Simplify High Yield ETFCDXETF
13F holders, Q2 2026 (June 30)91holders +5
20new positions
15sold out
1famous investor
$21.11avg. 13F price*
At the end of Q2 2026, 91 institutions reported holding Simplify High Yield ETF (CDX) in their 13F filings, up 5 from Q1 2026. 20 opened new positions and 15 sold out. The largest holders were Signature Estate & Investment Advisors LLC ($41.0M), Envestnet Asset Management Inc. ($35.0M) and AE Wealth Management LLC ($25.0M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Simplify High Yield ETF
- CUSIP
- 82889N830
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 20 | $7.6M |
| Exits | 15 | $26.0M |
All 13F filers, Q1 2026 → Q2 2026: 1,297,288 shares bought and 2,699,958 shares sold, net −1,402,670 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 91 holders
| Signature Estate & Investment Advisors LLC | 0.74% | Add +6.4% | 1,941,740 | $41.0M |
| Envestnet Asset Management Inc. | 0.01% | Add +10.6% | 1,655,982 | $35.0M |
| AE Wealth Management LLC | 0.12% | Reduce -6.3% | 1,184,163 | $25.0M |
| Park Edge Advisors, LLC | 3.48% | Add +2.2% | 772,287 | $16.3M |
| Insight Wealth Strategies, LLC | 1.56% | Add +12.4% | 764,328 | $16.0M |
| Altiora Financial Group, LLC | 1.91% | Reduce -36.3% | 572,852 | $12.1M |
| Principal Securities, Inc. | 0.11% | Add +14.3% | 432,404 | $9.1M |
| Drive Wealth Management, LLC | 1.41% | Reduce -5.4% | 374,924 | $7.9M |
| Orion Porfolio Solutions, LLC | 0.06% | Add +12.0% | 373,393 | $7.9M |
| LPL Financial LLC | 0.00% | Reduce -37.3% | 367,962 | $7.8M |
| Flagship Harbor Advisors, LLC | 0.26% | Add +11.1% | 318,211 | $6.7M |
| Meridian Wealth Management, LLC | 0.21% | Add +2.0% | 314,635 | $6.6M |
| Soltis Investment Advisors LLC | 0.33% | Add +58.7% | 273,003 | $5.8M |
| Envestnet Portfolio Solutions, Inc. | 0.03% | Add +10.7% | 267,497 | $5.6M |
| WCG Wealth Advisors LLC | 0.13% | Add +48.2% | 256,662 | $5.4M |
| Osaic Holdings, Inc. | 0.01% | Add +2.9% | 250,086 | $5.3M |
| SlateStone Wealth, LLC | 0.38% | Reduce -0.4% | 232,405 | $4.9M |
| Adapt Wealth Advisors, LLC | 1.39% | Reduce -5.9% | 201,459 | $4.3M |
| Focus Partners Wealth | 0.00% | Add +1.8% | 199,619 | $4.2M |
| Security National Bank | 0.44% | Reduce -20.6% | 173,368 | $3.7M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -9.2% | 172,024 | $3.6M |
| Fifth Third Securities, Inc. | 0.20% | Add +26.7% | 165,206 | $3.5M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -3.3% | 138,183 | $2.9M |
| Janney Montgomery Scott LLC | 0.01% | Add +87.4% | 134,820 | $2.8M |
| Kingsview Wealth Management, LLC | 0.03% | Add +2.4% | 127,672 | $2.7M |
| Centennial Wealth Advisory LLC | 0.45% | Add +0.9% | 99,052 | $2.1M |
| Pekin Hardy Strauss, Inc. | 0.18% | Reduce -19.1% | 96,820 | $2.0M |
| Arkadios Wealth Advisors | 0.03% | New | 82,136 | $1.7M |
| Advisor OS, LLC | 0.11% | New | 79,922 | $1.7M |
| Silver Oak Securities, Incorporated | 0.08% | Reduce -1.2% | 62,272 | $1.3M |
| Citadel Advisors | 0.00% | Reduce -44.0% | 60,280 | $1.3M |
| Advisory Services Network, LLC | 0.01% | Reduce -0.1% | 59,261 | $1.3M |
| TD Waterhouse Canada Inc. | 0.00% | Add +12.1% | 54,500 | $1.1M |
| Retirement Planning Group, LLC | 0.03% | Add +30.2% | 53,616 | $1.1M |
| Mosley Wealth Management | 0.35% | New | 51,665 | $1.1M |
| Cibc World Market Inc. | 0.00% | Add +0.8% | 46,450 | $981K |
| CreativeOne Wealth, LLC | 0.02% | Add +44.0% | 45,947 | $970K |
| Independent Wealth Advisors LLC | 0.88% | Reduce -55.2% | 45,848 | $968K |
