Simplify High Yield ETFCDXETF
13F holders, Q4 2024 (December 31)24holders +4
4new positions
1sold out
$21.81avg. 13F price*
At the end of Q4 2024, 24 institutions reported holding Simplify High Yield ETF (CDX) in their 13F filings, up 4 from Q3 2024. 4 opened new positions and 1 sold out. The largest holders were Simplify Asset Management Inc. ($28.3M), AE Wealth Management LLC ($11.1M) and Park Edge Advisors, LLC ($8.9M).
- Company
- Simplify High Yield ETF
- CUSIP
- 82889N830
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $1.8M |
| Exits | 1 | $31K |
All 13F filers, Q3 2024 → Q4 2024: 304,959 shares bought and 126,059 shares sold, net +178,900 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 24 holders
| Simplify Asset Management Inc. | 1.97% | Reduce -5.5% | 1,299,393 | $28.3M |
| AE Wealth Management LLC | 0.09% | Add +6.3% | 510,060 | $11.1M |
| Park Edge Advisors, LLC | 2.59% | Reduce -3.3% | 408,930 | $8.9M |
| Truist Financial Corp. | 0.01% | Add +17.5% | 239,171 | $5.2M |
| Flagship Harbor Advisors, LLC | 0.21% | Add +45.8% | 183,702 | $4.0M |
| Commonwealth Equity Services, LLC | 0.01% | Add +3.8% | 175,977 | $3.8M |
| Mid-American Wealth Advisory Group, Inc. | 1.32% | Add +61.3% | 102,798 | $2.2M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +32.3% | 82,930 | $1.8M |
| Envestnet Asset Management Inc. | 0.00% | Add +56.1% | 50,406 | $1.1M |
| Centennial Wealth Advisory LLC | 0.37% | Reduce -10.9% | 43,356 | $946K |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -3.7% | 37,954 | $828K |
| SFG Wealth Management, LLC. | 0.37% | New | 32,285 | $704K |
| Napa Wealth Management | 0.25% | Add +42.7% | 26,007 | $567K |
| LPL Financial LLC | 0.00% | Add +25.1% | 25,853 | $564K |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -38.1% | 23,344 | $509K |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -38.1% | 23,344 | $509K |
| Goldman Sachs Group Inc. | 0.00% | New | 18,239 | $398K |
| Summit Financial, LLC | 0.01% | New | 17,556 | $383K |
| Jane Street Group, LLC | 0.00% | New | 16,118 | $352K |
| Principal Securities, Inc. | 0.00% | No change | 2,036 | $44K |
| Osaic Holdings, Inc. | 0.00% | Add +21.8% | 436 | $10K |
| Quest 10 Wealth Builders, Inc. | 0.00% | — | 90 | $2K |
| Morgan Stanley | 0.00% | Add +200.0% | 3 | $67 |
| 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.