SIMPLIFY HIGH YIELD ETF (CDX) Institutional Shareholders
SIMPLIFY HIGH YIELD ETF (CDX) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $252.03M in CDX holdings during the latest filing period.
Signature Estate & Investment Advisors Llc is currently the largest disclosed institutional shareholder of CDX tracked by InsiderSet, reporting ownership valued at approximately $41.01M in its June 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 $39.79M, representing an estimated loss of -2.98% 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
90
Total Reported Value
$252.03M
Largest Holder
Signature Estate & Investment Advisors Llc
Largest Position
$41.01M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
119
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 | 0.74% | 1,941,740 | $41,009,534 | $39,786,253 | -$1,223,281 | -2.98% | |
| Envestnet Asset Management Inc | 0.01% | 1,655,982 | $34,974,332 | $33,931,071 | -$1,043,261 | -2.98% | |
| Park Edge Advisors, Llc | 3.48% | 772,287 | $16,310,698 | $15,824,161 | -$486,537 | -2.98% | |
| Insight Wealth Strategies, Llc | 1.56% | 764,328 | $16,012,682 | $15,661,081 | -$351,601 | -2.20% | |
| Altiora Financial Group, Llc | 1.91% | 572,852 | $12,098,629 | $11,737,737 | -$360,892 | -2.98% | |
| Principal Securities, Inc. | 0.11% | 432,404 | $9,132,367 | $8,859,958 | -$272,409 | -2.98% | |
| Drive Wealth Management, Llc | 1.41% | 374,924 | $7,918,394 | $7,682,193 | -$236,201 | -2.98% | |
| Orion Porfolio Solutions, Llc | 0.06% | 373,393 | $7,886,056 | $7,650,823 | -$235,233 | -2.98% | |
| Lpl Financial Llc | 0.00% | 367,962 | $7,771,357 | $7,539,541 | -$231,816 | -2.98% | |
| Flagship Harbor Advisors, Llc | 0.26% | 318,211 | $6,720,622 | $6,520,143 | -$200,479 | -2.98% | |
| Meridian Wealth Management, Llc | 0.21% | 314,635 | $6,645,091 | $6,446,871 | -$198,220 | -2.98% | |
| Soltis Investment Advisors Llc | 0.33% | 273,003 | $5,765,814 | $5,593,831 | -$171,983 | -2.98% | |
| Envestnet Portfolio Solutions, Inc. | 0.03% | 267,497 | $5,649,537 | $5,481,014 | -$168,523 | -2.98% | |
| Wcg Wealth Advisors Llc | 0.13% | 256,662 | $5,420,694 | $5,259,004 | -$161,690 | -2.98% | |
| Osaic Holdings, Inc. | 0.01% | 250,086 | $5,281,844 | $5,124,262 | -$157,582 | -2.98% | |
| Slatestone Wealth, Llc | 0.38% | 232,405 | $4,908,000 | $4,761,978 | -$146,022 | -2.98% | |
| Adapt Wealth Advisors, Llc | 1.39% | 201,459 | $4,254,814 | $4,127,895 | -$126,919 | -2.98% | |
| Focus Partners Wealth | 0.00% | 199,619 | $4,215,971 | $4,090,193 | -$125,778 | -2.98% | |
| Security National Bank | 0.44% | 173,368 | $3,661,532 | $3,552,310 | -$109,222 | -2.98% | |
| Commonwealth Equity Services, Llc | 0.00% | 172,024 | $3,633,150 | $3,524,772 | -$108,378 | -2.98% | |
| Fifth Third Securities, Inc. | 0.20% | 165,206 | $3,489,152 | $3,385,071 | -$104,081 | -2.98% | |
| Steward Partners Investment Advisory, Llc | 0.01% | 138,183 | $2,918,425 | $2,831,370 | -$87,055 | -2.98% | |
