CDX institutional holders

SIMPLIFY EXCHANGE TRADED FUN · 13F, 2026Q2

Managers holding92
Shares held13,206,016
Reported value$279.0m
Quarter flows22 new, 40 added, 27 trimmed, 16 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC1,941,740$41.0m0.7%
ENVESTNET ASSET MANAGEMENT INC1,655,982$35.0m0.0%
AE Wealth Management LLC1,184,163$25.0m0.1%
Park Edge Advisors, LLC772,287$16.3m3.4%
Insight Wealth Strategies, LLC764,328$16.0m1.6%
Altiora Financial Group, LLC572,852$12.1m1.9%
PRINCIPAL SECURITIES, INC.432,404$9.1m0.1%
DRIVE WEALTH MANAGEMENT, LLC374,924$7.9m1.4%
Orion Porfolio Solutions, LLC373,393$7.9m0.1%
LPL Financial LLC367,962$7.8m0.0%
FLAGSHIP HARBOR ADVISORS, LLC318,211$6.7m0.3%
Meridian Wealth Management, LLC314,635$6.6m0.2%
Soltis Investment Advisors LLC273,003$5.8m0.3%
Envestnet Portfolio Solutions, Inc.267,497$5.6m0.0%
WCG Wealth Advisors LLC256,662$5.4m0.1%
OSAIC HOLDINGS, INC.250,086$5.3m0.0%
SlateStone Wealth, LLC232,405$4.9m0.4%
ADAPT WEALTH ADVISORS, LLC201,459$4.3m1.4%
Focus Partners Wealth199,619$4.2m0.0%
Security National Bank173,368$3.7m0.4%
COMMONWEALTH EQUITY SERVICES, LLC172,024$3.6m0.0%
Fifth Third Securities, Inc. 165,206$3.5m0.2%
Steward Partners Investment Advisory, LLC138,183$2.9m0.0%
Janney Montgomery Scott LLC134,820$2.8m0.0%
Kingsview Wealth Management, LLC127,672$2.7m0.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("CDX"). CDX price history · All 13F data

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