SIMPLIFY EXCHANGE TRADED FUN

Watch

Share

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

CDX (SIMPLIFY EXCHANGE TRADED FUN) is held by 27 institutional investors as of Q1 2026. Largest holders: ENVESTNET ASSET MANAGEMENT INC ($31.9M), AE Wealth Management LLC ($27M), LPL Financial LLC ($12.5M). Net institutional sentiment: Mixed.

13F: Mar 31, 2026Insider & Congress: Updated regularly

Positions (27)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
ENVESTNET ASSET MANAGEMENT INC	Increased	1.5M(+9.3%)	$31.9M	0.0%	-5.25%	32
AE Wealth Management LLC	Increased	1.3M(+3.9%)	$27M	0.1%	-2.61%	36
LPL Financial LLC	Decreased	586,651(-19.1%)	$12.5M	0.0%	-5.37%	0
NewEdge Wealth, LLC	Increased	368,211(+9.1%)	$7.9M	0.1%	-5.19%	30
OPOrion Porfolio Solutions, LLC	Increased	333,447(+4.7%)	$7.1M	0.1%	-4.84%	29
OSAIC HOLDINGS, INC.	Decreased	243,113(-12.9%)	$5.2M	0.0%	-5.55%	0
Envestnet Portfolio Solutions, Inc.	Increased	241,758(+9.1%)	$5.2M	0.0%	-5.35%	29
NewEdge Advisors, LLC	Decreased	226,089(-0.9%)	$4.8M	0.0%	-5.90%	0
FWFocus Partners Wealth	Increased	196,137(+4.7%)	$4.2M	0.0%	-5.29%	28
COMMONWEALTH EQUITY SERVICES, LLC	Decreased	189,421(-51.0%)	$4M	0.0%	+3.32%	0
Steward Partners Investment Advisory, LLC	Decreased	142,941(-36.9%)	$3.1M	0.0%	-1.97%	0
CITADEL ADVISORS LLC	Decreased	107,640(-13.1%)	$2.3M	0.0%	-5.53%	0
GOLDMAN SACHS GROUP INC	New	100,300	$2.1M	0.0%	-4.08%	36
Private Advisor Group, LLC	Decreased	50,164(-27.0%)	$1.1M	0.0%	-5.29%	0
TD Waterhouse Canada Inc.	Increased	48,600(+59.9%)	$1M	0.0%	-5.15%	36
CIBC WORLD MARKET INC.	Decreased	46,099(-18.2%)	$983,753	0.0%	-5.47%	0
MML INVESTORS SERVICES, LLC	Decreased	43,085(-0.9%)	$919,424	0.0%	-5.52%	0
MAMATHER GROUP, LLC.	New	21,580	$460,517	0.0%	-4.08%	33
Kestra Advisory Services, LLC	Increased	18,343(+4.8%)	$391,436	0.0%	-5.85%	25
HighTower Advisors, LLC	New	11,401	$243,299	0.0%	-4.08%	32

Showing 1-20 of 31

Per page:

1 / 2

Continue exploring

Smart money flow

Track where institutional capital is flowing

Discover new institutional entries

Fresh positions initiated this quarter

Check sector trends

Capital flows across GICS sectors

Other Unknown stocks held by institutions

FISVFISERV INC

346 holders · $23.2B

SPYState Street Spdr S&p 500 Etf Trust TR UNIT

295 holders · $273B

IVViShares Trust CORE S&P500 ETF

266 holders · $436.8B

VOOVANGUARD INDEX FDS

245 holders · $223.5B

IWMISHARES TR

244 holders · $61.3B

GLDSPDR GOLD TR

242 holders · $39.2B

QQQInvesco QQQ Trust, Series 1 UNIT SER 1

241 holders · $91.2B

XLFSELECT SECTOR SPDR TR

224 holders · $30.2B

EFAiShares Trust MSCI EAFE ETF

223 holders · $44B

XLVSELECT SECTOR SPDR TR

217 holders · $20.8B

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

Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer