Who Owns SIMPLIFY EXCHANGE TRADED FUN (CDX)? -- Institutional Holders (2026-06-30)

106 institutions reported holding $278.7M of SIMPLIFY EXCHANGE TRADED FUN (CDX) in SEC 13F filings for 2026-06-30. Largest institutional holders: SIGNATURE ESTATE & INVESTMENT ADVISORS LLC ($41.0M), ENVESTNET ASSET MANAGEMENT INC ($35.0M), AE Wealth Management LLC ($25.0M), Park Edge Advisors, LLC ($16.3M), Insight Wealth Strategies, LLC ($16.0M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	$41.0M	1.9M	Added
2	ENVESTNET ASSET MANAGEMENT INC	$35.0M	1.7M	Added
3	AE Wealth Management LLC	$25.0M	1.2M	Trimmed
4	Park Edge Advisors, LLC	$16.3M	772,287	Added
5	Insight Wealth Strategies, LLC	$16.0M	764,328	Added
6	Altiora Financial Group, LLC	$12.1M	572,852	Trimmed
7	PRINCIPAL SECURITIES, INC.	$9.1M	432,404	Added
8	DRIVE WEALTH MANAGEMENT, LLC	$7.9M	374,924	Trimmed
9	Orion Porfolio Solutions, LLC	$7.9M	373,393	Added
10	LPL Financial LLC	$7.8M	367,962	Trimmed
11	FLAGSHIP HARBOR ADVISORS, LLC	$6.7M	318,211	Added
12	Meridian Wealth Management, LLC	$6.6M	314,635	Added
13	Soltis Investment Advisors LLC	$5.8M	273,003	Added
14	Envestnet Portfolio Solutions, Inc.	$5.6M	267,497	Added
15	WCG Wealth Advisors LLC	$5.4M	256,662	Added
16	OSAIC HOLDINGS, INC.	$5.3M	250,086	Added
17	SlateStone Wealth, LLC	$4.9M	232,405	Trimmed
18	ADAPT WEALTH ADVISORS, LLC	$4.3M	201,459	Trimmed
19	Focus Partners Wealth	$4.2M	199,619	Added
20	Security National Bank	$3.7M	173,368	Trimmed
21	COMMONWEALTH EQUITY SERVICES, LLC	$3.6M	172,024	Trimmed
22	Fifth Third Securities, Inc.	$3.5M	165,206	Added
23	Steward Partners Investment Advisory, LLC	$2.9M	138,183	Trimmed
24	Janney Montgomery Scott LLC	$2.8M	134,820	Added
25	Kingsview Wealth Management, LLC	$2.7M	127,672	Added

Source: SEC Form 13F filings · as of 2026-06-30