Simplify High Yield ETFCDXETF
13F holders, Q4 2025 (December 31)85holders +17
21new positions
5sold out
1famous investor
$22.27avg. 13F price*
At the end of Q4 2025, 85 institutions reported holding Simplify High Yield ETF (CDX) in their 13F filings, up 17 from Q3 2025. 21 opened new positions and 5 sold out. The largest holders were Envestnet Asset Management Inc. ($30.5M), AE Wealth Management LLC ($27.1M) and Altiora Financial Group, LLC ($23.9M). 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 21 | $18.8M |
| Exits | 5 | $10.4M |
All 13F filers, Q3 2025 → Q4 2025: 4,235,601 shares bought and 717,710 shares sold, net +3,517,891 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 85 holders
| Envestnet Asset Management Inc. | 0.01% | Add +718.2% | 1,369,552 | $30.5M |
| AE Wealth Management LLC | 0.16% | Add +16.8% | 1,216,909 | $27.1M |
| Altiora Financial Group, LLC | 4.12% | Add +6.9% | 1,074,402 | $23.9M |
| Park Edge Advisors, LLC | 3.80% | Add +4.7% | 753,087 | $16.8M |
| LPL Financial LLC | 0.00% | Reduce -8.9% | 725,182 | $16.1M |
| Insight Wealth Strategies, LLC | 1.65% | Add +25.7% | 647,232 | $14.4M |
| Commonwealth Equity Services, LLC | 0.01% | Add +3.5% | 386,656 | $8.6M |
| Drive Wealth Management, LLC | 1.62% | Add +177.2% | 372,252 | $8.3M |
| NewEdge Wealth, LLC | 0.08% | Reduce -2.1% | 337,443 | $7.5M |
| Meridian Wealth Management, LLC | 0.25% | New | 319,206 | $7.1M |
| Orion Porfolio Solutions, LLC | 0.05% | Add +1306.2% | 318,520 | $7.1M |
| Prime Capital Investment Advisors, LLC | 0.08% | Reduce -0.5% | 289,332 | $6.4M |
| Osaic Holdings, Inc. | 0.01% | Add +230.1% | 279,015 | $6.2M |
| Flagship Harbor Advisors, LLC | 0.26% | Add +2.4% | 252,039 | $5.6M |
| Adapt Wealth Advisors, LLC | 1.75% | Add +84.4% | 228,349 | $5.1M |
| NewEdge Advisors, LLC | 0.02% | Add +8.7% | 228,141 | $5.1M |
| Steward Partners Investment Advisory, LLC | 0.03% | Add +18.9% | 226,554 | $5.0M |
| Principal Securities, Inc. | 0.08% | Add +105.2% | 226,433 | $5.0M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | New | 221,593 | $4.9M |
| Kensington Asset Management, LLC | 0.25% | Add +9.2% | 218,669 | $4.9M |
| Mid-American Wealth Advisory Group, Inc. | 1.98% | Add +7.7% | 210,408 | $4.7M |
| Jane Street Group, LLC | 0.01% | Add +421.0% | 204,107 | $4.5M |
| Security National Bank | 0.64% | Add +11.2% | 199,112 | $4.4M |
| SlateStone Wealth, LLC | 0.36% | Add +18.2% | 194,553 | $4.3M |
| Focus Partners Wealth | 0.00% | Add +5.0% | 187,408 | $4.2M |
| Soltis Investment Advisors LLC | 0.23% | Add +60.1% | 154,563 | $3.4M |
| WCG Wealth Advisors LLC | 0.10% | Add +275.0% | 154,152 | $3.4M |
| Pekin Hardy Strauss, Inc. | 0.29% | Reduce -3.1% | 139,237 | $3.1M |
| Summit Financial, LLC | 0.05% | Add +9.9% | 138,482 | $3.1M |
| RiverTree Advisors, LLC | 1.84% | Reduce -25.6% | 129,536 | $2.9M |
| Citadel Advisors | 0.00% | Add +661.9% | 123,903 | $2.8M |
| Fifth Third Securities, Inc. | 0.17% | Add +0.1% | 115,525 | $2.6M |
| Ankerstar Wealth, LLC | 2.56% | — | 115,326 | $2.6M |
| Kingsview Wealth Management, LLC | 0.03% | Add +76.2% | 107,042 | $2.4M |
| Independent Wealth Advisors LLC | 2.46% | — | 105,848 | $2.4M |
| Prevail Innovative Wealth Advisors, LLC | 0.39% | Add +195.9% | 98,609 | $2.2M |
| Centennial Wealth Advisory LLC | 0.53% | Add +7.9% | 90,438 | $2.0M |
| RFG Advisory, LLC | 0.03% | Add +19.2% | 69,210 | $1.5M |
| Private Advisor Group, LLC | 0.01% | Reduce -5.2% | 68,759 | $1.5M |
| Stephens Inc. | 0.02% | Reduce -32.6% | 63,958 | $1.4M |
| Silver Oak Securities, Incorporated | 0.09% | Reduce -1.6% | 57,262 | $1.3M |
| Cibc World Market Inc. | 0.00% | New | 56,374 | $1.3M |
| Whalen Wealth Management Inc. | 0.67% | Reduce -45.2% | 55,956 | $1.2M |
| Advisory Services Network, LLC | 0.02% | New | 54,974 | $1.2M |
| Worth Asset Management, LLC | 0.44% | Add +136.2% | 46,324 | $1.0M |
| MML Investors Services, LLC | 0.00% | Add +21.7% | 43,479 | $968K |
| Retirement Planning Group, LLC | 0.03% | Add +10.4% | 41,122 | $916K |
| Cetera Investment Advisers | 0.00% | Reduce -0.1% | 38,583 | $859K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +5.5% | 38,161 | $850K |
| TD Waterhouse Canada Inc. | 0.00% | Add +32.8% | 30,400 | $676K |
| Cooper Financial Group | 0.07% | New | 30,024 | $669K |
| GKV Capital Management Co., Inc. | 0.23% | New | 27,705 | $617K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -16.4% | 27,510 | $613K |
| Advisor Resource Council | 0.22% | New | 27,526 | $609K |
| Old Mission Capital LLC | 0.02% | New | 25,646 | $571K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +76.3% | 21,786 | $485K |
| LaSalle St. Investment Advisors, LLC | 0.07% | Add +51.9% | 19,292 | $429K |
| Almanack Investment Partners, LLC. | 0.07% | Add +76.1% | 19,174 | $427K |
| Kestra Advisory Services, LLC | 0.00% | Add +0.4% | 17,512 | $390K |
| HRT Financial LP | 0.00% | New | 17,054 | $379K |
| Trajan Wealth LLC | 0.01% | Reduce -12.6% | 15,678 | $349K |
| Susquehanna International Group, LLP | 0.00% | New | 14,983 | $334K |
| StoneX Group Inc. | 0.01% | New | 14,044 | $313K |
| Heck Capital Advisors, LLC | 0.02% | Add +8.6% | 12,975 | $289K |
| MBA Advisors LLC | 0.10% | New | 11,312 | $252K |
| Belpointe Asset Management LLC | 0.01% | Add +4.7% | 10,954 | $244K |
| GFS Advisors, LLC | 0.03% | New | 10,875 | $242K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -80.5% | 10,622 | $237K |
| BayBridge Capital Group, LLC | 0.14% | Add +7.1% | 10,217 | $228K |
| Triumph Capital Management | 0.05% | Add +3.1% | 9,757 | $217K |
| PNC Financial Services Group, Inc. | 0.00% | Add +97.6% | 8,100 | $180K |
| Cwm, LLC | 0.00% | New | 5,410 | $120K |
| Lanark Financial, Inc. | 0.00% | New | 1,881 | $42K |
| Clearstead Advisors, LLC | 0.00% | New | 1,705 | $38K |
| Private Trust Co. NA | 0.00% | New | 1,353 | $30K |
| Wealth Enhancement Trust Services, Inc. | 0.00% | — | 1,293 | $29K |
| Arax Advisory Partners | 0.00% | New | 1,260 | $28K |
| Wells Fargo & Company | 0.00% | New | 1,197 | $27K |
| Elevated Capital Advisors, LLC | 0.00% | New | 155 | $3K |
| UBS Group AG | 0.00% | Add +113.8% | 139 | $3K |
| Quest 10 Wealth Builders, Inc. | 0.00% | Reduce -8.6% | 74 | $2K |
| Geneos Wealth Management Inc. | 0.00% | Add +1.4% | 71 | $2K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 45 | $1K |
| Farther Finance Advisors, LLC | 0.00% | New | 21 | $468 |
| Morgan Stanley | 0.00% | No change | 2 | $51 |
"% of holder's portfolio" is CDX's weight in each manager's 13F, not the share of Simplify High Yield ETF the manager owns.