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Simplify High Yield ETF (CDX)

CUSIP: 82889N830 | NYSE | 147 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Signature Estate & Investment Advisors LLC1,975,982
0.7% of portfolio›$39.9M
Park Edge Advisors, LLC606,398
2.6% of portfolio›$12.2M
Insight Wealth Strategies, LLC566,973
1.1% of portfolio›$11.4M
Flagship Harbor Advisors, LLC325,275
0.2% of portfolio›$6.6M
Meridian Wealth Management, LLC322,207
0.2% of portfolio›$6.5M
LPL Financial LLC317,182
0.0% of portfolio›$6.4M
Soltis Investment Advisors LLC242,565
0.2% of portfolio›$4.9M
Commonwealth Equity Services, LLC182,785
0.0% of portfolio›$3.7M
Fifth Third Securities, Inc.171,264
0.2% of portfolio›$3.5M
Advisor OS, LLC160,062
0.2% of portfolio›$3.2M
Cambridge Investment Research Advisors, Inc.122,839
0.0% of portfolio›$2.5K
Centennial Wealth Advisory LLC100,079
0.4% of portfolio›$2.0M
Pekin Hardy Strauss, Inc.92,537
0.2% of portfolio›$1.9M
BayBridge Capital Group, LLC66,979
0.7% of portfolio›$1.4M
Mosley Wealth Management62,384
0.4% of portfolio›$1.3M
Retirement Planning Group, LLC56,771
0.0% of portfolio›$1.1M
SteelPeak Wealth, LLC46,487
0.0% of portfolio›$937.6K
Independent Wealth Advisors LLC37,230
0.6% of portfolio›$750.9K
Norden Group LLC31,562
0.0% of portfolio›$636.6K
Cooper Financial Group30,041
0.0% of portfolio›$605.9K
Partners Wealth Management, LLC27,742
0.1% of portfolio›$559.6K
Advisor Resource Council26,444
0.2% of portfolio›$535.2K
Synergy Asset Management, LLC24,760
0.0% of portfolio›$499.4K
Kestra Advisory Services, LLC18,616
0.0% of portfolio›$375.5K
Heck Capital Advisors, LLC18,485
0.0% of portfolio›$372.9K
WealthCare Asset Management, LLC17,888
0.3% of portfolio›$360.8K
Lanark Financial, Inc.16,284
0.0% of portfolio›$328.4K
Park Avenue Securities LLC15,310
0.0% of portfolio›$309
MFG Investments, LLC12,671
0.3% of portfolio›$255.6K
Cambridge Advisors Inc.11,631
0.0% of portfolio›$234.6K
Realta Investment Advisors10,082
0.1% of portfolio›$203.4K
Mather Group, Llc.8,519
0.0% of portfolio›$171.8K
PNC Financial Services Group, Inc.8,100
0.0% of portfolio›$163.4K
Triumph Capital Management6,432
0.0% of portfolio›$129.7K
Signature Equity Partners, LLC876
0.0% of portfolio›$17.7K
Fifth Third Bancorp670
0.0% of portfolio›$13.5K
Ascentis Independent Advisors670
0.0% of portfolio›$13.5K
Key Capital Management, Inc121
0.0% of portfolio›$2.4K
Silver Grove Financial Group, Inc.66
0.0% of portfolio›$1.3K
Halbert Hargrove Global Advisors, LLC61
0.0% of portfolio›$1.2K
Quest 10 Wealth Builders, Inc.60
0.0% of portfolio›$1.2K
Elevated Capital Advisors, LLC42
0.0% of portfolio›$843
Assetmark, Inc38
0.0% of portfolio›$766
Farther Finance Advisors, LLC20
0.0% of portfolio›$403
Larson Financial Group LLC0
0.0% of portfolio›$9
StyleTurnoverLocationFiled
Signature Estate & Investment Advisors LLC
1,975,982$39.9M0.7%ETFMediumLos Angeles, CA2026-10-13
Park Edge Advisors, LLC
606,398$12.2M2.6%CoreMediumCleveland, OH2026-10-28
Insight Wealth Strategies, LLC
566,973$11.4M1.1%ETFHighSan Ramon, CA2026-10-09
Flagship Harbor Advisors, LLC
325,275$6.6M0.2%ETFMediumBoston, MA2026-10-26
Meridian Wealth Management, LLC
322,207$6.5M0.2%GrowthLowLexington, KY2026-11-05
LPL Financial LLC
317,182$6.4M0.0%IndexVery LowFort Mill, SC2026-11-06
Soltis Investment Advisors LLC
242,565$4.9M0.2%CoreMediumSt. George, UT2026-10-28
Commonwealth Equity Services, LLC
182,785$3.7M0.0%ETFLowWaltham, MA2026-11-02
Fifth Third Securities, Inc.
