SIMPLIFY HIGH YIELD ETF (CDX) Institutional Ownership Changes & 13F Activity
SIMPLIFY HIGH YIELD ETF (CDX). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Altiora Financial Group, Llc, Newedge Advisors, Llc, Wcg Wealth Advisors Llc, Arkadios Wealth Advisors, and Citadel Advisors Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Citadel Advisors Llc | Sell | -47,360 | -44.0% | 60,280 | $1.27M | Q2 2026 | Sep 02, 2026 |
| Kingsview Wealth Management, Llc | Buy | +2,974 | +2.4% | 127,672 | $2.70M | Q2 2026 | Aug 19, 2026 |
| Wcg Wealth Advisors Llc | Buy | +83,471 | +48.2% | 256,662 | $5.42M | Q2 2026 | Aug 14, 2026 |
| Orion Porfolio Solutions, Llc | Buy | +39,946 | +12.0% | 373,393 | $7.89M | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Buy | +17,651 | — | 17,651 | $372.79K | Q2 2026 | Aug 14, 2026 |
| Hrt Financial Lp | Buy | +12,613 | — | 12,613 | $266.00K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +6,973 | +2.9% | 250,086 | $5.28M | Q2 2026 | Aug 14, 2026 |
| Ameritas Advisory Services, Llc | Buy | +2,008 | — | 2,008 | $42.41K | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +1,655 | — | 1,655 | $35.00K | Q2 2026 | Aug 14, 2026 |
| Ifg Advisory, Llc | Buy | +365 | — | 365 | $7.71K | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +1 | +0.2% | 554 | $11.69K | Q2 2026 | Aug 14, 2026 |
| Ankerstar Wealth, Llc | Sell | -24,736 | -89.1% | 3,033 | $64.06K | Q2 2026 | Aug 13, 2026 |
| Creativeone Wealth, Llc | Buy | +14,042 | +44.0% | 45,947 | $970.41K | Q2 2026 | Aug 13, 2026 |
| Gfs Advisors, Llc | Buy | +13,625 | — | 13,625 | $268.63K | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, Llc | Sell | -4,758 | -3.3% | 138,183 | $2.92M | Q2 2026 | Aug 13, 2026 |
| Cibc World Market Inc. | Buy | +351 | +0.8% | 46,450 | $981.02K | Q2 2026 | Aug 13, 2026 |
| Trajan Wealth Llc | Buy | +155 | +1.1% | 14,738 | $311.26K | Q2 2026 | Aug 13, 2026 |
| Morgan Stanley | Sell | -93 | -98.9% | 1 | $29.00 | Q2 2026 | Aug 13, 2026 |
| Silver Grove Financial Group, Inc. | Buy | +66 | — | 66 | $1.39K | Q2 2026 | Aug 13, 2026 |
| Newedge Advisors, Llc | Sell | -166,781 | -85.6% | 28,075 | $592.95K | Q2 2026 | Aug 12, 2026 |
| Adapt Wealth Advisors, Llc | Sell | -12,701 | -5.9% | 201,459 | $4.25M | Q2 2026 | Aug 12, 2026 |
| Jpmorgan Chase & Co | Buy | +7,800 | — | 7,800 | $163.88K | Q2 2026 | Aug 12, 2026 |
| Ep Wealth Advisors, Llc | Buy | +7,336 | — | 7,336 | $154.94K | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | Buy | +5,124 | +53.6% | 14,685 | $310.15K | Q2 2026 | Aug 12, 2026 |
| Focus Partners Wealth | Buy | +3,482 | +1.8% | 199,619 | $4.22M | Q2 2026 | Aug 12, 2026 |
| Advisory Services Network, Llc | Sell | -32 | -0.1% | 59,261 | $1.25M | Q2 2026 | Aug 12, 2026 |
| Harbour Investments, Inc. | Sell | -12 | -48.0% | 13 | $275.00 | Q2 2026 | Aug 12, 2026 |
| Lasalle St. Investment Advisors, Llc | Sell | -1,515 | -8.0% | 17,497 | $369.54K | Q2 2026 | Aug 11, 2026 |
| Altiora Financial Group, Llc | Sell | -326,118 | -36.3% | 572,852 | $12.10M | Q2 2026 | Aug 10, 2026 |
| Arkadios Wealth Advisors | Buy | +82,136 | — | 82,136 | $1.73M | Q2 2026 | Aug 10, 2026 |
Frequently asked questions about CDX activity
Which institutional owners are buying CDX?
Institutional owners buying CDX include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in CDX activity?
"Buy" means an investor increased their reported position in CDX compared to the prior reporting period. This reflects growing exposure to SIMPLIFY HIGH YIELD ETF (CDX) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in CDX increasing?
Institutional interest in CDX can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.