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CDX SIMPLIFY EXCHANGE TRADED FUN

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HIGH YIELD ETF (fund)

25 managers (25 13F filers) reported a position in CDX shares at 2024-12-31, 3,320,008 shares in all. 4 filers opened a position and 1 filer sold out during the quarter.

Managers
25
13F filers
25
New
4
Added
11
Reduced
6
Sold out
1
Shares held by filers
3,320,008

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Simplify Asset Management Inc.1,299,393$28.3M1.97%-75,51413F-HRTimeline
AE Wealth Management LLC510,060$11.1M0.09%+30,40613F-HRTimeline
Park Edge Advisors, LLC408,930$8.92M2.59%-13,71713F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP239,171$5.22M0.01%+35,66013F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC183,702$4.01M0.21%+57,74113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC175,977$3.84M0.01%+6,42913F-HRTimeline
Mid-American Wealth Advisory Group, Inc.102,798$2.24M1.32%+39,08413F-HRTimeline
Steward Partners Investment Advisory, L…82,930$1.81M0.02%+20,26313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC50,406$1.1M<0.01%+18,11913F-HRTimelineGroup
Centennial Wealth Advisory LLC43,356$946K0.37%-5,32913F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.37,954$828K0.01%-1,46813F-HRTimeline
SFG Wealth Management, LLC.32,285$704K0.37%new13F-HRTimeline
NAPA WEALTH MANAGEMENT26,007$567K0.25%+7,78313F-HRTimeline
LPL Financial LLC25,853$564K<0.01%+5,19613F-HRTimeline
Orion Porfolio Solutions, LLC23,344$509K0.01%-14,35513F-HRTimeline
Orion Portfolio Solutions, LLC23,344$509K0.01%-14,35513F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC18,239$398K<0.01%new13F-HRTimelineGroup
Summit Financial, LLC17,556$383K0.01%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC16,118$352K<0.01%new13F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC2,036$44.4K<0.01%013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.436$9.51K<0.01%+7813F-HR/ATimelineGroup
Quest 10 Wealth Builders, Inc.90$1.96K<0.01%13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY3$67<0.01%+213F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA20$00%013F-HRTimelineGroupValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.