CDX — Simplify Exchange Traded Fun Institutional Holders · Q3 2026
Who owns Simplify Exchange Traded Fun (CDX)? 3 institutions reported holding $12.04M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Insight Wealth Strategies, LLC ($11.4M), Cooper Financial Group ($605,927), Farther Finance Advisors, LLC ($403).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Insight Wealth Strategies, LLC | $11.4M | 566,973 | Trimmed |
| 2 | Cooper Financial Group | $605,927 | 30,041 | Added |
| 3 | Farther Finance Advisors, LLC | $403 | 20 | Trimmed |
Source: SEC Form 13F filings · as of 2026-09-30