Simplify High Yield PLUS Credit Hedge ETF (CDX) Institutional Ownership $23.08 -0.10 (-0.43%) As of 10:51 AM Eastern This is a fair market value price provided by Polygon.io. Learn more. Add Compare Share Share Ownership Stock AnalysisChartDividendHeadlinesHoldingsOwnershipRatingsBuy This Stock Institutional Ownership Changes (13F Filings) for Simplify High Yield PLUS Credit Hedge ETF (NYSEARCA:CDX)Number ofInstitutional Buyers(last 12 months)17TotalInstitutional Inflows(last 12 months)$113.42MNumber ofInstitutional Sellers(last 12 months)7TotalInstitutional Outflows(last 12 months)$66.40M Get CDX Insider Trade Alerts Want to know when executives and insiders are buying or selling Simplify High Yield PLUS Credit Hedge ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Email Address Skip Chart & View Institutional Buying and Selling Data CDX Institutional Buying and Selling by Quarter Simplify High Yield PLUS Credit Hedge ETF Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails5/19/2025 Jane Street Group LLC51,964$1.19M0.0%+222.4%0.727% 5/14/2025 Napa Wealth Management23,180$532K0.3%-10.9%0.314% 5/14/2025 Summit Financial LLC146,249$3.36M0.1%+733.0%1.982% 5/6/2025 Avantax Advisory Services Inc.41,902$961K0.0%+10.4%0.568% 5/6/2025 AE Wealth Management LLC559,274$12.83M0.1%+9.6%7.578% 4/29/2025 Envestnet Asset Management Inc.27,835$639K0.0%-44.8%0.377% 4/23/2025 SFG Wealth Management LLC.83,007$1.90M0.9%+157.1%1.125% 4/22/2025 Flagship Harbor Advisors LLC219,498$5.04M0.3%+19.5%3.252% 4/21/2025 Centennial Wealth Advisory LLC53,352$1.22M0.4%+23.1%0.790% 4/10/2025 Park Edge Advisors LLC427,801$9.81M2.7%+4.6%6.338% Get the Latest News and Ratings for CDX and Related StocksEnter your email address below to receive the latest news and analysts' ratings for Simplify High Yield PLUS Credit Hedge ETF and its competitors with MarketBeat's FREE daily newsletter. 4/9/2025 Mid American Wealth Advisory Group Inc.129,895$2.98M1.6%+26.4%1.924% 2/17/2025 Napa Wealth Management26,007$567K0.2%+42.7%0.559% 2/14/2025 Jane Street Group LLC16,118$352K0.0%N/A0.347% 2/13/2025 Envestnet Asset Management Inc.50,406$1.10M0.0%+56.1%1.084% 2/12/2025 Summit Financial LLC17,556$383K0.0%N/A0.378% 2/12/2025 Orion Portfolio Solutions LLC23,344$509K0.0%-38.1%0.502% 2/11/2025 LPL Financial LLC25,853$564K0.0%+25.2%0.556% 2/11/2025 Simplify Asset Management Inc.1,299,393$28.34M1.4%-5.5%27.944% 2/10/2025 Commonwealth Equity Services LLC175,977$3.84M0.0%+3.8%3.784% 2/10/2025 Avantax Advisory Services Inc.37,954$828K0.0%-3.7%0.816% 2/6/2025 Steward Partners Investment Advisory LLC82,930$1.81M0.0%+32.3%1.783% 1/31/2025 Truist Financial Corp239,171$5.22M0.0%+17.5%5.143% 1/27/2025 Centennial Wealth Advisory LLC43,356$946K0.4%-10.9%0.932% 1/21/2025 Park Edge Advisors LLC408,930$8.92M2.6%-3.2%8.794% 1/21/2025 Flagship Harbor Advisors LLC183,702$4.01M0.2%+45.8%3.951% 1/16/2025 SFG Wealth Management LLC.32,285$704K0.4%N/A0.694% 1/13/2025 Mid American Wealth Advisory Group Inc.102,798$2.24M1.3%+61.3%2.211% 11/15/2024 Orion Portfolio Solutions LLC37,699$895K0.0%+20.1%0.811% 11/7/2024 Napa Wealth Management18,224$433K0.2%N/A0.392% 11/6/2024 Simplify Asset Management Inc.1,374,907$32.64M1.5%-66.0%29.568% 10/30/2024 Centennial Wealth Advisory LLC48,685$1.16M0.5%N/A1.047% 10/24/2024 Park Edge Advisors LLC422,647$10.03M2.9%+7.9%9.089% 10/2/2024 Mid American Wealth Advisory Group Inc.63,714$1.51M0.9%N/A1.370% 8/21/2024 Truist Financial Corp179,277$4.12M0.0%+1,018.0%3.855% 8/13/2024 AE Wealth Management LLC17,497$402K0.0%N/A0.376% 8/13/2024 Simplify Asset Management Inc.4,045,997$92.92M6.2%+2,600.0%87.011% 7/31/2024 Commonwealth Equity Services LLC166,715$3.83M0.0%+2.8%3.585% 7/26/2024 Park Edge Advisors LLC391,785$9.00M2.7%+17.3%8.425% 7/19/2024 SFG Wealth Management LLC.22,976$528K0.3%N/A0.494% 5/8/2024 Avantax Advisory Services Inc.43,088$988K0.0%+20.1%0.927% Musk’s Project Colossus could mint millionaires (Ad)I predict this single breakthrough could make Elon the world’s first trillionaire — and mint more