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Simplify High Yield ETF (CDX) Institutional Ownership

$20.43 -0.06 (-0.29%)
Closing price 04:10 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)
77
Total
Institutional Inflows
(last 12 months)
$158.11M
Number of
Institutional Sellers
(last 12 months)
18
Total
Institutional Outflows
(last 12 months)
$14.14M
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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
9/23/2026 Envestnet Portfolio Solutions Inc.267,497$5.65M0.0%+10.6%1.467%
9/23/2026 Envestnet Asset Management Inc.1,655,982$34.97M0.0%+10.6%9.084%
9/9/2026 NewEdge Advisors LLC28,075$593K0.0%-87.6%0.154%
9/9/2026 BayBridge Capital Group LLC25,446$537K0.3%+149.1%0.140%
9/2/2026 Citadel Advisors LLC60,280$1.27M0.0%-44.0%0.331%
8/23/2026 Ameritas Advisory Services LLC2,008$42K0.0%N/A0.011%
8/22/2026 TD Waterhouse Canada Inc.54,500$1.14M0.0%+12.1%0.299%
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%
6/3/2026 NewEdge Advisors LLC226,089$4.83M0.0%-0.9%1.079%
5/22/2026 Independent Wealth Advisors LLC102,390$2.19M2.1%-3.3%0.489%
5/19/2026 Western Wealth Management LLC2,914$62K0.0%N/A0.014%
5/19/2026 NewEdge Advisors LLC194,856$4.16M0.1%-14.6%0.930%
5/13/2026 Cetera Investment Advisers9,561$204K0.0%-75.2%0.046%
5/13/2026 NewEdge Wealth LLC368,211$7.86M0.1%+9.1%1.758%
5/1/2026 WealthCare Asset Management LLC16,801$359K0.4%N/A0.080%
4/30/2026 Kestra Advisory Services LLC18,343$391K0.0%+4.7%0.088%
4/28/2026 Stephens Inc. AR60,584$1.29M0.0%-5.3%0.289%
4/27/2026 Private Advisor Group LLC50,164$1.07M0.0%-27.0%0.239%
4/22/2026 Janney Montgomery Scott LLC71,939$1.54M0.0%+577.3%0.343%
4/22/2026 Realta Investment Advisors8,080$172K0.1%N/A0.039%
4/21/2026 Silver 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%
2/18/2026 NewEdge Advisors LLC228,141$5.08M0.0%+8.7%1.041%
2/18/2026 OLD Mission Capital LLC25,646$571K0.0%N/A0.117%
2/17/2026 Osaic Holdings Inc.279,015$6.21M0.0%+230.1%1.273%
2/17/2026 Advisory Services Network LLC54,974$1.22M0.0%N/A0.251%
2/16/2026 MML Investors Services LLC43,479$968K0.0%+21.7%0.198%
2/16/2026 Focus Partners Wealth187,408$4.17M0.0%+5.0%0.855%
2/16/2026 Kensington Asset Management LLC218,669$4.87M0.3%+9.2%0.998%
2/16/2026 Arax Advisory Partners1,260$28K0.0%N/A0.006%
2/13/2026 CreativeOne Wealth LLC27,510$613K0.0%-16.4%0.126%
2/13/2026 Wells Fargo & Company MN1,197$27K0.0%N/A0.005%
2/13/2026 Summit Financial LLC138,482$3.08M0.0%+9.9%0.632%
2/12/2026 Jane Street Group LLC204,107$4.55M0.0%+421.0%0.931%
2/12/2026 HRT Financial LP17,054$379K0.0%N/A0.078%
2/12/2026 Orion Porfolio Solutions LLC318,520$7.09M0.1%+1,306.2%1.453%
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2/12/2026 Commonwealth Equity Services LLC386,656$8.61M0.0%+3.5%1.764%
2/12/2026 Ankerstar Wealth LLC115,326$2.57M2.6%N/A0.526%
2/12/2026 StoneX Group Inc.14,044$313K0.0%N/A0.064%
2/12/2026 Steward Partners Investment Advisory LLC226,554$5.05M0.0%+18.9%1.034%
2/12/2026 Altiora Financial Group LLC1,074,402$23.93M4.1%+6.9%4.901%
2/12/2026 Principal Securities Inc.226,433$5.04M0.1%+105.2%1.033%
2/11/2026 Janney Montgomery Scott LLC10,622$237K0.0%-80.5%0.048%
