Simplify High Yield PLUS Credit Hedge ETF (CDX) Institutional Ownership $23.04 +0.12 (+0.51%) As of 11:33 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)$108.59MNumber ofInstitutional Sellers(last 12 months)6TotalInstitutional Outflows(last 12 months)$66.34M 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 CompanyDetails4/29/2025 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% 4/9/2025 Mid 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% 2/13/2025 Envestnet Asset Management Inc.50,406$1.10M0.0%+56.1%1.084% 2/12/2025Summit Financial LLC17,556$383K0.0%N/A0.378% 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. 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% 1/31/2025 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% 11/15/2024Orion 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% 10/30/2024 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% 8/13/2024AE 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% 7/26/2024 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% 5/8/2024Avantax Advisory Services Inc.43,088$988K0.0%+20.1%0.927% 4/29/2024Commonwealth 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% 2/7/2024Avantax 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% Elon Reveals Why There Soon Won’t Be Any Money For Social Security (Ad)Elon Musk's Near-Death Experience Sparks Dire Warning for Americans After cheating death twice—once in a terrifying supercar crash with billionaire Peter Thiel, then from a deadly strain of malaria—Elon Musk emerged with a stark warning for Americans about looming financial dangers. Discover the little-known Trump IRS loophole that thousands are now using to safeguard their retirement from inflation and market turmoil—before it's too late.See why thousands of forward-thinking retirement savers are now requesting this FREE 2025 Wealth Pro11/8/2023Avantax Advisory Services Inc.22,914$495K0.0%N/A1.042% 10/23/2023Commonwealth Equity Services LLC101,218$2.19M0.0%-36.5%4.601% 10/11/2023 Park 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% 2/7/2023 Envestnet 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 PLUS Credit Hedge ETF. The most heavily invested institutionals were Simplify Asset Management Inc. ($28.34M), Park Edge Advisors LLC ($9.81M), Truist Financial Corp ($5.22M), Flagship Harbor Advisors LLC ($5.04M), Commonwealth Equity Services LLC ($3.84M), Mid American Wealth Advisory Group Inc. ($2.98M), and SFG Wealth Management LLC. ($1.90M).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), Mid American Wealth Advisory Group Inc. ($129.90K), SFG Wealth Management LLC. ($105.98K), and Flagship Harbor Advisors LLC ($93.54K). How much institutional buying is happening at Simplify High Yield PLUS Credit Hedge ETF? Institutional investors have bought a total of 5,276,685 shares in the last 24 months. This purchase volume represents approximately $120.68M 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. ($2.83M), 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 Avantax Advisory Services Inc. ($1.47K). How much institutional selling is happening at Simplify High Yield PLUS Credit Hedge ETF? Institutional investors have sold a total of 2,946,137 shares in the last 24 months. This volume of shares sold represents approximately $69.43M in transactions. Related Companies SIHY Major Shareholders HYZD Major Shareholders PHYD Major Shareholders HYXF Major Shareholders HYFI Major Shareholders PGHY Major Shareholders BKHY Major Shareholders SJB Major Shareholders HYDW Major Shareholders SHYL Major Shareholders This page (NYSEARCA:CDX) was last updated on 5/1/2025 by MarketBeat.com Staff From Our PartnersHow to invest in Elon Musk’s Optimus before its launchElon Musk is set to completely take over the AI industry with Optimus… A breakthrough AI-powered robot that El...InvestorPlace | SponsoredThis Is How Empires FallThe headlines scream tariffs and export bans — but the real damage is happening in retirement portfolios. Tim ...Investors Alley | SponsoredIs he more powerful than Trump? Is there anybody more powerful than Donald Trump right now? 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