new millionaires than any tech advance in history. And for a limited time, you have the chance to claim a stake in this project, even though it’s housed inside Elon’s private company, xAI.All the details are waiting for you now — but you need to act before the May 1st funding window clos4/29/2024 Commonwealth Equity Services LLC162,228$3.72M0.0%+1.4%3.466% 4/19/2024 Park Edge Advisors LLC333,945$7.66M2.1%+231.6%7.136% 2/7/2024 Avantax Advisory Services Inc.35,888$819K0.0%+56.6%1.631% 1/18/2024 Relyea Zuckerberg Hanson LLC9,188$210K0.0%N/A0.418% 1/12/2024 Park Edge Advisors LLC100,704$2.30M0.8%+30.4%4.577% 11/8/2023 Avantax Advisory Services Inc.22,914$495K0.0%N/A1.042% 10/23/2023 Commonwealth Equity Services LLC101,218$2.19M0.0%-36.5%4.601% 10/11/2023 Park Edge Advisors LLC77,225$1.67M0.6%N/A3.510% 8/10/2023 Commonwealth Equity Services LLC159,475$3.48M0.0%N/A7.249% 5/10/2023 Simplify Asset Management Inc.405,498$8.89M1.3%-17.1%21.919% 2/10/2023 Simplify Asset Management Inc.489,334$10.46M1.6%-52.2%26.450% 2/7/2023 Envestnet Asset Management Inc.12,006$257K0.0%N/A0.649% 11/14/2022 Wolverine Trading LLC25,942$570K0.0%N/A1.090% 8/11/2022 Simplify Asset Management Inc.1,287,467$28.65M1.1%+33.3%55.256% (Data available from 1/1/2016 forward) CDX Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of CDX shares? During the previous two years, 18 institutional investors and hedge funds held shares of Simplify High Yield PLUS Credit Hedge ETF. The most heavily invested institutionals were Simplify Asset Management Inc. ($28.34M), AE Wealth Management LLC ($12.83M), Park Edge Advisors LLC ($9.81M), Truist Financial Corp ($5.22M), Flagship Harbor Advisors LLC ($5.04M), Commonwealth Equity Services LLC ($3.84M), and Summit Financial LLC ($3.36M).Learn more on CDX's institutional investors. Which institutional investors have been buying Simplify High Yield PLUS Credit Hedge ETF stock? Of the 18 institutional investors that purchased Simplify High Yield PLUS Credit Hedge ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Simplify Asset Management Inc. ($3.90M), Park Edge Advisors LLC ($441.52K), Truist Financial Corp ($198.90K), Commonwealth Equity Services LLC ($172.68K), Summit Financial LLC ($146.25K), Mid American Wealth Advisory Group Inc. ($129.90K), and SFG Wealth Management LLC. ($105.98K). How much institutional buying is happening at Simplify High Yield PLUS Credit Hedge ETF? Institutional investors have bought a total of 5,494,386 shares in the last 24 months. This purchase volume represents approximately $125.67M in transactions. Which Simplify High Yield PLUS Credit Hedge ETF major shareholders have been selling company stock? The following institutional investors have sold Simplify High Yield PLUS Credit Hedge ETF stock in the last 24 months: Simplify Asset Management Inc. ($2.75M), Commonwealth Equity Services LLC ($58.26K), Envestnet Asset Management Inc. ($22.57K), Orion Portfolio Solutions LLC ($14.36K), Park Edge Advisors LLC ($13.72K), Centennial Wealth Advisory LLC ($5.33K), and Napa Wealth Management ($2.83K). How much institutional selling is happening at Simplify High Yield PLUS Credit Hedge ETF? Institutional investors have sold a total of 2,865,128 shares in the last 24 months. This volume of shares sold represents approximately $67.66M in transactions. Related Companies SHYL Major Shareholders PGHY Major Shareholders SIHY Major Shareholders HYXF Major Shareholders HYZD Major Shareholders XCCC Major Shareholders SJB Major Shareholders HYFI Major Shareholders PHYD Major Shareholders BSJU Major Shareholders This page (NYSEARCA:CDX) was last updated on 5/23/2025 by MarketBeat.com Staff From Our PartnersMarket Panic: Trump Just Dropped a Bomb on Your Stockstock Market Panic: Trump Just Dropped a Bomb on Your Stocks The market is in freefall—and Trump's new tarif...American Alternative | SponsoredWhite House to reset Social Security?Elon Musk's parting DOGE gift looks set to shock America... 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