SIMPLIFY HIGH YIELD ETF CDX
$20.90
-0.2% 52w: $20.81 – $21.71
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data20.8121.2621.71
Jun 20, 2025 Jul 2, 2026
Institutional holders
87
+1 QoQ
13F value
$311.1M
+5.8% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns CDX?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | Wealth advisor | 1.8M | $38.9M | 0.8% | New |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 1.5M | $31.9M | 0.0% | +9.3% |
| AE Wealth Management LLC | Wealth advisor | 1.3M | $27.0M | 0.1% | +3.9% |
| Altiora Financial Group, LLC | Wealth advisor | 899.0K | $19.2M | 3.2% | -16.3% |
| Park Edge Advisors, LLC | Other | 755.9K | $16.1M | 3.7% | +0.4% |
| Insight Wealth Strategies, LLC | Wealth advisor | 680.1K | $14.5M | 1.6% | +5.1% |
| LPL Financial LLC | Bank broker | 586.7K | $12.5M | 0.0% | -19.1% |
| DRIVE WEALTH MANAGEMENT, LLC | Other | 396.5K | $8.5M | 1.8% | +6.5% |
| PRINCIPAL SECURITIES, INC. | Wealth advisor | 378.4K | $8.1M | 0.1% | +67.1% |
| NewEdge Wealth, LLC | Other | 368.2K | $7.9M | 0.1% | +9.1% |
| Orion Porfolio Solutions, LLC | Wealth advisor | 333.4K | $7.1M | 0.1% | +4.7% |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | Wealth advisor | 316.3K | $6.7M | 1.1% | +220.7% |
| Meridian Wealth Management, LLC | Other | 308.4K | $6.6M | 0.2% | -3.4% |
| Prime Capital Investment Advisors, LLC | Wealth advisor | 305.4K | $6.5M | 0.1% | +5.6% |
| FLAGSHIP HARBOR ADVISORS, LLC | Wealth advisor | 286.3K | $6.1M | 0.3% | +13.6% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 243.1K | $5.2M | 0.0% | -12.9% |
| Envestnet Portfolio Solutions, Inc. | Wealth advisor | 241.8K | $5.2M | 0.0% | +9.1% |
| SlateStone Wealth, LLC | Other | 233.4K | $5.0M | 0.4% | +19.9% |
| NewEdge Advisors, LLC | Diversified mechanical | 226.1K | $4.8M | 0.0% | -0.9% |
| Mid-American Wealth Advisory Group, Inc. | Wealth advisor | 210.4K | $4.7M | 2.0% | Held |
| Security National Bank | Other | 218.4K | $4.7M | 0.7% | +9.7% |
| ADAPT WEALTH ADVISORS, LLC | Wealth advisor | 214.2K | $4.6M | 1.7% | -6.2% |
| Focus Partners Wealth | Wealth advisor | 196.1K | $4.2M | 0.0% | +4.7% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 189.4K | $4.0M | 0.0% | -51.0% |
| WCG Wealth Advisors LLC | Wealth advisor | 173.2K | $3.7M | 0.1% | +12.4% |
| Soltis Investment Advisors LLC | Other | 172.0K | $3.7M | 0.2% | +11.3% |
| Steward Partners Investment Advisory, LLC | Diversified mechanical | 142.9K | $3.1M | 0.0% | -36.9% |
| Fifth Third Securities, Inc. | Wealth advisor | 130.4K | $2.8M | 0.2% | +12.9% |
| Kingsview Wealth Management, LLC | Wealth advisor | 124.7K | $2.7M | 0.0% | +16.5% |
| Pekin Hardy Strauss, Inc. | Other | 119.7K | $2.6M | 0.3% | -14.0% |
| CITADEL ADVISORS LLC | Multistrat pod | 107.6K | $2.3M | 0.0% | -13.1% |
| Independent Wealth Advisors LLC | Wealth advisor | 102.4K | $2.2M | 2.1% | -3.3% |
| GOLDMAN SACHS GROUP INC | Bank broker | 100.3K | $2.1M | 0.0% | New |
| Centennial Wealth Advisory LLC | Wealth advisor | 98.1K | $2.1M | 0.5% | +8.5% |
| Almanack Investment Partners, LLC. | Wealth advisor | 87.0K | $1.9M | 0.3% | +353.6% |
| Janney Montgomery Scott LLC | Diversified mechanical | 71.9K | $1.5M | 0.0% | +577.3% |
| SILVER OAK SECURITIES, INCORPORATED | Wealth advisor | 63.0K | $1.3M | 0.1% | +10.0% |
| STEPHENS INC /AR/ | Diversified mechanical | 60.6K | $1.3M | 0.0% | -5.3% |
| Advisory Services Network, LLC | Diversified mechanical | 59.3K | $1.3M | 0.0% | +7.9% |
| RFG Advisory, LLC | Wealth advisor | 57.2K | $1.2M | 0.0% | -17.4% |
| Summit Financial, LLC | Wealth advisor | 52.5K | $1.1M | 0.0% | -62.1% |
| Private Advisor Group, LLC | Wealth advisor | 50.2K | $1.1M | 0.0% | -27.0% |
| TD Waterhouse Canada Inc. | Diversified mechanical | 48.6K | $1.0M | 0.0% | +59.9% |
| CIBC WORLD MARKET INC. | Diversified mechanical | 46.1K | $984K | 0.0% | -18.2% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 43.1K | $919K | 0.0% | -0.9% |
| Retirement Planning Group, LLC | Wealth advisor | 41.2K | $879K | 0.0% | +0.1% |
| CreativeOne Wealth, LLC | Wealth advisor | 31.9K | $681K | 0.0% | +16.0% |
| Belpointe Asset Management LLC | Wealth advisor | 31.5K | $672K | 0.0% | +187.6% |
| Cooper Financial Group | Wealth advisor | 30.0K | $641K | 0.1% | Held |
| Advisor Resource Council | Wealth advisor | 29.3K | $625K | 0.2% | +6.5% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.