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Simplify High Yield ETF (CDX) Institutional Ownership

$20.77 -0.10 (-0.48%)
As of 07/24/2026 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
78
Total
Institutional Inflows
(last 12 months)
$175.44M
Number of
Institutional Sellers
(last 12 months)
19
Total
Institutional Outflows
(last 12 months)
$9.47M
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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
7/10/2026 Insight Wealth Strategies LLC764,328$16.01M1.6%+12.4%4.127%
7/10/2026 Heck 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%
4/22/2026 Realta Investment Advisors8,080$172K0.1%N/A0.039%
4/21/2026Silver Oak Securities Incorporated63,002$1.34M0.1%+10.0%0.301%
4/20/2026 Park Edge Advisors LLC755,936$16.13M3.7%+0.4%3.608%
4/20/2026 RFG Advisory LLC57,167$1.22M0.0%-17.4%0.273%
4/20/2026 Centennial Wealth Advisory LLC98,145$2.09M0.5%+8.5%0.468%
4/17/2026 Worth 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%
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%
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2/11/2026GFS Advisors LLC10,875$242K0.0%N/A0.050%
2/11/2026LPL Financial LLC725,182$16.15M0.0%-8.9%3.308%
2/11/2026 SlateStone 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%
2/10/2026 GKV 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%
2/6/2026 Prevail 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%
2/6/2026 Envestnet 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%
2/5/2026 Security 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%
2/4/2026 Drive 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%
2/3/2026 RFG 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%
1/29/2026 NBC 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%
1/23/2026 Mid 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%
1/21/2026 Flagship 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%
1/16/2026 Park Edge Advisors LLC753,087$16.77M3.8%+4.7%3.723%
1/16/2026 Heck Capital Advisors LLC12,975$289K0.0%+8.6%0.064%
1/16/2026 BayBridge Capital Group LLC10,217$228K0.1%+7.1%0.051%
1/15/2026Silver Oak Securities Incorporated57,262$1.28M0.1%-1.6%0.283%
1/15/2026 RiverTree Advisors LLC129,536$2.89M1.8%-25.5%0.640%
1/14/2026 Centennial Wealth Advisory LLC90,438$2.01M0.5%+7.9%0.447%
1/14/2026 Worth Asset Management LLC46,324$1.03M0.4%+136.2%0.229%
1/8/2026 Cooper Financial Group30,024$669K0.1%N/A0.145%
1/2/2026 Insight Wealth Strategies LLC647,232$14.41M1.7%+25.7%3.107%
12/23/2025 Triumph 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%
11/17/2025 Triumph 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%
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11/14/2025Cove Street Capital LLC16,577$380K0.5%N/A0.091%
11/13/2025 SFG Wealth Management LLC.21,602$495K0.2%N/A0.119%
11/13/2025Private Advisor Group LLC72,554$1.66M0.0%-22.3%0.399%
11/13/2025 Prevail Innovative Wealth Advisors LLC33,325$763K0.1%N/A0.183%
11/13/2025CreativeOne Wealth LLC32,926$754K0.0%+100.0%0.181%
11/12/2025Orion Porfolio Solutions LLC22,651$519K0.0%+2.1%0.124%
11/12/2025Kingsview Wealth Management LLC60,751$1.39M0.0%+155.5%0.334%
11/12/2025Kensington Asset Management LLC200,172$4.59M0.3%N/A1.100%
11/10/2025Trajan Wealth LLC17,934$411K0.0%N/A0.099%
11/10/2025Adapt Wealth Advisors LLC123,857$2.84M1.0%N/A0.681%


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 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), Insight Wealth Strategies LLC ($16.01M), and Wealth Enhancement Advisory Services LLC ($8.65M).Learn more on Simplify High Yield ETF's institutional investors.

Of the 86 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), Altiora Financial Group LLC ($1.07M), Insight Wealth Strategies LLC ($731.46K), AE Wealth Management LLC ($724.35K), Park Edge Advisors LLC ($435.71K), Wealth Enhancement Advisory Services LLC ($378.55K), and Drive Wealth Management LLC ($372.25K).

Institutional investors have bought a total of 7,737,843 shares in the last 24 months. This purchase volume represents approximately $175.44M 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: LPL Financial LLC ($71.08K), Whalen Wealth Management Inc. ($46.15K), RiverTree Advisors LLC ($44.44K), Janney Montgomery Scott LLC ($43.89K), Private Advisor Group LLC ($39.36K), NewEdge Advisors LLC ($35.34K), and Stephens Inc. AR ($34.30K).

Institutional investors have sold a total of 428,344 shares in the last 24 months. This volume of shares sold represents approximately $9.47M in transactions.


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This page (NYSEARCA:CDX) was last updated on 7/25/2026 by MarketBeat.com Staff.
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