2/11/2026 GFS Advisors LLC10,875$242K0.0%N/A0.050%
2/11/2026 LPL Financial LLC725,182$16.15M0.0%-8.9%3.308%
2/11/2026 SlateStone Wealth LLC194,553$4.33M0.4%+18.2%0.888%
2/10/2026 Cibc World Market Inc.56,374$1.26M0.0%N/A0.257%
2/10/2026 WCG 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%
2/9/2026 Kingsview Wealth Management LLC107,042$2.38M0.0%+76.2%0.488%
2/9/2026 Clearstead Advisors LLC1,705$38K0.0%N/A0.008%
2/6/2026 Trajan 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%
2/6/2026 PNC 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%
2/5/2026 Soltis 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%
2/5/2026 Stephens Inc. AR63,958$1.42M0.0%-32.6%0.292%
2/4/2026 Meridian 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%
2/3/2026 NewEdge Wealth LLC337,443$7.52M0.1%-2.1%1.527%
2/3/2026 Retirement Planning Group LLC41,122$916K0.0%+10.4%0.186%
2/3/2026 RFG Advisory LLC69,210$1.54M0.0%+19.2%0.313%
1/30/2026 Pekin Hardy Strauss Inc.139,237$3.10M0.3%-3.1%0.630%
1/29/2026 Kestra Private Wealth Services LLC38,161$850K0.0%+5.6%0.185%
1/29/2026 Almanack Investment Partners LLC.19,174$427K0.1%+76.1%0.093%
1/29/2026 NBC Securities Inc.1,881$42K0.0%N/A0.009%
1/27/2026 TD Waterhouse Canada Inc.30,400$676K0.0%+32.8%0.148%
1/26/2026 AE Wealth Management LLC1,216,909$27.10M0.2%+16.8%5.913%
1/26/2026 Private 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%
1/21/2026 Prime 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%
1/21/2026 MBA Advisors LLC11,312$252K0.1%N/A0.055%
1/20/2026 Whalen 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%
1/15/2026 Silver 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%
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11/17/2025 Kestra Private Wealth Services LLC36,154$828K0.0%+2.2%0.199%
11/17/2025 NewEdge Advisors LLC209,895$4.81M0.0%N/A1.153%
11/17/2025 Triumph Capital Management9,462$217K0.1%N/A0.052%
11/17/2025 Focus Partners Wealth178,541$4.09M0.0%+7.1%0.981%
11/17/2025 Citadel Advisors LLC16,263$373K0.0%N/A0.089%
11/14/2025 Equitable Holdings Inc.16,200$371K0.0%+29.1%0.089%
11/14/2025 WCG Wealth Advisors LLC41,112$942K0.1%N/A0.226%
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%
11/13/2025 Private Advisor Group LLC72,554$1.66M0.0%-22.3%0.399%


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 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 6,829,396 shares in the last 24 months. This purchase volume represents approximately $154.21M in transactions.

Of the 18 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), LPL Financial LLC ($71.08K), Citadel Advisors LLC ($47.36K), Whalen Wealth Management Inc. ($46.15K), RiverTree Advisors LLC ($44.44K), Janney Montgomery Scott LLC ($43.89K), and Private Advisor Group LLC ($39.36K).

Institutional investors have sold a total of 652,067 shares in the last 24 months. This volume of shares sold represents approximately $14.14M in transactions.


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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 9/23/2026. New 13F filings are added each quarter as they're published.
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