Simplify Exchange Traded Funds - CDX

Sector: Funds · Industry: Investment Company
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Company profile

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Quarter snapshot

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Q1 2026 · Q4 2025
Value (USD)
Total reported value ($000)
$309.6M
QoQ value delta ($000)
+$18.06M (+6.19%)
Implied price effect (QoQ)
-5.06%
Shares
Total shares
14,646,709
QoQ shares delta
+1,551,828 (+11.85%)
Total shares held by funds (by quarter)

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Top holders (Q1 2026)

Top 25 only Full list
Manager Value ($000) Shares % of 13F
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 38,934 1,824,491 0.79%
ENVESTNET ASSET MANAGEMENT INC 31,944 1,496,920 0.01%
AE Wealth Management LLC 26,982 1,264,387 0.15%
Altiora Financial Group, LLC 19,184 898,970 3.16%
Park Edge Advisors, LLC 16,131 755,936 3.72%
Insight Wealth Strategies, LLC 14,513 680,098 1.62%
LPL Financial LLC 12,519 586,651 0.0%
DRIVE WEALTH MANAGEMENT, LLC 8,461 396,511 1.79%
PRINCIPAL SECURITIES, INC. 8,074 378,392 0.12%
NewEdge Wealth, LLC 7,857 368,211 0.09%
Orion Porfolio Solutions, LLC 7,115 333,447 0.06%
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 6,749 316,279 1.14%
Meridian Wealth Management, LLC 6,581 308,412 0.23%
Prime Capital Investment Advisors, LLC 6,518 305,439 0.08%
FLAGSHIP HARBOR ADVISORS, LLC 6,109 286,313 0.27%
OSAIC HOLDINGS, INC. 5,188 243,113 0.01%
Envestnet Portfolio Solutions, Inc. 5,159 241,758 0.03%
SlateStone Wealth, LLC 4,980 233,356 0.41%
Kensington Asset Management, LLC 4,874 218,669 0.25%
Mid-American Wealth Advisory Group, Inc. 4,685 210,408 1.98%
Security National Bank 4,660 218,388 0.68%
ADAPT WEALTH ADVISORS, LLC 4,570 214,160 1.66%
Focus Partners Wealth 4,185 196,137 0.0%
COMMONWEALTH EQUITY SERVICES, LLC 4,042 189,421 0.01%
WCG Wealth Advisors LLC 3,695 173,191 0.1%