CDX · Insider trading · 13F holders · Congress trades
Simplify Exchange Traded Fun (CDX)
Who is buying and selling CDX: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 11
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
CDX at a glance
- No open-market insider purchases or sales of CDX were filed in the last 90 days.
- 11 13F filers hold CDX among their 50 largest positions, worth $93.2M combined. The biggest bets by portfolio weight are Park Edge Advisors, LLC (2.6%), Altiora Financial Group, LLC (1.9%) and Drive Wealth Management, LLC (1.4%).
- No member of Congress has disclosed a trade in CDX.
CDX insider trading
No open-market insider purchases or sales of CDX were filed in the last 90 days.
Who owns CDX? Hedge funds and superinvestors
11 13F filers hold CDX among their 50 largest positions, worth $93.2M combined. The biggest bets by portfolio weight are Park Edge Advisors, LLC (2.6%), Altiora Financial Group, LLC (1.9%) and Drive Wealth Management, LLC (1.4%).
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Signature Estate & Investment Advisors LLCWealth manager | 0.7% | $39.9M | 1,975,982 | +1.8% shares | Q3 2026 |
| Park Edge Advisors, LLCWealth manager | 2.6% | $12.2M | 606,398 | -21.5% shares | Q3 2026 |
| Altiora Financial Group, LLCWealth manager | 1.9% | $12.1M | 572,852 | -36.3% shares | Q2 2026 |
| Insight Wealth Strategies, LLCWealth manager | 1.1% | $11.4M | 566,973 | -25.8% shares | Q3 2026 |
| Drive Wealth Management, LLCWealth manager | 1.4% | $7.9M | 374,924 | -5.4% shares | Q2 2026 |
| Adapt Wealth Advisors, LLCWealth manager | 1.4% | $4.3M | 201,459 | -5.9% shares | Q2 2026 |
| Centennial Wealth Advisory LLCWealth manager | 0.4% | $2.0M | 100,079 | +1.0% shares | Q3 2026 |
| BayBridge Capital Group, LLCWealth manager | 0.7% | $1.4M | 66,979 | — | Q3 2026 |
| Regatta Research & Money ManagementInvestment manager | 0.9% | $914K | 43,300 | — | Q2 2026 |
| Independent Wealth Advisors LLCWealth manager | 0.6% | $751K | 37,230 | -18.8% shares | Q3 2026 |
| WealthCare Asset Management, LLCWealth manager | 0.3% | $361K | 17,888 | -47.6% shares | Q3 2026 |
Each manager counts with its latest 13F (Q3 2026: 7, Q2 2026: 4). Screen CDX in the grand portfolio →
CDX stock trades by members of Congress
No member of Congress has disclosed a trade in CDX.
CDX questions and answers
Are insiders buying CDX stock?
No open-market insider purchases or sales of CDX were filed in the last 90 days.
Which hedge funds own CDX?
11 13F filers hold CDX among their 50 largest positions, worth $93.2M combined. The biggest bets by portfolio weight are Park Edge Advisors, LLC (2.6%), Altiora Financial Group, LLC (1.9%) and Drive Wealth Management, LLC (1.4%).
Has Congress traded CDX?
No member of Congress has disclosed a trade in CDX.
Who is the largest holder of CDX?
Among 13F filers, Signature Estate & Investment Advisors LLC reports the largest CDX position, $39.9M (1,975,982 shares) in its Q3 2026 13F. The biggest bet by portfolio weight is Park Edge Advisors, LLC's: 2.6% of its portfolio.
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