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Simplify High Yield ETF (CDX) Institutional Ownership

$23.10 +0.01 (+0.04%)
As of 07/3/2025 05:00 PM Eastern
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Institutional Ownership Changes (13F Filings) for Simplify High Yield ETF (NYSEARCA:CDX)

Number of
Institutional Buyers
(last 12 months)
17
Total
Institutional Inflows
(last 12 months)
$113.42M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$66.40M
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CDX Institutional Buying and Selling by Quarter

Simplify High Yield ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/19/2025Jane Street Group LLC51,964$1.19M0.0%+222.4%0.727%
5/14/2025Napa Wealth Management23,180$532K0.3%-10.9%0.314%
5/14/2025Summit Financial LLC146,249$3.36M0.1%+733.0%1.982%
5/6/2025Avantax Advisory Services Inc.41,902$961K0.0%+10.4%0.568%
5/6/2025AE Wealth Management LLC559,274$12.83M0.1%+9.6%7.578%
4/29/2025Envestnet Asset Management Inc.27,835$639K0.0%-44.8%0.377%
4/23/2025SFG Wealth Management LLC.83,007$1.90M0.9%+157.1%1.125%
4/22/2025Flagship Harbor Advisors LLC219,498$5.04M0.3%+19.5%3.252%
4/21/2025Centennial Wealth Advisory LLC53,352$1.22M0.4%+23.1%0.790%
4/10/2025Park Edge Advisors LLC427,801$9.81M2.7%+4.6%6.338%
4/9/2025Mid American Wealth Advisory Group Inc.129,895$2.98M1.6%+26.4%1.924%
2/17/2025Napa Wealth Management26,007$567K0.2%+42.7%0.559%
2/14/2025Jane Street Group LLC16,118$352K0.0%N/A0.347%
2/13/2025Envestnet Asset Management Inc.50,406$1.10M0.0%+56.1%1.084%
2/12/2025Summit Financial LLC17,556$383K0.0%N/A0.378%
2/12/2025Orion Portfolio Solutions LLC23,344$509K0.0%-38.1%0.502%
2/11/2025LPL Financial LLC25,853$564K0.0%+25.2%0.556%
2/11/2025Simplify Asset Management Inc.1,299,393$28.34M1.4%-5.5%27.944%
2/10/2025Commonwealth Equity Services LLC175,977$3.84M0.0%+3.8%3.784%
2/10/2025Avantax Advisory Services Inc.37,954$828K0.0%-3.7%0.816%
2/6/2025Steward Partners Investment Advisory LLC82,930$1.81M0.0%+32.3%1.783%
1/31/2025Truist Financial Corp239,171$5.22M0.0%+17.5%5.143%
1/27/2025Centennial Wealth Advisory LLC43,356$946K0.4%-10.9%0.932%
1/21/2025Park Edge Advisors LLC408,930$8.92M2.6%-3.2%8.794%
1/21/2025Flagship Harbor Advisors LLC183,702$4.01M0.2%+45.8%3.951%
1/16/2025SFG Wealth Management LLC.32,285$704K0.4%N/A0.694%
1/13/2025Mid American Wealth Advisory Group Inc.102,798$2.24M1.3%+61.3%2.211%
11/15/2024Orion Portfolio Solutions LLC37,699$895K0.0%+20.1%0.811%
11/7/2024Napa Wealth Management18,224$433K0.2%N/A0.392%
11/6/2024Simplify Asset Management Inc.1,374,907$32.64M1.5%-66.0%29.568%
10/30/2024Centennial Wealth Advisory LLC48,685$1.16M0.5%N/A1.047%
10/24/2024Park Edge Advisors LLC422,647$10.03M2.9%+7.9%9.089%
10/2/2024Mid American Wealth Advisory Group Inc.63,714$1.51M0.9%N/A1.370%
8/21/2024Truist Financial Corp179,277$4.12M0.0%+1,018.0%3.855%
8/13/2024AE Wealth Management LLC17,497$402K0.0%N/A0.376%
8/13/2024Simplify Asset Management Inc.4,045,997$92.92M6.2%+2,600.0%87.011%
7/31/2024Commonwealth Equity Services LLC166,715$3.83M0.0%+2.8%3.585%
7/26/2024Park Edge Advisors LLC391,785$9.00M2.7%+17.3%8.425%
7/19/2024SFG Wealth Management LLC.22,976$528K0.3%N/A0.494%
5/8/2024Avantax Advisory Services Inc.43,088$988K0.0%+20.1%0.927%
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4/29/2024Commonwealth Equity Services LLC162,228$3.72M0.0%+1.4%3.466%
4/19/2024Park Edge Advisors LLC333,945$7.66M2.1%+231.6%7.136%
2/7/2024Avantax Advisory Services Inc.35,888$819K0.0%+56.6%1.631%
1/18/2024Relyea Zuckerberg Hanson LLC9,188$210K0.0%N/A0.418%
1/12/2024Park Edge Advisors LLC100,704$2.30M0.8%+30.4%4.577%
11/8/2023Avantax Advisory Services Inc.22,914$495K0.0%N/A1.042%
10/23/2023Commonwealth Equity Services LLC101,218$2.19M0.0%-36.5%4.601%
10/11/2023Park Edge Advisors LLC77,225$1.67M0.6%N/A3.510%
8/10/2023Commonwealth Equity Services LLC159,475$3.48M0.0%N/A7.249%
5/10/2023Simplify Asset Management Inc.405,498$8.89M1.3%-17.1%21.919%
2/10/2023Simplify Asset Management Inc.489,334$10.46M1.6%-52.2%26.450%
2/7/2023Envestnet Asset Management Inc.12,006$257K0.0%N/A0.649%
11/14/2022Wolverine Trading LLC25,942$570K0.0%N/A1.090%
8/11/2022Simplify 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 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 Simplify High Yield ETF's institutional investors.

Which institutional investors have been buying Simplify High Yield ETF's stock?

Of the 18 institutional investors that purchased Simplify High Yield ETF's 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 ETF?

Institutional investors have bought a total of 4,946,406 shares in the last 24 months. This purchase volume represents approximately $113.42M in transactions.

Which of Simplify High Yield ETF's major shareholders have been selling company stock?

The following institutional investors have sold Simplify High Yield ETF stock in the last 24 months: Simplify Asset Management Inc. ($2.75M), Envestnet Asset Management Inc. ($22.57K), Orion Portfolio Solutions LLC ($14.36K), Park Edge Advisors LLC ($13.72K), Centennial Wealth Advisory LLC ($5.33K), Napa Wealth Management ($2.83K), and Avantax Advisory Services Inc. ($1.47K).

How much institutional selling is happening at Simplify High Yield ETF?

Institutional investors have sold a total of 2,806,871 shares in the last 24 months. This volume of shares sold represents approximately $66.40M in transactions.


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This page (NYSEARCA:CDX) was last updated on 7/5/2025 by MarketBeat.com Staff
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