| MML Investors Services, LLC | 0.00% | Add +2.6% | 44,206 | $934K |
| Regatta Research & Money Management | 0.86% | — | 43,300 | $914K |
| WealthCare Asset Management, LLC | 0.30% | Add +103.1% | 34,128 | $721K |
| Belpointe Asset Management LLC | 0.02% | Add +6.3% | 33,481 | $707K |
| Almanack Investment Partners, LLC. | 0.09% | Reduce -62.0% | 33,098 | $699K |
| Advisor Resource Council | 0.22% | Add +9.2% | 32,003 | $671K |
| Cooper Financial Group | 0.05% | No change | 30,024 | $634K |
| Norden Group LLC | 0.05% | New | 29,092 | $614K |
| NewEdge Advisors, LLC | 0.00% | Reduce -87.6% | 28,075 | $593K |
| Synergy Asset Management, LLC | 0.05% | New | 25,555 | $540K |
| BayBridge Capital Group, LLC | 0.28% | Add +149.1% | 25,446 | $537K |
| SteelPeak Wealth, LLC | 0.01% | New | 23,544 | $497K |
| Fortis Capital Advisors, LLC | 0.05% | Add +10.2% | 22,148 | $468K |
| HighTower Advisors, LLC | 0.00% | Add +92.6% | 21,959 | $464K |
| Kestra Advisory Services, LLC | 0.00% | Add +4.0% | 19,073 | $403K |
| Heck Capital Advisors, LLC | 0.02% | Add +26.3% | 17,900 | $378K |
| Bank of America Corp. | 0.00% | New | 17,651 | $373K |
| LaSalle St. Investment Advisors, LLC | 0.05% | Reduce -8.0% | 17,497 | $370K |
| Park Avenue Securities LLC | 0.00% | Reduce -26.6% | 15,512 | $328K |
| Stephens Inc. | 0.00% | Reduce -75.3% | 14,989 | $317K |
| Trajan Wealth LLC | 0.01% | Add +1.1% | 14,738 | $311K |
| Cetera Investment Advisers | 0.00% | Add +53.6% | 14,685 | $310K |
| Lanark Financial, Inc. | 0.02% | Add +277.2% | 13,616 | $288K |
| GFS Advisors, LLC | 0.03% | Add +12.4% | 13,625 | $269K |
| HRT Financial LP | 0.00% | New | 12,613 | $266K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -95.9% | 12,404 | $262K |
| MBA Advisors LLC | 0.08% | Add +1.9% | 11,761 | $248K |
| Cambridge Advisors Inc. | 0.04% | New | 11,289 | $238K |
| Realta Investment Advisors | 0.07% | Add +22.5% | 9,897 | $209K |
| Triumph Capital Management | 0.04% | Reduce -1.1% | 9,762 | $206K |
| Mather Group, Llc. | 0.00% | Reduce -59.9% | 8,657 | $183K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 8,100 | $171K |
| JPMorgan Chase & Co. | 0.00% | New | 7,800 | $164K |
| EP Wealth Advisors, LLC | 0.00% | New | 7,336 | $155K |
| Luminist Capital LLC | 0.11% | New | 4,666 | $99K |
| Ankerstar Wealth, LLC | 0.05% | Reduce -89.1% | 3,033 | $64K |
| Ameritas Advisory Services, LLC | 0.00% | New | 2,008 | $42K |
| Royal Bank of Canada | 0.00% | New | 1,655 | $35K |
| Signature Equity Partners, LLC | 0.01% | Add +235.2% | 942 | $20K |
| Arax Advisory Partners | 0.00% | New | 758 | $16K |
| Wells Fargo & Company | 0.00% | Add +0.2% | 554 | $12K |
| IFG Advisory, LLC | 0.00% | New | 365 | $8K |
| CENTRAL TRUST Co | 0.00% | New | 188 | $4K |
| Clearstead Advisors, LLC | 0.00% | Reduce -45.5% | 150 | $3K |
| Key Capital Management, INC | 0.00% | New | 121 | $3K |
| Geneos Wealth Management Inc. | 0.00% | Add +1.4% | 74 | $2K |
| Silver Grove Financial Group, Inc. | 0.00% | New | 66 | $1K |
| Quest 10 Wealth Builders, Inc. | 0.00% | Reduce -14.9% | 63 | $1K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | New | 61 | $1K |
| Elevated Capital Advisors, LLC | 0.00% | Add +2.5% | 41 | $866 |
| Farther Finance Advisors, LLC | 0.00% | No change | 21 | $444 |
| Harbour Investments, Inc. | 0.00% | Reduce -48.0% | 13 | $275 |
| Morgan Stanley | 0.00% | Reduce -98.9% | 1 | $29 |
"% of holder's portfolio" is CDX's weight in each manager's 13F, not the share of Simplify High Yield ETF the manager owns.