Simplify High Yield ETFCDX ETF 13F holders, Q2 2025 (June 30) 47 holders +21
28 new positions
6 sold out
$15.24 avg. 13F price*
At the end of Q2 2025 , 47 institutions reported holding Simplify High Yield ETF (CDX) in their 13F filings, up 21 from Q1 2025. 28 opened new positions and 6 sold out. The largest holders were AE Wealth Management LLC ($20.1M), Park Edge Advisors, LLC ($14.3M) and LPL Financial LLC ($9.8M).
Company Simplify High Yield ETF
CUSIP 82889N830
Latest filing quarter Q2 2026 History Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025 Institutions Total Value New Positions 28 $41.9M Exits 6 $32.9M
All 13F filers, Q1 2025 → Q2 2025: 5,834,840 shares bought and 1,710,085 shares sold, net +4,124,755 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 47 holders Portfolio Manager % of Holder's Portfolio Change vs Q1 2025 Shares Value ▼ AE Wealth Management LLC 0.15% Add +54.3% 862,680 $20.1M Park Edge Advisors, LLC 3.67% Add +43.3% 612,977 $14.3M LPL Financial LLC 0.00% Add +1193.0% 421,603 $9.8M Commonwealth Equity Services, LLC 0.01% Add +106.2% 368,894 $8.6M NewEdge Wealth, LLC 0.13% New 350,507 $8.1M Wealth Enhancement Advisory Services, LLC 0.01% New 341,577 $7.9M Prime Capital Investment Advisors, LLC 0.09% Reduce -45.6% 277,694 $6.5M Altiora Financial Group, LLC 1.14% New 250,417 $5.8M Flagship Harbor Advisors, LLC 0.25% Add +2.6% 225,155 $5.3M Mid-American Wealth Advisory Group, Inc. 1.96% Add +36.1% 176,740 $4.1M Focus Partners Wealth 0.01% New 166,736 $3.9M Proficio Capital Partners LLC 0.18% New 2,900,460 $2.9M Summit Financial, LLC 0.06% Reduce -20.4% 116,379 $2.7M Pekin Hardy Strauss, Inc. 0.25% New 94,731 $2.2M Private Advisor Group, LLC 0.01% New 93,318 $2.2M Steward Partners Investment Advisory, LLC 0.02% Add +6.5% 84,178 $2.0M Centennial Wealth Advisory LLC 0.60% Add +50.7% 80,421 $1.9M Envestnet Asset Management Inc. 0.00% Add +150.8% 69,813 $1.6M Brookstone Capital Management 0.02% New 53,230 $1.2M Whalen Wealth Management Inc. 0.72% New 49,467 $1.2M Janney Montgomery Scott LLC 0.00% New 46,528 $1.1M Principal Securities, Inc. 0.02% Add +2019.7% 43,158 $1.0M Avantax Advisory Services, Inc. 0.01% Add +2.0% 42,760 $997K Kestra Private Wealth Services, LLC 0.01% New 35,359 $825K Wolverine Trading, LLC 0.02% New 26,131 $605K Kingsview Wealth Management, LLC 0.01% New 23,780 $555K Osaic Holdings, Inc. 0.00% Add +94758.3% 22,766 $531K Goldman Sachs Group Inc. 0.00% New 22,555 $526K MML Investors Services, LLC 0.00% New 22,515 $525K Orion Porfolio Solutions, LLC 0.00% Reduce -31.5% 22,188 $517K Napa Wealth Management 0.24% Reduce -5.3% 21,945 $512K Compass Capital Corp. /Ma/ 0.20% New 17,896 $415K CreativeOne Wealth, LLC 0.01% New 16,465 $384K GWN Securities Inc. 0.06% New 13,724 $320K Equitable Holdings, Inc. 0.00% New 12,550 $293K Belpointe Asset Management LLC 0.01% New 9,575 $223K Heck Capital Advisors, LLC 0.02% New 9,561 $223K Cambridge Investment Research Advisors, Inc. 0.00% New 9,170 $214K Ameritas Advisory Services, LLC 0.00% New 2,273 $53K PNC Financial Services Group, Inc. 0.00% New 2,100 $49K TD Waterhouse Canada Inc. 0.00% New 1,900 $44K Beacon Capital Management, LLC 0.01% New 1,766 $41K Raymond James Financial Inc. 0.00% New 1,037 $24K Larson Financial Group LLC 0.00% New 528 $12K Quest 10 Wealth Builders, Inc. 0.00% No change 81 $2K Morgan Stanley 0.00% Add +100.0% 2 $47 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.