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CDX SIMPLIFY EXCHANGE TRADED FUN

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HIGH YIELD ETF (fund)

27 managers (27 13F filers) reported a position in CDX shares at 2025-03-31, 3,932,951 shares in all. 4 filers opened a position and 2 filers sold out during the quarter.

Managers
27
13F filers
27
New
4
Added
13
Reduced
6
Sold out
2
Shares held by filers
3,932,951

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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$29.8M1.39%013F-HRTimeline
AE Wealth Management LLC559,274$12.8M0.11%+49,21413F-HRTimeline
Prime Capital Investment Advisors, LLC510,705$11.7M0.14%new13F-HRTimeline
Park Edge Advisors, LLC427,801$9.81M2.73%+18,87113F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC219,498$5.04M0.26%+35,79613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC178,902$4.1M0.01%+2,92513F-HRTimeline
Summit Financial, LLC146,249$3.35M0.09%+128,69313F-HRTimeline
Mid-American Wealth Advisory Group, Inc.129,895$2.98M1.6%+27,09713F-HRTimeline
SFG Wealth Management, LLC.83,007$1.9M0.93%+50,72213F-HRTimeline
Steward Partners Investment Advisory, L…79,036$1.81M0.02%-3,89413F-HRTimeline
Centennial Wealth Advisory LLC53,352$1.22M0.44%+9,99613F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC51,964$1.19M<0.01%+35,84613F-HR/ATimelineGroup
AVANTAX ADVISORY SERVICES, INC.41,902$961K0.01%+3,94813F-HRTimeline
LPL Financial LLC32,607$748K<0.01%+6,75413F-HRTimeline
Orion Porfolio Solutions, LLC32,396$743K0.01%+9,05213F-HRTimeline
Orion Portfolio Solutions, LLC32,396$743K0.01%+9,05213F-HR/ATimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC27,835$639K<0.01%-22,57113F-HRTimelineGroup
NAPA WEALTH MANAGEMENT23,180$532K0.3%-2,82713F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC2,036$44.4K<0.01%013F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC804$18.4K<0.01%new13F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP482$11K<0.01%new13F-HR/ATimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC111$2.55K<0.01%new13F-HRTimeline
Quest 10 Wealth Builders, Inc.81$1.86K<0.01%-913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.24$551<0.01%-41213F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1$39<0.01%-213F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA20$00%013F-HR/ATimelineGroupValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.