# SIMPLIFY EXCHANGE TRADED FUN (CDX)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/CDX/

- Reporting holders: 3
- Reported value: $12.0M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Insight Wealth Strategies, LLC](https://holderbook.com/funds/1749914-insight-wealth-strategies-llc/) | $11.4M | 566,973 | 1.1% | 5 |
| [Cooper Financial Group](https://holderbook.com/funds/1751581-cooper-financial-group/) | $605.9K | 30,041 | 0.0% | 4 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $403 | 20 | 0.0% | 4 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 3 | $12.0M |
| Q2 2026 | 94 | $320.9M |
| Q1 2026 | 87 | $306.4M |
| Q4 2025 | 86 | $294.0M |
| Q3 2025 | 69 | $217.5M |
| Q2 2025 | 45 | $119.4M |
| Q1 2025 | 25 | $90.7M |
| Q4 2024 | 23 | $72.4M |
| Q3 2024 | 19 | $74.6M |
| Q2 2024 | 17 | $120.4M |
| Q1 2024 | 10 | $16.9M |
| Q4 2023 | 9 | $12.8M |