CDX SIMPLIFY EXCHANGE TRADED FUN: institutional ownership and insider trading

96 funds reported holding $275M of SIMPLIFY EXCHANGE TRADED FUN in their latest 13F filings; in Q2 2026 funds net sold $29.6M, with 21 new positions and 15 funds selling out.

Famous investors holding CDX

Largest institutional holders of CDX

  1. SIGNATURE ESTATE & INVESTMENT ADVISORS LLC — $39.9M
  2. ENVESTNET ASSET MANAGEMENT INC — $35.0M
  3. AE Wealth Management LLC — $25.0M
  4. Park Edge Advisors, LLC — $16.3M
  5. Altiora Financial Group, LLC — $12.1M
  6. Insight Wealth Strategies, LLC — $11.4M
  7. PRINCIPAL SECURITIES, INC. — $9.13M
  8. DRIVE WEALTH MANAGEMENT, LLC — $7.92M
  9. Orion Porfolio Solutions, LLC — $7.89M
  10. LPL Financial LLC — $7.77M

All CDX 13F holders