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Simplify High Yield ETF (CDX) Institutional Ownership

$23.08 +0.01 (+0.04%)
Closing price 08/1/2025 04:10 PM Eastern
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$23.04 -0.04 (-0.17%)
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Institutional Ownership Changes (13F Filings) for Simplify High Yield ETF (NYSEARCA:CDX)

Number of
Institutional Buyers
(last 12 months)
25
Total
Institutional Inflows
(last 12 months)
$129.64M
Number of
Institutional Sellers
(last 12 months)
8
Total
Institutional Outflows
(last 12 months)
$71.84M
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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
8/1/2025GWN Securities Inc.13,724$320K0.1%N/A0.114%
8/1/2025Envestnet 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%
5/19/2025Jane Street Group LLC51,964$1.19M0.0%+222.4%0.727%
5/14/2025Napa Wealth Management23,180$532K0.3%-10.9%0.314%
5/14/2025Summit Financial LLC146,249$3.36M0.1%+733.0%1.982%
5/6/2025Avantax Advisory Services Inc.41,902$961K0.0%+10.4%0.568%
5/6/2025AE Wealth Management LLC559,274$12.83M0.1%+9.6%7.578%
4/29/2025Envestnet 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%
4/22/2025Flagship 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%
2/13/2025Envestnet Asset Management Inc.50,406$1.10M0.0%+56.1%1.084%
2/12/2025Summit Financial LLC17,556$383K0.0%N/A0.378%
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%
1/21/2025Flagship 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%
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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%
11/8/2023Avantax 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%
2/7/2023Envestnet 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, 27 institutional investors and hedge funds held shares of Simplify High Yield ETF. The most heavily invested institutionals were Simplify Asset Management Inc. ($28.34M), Park Edge Advisors LLC ($14.30M), AE Wealth Management LLC ($12.83M), Wealth Enhancement Advisory Services LLC ($7.89M), Prime Capital Investment Advisors LLC ($6.48M), Truist Financial Corp ($5.22M), and Flagship Harbor Advisors LLC ($5.04M).Learn more on Simplify High Yield ETF's institutional investors.

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

Of the 26 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), Wealth Enhancement Advisory Services LLC ($341.58K), Truist Financial Corp ($198.90K), Mid American Wealth Advisory Group Inc. ($176.74K), Commonwealth Equity Services LLC ($172.68K), and Summit Financial LLC ($146.25K).

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

Institutional investors have bought a total of 5,640,405 shares in the last 24 months. This purchase volume represents approximately $129.64M in transactions.

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

The following institutional investors have sold Simplify High Yield ETF stock in the last 24 months: 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), Centennial Wealth Advisory LLC ($5.33K), and Napa Wealth Management ($2.83K).

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

Institutional investors have sold a total of 3,039,882 shares in the last 24 months. This volume of shares sold represents approximately $71.84M in transactions.


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This page (NYSEARCA:CDX) was last updated on 8/2/2025 by MarketBeat.com Staff
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