CDX Institutional Ownership & Shareholders
SIMPLIFY HIGH YIELD ETF (CDX) is currently held by 88 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $237.59M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Signature Estate & Investment Advisors Llc is currently the largest disclosed institutional shareholder of CDX tracked by InsiderSet, reporting ownership valued at approximately $39.86M in its September 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $39.52M, representing an estimated loss of -0.84% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 63% of the total disclosed CDX value among the investors covered in this analysis. Major shareholders include Signature Estate & Investment Advisors Llc, Envestnet Asset Management Inc, Park Edge Advisors, Llc, and several other long-term asset managers with concentrated positions in SIMPLIFY HIGH YIELD ETF (CDX).
This page ranks the largest institutional CDX shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
88
Total Reported Value
$237.59M
Largest Holder
Signature Estate & Investment Advisors Llc
Largest Position
$39.86M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
121
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Signature Estate & Investment Advisors Llc | 0.70% | 1,975,982 | $39,855,552 | $39,519,640 | -$335,912 | -0.84% | |
| Envestnet Asset Management Inc | 0.01% | 1,655,982 | $34,974,332 | $33,119,640 | -$1,854,692 | -5.30% | |
| Park Edge Advisors, Llc | 2.61% | 606,398 | $12,231,046 | $12,127,960 | -$103,086 | -0.84% | |
| Altiora Financial Group, Llc | 1.91% | 572,852 | $12,098,629 | $11,457,040 | -$641,589 | -5.30% | |
| Insight Wealth Strategies, Llc | 1.13% | 566,973 | $11,435,855 | $11,339,460 | -$96,395 | -0.84% | |
| Principal Securities, Inc. | 0.11% | 432,404 | $9,132,367 | $8,648,080 | -$484,287 | -5.30% | |
| Drive Wealth Management, Llc | 1.41% | 374,924 | $7,918,394 | $7,498,480 | -$419,914 | -5.30% | |
| Orion Porfolio Solutions, Llc | 0.06% | 373,393 | $7,886,056 | $7,467,860 | -$418,196 | -5.30% | |
| Lpl Financial Llc | 0.00% | 367,962 | $7,771,357 | $7,359,240 | -$412,117 | -5.30% | |
| Meridian Wealth Management, Llc | 0.21% | 314,635 | $6,645,091 | $6,292,700 | -$352,391 | -5.30% | |
| Flagship Harbor Advisors, Llc | 0.24% | 325,275 | $6,560,787 | $6,505,500 | -$55,287 | -0.84% | |
| Envestnet Portfolio Solutions, Inc. | 0.03% | 267,497 | $5,649,537 | $5,349,940 | -$299,597 | -5.30% | |
| Wcg Wealth Advisors Llc | 0.13% | 256,662 | $5,420,694 | $5,133,240 | -$287,454 | -5.30% | |
| Osaic Holdings, Inc. | 0.01% | 250,086 | $5,281,844 | $5,001,720 | -$280,124 | -5.30% | |
| Slatestone Wealth, Llc | 0.38% | 232,405 | $4,908,000 | $4,648,100 | -$259,900 | -5.30% | |
| Soltis Investment Advisors Llc | 0.23% | 242,565 | $4,892,531 | $4,851,300 | -$41,231 | -0.84% | |
| Adapt Wealth Advisors, Llc | 1.39% | 201,459 | $4,254,814 | $4,029,180 | -$225,634 | -5.30% | |
| Focus Partners Wealth | 0.00% | 199,619 | $4,215,971 | $3,992,380 | -$223,591 | -5.30% | |
| Commonwealth Equity Services, Llc | 0.00% | 182,785 | $3,686,770 | $3,655,700 | -$31,070 | -0.84% | |
| Fifth Third Securities, Inc. | 0.17% | 171,264 | $3,454,403 | $3,425,280 | -$29,123 | -0.84% | |
| Advisor Os, Llc | 0.21% | 160,062 | $3,228,454 | $3,201,240 | -$27,214 | -0.84% | |
| Steward Partners Investment Advisory, Llc | 0.01% | 138,183 | $2,918,425 | $2,763,660 | -$154,765 | -5.30% | |
| Janney Montgomery Scott Llc | 0.01% | 134,820 | $2,847,000 | $2,696,400 | -$150,600 | -5.29% | |
| Kingsview Wealth Management, Llc | 0.03% | 127,672 | $2,696,439 | $2,553,440 | -$142,999 | -5.30% | |
| Centennial Wealth Advisory Llc | 0.42% | 100,079 | $2,018,615 | $2,001,580 | -$17,035 | -0.84% | |
| Pekin Hardy Strauss, Inc. | 0.16% | 92,537 | $1,866,481 | $1,850,740 | -$15,741 | -0.84% | |
