Simplify High Yield ETFCDXETF
13F holders, Q1 2024 (March 31)11holders
$22.92avg. 13F price*
At the end of Q1 2024, 11 institutions reported holding Simplify High Yield ETF (CDX) in their 13F filings. The largest holders were Park Edge Advisors, LLC ($7.7M), Commonwealth Equity Services, LLC ($3.7M) and Simplify Asset Management Inc. ($3.4M).
- Company
- Simplify High Yield ETF
- CUSIP
- 82889N830
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $587K |
| Exits | 1 | $2K |
Ownership 11 holders
| Park Edge Advisors, LLC | 2.14% | Add +231.6% | 333,945 | $7.7M |
| Commonwealth Equity Services, LLC | 0.01% | Add +1.4% | 162,228 | $3.7M |
| Simplify Asset Management Inc. | 0.33% | Reduce -40.1% | 149,854 | $3.4M |
| Avantax Advisory Services, Inc. | 0.01% | Add +20.1% | 43,088 | $988K |
| Truist Financial Corp. | 0.00% | New | 16,036 | $368K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +112.1% | 13,732 | $315K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 9,558 | $219K |
| Relyea Zuckerberg Hanson LLC | 0.04% | Add +1.5% | 9,329 | $214K |
| Heck Capital Advisors, LLC | 0.00% | No change | 109 | $2K |
| Morgan Stanley | 0.00% | Add +100.0% | 2 | $54 |
| Royal Bank of Canada | 0.00% | New | 20 | $0 |
"% of holder's portfolio" is CDX's weight in each manager's 13F, not the share of Simplify High Yield ETF the manager owns.