Simplify High Yield ETFCDXETF
13F holders, Q1 2026 (March 31)86holders +1
15new positions
14sold out
1famous investor
$21.35avg. 13F price*
At the end of Q1 2026, 86 institutions reported holding Simplify High Yield ETF (CDX) in their 13F filings, up 1 from Q4 2025. 15 opened new positions and 14 sold out. The largest holders were Signature Estate & Investment Advisors LLC ($38.9M), Envestnet Asset Management Inc. ($31.9M) and AE Wealth Management LLC ($27.0M). 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $43.2M |
| Exits | 14 | $16.7M |
All 13F filers, Q4 2025 → Q1 2026: 3,087,640 shares bought and 1,717,495 shares sold, net +1,370,145 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 86 holders
| Signature Estate & Investment Advisors LLC | 0.79% | New | 1,824,491 | $38.9M |
| Envestnet Asset Management Inc. | 0.01% | Add +9.3% | 1,496,920 | $31.9M |
| AE Wealth Management LLC | 0.15% | Add +3.9% | 1,264,387 | $27.0M |
| Altiora Financial Group, LLC | 3.16% | Reduce -16.3% | 898,970 | $19.2M |
| Park Edge Advisors, LLC | 3.72% | Add +0.4% | 755,936 | $16.1M |
| Insight Wealth Strategies, LLC | 1.62% | Add +5.1% | 680,098 | $14.5M |
| LPL Financial LLC | 0.00% | Reduce -19.1% | 586,651 | $12.5M |
| Drive Wealth Management, LLC | 1.79% | Add +6.5% | 396,511 | $8.5M |
| Principal Securities, Inc. | 0.12% | Add +67.1% | 378,392 | $8.1M |
| NewEdge Wealth, LLC | 0.09% | Add +9.1% | 368,211 | $7.9M |
| Orion Porfolio Solutions, LLC | 0.06% | Add +4.7% | 333,447 | $7.1M |
| Prevail Innovative Wealth Advisors, LLC | 1.14% | Add +220.7% | 316,279 | $6.7M |
| Meridian Wealth Management, LLC | 0.23% | Reduce -3.4% | 308,412 | $6.6M |
| Prime Capital Investment Advisors, LLC | 0.08% | Add +5.6% | 305,439 | $6.5M |
| Flagship Harbor Advisors, LLC | 0.27% | Add +13.6% | 286,313 | $6.1M |
| Osaic Holdings, Inc. | 0.01% | Reduce -12.9% | 243,113 | $5.2M |
| Envestnet Portfolio Solutions, Inc. | 0.03% | Add +9.1% | 241,758 | $5.2M |
| SlateStone Wealth, LLC | 0.41% | Add +19.9% | 233,356 | $5.0M |
| NewEdge Advisors, LLC | 0.02% | Reduce -0.9% | 226,089 | $4.8M |
| Mid-American Wealth Advisory Group, Inc. | 1.98% | No change | 210,408 | $4.7M |
| Security National Bank | 0.68% | Add +9.7% | 218,388 | $4.7M |
| Adapt Wealth Advisors, LLC | 1.66% | Reduce -6.2% | 214,160 | $4.6M |
| Focus Partners Wealth | 0.00% | Add +4.7% | 196,137 | $4.2M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -51.0% | 189,421 | $4.0M |
| WCG Wealth Advisors LLC | 0.10% | Add +12.3% | 173,191 | $3.7M |
| Soltis Investment Advisors LLC | 0.24% | Add +11.3% | 172,003 | $3.7M |
| Steward Partners Investment Advisory, LLC | 0.02% | Reduce -36.9% | 142,941 | $3.1M |
| Fifth Third Securities, Inc. | 0.18% | Add +12.9% | 130,418 | $2.8M |
| Kingsview Wealth Management, LLC | 0.04% | Add +16.5% | 124,698 | $2.7M |
| Pekin Hardy Strauss, Inc. | 0.27% | Reduce -14.0% | 119,716 | $2.6M |
| Citadel Advisors | 0.00% | Reduce -13.1% | 107,640 | $2.3M |
| Independent Wealth Advisors LLC | 2.15% | Reduce -3.3% | 102,390 | $2.2M |
| Goldman Sachs Group Inc. | 0.00% | New | 100,300 | $2.1M |
| Centennial Wealth Advisory LLC | 0.51% | Add +8.5% | 98,145 | $2.1M |
| Almanack Investment Partners, LLC. | 0.31% | Add +353.6% | 86,975 | $1.9M |
| Janney Montgomery Scott LLC | 0.00% | Add +577.3% | 71,939 | $1.5M |
| Silver Oak Securities, Incorporated | 0.10% | Add +10.0% | 63,002 | $1.3M |
| Stephens Inc. | 0.02% | Reduce -5.3% | 60,584 | $1.3M |
| Advisory Services Network, LLC | 0.02% | Add +7.9% | 59,293 | $1.3M |
| RFG Advisory, LLC | 0.02% | Reduce -17.4% | 57,167 | $1.2M |
| Summit Financial, LLC | 0.01% | Reduce -62.1% | 52,480 | $1.1M |
| Private Advisor Group, LLC | 0.01% | Reduce -27.0% | 50,164 | $1.1M |
| TD Waterhouse Canada Inc. | 0.00% | Add +59.9% | 48,600 | $1.0M |
| Cibc World Market Inc. | 0.00% | Reduce -18.2% | 46,099 | $984K |
| MML Investors Services, LLC | 0.00% | Reduce -0.9% | 43,085 | $919K |
| Retirement Planning Group, LLC | 0.03% | Add +0.1% | 41,177 | $879K |
| CreativeOne Wealth, LLC | 0.02% | Add +16.0% | 31,905 | $681K |
| Belpointe Asset Management LLC | 0.02% | Add +187.6% | 31,508 | $672K |
| Cooper Financial Group | 0.06% | No change | 30,024 | $641K |
| Advisor Resource Council | 0.25% | Add +6.5% | 29,309 | $625K |
| Ankerstar Wealth, LLC | 0.63% | Reduce -75.9% | 27,769 | $593K |
| Worth Asset Management, LLC | 0.21% | Reduce -42.9% | 26,457 | $565K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +11.0% | 24,177 | $516K |
| Mather Group, Llc. | 0.00% | New | 21,580 | $461K |
| Park Avenue Securities LLC | 0.00% | New | 21,135 | $451K |
| Fortis Capital Advisors, LLC | 0.06% | New | 20,106 | $429K |
| LaSalle St. Investment Advisors, LLC | 0.06% | Reduce -1.4% | 19,012 | $406K |
| Kestra Advisory Services, LLC | 0.00% | Add +4.8% | 18,343 | $391K |
| WealthCare Asset Management, LLC | 0.38% | New | 16,801 | $359K |
| Trajan Wealth LLC | 0.01% | Reduce -7.0% | 14,583 | $311K |
| Heck Capital Advisors, LLC | 0.02% | Add +9.3% | 14,175 | $302K |
| GFS Advisors, LLC | 0.02% | Add +11.5% | 12,125 | $259K |
| MBA Advisors LLC | 0.09% | Add +2.1% | 11,547 | $246K |
| HighTower Advisors, LLC | 0.00% | New | 11,401 | $243K |
| BayBridge Capital Group, LLC | 0.14% | No change | 10,217 | $228K |
| Triumph Capital Management | 0.04% | Add +1.1% | 9,867 | $211K |
| Cetera Investment Advisers | 0.00% | Reduce -75.2% | 9,561 | $204K |
| Cwm, LLC | 0.00% | Add +68.3% | 9,106 | $194K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 8,100 | $173K |
| Realta Investment Advisors | 0.06% | New | 8,080 | $172K |
| Lanark Financial, Inc. | 0.01% | Add +91.9% | 3,610 | $77K |
| UBS Group AG | 0.00% | Add +1120.1% | 1,696 | $36K |
| Ascentis Independent Advisors | 0.00% | New | 670 | $14K |
| Wells Fargo & Company | 0.00% | Reduce -53.8% | 553 | $12K |
| Global Trust Asset Management, LLC | 0.00% | New | 500 | $11K |
| Stance Capital LLC | 0.00% | New | 454 | $10K |
| Signature Equity Partners, LLC | 0.00% | New | 281 | $6K |
| Clearstead Advisors, LLC | 0.00% | Reduce -83.9% | 275 | $6K |
| Hantz Financial Services, Inc. | 0.00% | New | 212 | $5K |
| Assetmark, Inc. | 0.00% | New | 114 | $2K |
| Morgan Stanley | 0.00% | Add +4600.0% | 94 | $2K |
| Quest 10 Wealth Builders, Inc. | 0.00% | No change | 74 | $2K |
| Geneos Wealth Management Inc. | 0.00% | Add +2.8% | 73 | $2K |
| Elevated Capital Advisors, LLC | 0.00% | Reduce -74.2% | 40 | $860 |
| Harbour Investments, Inc. | 0.00% | New | 25 | $534 |
| Farther Finance Advisors, LLC | 0.00% | No change | 21 | $450 |
"% of holder's portfolio" is CDX's weight in each manager's 13F, not the share of Simplify High Yield ETF the manager owns.