Simplify Exchange Traded Funds - CDX
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 1,941,740 | 41,009 | 0.74% | 0.79% | 1 | +117,249 | 6.43% | Q2 2026 | Jul 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 1,655,982 | 34,974 | 0.01% | 0.01% | 2 | +159,062 | 10.63% | Q2 2026 | Sep 23, 2026 |
| AE Wealth Management LLC | History | Reduced | 1,184,163 | 25,009 | 0.12% | 0.15% | 3 | -80,224 | -6.34% | Q2 2026 | Aug 03, 2026 |
| Park Edge Advisors, LLC | History | Added to | 772,287 | 16,310 | 3.43% | 3.72% | 4 | +16,351 | 2.16% | Q2 2026 | Jul 10, 2026 |
| Insight Wealth Strategies, LLC | History | Added to | 764,328 | 16,012 | 1.56% | 1.62% | 5 | +84,230 | 12.38% | Q2 2026 | Jul 10, 2026 |
| Altiora Financial Group, LLC | History | Reduced | 572,852 | 12,098 | 1.91% | 3.16% | 6 | -326,118 | -36.28% | Q2 2026 | Aug 07, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 432,404 | 9,132 | 0.11% | 0.12% | 7 | +54,012 | 14.27% | Q2 2026 | Aug 04, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | Reduced | 374,924 | 7,918 | 1.41% | 1.79% | 8 | -21,587 | -5.44% | Q2 2026 | Jul 21, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 373,393 | 7,886 | 0.06% | 0.06% | 9 | +39,946 | 11.98% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | Reduced | 367,962 | 7,771 | 0.0% | 0.0% | 10 | -218,689 | -37.28% | Q2 2026 | Aug 07, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 318,211 | 6,720 | 0.26% | 0.27% | 11 | +31,898 | 11.14% | Q2 2026 | Jul 22, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 314,635 | 6,645 | 0.2% | 0.23% | 12 | +6,223 | 2.02% | Q2 2026 | Aug 05, 2026 |
| Soltis Investment Advisors LLC | History | Added to | 273,003 | 5,765 | 0.32% | 0.23% | 13 | +101,000 | 58.72% | Q2 2026 | Jul 31, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 267,497 | 5,649 | 0.03% | 0.03% | 14 | +25,739 | 10.65% | Q2 2026 | Sep 23, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 256,662 | 5,420 | 0.13% | 0.1% | 15 | +83,471 | 48.2% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 250,086 | 5,281 | 0.01% | 0.01% | 16 | +6,973 | 2.87% | Q2 2026 | Aug 14, 2026 |
| SlateStone Wealth, LLC | History | Reduced | 232,405 | 4,908 | 0.38% | 0.41% | 17 | -951 | -0.41% | Q2 2026 | Jul 20, 2026 |
| ADAPT WEALTH ADVISORS, LLC | History | Reduced | 201,459 | 4,254 | 1.39% | 1.66% | 18 | -12,701 | -5.93% | Q2 2026 | Aug 12, 2026 |
| Focus Partners Wealth | History | Added to | 199,619 | 4,215 | 0.0% | 0.0% | 19 | +3,482 | 1.78% | Q2 2026 | Aug 12, 2026 |
| Security National Bank | History | Reduced | 173,368 | 3,661 | 0.44% | 0.68% | 20 | -45,020 | -20.61% | Q2 2026 | Jul 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 172,024 | 3,633 | 0.0% | 0.01% | 21 | -17,397 | -9.18% | Q2 2026 | Jul 29, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 165,206 | 3,489 | 0.2% | 0.18% | 22 | +34,788 | 26.67% | Q2 2026 | Jul 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 138,183 | 2,918 | 0.01% | 0.02% | 23 | -4,758 | -3.33% | Q2 2026 | Aug 13, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 134,820 | 2,847 | 0.01% | 0.0% | 24 | +62,881 | 87.41% | Q2 2026 | Aug 05, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 127,672 | 2,696 | 0.03% | 0.04% | 25 | +2,974 | 2.38% | Q2 2026 | Aug 18, 2026 |
