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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Citadel Advisors LlcSell-47,360-44.0%60,280$1.27MQ2 2026Sep 02, 2026
Kingsview Wealth Management, LlcBuy+2,974+2.4%127,672$2.70MQ2 2026Aug 19, 2026
Wcg Wealth Advisors LlcBuy+83,471+48.2%256,662$5.42MQ2 2026Aug 14, 2026
Orion Porfolio Solutions, LlcBuy+39,946+12.0%373,393$7.89MQ2 2026Aug 14, 2026
Bank Of America CorpBuy+17,65117,651$372.79KQ2 2026Aug 14, 2026
Hrt Financial LpBuy+12,61312,613$266.00KQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+6,973+2.9%250,086$5.28MQ2 2026Aug 14, 2026
Ameritas Advisory Services, LlcBuy+2,0082,008$42.41KQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+1,6551,655$35.00KQ2 2026Aug 14, 2026
Ifg Advisory, LlcBuy+365365$7.71KQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+1+0.2%554$11.69KQ2 2026Aug 14, 2026
Ankerstar Wealth, LlcSell-24,736-89.1%3,033$64.06KQ2 2026Aug 13, 2026
Creativeone Wealth, LlcBuy+14,042+44.0%45,947$970.41KQ2 2026Aug 13, 2026
Gfs Advisors, LlcBuy+13,62513,625$268.63KQ2 2026Aug 13, 2026
Steward Partners Investment Advisory, LlcSell-4,758-3.3%138,183$2.92MQ2 2026Aug 13, 2026
Cibc World Market Inc.Buy+351+0.8%46,450$981.02KQ2 2026Aug 13, 2026
Trajan Wealth LlcBuy+155+1.1%14,738$311.26KQ2 2026Aug 13, 2026
Morgan StanleySell-93-98.9%1$29.00Q2 2026Aug 13, 2026
Silver Grove Financial Group, Inc.Buy+6666$1.39KQ2 2026Aug 13, 2026
Newedge Advisors, LlcSell-166,781-85.6%28,075$592.95KQ2 2026Aug 12, 2026
Adapt Wealth Advisors, LlcSell-12,701-5.9%201,459$4.25MQ2 2026Aug 12, 2026
Jpmorgan Chase & CoBuy+7,8007,800$163.88KQ2 2026Aug 12, 2026
Ep Wealth Advisors, LlcBuy+7,3367,336$154.94KQ2 2026Aug 12, 2026
Cetera Investment AdvisersBuy+5,124+53.6%14,685$310.15KQ2 2026Aug 12, 2026
Focus Partners WealthBuy+3,482+1.8%199,619$4.22MQ2 2026Aug 12, 2026
Advisory Services Network, LlcSell-32-0.1%59,261$1.25MQ2 2026Aug 12, 2026
Harbour Investments, Inc.Sell-12-48.0%13$275.00Q2 2026Aug 12, 2026
Lasalle St. Investment Advisors, LlcSell-1,515-8.0%17,497$369.54KQ2 2026Aug 11, 2026
Altiora Financial Group, LlcSell-326,118-36.3%572,852$12.10MQ2 2026Aug 10, 2026
Arkadios Wealth AdvisorsBuy+82,13682,136$1.73MQ2 2026Aug 10, 2026
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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.