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Disclosery

CDX SIMPLIFY EXCHANGE TRADED FUN

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HIGH YIELD ETF (fund)

92 managers (93 13F filers) reported a position in CDX shares at 2026-06-30, 13,202,416 shares in all. 21 filers opened a position and 15 filers sold out during the quarter.

Managers
92
13F filers
93
New
21
Added
40
Reduced
27
Sold out
15
Shares held by filers
13,202,416

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…1,941,740$41M0.74%+117,24913F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,923,479$40.6M+184,801Timeline
AE Wealth Management LLC1,184,163$25M0.12%-80,22413F-HRTimeline
Park Edge Advisors, LLC772,287$16.3M3.48%+16,35113F-HRTimeline
Insight Wealth Strategies, LLC764,328$16M1.56%+84,23013F-HRTimeline
Altiora Financial Group, LLC572,852$12.1M1.91%-326,11813F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC432,404$9.13M0.11%+54,01213F-HRTimelineGroup
DRIVE WEALTH MANAGEMENT, LLC374,924$7.92M1.41%-21,58713F-HRTimeline
Orion Porfolio Solutions, LLC373,393$7.89M0.06%+39,94613F-HRTimeline
LPL Financial LLC367,962$7.77M<0.01%-218,68913F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC318,211$6.72M0.26%+31,89813F-HRTimeline
Meridian Wealth Management, LLC314,635$6.65M0.21%+6,22313F-HRTimeline
Soltis Investment Advisors LLC273,003$5.77M0.33%+101,00013F-HRTimeline
WCG Wealth Advisors LLC256,662$5.42M0.13%+83,47113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.250,086$5.28M0.01%+6,97313F-HRTimelineGroup
SlateStone Wealth, LLC232,405$4.91M0.38%-95113F-HRTimeline
ADAPT WEALTH ADVISORS, LLC201,459$4.25M1.39%-12,70113F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth199,619$4.22M<0.01%+3,48213F-HRTimelineGroup
Security National Bank173,368$3.66M0.44%-45,02013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC172,024$3.63M<0.01%-17,39713F-HRTimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…165,206$3.49M0.2%+34,78813F-HRTimelineGroup
Steward Partners Investment Advisory, L…138,183$2.92M0.01%-4,75813F-HRTimeline
Janney Montgomery Scott LLC134,820$2.85M0.01%+62,88113F-HRTimeline
Kingsview Wealth Management, LLC127,672$2.7M0.03%+2,97413F-HRTimeline
Centennial Wealth Advisory LLC99,052$2.09M0.45%+90713F-HRTimeline
Pekin Hardy Strauss, Inc.96,820$2.04M0.18%-22,89613F-HRTimeline
Arkadios Wealth Advisors82,136$1.73M0.03%new13F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC79,922$1.69M0.11%new13F-HRTimelineGroup
SILVER OAK SECURITIES, INCORPORATED62,272$1.32M0.08%-73013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC60,280$1.27M<0.01%-47,36013F-HRTimelineGroup
Advisory Services Network, LLC59,261$1.25M0.01%-3213F-HRTimeline
TD Waterhouse Canada Inc.54,500$1.14M<0.01%+5,90013F-HRTimeline
Retirement Planning Group, LLC53,616$1.13M0.03%+12,43913F-HRTimeline
Mosley Wealth Management51,665$1.09M0.35%new13F-HRTimeline
CIBC WORLD MARKET INC.46,450$981K<0.01%+35113F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC45,947$970K0.02%+14,04213F-HRTimelineGroup
Independent Wealth Advisors LLC45,848$968K0.88%-56,54213F-HRTimeline
MML INVESTORS SERVICES, LLC44,206$934K<0.01%+1,12113F-HRTimeline
Regatta Research & Money Management43,300$914K0.86%13F-HRTimeline
WealthCare Asset Management, LLC34,128$721K0.3%+17,32713F-HRTimeline