171,264$3.5M0.2%ETFLowCincinnati, OH2026-10-21
Advisor OS, LLC
160,062$3.2M0.2%ETFMediumChicago, IL2026-11-03
Cambridge Investment Research Advisors, Inc.
122,839$2.5K0.0%ETFLowFairfield, IA2026-11-02
Centennial Wealth Advisory LLC
100,079$2.0M0.4%ETFLowTraverse City, MI2026-10-16
Pekin Hardy Strauss, Inc.
92,537$1.9M0.2%ValueMediumChicago, IL2026-11-02
BayBridge Capital Group, LLC
66,979$1.4M0.7%GARPMediumLivermore, CA2026-10-13
Mosley Wealth Management
62,384$1.3M0.4%ETFHighAnaheim, CA2026-10-16
Retirement Planning Group, LLC
56,771$1.1M0.0%ETFVery LowLeawood, KS2026-10-19
SteelPeak Wealth, LLC
46,487$937.6K0.0%GrowthHighWoodland Hills, CA2026-10-16
Independent Wealth Advisors LLC
37,230$750.9K0.6%ETFLowCary, NC2026-10-27
Norden Group LLC
31,562$636.6K0.0%GrowthMediumProvo, UT2026-10-20
Cooper Financial Group
30,041$605.9K0.0%GrowthMediumIrvine, CA2026-10-07
Partners Wealth Management, LLC
27,742$559.6K0.1%CoreLowCarmel By The Sea, CA2026-10-28
Advisor Resource Council
26,444$535.2K0.2%ETFLowDallas, TX2026-11-05
Synergy Asset Management, LLC
24,760$499.4K0.0%GrowthHighVancouver, WA2026-11-05
Kestra Advisory Services, LLC
18,616$375.5K0.0%CoreLowAustin, TX2026-11-02
Heck Capital Advisors, LLC
18,485$372.9K0.0%ETFMediumRhinelander, WI2026-10-14
WealthCare Asset Management, LLC
17,888$360.8K0.3%CoreHighSpringfield, MO2026-10-26
Lanark Financial, Inc.
16,284$328.4K0.0%CoreMediumBirmingham, AL2026-10-26
Park Avenue Securities LLC
15,310$3090.0%ETFMediumNew York, NY2026-10-26
MFG Investments, LLC
12,671$255.6K0.3%ETFN/AMedford, NJ2026-10-30
Cambridge Advisors Inc.
11,631$234.6K0.0%ETFVery LowOmaha, NE2026-10-19
Realta Investment Advisors
10,082$203.4K0.1%GrowthMediumWilmington, DE2026-10-14
Mather Group, Llc.
8,519$171.8K0.0%ETFMediumChicago, IL2026-10-14
PNC Financial Services Group, Inc.
8,100$163.4K0.0%GrowthVery LowPittsburgh, PA2026-11-06
Triumph Capital Management
6,432$129.7K0.0%ETFMediumDenver, CO2026-10-14
Signature Equity Partners, LLC
876$17.7K0.0%GrowthMediumColumbus, OH2026-10-29
Fifth Third Bancorp
670$13.5K0.0%IndexVery LowCincinnati, OH2026-11-05
Ascentis Independent Advisors
670$13.5K0.0%ETFLowDallas, TX2026-11-03
Key Capital Management, Inc
121$2.4K0.0%ETFMediumHendersonville, Tn 37075, TN2026-11-03
Silver Grove Financial Group, Inc.
66$1.3K0.0%CoreMediumOrchard Park, NY2026-11-05
Halbert Hargrove Global Advisors, LLC
61$1.2K0.0%ETFLowLong Beach, CA2026-10-16
Quest 10 Wealth Builders, Inc.
60$1.2K0.0%ETFLowFuquay-Varina, VA2026-11-02
Elevated Capital Advisors, LLC
42$8430.0%ETFMediumSandy, UT2026-11-04
Assetmark, Inc
38$7660.0%ETFLowConcord, CA2026-10-21
Farther Finance Advisors, LLC
20$4030.0%IndexLowSan Francisco, CA2026-10-08
Larson Financial Group LLC
0$90.0%GrowthLowSt Louis, MO2026-11-05