SIMPLIFY EXCHANGE TRADED FUN

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CDX·82889N830·US·ETF·Unknown - Unknown

CDX (SIMPLIFY EXCHANGE TRADED FUN) is held by 28 institutional investors as of Q2 2026. Largest holders: ENVESTNET ASSET MANAGEMENT INC ($35M), AE Wealth Management LLC ($25M), Orion Porfolio Solutions, LLC ($7.9M). Net institutional sentiment: Mixed.

28

Holders

(4 Elite)

$104.5M

Total Value

58% (31)

Consensus

18 buying - 13 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)57

Insider (Form 4)60

Activist (13D/13G)71

Congressional (STOCK Act)53

Holder Quality

82

★★★★★

Elite

60

★★★★

Strong

10

★★★

Solid

48

★★

Below

45

★

Weak

Held by 28 funds

4 elite

Who's Trading

Source dates: Price Aug 27, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for CDX.

Top Holders

Top Holders (28)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
ENVESTNET ASSET MANAGEMENT INC	Increased	1.7M(+10.6%)	$35M	0.0%	-2.23%	32
AE Wealth Management LLC	Decreased	1.2M(-6.3%)	$25M	0.1%	+0.10%	0
OPOrion Porfolio Solutions, LLC	Increased	373,393(+12.0%)	$7.9M	0.1%	-1.84%	31
LPL Financial LLC	Decreased	367,962(-37.3%)	$7.8M	0.0%	-3.03%	0
Envestnet Portfolio Solutions, Inc.	Increased	267,497(+10.7%)	$5.6M	0.0%	-2.29%	30
OSAIC HOLDINGS, INC.	Increased	250,086(+2.9%)	$5.3M	0.0%	-2.77%	28
FWFocus Partners Wealth	Increased	199,619(+1.8%)	$4.2M	0.0%	-3.04%	27
COMMONWEALTH EQUITY SERVICES, LLC	Decreased	172,024(-9.2%)	$3.6M	0.0%	+5.80%	0
Steward Partners Investment Advisory, LLC	Decreased	138,183(-3.3%)	$2.9M	0.0%	+0.91%	0
CITADEL ADVISORS LLC	Decreased	60,280(-44.0%)	$1.3M	0.0%	-2.69%	0
TD Waterhouse Canada Inc.	Increased	54,500(+12.1%)	$1.1M	0.0%	-2.05%	28
CIBC WORLD MARKET INC.	Increased	46,450(+0.8%)	$981,024	0.0%	-2.57%	25
MML INVESTORS SERVICES, LLC	Increased	44,206(+2.6%)	$933,631	0.0%	-3.11%	26
NewEdge Advisors, LLC	Decreased	28,075(-87.6%)	$592,954	0.0%	-3.33%	0
HighTower Advisors, LLC	Increased	21,959(+92.6%)	$463,766	0.0%	-0.77%	38
Kestra Advisory Services, LLC	Increased	19,073(+4.0%)	$402,825	0.0%	-3.18%	25
BANK OF AMERICA CORP /DE/	New	17,651	$372,789	0.0%	-1.18%	36
Cetera Investment Advisers	Increased	14,685(+53.6%)	$310,150	0.0%	-2.63%	33
MAMATHER GROUP, LLC.	Decreased	8,657(-59.9%)	$182,836	0.0%	-0.40%	0
PNC FINANCIAL SERVICES GROUP, INC.	Unchanged	8,100	$171,072	0.0%	-2.95%	0

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer