Who Owns Simplify High Yield ETF (CDX)?Hedge Fund & Institutional Holders

$21.54+0.03 (+0.14%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$3.0000239261677116e+195T

% of Float Held

—

QoQ Change in Holders

+15 / -6

Price History

$21.51$22.36$23.20$24.05$24.89Sep 24Jun 25Mar 26

CDX — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
ENVESTNET ASSET MANAGEMENT INCNew Position+1.4M+$30.0M
AE Wealth Management LLCNew Position+1.2M+$27.1M
Altiora Financial Group, LLCNew Position+1.1M+$23.9M
DRIVE WEALTH MANAGEMENT, LLCNew Position+372K+$8.3M
COMMONWEALTH EQUITY SERVICES, LLCNew Position+387K+$8.0M
Meridian Wealth Management, LLCNew Position+319K+$7.1M
Prime Capital Investment Advisors, LLCNew Position+289K+$6.4M
Mid-American Wealth Advisory Group, Inc.New Position+210K+$4.7M
Security National BankNew Position+199K+$4.4M
Envestnet Portfolio Solutions, Inc.New Position+222K+$4.0M
RiverTree Advisors, LLCNew Position+130K+$2.9M
Ankerstar Wealth, LLCNew Position+115K+$2.6M
Centennial Wealth Advisory LLCNew Position+90K+$2.0M
STEPHENS INC /AR/New Position+64K+$1.4M
SILVER OAK SECURITIES, INCORPORATEDNew Position+57K+$1.3M

CDX — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
LPL Financial LLCDecreased-71K-$18.2B
NewEdge Wealth, LLCDecreased-7K-$7.8B
Pekin Hardy Strauss, Inc.Decreased-5K-$3.3B
Whalen Wealth Management Inc.Decreased-46K-$2.3B
Private Advisor Group, LLCDecreased-4K-$1.7B
GOLDMAN SACHS GROUP INCClosed Position-39K-$885.4M
Cetera Investment AdvisersDecreased-40-$884.9M
CreativeOne Wealth, LLCDecreased-5K-$754.3M
NAPA WEALTH MANAGEMENTClosed Position-22K-$513.6M
SFG Wealth Management, LLC.Closed Position-22K-$494.9M
Trajan Wealth LLCDecreased-2K-$410.9M
Cove Street Capital, LLCClosed Position-17K-$379.8M
Equitable Holdings, Inc.Closed Position-16K-$371.1M
STANCE CAPITAL LLCClosed Position-453-$10.4M
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CODecreased-10-$1.0M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1ENVESTNET ASSET MANAGEMENT INC1,369,552$30.0M0.01%Share
2Altiora Financial Group, LLC1,074,402$23.9M4.12%Share
3Park Edge Advisors, LLC753,087$16.8M3.80%Share
4LPL Financial LLC725,182$16.0M0.00%Share
5Insight Wealth Strategies, LLC647,232$14.4M1.65%Share
6COMMONWEALTH EQUITY SERVICES, LLC386,656$8.0M0.01%Share
7DRIVE WEALTH MANAGEMENT, LLC346,362$7.7M1.51%Share
8NewEdge Wealth, LLC337,443$7.5M0.08%Share
9Meridian Wealth Management, LLC319,206$7.1M0.25%Share
10Orion Porfolio Solutions, LLC318,520$7.0M0.05%Share
11AE Wealth Management LLC313,857$7.0M0.04%Share
12Prime Capital Investment Advisors, LLC289,332$6.4M0.08%Share
13FLAGSHIP HARBOR ADVISORS, LLC252,039$5.6M0.26%Share
14ADAPT WEALTH ADVISORS, LLC228,349$5.1M1.75%Share
15Steward Partners Investment Advisory, LLC226,554$5.0M0.03%Share
16NewEdge Advisors, LLC228,141$5.0M0.02%Share
17PRINCIPAL SECURITIES, INC.226,433$5.0M0.08%Share
18Kensington Asset Management, LLC218,669$4.9M0.25%Share
19Mid-American Wealth Advisory Group, Inc.210,408$4.7M1.98%Share
20AE Wealth Management LLC200,154$4.5M0.03%Share
21Security National Bank199,060$4.4M0.64%Share
22AE Wealth Management LLC187,050$4.2M0.02%Share
23JANE STREET GROUP, LLC204,107$4.0M0.00%Share
24Focus Partners Wealth187,408$4.0M0.00%Share
25Envestnet Portfolio Solutions, Inc.221,593$4.0M0.01%Share
26WCG Wealth Advisors LLC154,152$3.4M0.10%Share
27Pekin Hardy Strauss, Inc.139,237$3.1M0.29%Share
28AE Wealth Management LLC135,045$3.0M0.02%Share
29OSAIC HOLDINGS, INC.163,730$3.0M0.00%Share
30Soltis Investment Advisors LLC154,563$3.0M0.19%Share
31Summit Financial, LLC138,482$3.0M0.04%Share
32RiverTree Advisors, LLC129,536$2.9M1.84%Share
33FIFTH THIRD SECURITIES, INC.115,525$2.6M0.17%Share
34Ankerstar Wealth, LLC115,326$2.6M2.56%Share
35AE Wealth Management LLC100,865$2.2M0.01%Share
36PREVAIL INNOVATIVE WEALTH ADVISORS, LLC98,609$2.2M0.39%Share
37Centennial Wealth Advisory LLC90,438$2.0M0.53%Share
38AE Wealth Management LLC89,920$2.0M0.01%Share
39Kingsview Wealth Management, LLC107,042$2.0M0.03%Share
40OSAIC HOLDINGS, INC.115,285$2.0M0.00%Share
41CITADEL ADVISORS LLC123,903$2.0M0.00%Share
42RFG Advisory, LLC69,210$1.5M0.03%Share
43STEPHENS INC /AR/63,958$1.4M0.02%Share
44AE Wealth Management LLC61,818$1.4M0.01%Share
45SILVER OAK SECURITIES, INCORPORATED57,262$1.3M0.09%Share
46Whalen Wealth Management Inc.55,956$1.2M0.67%Share
47Worth Asset Management, LLC46,324$1.0M0.44%Share
48Private Advisor Group, LLC68,759$1.0M0.00%Share
49CIBC WORLD MARKET INC.56,374$1.0M0.00%Share
50Advisory Services Network, LLC48,612$1.0M0.01%Share

CDX Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202584$275.0M+38
Q3 202546$111.0B+3
Q2 202543$111.0B+17
Q1 202526$85.2B+6
Q4 202420$4.1T+5
Q3 202415$37.8T+1
Q2 202414$93.9T+5
Q1 20249$3.4T—

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As of Q4 2025, 50 institutional investors hold CDX (Simplify High Yield ETF). The largest holder is ENVESTNET ASSET MANAGEMENT INC with $30.0M in shares. This quarter, 15 institutions opened new positions and 6 closed their positions.

Frequently Asked Questions

How many hedge funds own CDX?

As of Q4 2025, 50 institutional investors report holding CDX (Simplify High Yield ETF) in their 13F filings.

Who is the largest institutional holder of CDX?

The largest institutional holder of CDX is ENVESTNET ASSET MANAGEMENT INC with $30.0M in shares.

Is institutional ownership of CDX increasing or decreasing?

This quarter, 15 institutions opened new positions in CDX and 6 closed their positions.