Simplify Exchange Traded Funds - CDX

Sector: Funds · Industry: Investment Company
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Quarter snapshot

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Q2 2026 · Q1 2026
Value (USD)
Total reported value ($000)
$278.8M
QoQ value delta ($000)
-$32.01M (-10.3%)
Implied price effect (QoQ)
-1.08%
Shares
Total shares
13,201,479
QoQ shares delta
-1,357,270 (-9.32%)
Total shares held by funds (by quarter)
Shares (left)

Fund holders include prior positions carried forward until a new 13F confirms a change. Reported holders have reported a position in this security for that quarter; this is not the total number of 13F filers.

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Top holders (Q2 2026)

Top 25 only Full list
Partial Q2 2026 data: 92 holders have filed so far. Prior holders are carried forward until their next 13F confirms a change.
Manager Value ($000) Shares % of 13F
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 41,009 1,941,740 0.74%
ENVESTNET ASSET MANAGEMENT INC 34,974 1,655,982 0.01%
AE Wealth Management LLC 25,009 1,184,163 0.12%
Park Edge Advisors, LLC 16,310 772,287 3.43%
Insight Wealth Strategies, LLC 16,012 764,328 1.56%
Altiora Financial Group, LLC 12,098 572,852 1.91%
PRINCIPAL SECURITIES, INC. 9,132 432,404 0.11%
DRIVE WEALTH MANAGEMENT, LLC 7,918 374,924 1.41%
Orion Porfolio Solutions, LLC 7,886 373,393 0.06%
LPL Financial LLC 7,771 367,962 0.0%
FLAGSHIP HARBOR ADVISORS, LLC 6,720 318,211 0.26%
Meridian Wealth Management, LLC 6,645 314,635 0.2%
Soltis Investment Advisors LLC 5,765 273,003 0.32%
Envestnet Portfolio Solutions, Inc. 5,649 267,497 0.03%
WCG Wealth Advisors LLC 5,420 256,662 0.13%
OSAIC HOLDINGS, INC. 5,281 250,086 0.01%
SlateStone Wealth, LLC 4,908 232,405 0.38%
ADAPT WEALTH ADVISORS, LLC 4,254 201,459 1.39%
Focus Partners Wealth 4,215 199,619 0.0%
Security National Bank 3,661 173,368 0.44%
COMMONWEALTH EQUITY SERVICES, LLC 3,633 172,024 0.0%
FIFTH THIRD SECURITIES, INC. 3,489 165,206 0.2%
Steward Partners Investment Advisory, LLC 2,918 138,183 0.01%
Janney Montgomery Scott LLC 2,847 134,820 0.01%
Kingsview Wealth Management, LLC 2,696 127,672 0.03%