.3k | -15% | Jun 2026 |
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| Halbert Hargrove Global Advisors | 61.00 | $1.3k | 100% | Jun 2026 |
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| Elevated Capital Advisors | 41.00 | $866.002000 | 2% | Jun 2026 |
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| Farther Finance Advisors | 21.00 | $444.000900 | 0% | Jun 2026 |
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| Integrated Wealth Concepts | 18.00 | $379.999800 | 100% | Jun 2026 |
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| Harbour Investments | 13.00 | $274.999400 | -48% | Jun 2026 |
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Who sold out of Simplify Exchange Traded Fun?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| NewEdge Wealth | Mar 2026 | 368k | $7.9M |
| Prevail Innovative Wealth Advisors | Mar 2026 | 316k | $6.7M |
| Mid-American Wealth Advisory Group | Mar 2026 | 210k | $4.7M |
| Goldman Sachs Group | Mar 2026 | 100k | $2.1M |
| RFG Advisory | Mar 2026 | 57k | $1.2M |
| Summit Financial | Mar 2026 | 53k | $1.1M |
| Private Advisor | Mar 2026 | 50k | $1.1M |
| Worth Asset Management | Mar 2026 | 27k | $565k |
| Cambridge Investment Research Advisors | Mar 2026 | 24k | $516k |
| UBS Group | Mar 2026 | 1.7k | $36k |
| Golden State Equity Partners | Mar 2026 | 670.00 | $14k |
| Global Trust Asset Management | Mar 2026 | 500.00 | $11k |
| Stance Capital | Mar 2026 | 454.00 | $9.7k |
| Hantz Financial Services | Mar 2026 | 212.00 | $5.0k |
| Assetmark | Mar 2026 | 114.00 | $2.4k |