| Centennial Wealth Advisory LLC | History | Added to | 99,052 | 2,091 | 0.45% | 0.51% | 26 | +907 | 0.92% | Q2 2026 | Jul 13, 2026 |
| Pekin Hardy Strauss, Inc. | History | Reduced | 96,820 | 2,044 | 0.18% | 0.27% | 27 | -22,896 | -19.13% | Q2 2026 | Jul 30, 2026 |
| Arkadios Wealth Advisors | History | New | 82,136 | 1,734 | 0.03% | — | 28 | +82,136 | New | Q2 2026 | Aug 10, 2026 |
| Advisor OS, LLC | History | New | 79,922 | 1,687 | 0.11% | — | 29 | +79,922 | New | Q2 2026 | Aug 05, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 62,272 | 1,315 | 0.08% | 0.1% | 30 | -730 | -1.16% | Q2 2026 | Aug 07, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 60,280 | 1,273 | 0.0% | 0.0% | 31 | -47,360 | -44.0% | Q2 2026 | Sep 02, 2026 |
| Advisory Services Network, LLC | History | Reduced | 59,261 | 1,251 | 0.01% | 0.02% | 32 | -32 | -0.05% | Q2 2026 | Aug 12, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 54,500 | 1,141 | 0.0% | 0.0% | 33 | +5,900 | 12.14% | Q2 2026 | Jul 27, 2026 |
| Retirement Planning Group, LLC | History | Added to | 53,616 | 1,132 | 0.03% | 0.03% | 34 | +12,439 | 30.21% | Q2 2026 | Aug 05, 2026 |
| Mosley Wealth Management | History | New | 51,665 | 1,091 | 0.35% | — | 35 | +51,665 | New | Q2 2026 | Jul 23, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 46,450 | 981 | 0.0% | 0.0% | 36 | +351 | 0.76% | Q2 2026 | Aug 13, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 45,947 | 970 | 0.02% | 0.02% | 37 | +14,042 | 44.01% | Q2 2026 | Aug 13, 2026 |
| Independent Wealth Advisors LLC | History | Reduced | 45,848 | 968 | 0.88% | 2.15% | 38 | -56,542 | -55.22% | Q2 2026 | Jul 27, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 44,206 | 933 | 0.0% | 0.0% | 39 | +1,121 | 2.6% | Q2 2026 | Aug 07, 2026 |
| Regatta Research & Money Management | History | New | 43,300 | 914 | 0.86% | — | 40 | +43,300 | New | Q2 2026 | Aug 11, 2026 |
| WealthCare Asset Management, LLC | History | Added to | 34,128 | 720 | 0.3% | 0.38% | 41 | +17,327 | 103.13% | Q2 2026 | Jul 30, 2026 |
| Belpointe Asset Management LLC | History | Added to | 33,481 | 707 | 0.02% | 0.02% | 42 | +1,973 | 6.26% | Q2 2026 | Jul 31, 2026 |
| Almanack Investment Partners, LLC. | History | Reduced | 33,098 | 699 | 0.09% | 0.31% | 43 | -53,877 | -61.95% | Q2 2026 | Jul 30, 2026 |
| Advisor Resource Council | History | Added to | 32,003 | 671 | 0.19% | 0.2% | 44 | +2,694 | 9.19% | Q2 2026 | Jul 28, 2026 |
| Cooper Financial Group | History | No change | 30,024 | 634 | 0.05% | 0.06% | 45 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| NORDEN GROUP LLC | History | New | 29,092 | 614 | 0.05% | — | 46 | +29,092 | New | Q2 2026 | Jul 29, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 28,075 | 592 | 0.0% | 0.02% | 47 | -198,014 | -87.58% | Q2 2026 | Aug 12, 2026 |
| Synergy Asset Management, LLC | History | New | 25,555 | 539 | 0.05% | — | 48 | +25,555 | New | Q2 2026 | Jul 22, 2026 |
| BayBridge Capital Group, LLC | History | Added to | 25,446 | 537 | 0.28% | 0.14% | 49 | +15,229 | 149.06% | Q2 2026 | Jul 14, 2026 |
| SteelPeak Wealth, LLC | History | New | 23,544 | 497 | 0.01% | — | 50 | +23,544 | New | Q2 2026 | Jul 13, 2026 |
