Simplify High Yield ETF (CDX): which funds own it

ETFData as of Jun 30, 2026 (Q2 2026) · updated on Nov 5, 2026

A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.

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Sections with a free account

No concentrated manager holds it.

Concentrated managers

—

All 13F: 91

Consensus

—

No score: it needs 5 or more concentrated managers

Price at Jun 30, 2026 (per 13F)

$21.12

-1.0% in the quarter · reported value ÷ shares, not the quote · See current quote ↗

Quarter flow (concentrated managers)

sold out 0 · trimmed 0added 0 · new 0

Concentrated managers holding it

None in the latest quarter.

Largest holders of CDX (all 13F filers)

Signature Estate & Investment Advisors1.9 MType not verified+117 K
Envestnet Asset Management1.7 MWealth adviser+159 K
AE Wealth Management1.2 MWealth adviser−80 K
Park Edge Advisors772 KType not verified+16 K
Insight Wealth Strategies764 KWealth adviser+84 K
Altiora Financial Group573 KType not verified−326 K
Principal Securities432 KType not verified+54 K
Drive Wealth Management375 KWealth adviser−22 K
Orion Porfolio Solutions373 KType not verified+40 K
LPL Financial368 KWealth adviser−219 K

Filer	Type
Signature Estate & Investment Advisors	Type not verified	1.9 M	+117 K	$41.0M
Envestnet Asset Management	Wealth adviser	1.7 M	+159 K	$35.0M
AE Wealth Management	Wealth adviser	1.2 M	−80 K	$25.0M
Park Edge Advisors	Type not verified	772 K	+16 K	$16.3M
Insight Wealth Strategies	Wealth adviser	764 K	+84 K	$16.0M
Altiora Financial Group	Type not verified	573 K	−326 K	$12.1M
Principal Securities	Type not verified	432 K	+54 K	$9.1M
Drive Wealth Management	Wealth adviser	375 K	−22 K	$7.9M
Orion Porfolio Solutions	Type not verified	373 K	+40 K	$7.9M
LPL Financial	Wealth adviser	368 K	−219 K	$7.8M

Signature Estate & Investment Advisors
Shares
1.9 M
Change
+117 K
See more
Type
Type not verified
Value
$41.0M
Envestnet Asset Management
Shares
1.7 M
Change
+159 K
See more
Type
Wealth adviser
Value
$35.0M
AE Wealth Management
Shares
1.2 M
Change
−80 K
See more
Type
Wealth adviser
Value
$25.0M
Park Edge Advisors
Shares
772 K
Change
+16 K
See more
Type
Type not verified
Value
$16.3M
Insight Wealth Strategies
Shares
764 K
Change
+84 K
See more
Type
Wealth adviser
Value
$16.0M
Altiora Financial Group
Shares
573 K
Change
−326 K
See more
Type
Type not verified
Value
$12.1M
Principal Securities
Shares
432 K
Change
+54 K
See more
Type
Type not verified
Value
$9.1M
Drive Wealth Management
Shares
375 K
Change
−22 K
See more
Type
Wealth adviser
Value
$7.9M
Orion Porfolio Solutions
Shares
373 K
Change
+40 K
See more
Type
Type not verified
Value
$7.9M
LPL Financial
Shares
368 K
Change
−219 K
See more
Type
Wealth adviser
Value
$7.8M

The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.

This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