Simplify Exchange Traded Funds - CDX

Sector: Funds · Industry: Investment Company
Website: No information yet · Social: No information yet

Company profile

Powered by TradingView

Quarter snapshot

Latest / Compare
Q4 2025 · Q3 2025
Value (USD)
Total reported value ($000)
$291.6M
QoQ value delta ($000)
+$74.99M (+34.62%)
Implied price effect (QoQ)
-2.75%
Shares
Total shares
13,094,881
QoQ shares delta
+3,634,963 (+38.42%)
Total shares held by funds (by quarter)

Market chart (CDX)

Powered by TradingView
Interactive chart by TradingView.

Top holders (Q4 2025)

Top 25 only Full list
Manager Value ($000) Shares % of 13F
ENVESTNET ASSET MANAGEMENT INC 30,499 1,369,552 0.01%
AE Wealth Management LLC 27,100 1,216,909 0.16%
Altiora Financial Group, LLC 23,926 1,074,402 4.12%
Park Edge Advisors, LLC 16,771 753,087 3.8%
LPL Financial LLC 16,149 725,182 0.0%
Insight Wealth Strategies, LLC 14,413 647,232 1.65%
COMMONWEALTH EQUITY SERVICES, LLC 8,610 386,656 0.01%
DRIVE WEALTH MANAGEMENT, LLC 8,290 372,252 1.62%
NewEdge Wealth, LLC 7,514 337,443 0.08%
Meridian Wealth Management, LLC 7,108 319,206 0.25%
Orion Porfolio Solutions, LLC 7,093 318,520 0.05%
Prime Capital Investment Advisors, LLC 6,443 289,332 0.08%
OSAIC HOLDINGS, INC. 6,213 279,015 0.01%
FLAGSHIP HARBOR ADVISORS, LLC 5,612 252,039 0.26%
ADAPT WEALTH ADVISORS, LLC 5,085 228,349 1.75%
NewEdge Advisors, LLC 5,080 228,141 0.02%
Steward Partners Investment Advisory, LLC 5,045 226,554 0.03%
PRINCIPAL SECURITIES, INC. 5,042 226,433 0.08%
Envestnet Portfolio Solutions, Inc. 4,934 221,593 0.02%
Kensington Asset Management, LLC 4,874 218,669 0.25%
Mid-American Wealth Advisory Group, Inc. 4,685 210,408 1.98%
JANE STREET GROUP, LLC 4,545 204,107 0.0%
Security National Bank 4,434 199,112 0.64%
SlateStone Wealth, LLC 4,333 194,553 0.36%
Focus Partners Wealth 4,173 187,408 0.0%