| Fortis Capital Advisors, LLC | History | Added to | 22,148 | 467 | 0.05% | 0.06% | 51 | +2,042 | 10.16% | Q2 2026 | Jul 31, 2026 |
| HighTower Advisors, LLC | History | Added to | 21,959 | 463 | 0.0% | 0.0% | 52 | +10,558 | 92.61% | Q2 2026 | Aug 05, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 19,073 | 402 | 0.0% | 0.0% | 53 | +730 | 3.98% | Q2 2026 | Jul 28, 2026 |
| Heck Capital Advisors, LLC | History | Added to | 17,900 | 378 | 0.02% | 0.02% | 54 | +3,725 | 26.28% | Q2 2026 | Jul 10, 2026 |
| BANK OF AMERICA CORP /DE/ | History | New | 17,651 | 372 | 0.0% | — | 55 | +17,651 | New | Q2 2026 | Aug 14, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Reduced | 17,497 | 369 | 0.05% | 0.06% | 56 | -1,515 | -7.97% | Q2 2026 | Aug 11, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 15,512 | 328 | 0.0% | 0.0% | 57 | -5,623 | -26.61% | Q2 2026 | Jul 20, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 14,989 | 316 | 0.0% | 0.02% | 58 | -45,595 | -75.26% | Q2 2026 | Jul 29, 2026 |
| Trajan Wealth LLC | History | Added to | 14,738 | 311 | 0.01% | 0.01% | 59 | +155 | 1.06% | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | History | Added to | 14,685 | 310 | 0.0% | 0.0% | 60 | +5,124 | 53.59% | Q2 2026 | Aug 12, 2026 |
| LANARK FINANCIAL, INC. | History | Added to | 13,616 | 287 | 0.02% | 0.01% | 61 | +10,006 | 277.17% | Q2 2026 | Jul 21, 2026 |
| GFS Advisors, LLC | History | New | 3,600 | 287 | 0.03% | — | 62 | +3,600 | New | Q2 2026 | Aug 04, 2026 |
| HRT FINANCIAL LP | History | New | 12,613 | 266 | 0.0% | — | 63 | +12,613 | New | Q2 2026 | Aug 14, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 12,404 | 261 | 0.0% | 0.08% | 64 | -293,035 | -95.94% | Q2 2026 | Aug 05, 2026 |
| MBA Advisors LLC | History | Added to | 11,761 | 248 | 0.08% | 0.09% | 65 | +214 | 1.85% | Q2 2026 | Jul 28, 2026 |
| Cambridge Advisors Inc. | History | New | 11,289 | 238 | 0.04% | — | 66 | +11,289 | New | Q2 2026 | Jul 16, 2026 |
| Realta Investment Advisors | History | Added to | 9,897 | 209 | 0.06% | 0.06% | 67 | +1,817 | 22.49% | Q2 2026 | Jul 20, 2026 |
| Triumph Capital Management | History | Reduced | 9,762 | 206 | 0.04% | 0.04% | 68 | -105 | -1.06% | Q2 2026 | Jul 20, 2026 |
| CWM, LLC | History | No change | 9,106 | 194 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 8,657 | 182 | 0.0% | 0.0% | 70 | -12,923 | -59.88% | Q2 2026 | Jul 27, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 8,100 | 171 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| JPMORGAN CHASE & CO | History | New | 7,800 | 163 | 0.0% | — | 72 | +7,800 | New | Q2 2026 | Aug 12, 2026 |
| EP Wealth Advisors, LLC | History | New | 7,336 | 154 | 0.0% | — | 73 | +7,336 | New | Q2 2026 | Aug 11, 2026 |
| Luminist Capital LLC | History | New | 4,666 | 98 | 0.11% | — | 74 | +4,666 | New | Q2 2026 | Aug 07, 2026 |
| Ankerstar Wealth, LLC | History | Reduced | 3,033 | 64 | 0.05% | 0.62% | 75 | -24,736 | -89.08% | Q2 2026 | Aug 13, 2026 |
| Ameritas Advisory Services, LLC | History | New | 2,008 | 42 | 0.0% | — | 76 | +2,008 | New | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | New | 1,655 | 35 | 0.0% | — | 77 | +1,655 | New | Q2 2026 | Aug 14, 2026 |
| Signature Equity Partners, LLC | History | Added to | 942 | 19 | 0.01% | 0.0% | 78 | +661 | 235.23% | Q2 2026 | Jul 30, 2026 |
