Simplify High Yield ETFCDXETF
13F holders, Q3 2024 (September 30)20holders +2
6new positions
4sold out
$23.74avg. 13F price*
At the end of Q3 2024, 20 institutions reported holding Simplify High Yield ETF (CDX) in their 13F filings, up 2 from Q2 2024. 6 opened new positions and 4 sold out. The largest holders were Simplify Asset Management Inc. ($32.6M), AE Wealth Management LLC ($11.4M) and Park Edge Advisors, LLC ($10.0M).
- Company
- Simplify High Yield ETF
- CUSIP
- 82889N830
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $4.4M |
| Exits | 4 | $1.5M |
All 13F filers, Q2 2024 → Q3 2024: 724,508 shares bought and 2,836,890 shares sold, net −2,112,382 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 20 holders
| Simplify Asset Management Inc. | 2.24% | Reduce -66.0% | 1,374,907 | $32.6M |
| AE Wealth Management LLC | 0.10% | Add +2641.3% | 479,654 | $11.4M |
| Park Edge Advisors, LLC | 2.87% | Add +7.9% | 422,647 | $10.0M |
| Truist Financial Corp. | 0.01% | Add +13.5% | 203,511 | $4.8M |
| Commonwealth Equity Services, LLC | 0.01% | Add +1.7% | 169,548 | $4.0M |
| Flagship Harbor Advisors, LLC | 0.16% | Reduce -2.0% | 125,961 | $3.0M |
| Mid-American Wealth Advisory Group, Inc. | 0.95% | New | 63,714 | $1.5M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +10.9% | 62,667 | $1.5M |
| Centennial Wealth Advisory LLC | 0.45% | New | 48,685 | $1.2M |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -6.7% | 39,422 | $936K |
| Orion Porfolio Solutions, LLC | 0.01% | Add +20.1% | 37,699 | $895K |
| Orion Portfolio Solutions, LLC | 0.01% | Add +20.1% | 37,699 | $895K |
| Envestnet Asset Management Inc. | 0.00% | New | 32,287 | $766K |
| LPL Financial LLC | 0.00% | New | 20,657 | $490K |
| Napa Wealth Management | 0.20% | New | 18,224 | $433K |
| Principal Securities, Inc. | 0.00% | New | 2,036 | $48K |
| Authentikos Wealth Advisory, LLC | 0.03% | Reduce -98.6% | 1,321 | $31K |
| Osaic Holdings, Inc. | 0.00% | Reduce -4.3% | 358 | $8K |
| Morgan Stanley | 0.00% | No change | 1 | $34 |
| Royal Bank of Canada | 0.00% | No change | 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.