Simplify High Yield ETFCDXETF
13F holders, Q3 2025 (September 30)68holders +21
32new positions
9sold out
1famous investor
$22.90avg. 13F price*
At the end of Q3 2025, 68 institutions reported holding Simplify High Yield ETF (CDX) in their 13F filings, up 21 from Q2 2025. 32 opened new positions and 9 sold out. The largest holders were AE Wealth Management LLC ($23.9M), Altiora Financial Group, LLC ($23.0M) and LPL Financial LLC ($18.2M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Simplify High Yield ETF
- CUSIP
- 82889N830
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 32 | $56.5M |
| Exits | 9 | $5.6M |
All 13F filers, Q2 2025 → Q3 2025: 4,560,465 shares bought and 3,043,649 shares sold, net +1,516,816 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 68 holders
| AE Wealth Management LLC | 0.15% | Add +20.8% | 1,042,223 | $23.9M |
| Altiora Financial Group, LLC | 4.21% | Add +301.5% | 1,005,361 | $23.0M |
| LPL Financial LLC | 0.01% | Add +88.9% | 796,259 | $18.2M |
| Park Edge Advisors, LLC | 3.80% | Add +17.3% | 719,012 | $16.5M |
| Insight Wealth Strategies, LLC | 1.39% | New | 514,852 | $11.8M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +10.8% | 378,551 | $8.7M |
| Commonwealth Equity Services, LLC | 0.01% | Add +1.3% | 373,713 | $8.6M |
| NewEdge Wealth, LLC | 0.11% | Reduce -1.7% | 344,687 | $7.8M |
| Prime Capital Investment Advisors, LLC | 0.08% | Add +4.8% | 290,908 | $6.7M |
| Flagship Harbor Advisors, LLC | 0.25% | Add +9.3% | 246,053 | $5.6M |
| NewEdge Advisors, LLC | 0.02% | New | 209,895 | $4.8M |
| Kensington Asset Management, LLC | 0.27% | New | 200,172 | $4.6M |
| Mid-American Wealth Advisory Group, Inc. | 2.00% | Add +10.5% | 195,324 | $4.5M |
| Steward Partners Investment Advisory, LLC | 0.03% | Add +126.3% | 190,470 | $4.4M |
| Security National Bank | 0.63% | New | 179,049 | $4.1M |
| Focus Partners Wealth | 0.01% | Add +7.1% | 178,541 | $4.1M |
| RiverTree Advisors, LLC | 2.56% | New | 173,979 | $4.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +139.8% | 167,395 | $3.8M |
| SlateStone Wealth, LLC | 0.33% | New | 164,562 | $3.8M |
| Pekin Hardy Strauss, Inc. | 0.33% | Add +51.8% | 143,753 | $3.3M |
| Drive Wealth Management, LLC | 0.65% | New | 134,300 | $3.1M |
| Summit Financial, LLC | 0.04% | Add +8.2% | 125,950 | $2.9M |
| Adapt Wealth Advisors, LLC | 1.05% | New | 123,857 | $2.8M |
| Fifth Third Securities, Inc. | 0.18% | New | 115,458 | $2.6M |
| Principal Securities, Inc. | 0.04% | Add +155.7% | 110,359 | $2.5M |
| Whalen Wealth Management Inc. | 1.37% | Add +106.4% | 102,101 | $2.3M |
| Soltis Investment Advisors LLC | 0.15% | New | 96,553 | $2.2M |
| Stephens Inc. | 0.03% | New | 94,879 | $2.2M |
| Osaic Holdings, Inc. | 0.00% | Add +271.3% | 84,525 | $1.9M |
| Centennial Wealth Advisory LLC | 0.53% | Add +4.2% | 83,830 | $1.9M |
| Private Advisor Group, LLC | 0.01% | Reduce -22.3% | 72,554 | $1.7M |
| Kingsview Wealth Management, LLC | 0.02% | Add +155.5% | 60,751 | $1.4M |
| Silver Oak Securities, Incorporated | 0.10% | New | 58,194 | $1.3M |
| RFG Advisory, LLC | 0.03% | New | 58,050 | $1.3M |
| Janney Montgomery Scott LLC | 0.00% | Add +17.1% | 54,509 | $1.2M |
| WCG Wealth Advisors LLC | 0.06% | New | 41,112 | $942K |
| Jane Street Group, LLC | 0.00% | New | 39,177 | $898K |
| Goldman Sachs Group Inc. | 0.00% | Add +71.3% | 38,649 | $885K |
| Cetera Investment Advisers | 0.00% | New | 38,623 | $885K |
| Retirement Planning Group, LLC | 0.03% | New | 37,257 | $854K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +2.3% | 36,154 | $828K |
| MML Investors Services, LLC | 0.00% | Add +58.7% | 35,739 | $819K |
| Prevail Innovative Wealth Advisors, LLC | 0.15% | New | 33,325 | $763K |
| CreativeOne Wealth, LLC | 0.02% | Add +100.0% | 32,926 | $754K |
| TD Waterhouse Canada Inc. | 0.00% | Add +1105.3% | 22,900 | $523K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +2.1% | 22,651 | $519K |
| Napa Wealth Management | 0.24% | Add +2.2% | 22,418 | $514K |
| SFG Wealth Management, LLC. | 0.21% | New | 21,602 | $495K |
| Worth Asset Management, LLC | 0.20% | New | 19,610 | $449K |
| Trajan Wealth LLC | 0.02% | New | 17,934 | $411K |
| Kestra Advisory Services, LLC | 0.00% | New | 17,443 | $400K |
| Cove Street Capital, LLC | 0.50% | New | 16,577 | $380K |
| Citadel Advisors | 0.00% | New | 16,263 | $373K |
| Equitable Holdings, Inc. | 0.00% | Add +29.1% | 16,200 | $371K |
| LaSalle St. Investment Advisors, LLC | 0.05% | New | 12,705 | $291K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +34.7% | 12,355 | $283K |
| Heck Capital Advisors, LLC | 0.02% | Add +24.9% | 11,945 | $274K |
| Almanack Investment Partners, LLC. | 0.04% | New | 10,887 | $249K |
| Belpointe Asset Management LLC | 0.01% | Add +9.3% | 10,465 | $240K |
| BayBridge Capital Group, LLC | 0.14% | New | 9,542 | $219K |
| Triumph Capital Management | 0.06% | New | 9,462 | $217K |
| PNC Financial Services Group, Inc. | 0.00% | Add +95.2% | 4,100 | $94K |
| Stance Capital LLC | 0.00% | New | 453 | $10K |
| Quest 10 Wealth Builders, Inc. | 0.00% | No change | 81 | $2K |
| Geneos Wealth Management Inc. | 0.00% | New | 70 | $2K |
| UBS Group AG | 0.00% | New | 65 | $1K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 45 | $1K |
| Morgan Stanley | 0.00% | No change | 2 | $50 |
"% of holder's portfolio" is CDX's weight in each manager's 13F, not the share of Simplify High Yield ETF the manager owns.