| Janney Montgomery Scott Llc | 0.01% | 134,820 | $2,847,000 | $2,762,462 | -$84,538 | -2.97% | |
| Kingsview Wealth Management, Llc | 0.03% | 127,672 | $2,696,439 | $2,615,999 | -$80,440 | -2.98% | |
| Centennial Wealth Advisory Llc | 0.45% | 99,052 | $2,091,961 | $2,029,575 | -$62,386 | -2.98% | |
| Pekin Hardy Strauss, Inc. | 0.18% | 96,820 | $2,044,845 | $1,983,842 | -$61,003 | -2.98% | |
| Arkadios Wealth Advisors | 0.03% | 82,136 | $1,734,712 | $1,682,967 | -$51,745 | -2.98% | |
| Advisor Os, Llc | 0.11% | 79,922 | $1,687,952 | $1,637,602 | -$50,350 | -2.98% | |
| Silver Oak Securities, Incorporated | 0.08% | 62,272 | $1,315,183 | $1,275,953 | -$39,230 | -2.98% | |
| Citadel Advisors Llc | 0.00% | 60,280 | $1,273,114 | $1,235,137 | -$37,977 | -2.98% | |
| Advisory Services Network, Llc | 0.01% | 59,261 | $1,251,596 | $1,214,258 | -$37,338 | -2.98% | |
| Td Waterhouse Canada Inc. | 0.00% | 54,500 | $1,141,775 | $1,116,705 | -$25,070 | -2.20% | |
| Retirement Planning Group, Llc | 0.03% | 53,616 | $1,132,367 | $1,098,592 | -$33,775 | -2.98% | |
| Mosley Wealth Management | 0.35% | 51,665 | $1,091,165 | $1,058,616 | -$32,549 | -2.98% | |
| Cibc World Market Inc. | 0.00% | 46,450 | $981,024 | $951,760 | -$29,264 | -2.98% | |
| Creativeone Wealth, Llc | 0.02% | 45,947 | $970,410 | $941,454 | -$28,956 | -2.98% | |
| Independent Wealth Advisors Llc | 0.88% | 45,848 | $968,299 | $939,426 | -$28,873 | -2.98% | |
| Mml Investors Services, Llc | 0.00% | 44,206 | $933,631 | $905,781 | -$27,850 | -2.98% | |
| Belpointe Asset Management Llc | 0.02% | 33,481 | $707,122 | $686,026 | -$21,096 | -2.98% | |
| Almanack Investment Partners, Llc. | 0.09% | 33,098 | $699,030 | $678,178 | -$20,852 | -2.98% | |
| Advisor Resource Council | 0.22% | 32,003 | $671,103 | $655,741 | -$15,362 | -2.29% | |
| Cooper Financial Group | 0.05% | 30,024 | $634,107 | $615,192 | -$18,915 | -2.98% | |
| Norden Group Llc | 0.05% | 29,092 | $614,425 | $596,095 | -$18,330 | -2.98% | |
| Newedge Advisors, Llc | 0.00% | 28,075 | $592,954 | $575,257 | -$17,697 | -2.98% | |
| Synergy Asset Management, Llc | 0.05% | 25,555 | $539,722 | $523,622 | -$16,100 | -2.98% | |
| Baybridge Capital Group, Llc | 0.28% | 25,446 | $537,420 | $521,389 | -$16,031 | -2.98% | |
| Steelpeak Wealth, Llc | 0.01% | 23,544 | $497,250 | $482,417 | -$14,833 | -2.98% | |
| Fortis Capital Advisors, Llc | 0.05% | 22,148 | $467,769 | $453,813 | -$13,956 | -2.98% | |
| Kestra Advisory Services, Llc | 0.00% | 19,073 | $402,825 | $390,806 | -$12,019 | -2.98% | |
| Heck Capital Advisors, Llc | 0.02% | 17,900 | $378,047 | $366,771 | -$11,276 | -2.98% |
Frequently asked questions about CDX
Who owns the most CDX stock?
The largest holders of CDX are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for SIMPLIFY HIGH YIELD ETF (CDX).
Is CDX widely held by superinvestors?
Many widely followed stocks like CDX appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly CDX is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.