| Arkadios Wealth Advisors | 0.03% | 82,136 | $1,734,712 | $1,642,720 | -$91,992 | -5.30% | |
| Baybridge Capital Group, Llc | 0.71% | 66,979 | $1,350,971 | $1,339,580 | -$11,391 | -0.84% | |
| Silver Oak Securities, Incorporated | 0.08% | 62,272 | $1,315,183 | $1,245,440 | -$69,743 | -5.30% | |
| Citadel Advisors Llc | 0.00% | 60,280 | $1,273,114 | $1,205,600 | -$67,514 | -5.30% | |
| Mosley Wealth Management | 0.37% | 62,384 | $1,262,656 | $1,247,680 | -$14,976 | -1.19% | |
| Advisory Services Network, Llc | 0.01% | 59,261 | $1,251,596 | $1,185,220 | -$66,376 | -5.30% | |
| Retirement Planning Group, Llc | 0.03% | 56,771 | $1,145,079 | $1,135,420 | -$9,659 | -0.84% | |
| Cibc World Market Inc. | 0.00% | 46,450 | $981,024 | $929,000 | -$52,024 | -5.30% | |
| Creativeone Wealth, Llc | 0.02% | 45,947 | $970,410 | $918,940 | -$51,470 | -5.30% | |
| Steelpeak Wealth, Llc | 0.02% | 46,487 | $937,643 | $929,740 | -$7,903 | -0.84% | |
| Mml Investors Services, Llc | 0.00% | 44,206 | $933,631 | $884,120 | -$49,511 | -5.30% | |
| Independent Wealth Advisors Llc | 0.62% | 37,230 | $750,920 | $744,600 | -$6,320 | -0.84% | |
| Belpointe Asset Management Llc | 0.02% | 33,481 | $707,122 | $669,620 | -$37,502 | -5.30% | |
| Advisor Resource Council | 0.22% | 32,003 | $671,103 | $640,060 | -$31,043 | -4.63% | |
| Norden Group Llc | 0.05% | 31,562 | $636,599 | $631,240 | -$5,359 | -0.84% | |
| Cooper Financial Group | 0.05% | 30,041 | $605,927 | $600,820 | -$5,107 | -0.84% | |
| Newedge Advisors, Llc | 0.00% | 28,075 | $592,954 | $561,500 | -$31,454 | -5.30% | |
| Partners Wealth Management, Llc | 0.06% | 27,742 | $559,562 | $554,840 | -$4,722 | -0.84% | |
| Synergy Asset Management, Llc | 0.05% | 25,555 | $539,722 | $511,100 | -$28,622 | -5.30% | |
| Fortis Capital Advisors, Llc | 0.05% | 22,148 | $467,769 | $442,960 | -$24,809 | -5.30% | |
| Kestra Advisory Services, Llc | 0.00% | 18,616 | $375,491 | $372,320 | -$3,171 | -0.84% | |
| Heck Capital Advisors, Llc | 0.02% | 18,485 | $372,852 | $369,700 | -$3,152 | -0.85% | |
| Bank Of America Corp | 0.00% | 17,651 | $372,789 | $353,020 | -$19,769 | -5.30% | |
| Lasalle St. Investment Advisors, Llc | 0.05% | 17,497 | $369,543 | $349,940 | -$19,603 | -5.30% |
Frequently asked questions about CDX
Who are the largest institutional holders of CDX?
The largest institutional holders of CDX reported in the latest SEC Form 13F filings include Signature Estate & Investment Advisors Llc, Envestnet Asset Management Inc, Park Edge Advisors, Llc, Altiora Financial Group, Llc, and Insight Wealth Strategies, Llc. InsiderSet ranks institutional holders by their latest reported CDX position.
What is CDX institutional ownership?
This page tracks CDX positions reported by institutional investment managers through SEC Form 13F. SIMPLIFY HIGH YIELD ETF (CDX) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own CDX?
InsiderSet currently tracks 88 institutional managers reporting CDX holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of CDX shareholders.
How much CDX stock do institutions own?
Institutional investment managers disclosed approximately $237.59M in CDX holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was CDX institutional ownership last updated?
The latest CDX institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional CDX holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its CDX position after the reporting date.
Are institutions buying or selling CDX?
Institutional buying and selling can be analyzed by comparing CDX positions across consecutive 13F reporting periods. InsiderSet's CDX Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View CDX ownership changes.
How has CDX institutional ownership changed over time?
InsiderSet tracks CDX institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.