Simplify High Yield ETFCDXETF
13F holders, Q1 2025 (March 31)26holders +2
4new positions
2sold out
$22.94avg. 13F price*
At the end of Q1 2025, 26 institutions reported holding Simplify High Yield ETF (CDX) in their 13F filings, up 2 from Q4 2024. 4 opened new positions and 2 sold out. The largest holders were Simplify Asset Management Inc. ($29.8M), AE Wealth Management LLC ($12.8M) and Prime Capital Investment Advisors, LLC ($11.7M).
- Company
- Simplify High Yield ETF
- CUSIP
- 82889N830
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $11.7M |
| Exits | 2 | $5.6M |
All 13F filers, Q4 2024 → Q1 2025: 900,068 shares bought and 287,125 shares sold, net +612,943 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 26 holders
| Simplify Asset Management Inc. | 1.39% | No change | 1,299,393 | $29.8M |
| AE Wealth Management LLC | 0.11% | Add +9.7% | 559,274 | $12.8M |
| Prime Capital Investment Advisors, LLC | 0.14% | New | 510,705 | $11.7M |
| Park Edge Advisors, LLC | 2.73% | Add +4.6% | 427,801 | $9.8M |
| Flagship Harbor Advisors, LLC | 0.26% | Add +19.5% | 219,498 | $5.0M |
| Commonwealth Equity Services, LLC | 0.01% | Add +1.7% | 178,902 | $4.1M |
| Summit Financial, LLC | 0.09% | Add +733.0% | 146,249 | $3.4M |
| Mid-American Wealth Advisory Group, Inc. | 1.60% | Add +26.4% | 129,895 | $3.0M |
| SFG Wealth Management, LLC. | 0.93% | Add +157.1% | 83,007 | $1.9M |
| Steward Partners Investment Advisory, LLC | 0.02% | Reduce -4.7% | 79,036 | $1.8M |
| Centennial Wealth Advisory LLC | 0.44% | Add +23.1% | 53,352 | $1.2M |
| Jane Street Group, LLC | 0.00% | Add +222.4% | 51,964 | $1.2M |
| Avantax Advisory Services, Inc. | 0.01% | Add +10.4% | 41,902 | $961K |
| LPL Financial LLC | 0.00% | Add +26.1% | 32,607 | $748K |
| Orion Porfolio Solutions, LLC | 0.01% | Add +38.8% | 32,396 | $743K |
| Orion Portfolio Solutions, LLC | 0.01% | Add +38.8% | 32,396 | $743K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -44.8% | 27,835 | $639K |
| Napa Wealth Management | 0.30% | Reduce -10.9% | 23,180 | $532K |
| Principal Securities, Inc. | 0.00% | No change | 2,036 | $44K |
| Assetmark, Inc. | 0.00% | New | 804 | $18K |
| Jones Financial Companies LLLP | 0.00% | New | 482 | $11K |
| Coldstream Capital Management Inc. | 0.00% | New | 111 | $3K |
| Quest 10 Wealth Builders, Inc. | 0.00% | Reduce -10.0% | 81 | $2K |
| Osaic Holdings, Inc. | 0.00% | Reduce -94.5% | 24 | $551 |
| Morgan Stanley | 0.00% | Reduce -66.7% | 1 | $39 |
| 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.