| Arax Advisory Partners | History | New | 758 | 16 | 0.0% | — | 79 | +758 | New | Q2 2026 | Aug 10, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 554 | 11 | 0.0% | 0.0% | 80 | +1 | 0.18% | Q2 2026 | Aug 14, 2026 |
| IFG Advisory, LLC | History | New | 365 | 7 | 0.0% | — | 81 | +365 | New | Q2 2026 | Aug 13, 2026 |
| CENTRAL TRUST Co | History | New | 188 | 3 | 0.0% | — | 83 | +188 | New | Q2 2026 | Jul 31, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 150 | 3 | 0.0% | 0.0% | 82 | -125 | -45.45% | Q2 2026 | Aug 06, 2026 |
| Key Capital Management, INC | History | New | 121 | 2 | 0.0% | — | 84 | +121 | New | Q2 2026 | Jul 27, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 66 | 1 | 0.0% | — | 88 | +66 | New | Q2 2026 | Aug 13, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | New | 61 | 1 | 0.0% | — | 87 | +61 | New | Q2 2026 | Jul 21, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Reduced | 63 | 1 | 0.0% | 0.0% | 86 | -11 | -14.86% | Q2 2026 | Jul 24, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 74 | 1 | 0.0% | 0.0% | 85 | +1 | 1.37% | Q2 2026 | Aug 06, 2026 |
| NewEdge Wealth, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -368,211 | -100.0% | Q2 2026 | Aug 10, 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 1.14% | — | -316,279 | -100.0% | Q2 2026 | Jul 20, 2026 |
| Mid-American Wealth Advisory Group, Inc. | History | Closed out | 0 | 0 | — | 1.98% | — | -210,408 | -100.0% | Q2 2026 | Jul 16, 2026 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -100,300 | -100.0% | Q2 2026 | Aug 14, 2026 |
| RFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -57,167 | -100.0% | Q2 2026 | Jul 15, 2026 |
| Summit Financial, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -52,480 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Private Advisor Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -50,164 | -100.0% | Q2 2026 | Jul 27, 2026 |
| Worth Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.21% | — | -26,457 | -100.0% | Q2 2026 | Jul 08, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -24,177 | -100.0% | Q2 2026 | Jul 27, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -1,696 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Ascentis Independent Advisors | History | Closed out | 0 | 0 | — | 0.0% | — | -670 | -100.0% | Q2 2026 | Aug 04, 2026 |
| Global Trust Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -500 | -100.0% | Q2 2026 | Aug 03, 2026 |
| STANCE CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -454 | -100.0% | Q2 2026 | Aug 14, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -212 | -100.0% | Q2 2026 | Aug 13, 2026 |
| ASSETMARK, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -114 | -100.0% | Q2 2026 | Jul 30, 2026 |
| MORGAN STANLEY | History | Reduced | 1 | 0 | — | 0.0% | — | -93 | -98.94% | Q2 2026 | Aug 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 13 | 0 | — | — | — | -12 | -48.0% | Q2 2026 | Aug 12, 2026 |
| Elevated Capital Advisors, LLC | History | Added to | 41 | 0 | — | — | — | +1 | 2.5% | Q2 2026 | Aug 03, 2026 |
| Farther Finance Advisors, LLC | History | No change | 21 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |