Free Trial
→ Do NOT Buy SpaceX – Do This Instead (From Stansberry Research) (Ad)tc pixel Free CDX Stock Alerts

Simplify High Yield ETF (CDX) Institutional Ownership

$20.35 -0.06 (-0.29%)
Closing price 04:10 PM Eastern
Extended Trading
$20.34 -0.01 (-0.05%)
As of 07:30 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for Simplify High Yield ETF (NYSEARCA:CDX)

Number of
Institutional Buyers
(last 12 months)
75
Total
Institutional Inflows
(last 12 months)
$140.03M
Number of
Institutional Sellers
(last 12 months)
19
Total
Institutional Outflows
(last 12 months)
$18.12M
Get CDX Insider Trade Alerts

Want to know when executives and insiders are buying or selling Simplify High Yield ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

CDX Institutional Buying and Selling by Quarter

Simplify High Yield ETF Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/9/2026Insight Wealth Strategies LLC566,973$11.44M1.1%-25.8%3.588%
9/23/2026Envestnet Portfolio Solutions Inc.267,497$5.65M0.0%+10.6%1.467%
9/23/2026Envestnet Asset Management Inc.1,655,982$34.97M0.0%+10.6%9.084%
9/9/2026NewEdge Advisors LLC28,075$593K0.0%-87.6%0.154%
9/9/2026BayBridge Capital Group LLC25,446$537K0.3%+149.1%0.140%
9/2/2026Citadel Advisors LLC60,280$1.27M0.0%-44.0%0.331%
8/23/2026Ameritas Advisory Services LLC2,008$42K0.0%N/A0.011%
8/22/2026TD Waterhouse Canada Inc.54,500$1.14M0.0%+12.1%0.299%
7/10/2026Insight Wealth Strategies LLC764,328$16.01M1.6%+12.4%4.127%
7/10/2026Heck Capital Advisors LLC17,900$378K0.0%+26.3%0.097%
6/3/2026NewEdge Advisors LLC226,089$4.83M0.0%-0.9%1.079%
5/22/2026Independent Wealth Advisors LLC102,390$2.19M2.1%-3.3%0.489%
5/19/2026Western Wealth Management LLC2,914$62K0.0%N/A0.014%
5/19/2026NewEdge Advisors LLC194,856$4.16M0.1%-14.6%0.930%
5/13/2026Cetera Investment Advisers9,561$204K0.0%-75.2%0.046%
5/13/2026NewEdge Wealth LLC368,211$7.86M0.1%+9.1%1.758%
5/1/2026WealthCare Asset Management LLC16,801$359K0.4%N/A0.080%
4/30/2026Kestra Advisory Services LLC18,343$391K0.0%+4.7%0.088%
4/28/2026Stephens Inc. AR60,584$1.29M0.0%-5.3%0.289%
4/27/2026Private Advisor Group LLC50,164$1.07M0.0%-27.0%0.239%
4/22/2026Janney Montgomery Scott LLC71,939$1.54M0.0%+577.3%0.343%
4/22/2026Realta Investment Advisors8,080$172K0.1%N/A0.039%
4/21/2026Silver Oak Securities Incorporated63,002$1.34M0.1%+10.0%0.301%
4/20/2026Park Edge Advisors LLC755,936$16.13M3.7%+0.4%3.608%
4/20/2026RFG Advisory LLC57,167$1.22M0.0%-17.4%0.273%
4/20/2026Centennial Wealth Advisory LLC98,145$2.09M0.5%+8.5%0.468%
4/17/2026Worth Asset Management LLC26,457$565K0.2%-42.9%0.126%
2/18/2026NewEdge Advisors LLC228,141$5.08M0.0%+8.7%1.041%
2/18/2026OLD Mission Capital LLC25,646$571K0.0%N/A0.117%
2/17/2026Osaic Holdings Inc.279,015$6.21M0.0%+230.1%1.273%
2/17/2026Advisory Services Network LLC54,974$1.22M0.0%N/A0.251%
2/16/2026MML Investors Services LLC43,479$968K0.0%+21.7%0.198%
2/16/2026Focus Partners Wealth187,408$4.17M0.0%+5.0%0.855%
2/16/2026Kensington Asset Management LLC218,669$4.87M0.3%+9.2%0.998%
2/16/2026Arax Advisory Partners1,260$28K0.0%N/A0.006%
2/13/2026CreativeOne Wealth LLC27,510$613K0.0%-16.4%0.126%
2/13/2026Wells Fargo & Company MN1,197$27K0.0%N/A0.005%
2/13/2026Summit Financial LLC138,482$3.08M0.0%+9.9%0.632%
2/12/2026Jane Street Group LLC204,107$4.55M0.0%+421.0%0.931%
2/12/2026HRT Financial LP17,054$379K0.0%N/A0.078%
Here’s the stock symbol I’ve promised (Ad)

Whitney Tilson of Stansberry Research has long recommended Berkshire Hathaway as a core retirement holding - but now he believes he's found something better. This under-the-radar company sits at the intersection of America's two most important industries, including AI, pays massive dividends, and attracted a famous money manager who put 60% of his multi-billion-dollar fund into it. Tilson is revealing the name and ticker symbol completely free - no credit card or email required.tc pixel

Get the stock name and ticker symbol free of charge today
2/12/2026Orion Porfolio Solutions LLC318,520$7.09M0.1%+1,306.2%1.453%
2/12/2026Commonwealth Equity Services LLC386,656$8.61M0.0%+3.5%1.764%
2/12/2026Ankerstar Wealth LLC115,326$2.57M2.6%N/A0.526%
2/12/2026StoneX Group Inc.14,044$313K0.0%N/A0.064%
2/12/2026Steward Partners Investment Advisory LLC226,554$5.05M0.0%+18.9%1.034%
2/12/2026Altiora Financial Group LLC1,074,402$23.93M4.1%+6.9%4.901%
2/12/2026Principal Securities Inc.226,433$5.04M0.1%+105.2%1.033%
2/11/2026Janney Montgomery Scott LLC10,622$237K0.0%-80.5%0.048%
2/11/2026GFS Advisors LLC10,875$242K0.0%N/A0.050%
2/11/2026LPL Financial LLC725,182$16.15M0.0%-8.9%3.308%
2/11/2026SlateStone Wealth LLC194,553$4.33M0.4%+18.2%0.888%
2/10/2026Cibc World Market Inc.56,374$1.26M0.0%N/A0.257%
2/10/2026WCG Wealth Advisors LLC154,152$3.43M0.1%+275.0%0.703%
2/10/2026GKV Capital Management Co. Inc.27,705$617K0.2%N/A0.126%
2/9/2026Kingsview Wealth Management LLC107,042$2.38M0.0%+76.2%0.488%
2/9/2026Clearstead Advisors LLC1,705$38K0.0%N/A0.008%
2/6/2026Trajan Wealth LLC15,678$349K0.0%-12.6%0.072%
2/6/2026Prevail Innovative Wealth Advisors LLC98,609$2.20M0.4%+195.9%0.450%
2/6/2026PNC Financial Services Group Inc.8,100$180K0.0%+97.6%0.037%
2/6/2026Envestnet Portfolio Solutions Inc.221,593$4.94M0.0%N/A1.011%
2/5/2026Soltis Investment Advisors LLC154,563$3.44M0.2%+60.1%0.705%
2/5/2026Security National Bank199,112$4.43M0.6%+11.2%0.908%
2/5/2026Stephens Inc. AR63,958$1.42M0.0%-32.6%0.292%
2/4/2026Meridian Wealth Management LLC319,206$7.11M0.3%N/A1.444%
2/4/2026Drive Wealth Management LLC372,252$8.29M1.6%+177.2%1.684%
2/3/2026NewEdge Wealth LLC337,443$7.52M0.1%-2.1%1.527%
2/3/2026Retirement Planning Group LLC41,122$916K0.0%+10.4%0.186%
2/3/2026RFG Advisory LLC69,210$1.54M0.0%+19.2%0.313%
1/30/2026Pekin Hardy Strauss Inc.139,237$3.10M0.3%-3.1%0.630%
1/29/2026Kestra Private Wealth Services LLC38,161$850K0.0%+5.6%0.185%
1/29/2026Almanack Investment Partners LLC.19,174$427K0.1%+76.1%0.093%
1/29/2026NBC Securities Inc.1,881$42K0.0%N/A0.009%
1/27/2026TD Waterhouse Canada Inc.30,400$676K0.0%+32.8%0.148%
1/26/2026AE Wealth Management LLC1,216,909$27.10M0.2%+16.8%5.913%
1/26/2026Private Trust Co. NA1,353$30K0.0%N/A0.007%
1/26/2026CWM LLC5,410$120K0.0%N/A0.026%
1/23/2026Mid American Wealth Advisory Group Inc.210,408$4.69M2.0%+7.7%1.030%
1/21/2026Prime Capital Investment Advisors LLC289,332$6.44M0.1%-0.5%1.417%
1/21/2026Flagship Harbor Advisors LLC252,039$5.61M0.3%+2.4%1.234%
1/21/2026MBA Advisors LLC11,312$252K0.1%N/A0.055%
1/20/2026Whalen Wealth Management Inc.55,956$1.25M0.7%-45.2%0.277%
1/16/2026Park Edge Advisors LLC753,087$16.77M3.8%+4.7%3.723%
1/16/2026Heck Capital Advisors LLC12,975$289K0.0%+8.6%0.064%
1/16/2026BayBridge Capital Group LLC10,217$228K0.1%+7.1%0.051%
1/15/2026Silver Oak Securities Incorporated57,262$1.28M0.1%-1.6%0.283%
1/15/2026RiverTree Advisors LLC129,536$2.89M1.8%-25.5%0.640%
1/14/2026Centennial Wealth Advisory LLC90,438$2.01M0.5%+7.9%0.447%
1/14/2026Worth Asset Management LLC46,324$1.03M0.4%+136.2%0.229%
1/8/2026Cooper Financial Group30,024$669K0.1%N/A0.145%
1/2/2026Insight Wealth Strategies LLC647,232$14.41M1.7%+25.7%3.107%
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside) (Ad)

Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top S&P 500 stock for 12 years running—and today, he's giving away his #1 AI stock pick for 2026, free. This company's sales are up 28% year over year, it holds over 30,000 patents in wireless and video technology, and it just earned an A-rating in his proprietary Stock Grader system that has cost him $9 million to build and maintain.tc pixel

Get the name and ticker of Louis Navellier's #1 AI stock free
12/23/2025Triumph Capital Management9,462$217K0.1%N/A0.052%
11/17/2025Kestra Private Wealth Services LLC36,154$828K0.0%+2.2%0.199%
11/17/2025NewEdge Advisors LLC209,895$4.81M0.0%N/A1.153%
11/17/2025Triumph Capital Management9,462$217K0.1%N/A0.052%
11/17/2025Focus Partners Wealth178,541$4.09M0.0%+7.1%0.981%
11/17/2025Citadel Advisors LLC16,263$373K0.0%N/A0.089%
11/14/2025Equitable Holdings Inc.16,200$371K0.0%+29.1%0.089%
11/14/2025WCG Wealth Advisors LLC41,112$942K0.1%N/A0.226%
11/14/2025Cove Street Capital LLC16,577$380K0.5%N/A0.091%
11/13/2025SFG Wealth Management LLC.21,602$495K0.2%N/A0.119%


CDX Institutional Ownership - Frequently Asked Questions

During the previous two years, 89 institutional investors and hedge funds held shares of Simplify High Yield ETF. The most heavily invested institutionals were Envestnet Asset Management Inc. ($34.97M), Simplify Asset Management Inc. ($28.34M), AE Wealth Management LLC ($27.10M), Altiora Financial Group LLC ($23.93M), LPL Financial LLC ($16.15M), Park Edge Advisors LLC ($16.13M), and Insight Wealth Strategies LLC ($11.44M).Learn more on Simplify High Yield ETF's institutional investors.

Of the 85 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: Altiora Financial Group LLC ($1.07M), Insight Wealth Strategies LLC ($731.46K), AE Wealth Management LLC ($706.85K), Wealth Enhancement Advisory Services LLC ($378.55K), Park Edge Advisors LLC ($377.87K), Drive Wealth Management LLC ($372.25K), and Meridian Wealth Management LLC ($319.21K).

Institutional investors have bought a total of 6,225,218 shares in the last 24 months. This purchase volume represents approximately $140.03M in transactions.

Of the 19 institutional investors that sold Simplify High Yield ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: NewEdge Advisors LLC ($233.35K), Insight Wealth Strategies LLC ($197.36K), LPL Financial LLC ($71.08K), Citadel Advisors LLC ($47.36K), Whalen Wealth Management Inc. ($46.15K), RiverTree Advisors LLC ($44.44K), and Janney Montgomery Scott LLC ($43.89K).

Institutional investors have sold a total of 849,422 shares in the last 24 months. This volume of shares sold represents approximately $18.12M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:CDX is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/9/2026. New 13F filings are added each quarter as they're published.
From Our Partners
ALERT: Drop these 5 stocks before the market opens tomorrow!
The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings researc...
Weiss Ratings | Sponsoredtc pixel
Trump's New Dollar
Porter Stansberry says President Trump has signed an executive order initiating what he calls a full U.S. doll...
Porter & Company | Sponsoredtc pixel
Small Colorado Company (Backed by Sam Altman) Could Save U.S. Power Grid
A small Colorado company has secured rights to technology that could prevent the U.S. public power grid from c...
Altimetry | Sponsoredtc pixel
Ready to give options a try? Your first trade (Ticker included) -INSIDE
Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and st...
Base Camp Trading | Sponsoredtc pixel
The end may be near for these iconic stocks
Marc Chaikin, founder of Chaikin Analytics, says two forces - AI disruption and fracturing global trade - are ...
Chaikin Analytics | Sponsoredtc pixel
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside)
Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top...
InvestorPlace | Sponsoredtc pixel
Here’s the stock symbol I’ve promised
Whitney Tilson of Stansberry Research has long recommended Berkshire Hathaway as a core retirement holding - b...
Stansberry Research | Sponsoredtc pixel
Here’s Why Trump Won’t End The Iran War
Trump has called an Iran deal close 38 times since the war began, yet the fighting keeps flaring back up. O...
Banyan Hill Publishing | Sponsoredtc pixel