Belpointe Asset Management LLC33,481$707K0.02%+1,97313F-HRTimeline
Almanack Investment Partners, LLC.33,098$699K0.09%-53,87713F-HRTimeline
Advisor Resource Council32,003$671K0.22%+2,69413F-HRTimeline
Cooper Financial Group30,024$634K0.05%013F-HRTimeline
NORDEN GROUP LLC29,092$614K0.05%new13F-HRTimeline
NewEdge Advisors, LLC28,075$593K<0.01%-198,01413F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC25,555$540K0.05%new13F-HRTimelineGroup
BayBridge Capital Group, LLC25,446$537K0.28%+15,22913F-HRTimeline
SteelPeak Wealth, LLC23,544$497K0.01%new13F-HRTimeline
Fortis Capital Advisors, LLC22,148$468K0.05%+2,04213F-HRTimeline
HighTower Advisors, LLC21,959$464K<0.01%+10,55813F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC19,073$403K<0.01%+73013F-HRTimelineGroup
Heck Capital Advisors, LLC17,900$378K0.02%+3,72513F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/17,651$373K<0.01%new13F-HRTimelineGroup
LaSalle St. Investment Advisors, LLC17,497$370K0.05%-1,51513F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC15,512$328K<0.01%-5,62313F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…14,989$317K<0.01%-45,59513F-HRTimelineGroup
Trajan Wealth LLC14,738$311K0.01%+15513F-HRTimeline
Cetera Investment Advisers14,685$310K<0.01%+5,12413F-HRTimeline
LANARK FINANCIAL, INC.13,616$288K0.02%+10,00613F-HRTimeline
GFS Advisors, LLC13,625$269K0.04%+1,50013F-HR/ATimeline
HRT FINANCIAL LP12,613$266K<0.01%new13F-HRTimeline
Prime Capital Investment Advisors, LLC12,404$262K<0.01%-293,03513F-HRTimeline
MBA Advisors LLC11,761$248K0.08%+21413F-HRTimeline
Cambridge Advisors Inc.11,289$238K0.04%new13F-HRTimeline
Realta Investment Advisors9,897$209K0.06%+1,81713F-HRTimeline
Triumph Capital Management9,762$206K0.04%-10513F-HRTimeline
MATHER GROUP, LLC.8,657$183K<0.01%-12,92313F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…8,100$171K<0.01%013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO7,800$164K<0.01%new13F-HRTimelineGroup
EP Wealth Advisors, LLC7,336$155K<0.01%new13F-HRTimeline
Luminist Capital LLC4,666$98.5K0.11%new13F-HRTimeline
Ankerstar Wealth, LLC3,033$64.1K0.05%-24,73613F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…2,008$42.4K<0.01%new13F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,655$35K<0.01%new13F-HRTimelineGroup
Signature Equity Partners, LLC942$19.9K0.01%+66113F-HRTimeline
Arax Advisory Partners758$16K<0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN554$11.7K<0.01%+113F-HRTimelineGroup
IFG Advisory, LLC365$7.71K<0.01%new13F-HRTimeline
CENTRAL TRUST Co188$3.97K<0.01%new13F-HRTimeline
Clearstead Advisors, LLC150$3.17K<0.01%-12513F-HRTimeline
Key Capital Management, INC121$2.56K<0.01%new13F-HRTimeline
Geneos Wealth Management Inc.74$1.56K<0.01%+113F-HRTimeline
Silver Grove Financial Group, Inc.66$1.39K<0.01%new13F-HRTimeline
Quest 10 Wealth Builders, Inc.63$1.33K<0.01%-1113F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC61$1.29K<0.01%new13F-HRTimeline
Elevated Capital Advisors, LLC41$866<0.01%+113F-HRTimeline
Farther Finance Advisors, LLC21$444<0.01%013F-HRTimeline
Integrated Wealth Concepts LLC18$380<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.13$275<0.01%-1213F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1$29<0.01%-9313F-HRTimelineGroup
Larson Financial Group LLC0$9<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.