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Simplify High Yield ETF (CDX) Institutional Ownership

$23.02 +0.02 (+0.07%)
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Institutional Ownership Changes (13F Filings) for Simplify High Yield ETF (NYSEARCA:CDX)

Number of
Institutional Buyers
(last 12 months)
31
Total
Institutional Inflows
(last 12 months)
$53.57M
Number of
Institutional Sellers
(last 12 months)
9
Total
Institutional Outflows
(last 12 months)
$72.10M
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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
8/15/2025 Orion Porfolio Solutions LLC22,188$517K0.0%-31.5%0.172%
8/14/2025 Napa Wealth Management21,945$512K0.2%-5.3%0.170%
8/12/2025 Steward Partners Investment Advisory LLC84,178$1.96M0.0%+6.5%0.651%
8/12/2025 CreativeOne Wealth LLC16,465$384K0.0%N/A0.127%
8/11/2025 TD Waterhouse Canada Inc.1,900$44K0.0%N/A0.016%
8/8/2025 Kingsview Wealth Management LLC23,780$555K0.0%N/A0.197%
8/8/2025 Altiora Financial Group LLC250,417$5.84M1.1%N/A2.074%
8/8/2025 PNC Financial Services Group Inc.2,100$49K0.0%N/A0.017%
8/6/2025 AE Wealth Management LLC862,680$20.12M0.1%+54.2%7.144%
8/6/2025 Pekin Hardy Strauss Inc.94,731$2.21M0.3%N/A0.785%
8/4/2025 Flagship Harbor Advisors LLC225,155$5.25M0.2%+2.6%1.865%
8/4/2025 Whalen Wealth Management Inc.49,467$1.15M0.7%N/A0.410%
8/1/2025 GWN Securities Inc.13,724$320K0.1%N/A0.114%
8/1/2025 Envestnet Asset Management Inc.69,813$1.63M0.0%+150.8%0.578%
7/30/2025 Brookstone Capital Management53,230$1.24M0.0%N/A0.441%
7/30/2025 Mid American Wealth Advisory Group Inc.176,740$4.12M2.0%+36.1%1.464%
7/23/2025 Heck Capital Advisors LLC9,561$223K0.0%N/A0.079%
7/23/2025 Prime Capital Investment Advisors LLC277,694$6.48M0.1%-45.6%2.300%
7/22/2025 Belpointe Asset Management LLC9,575$223K0.0%N/A0.079%
7/21/2025 Ameritas Advisory Services LLC2,273$53K0.0%N/A0.019%
7/17/2025 Centennial Wealth Advisory LLC80,421$1.88M0.6%+50.7%0.669%
7/17/2025 Janney Montgomery Scott LLC46,528$1.09M0.0%N/A0.387%
7/17/2025 Beacon Capital Management LLC1,766$41K0.0%N/A0.015%
7/10/2025 Wealth Enhancement Advisory Services LLC341,577$7.89M0.0%N/A3.009%
7/7/2025 Park Edge Advisors LLC612,977$14.30M3.7%+43.3%5.585%
5/19/2025 Jane Street Group LLC51,964$1.19M0.0%+222.4%0.727%
5/14/2025 Napa Wealth Management23,180$532K0.3%-10.9%0.314%
5/14/2025 Summit Financial LLC146,249$3.36M0.1%+733.0%1.982%
5/6/2025 Avantax Advisory Services Inc.41,902$961K0.0%+10.4%0.568%
5/6/2025 AE Wealth Management LLC559,274$12.83M0.1%+9.6%7.578%
4/29/2025 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%
2/17/2025 Napa Wealth Management26,007$567K0.2%+42.7%0.559%
2/14/2025 Jane 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%
2/12/2025 Summit Financial LLC17,556$383K0.0%N/A0.378%
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2/12/2025Orion Portfolio Solutions LLC23,344$509K0.0%-38.1%0.502%
2/11/2025 LPL Financial LLC25,853$564K0.0%+25.2%0.556%
2/11/2025 Simplify Asset Management Inc.1,299,393$28.34M1.4%-5.5%27.944%
2/10/2025 Commonwealth Equity Services LLC175,977$3.84M0.0%+3.8%3.784%
2/10/2025 Avantax Advisory Services Inc.37,954$828K0.0%-3.7%0.816%
2/6/2025 Steward 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%
11/7/2024 Napa Wealth Management18,224$433K0.2%N/A0.392%
11/6/2024 Simplify 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%
8/13/2024 AE Wealth Management LLC17,497$402K0.0%N/A0.376%
8/13/2024 Simplify Asset Management Inc.4,045,997$92.92M6.2%+2,600.0%87.011%
7/31/2024 Commonwealth 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%
5/8/2024 Avantax Advisory Services Inc.43,088$988K0.0%+20.1%0.927%
4/29/2024 Commonwealth 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%
2/7/2024 Avantax 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%
11/8/2023 Avantax Advisory Services Inc.22,914$495K0.0%N/A1.042%
10/23/2023 Commonwealth 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%
8/10/2023 Commonwealth Equity Services LLC159,475$3.48M0.0%N/A7.249%
5/10/2023 Simplify Asset Management Inc.405,498$8.89M1.3%-17.1%21.919%
2/10/2023 Simplify 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%
11/14/2022 Wolverine Trading LLC25,942$570K0.0%N/A1.090%
8/11/2022 Simplify 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, 35 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 ($20.12M), Park Edge Advisors LLC ($14.30M), Wealth Enhancement Advisory Services LLC ($7.89M), Prime Capital Investment Advisors LLC ($6.48M), Altiora Financial Group LLC ($5.84M), and Flagship Harbor Advisors LLC ($5.25M).Learn more on Simplify High Yield ETF's institutional investors.

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

Of the 33 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 ($626.69K), AE Wealth Management LLC ($370.12K), Wealth Enhancement Advisory Services LLC ($341.58K), Altiora Financial Group LLC ($250.42K), Truist Financial Corp ($198.90K), and Mid American Wealth Advisory Group Inc. ($176.74K).

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

Institutional investors have bought a total of 2,316,589 shares in the last 24 months. This purchase volume represents approximately $53.57M in transactions.

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

Of the 9 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: Simplify Asset Management Inc. ($2.75M), Prime Capital Investment Advisors LLC ($233.01K), Envestnet Asset Management Inc. ($22.57K), Orion Portfolio Solutions LLC ($14.36K), Park Edge Advisors LLC ($13.72K), Orion Porfolio Solutions LLC ($10.21K), and Centennial Wealth Advisory LLC ($5.33K).

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

Institutional investors have sold a total of 3,051,325 shares in the last 24 months. This volume of shares sold represents approximately $72.10M in transactions.


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This page (NYSEARCA:CDX) was last updated on 8/22/2025 by MarketBeat.com Staff
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