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Disclosery

CDX SIMPLIFY EXCHANGE TRADED FUN

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HIGH YIELD ETF (fund)

48 managers (48 13F filers) reported a position in CDX shares at 2025-06-30, 8,025,310 shares in all. 28 filers opened a position and 6 filers sold out during the quarter.

Managers
48
13F filers
48
New
28
Added
13
Reduced
4
Sold out
6
Shares held by filers
8,025,310

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
AE Wealth Management LLC862,680$20.1M0.15%+303,40613F-HRTimeline
Park Edge Advisors, LLC612,977$14.3M3.67%+185,17613F-HRTimeline
LPL Financial LLC421,603$9.83M<0.01%+388,99613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC368,894$8.6M0.01%+189,99213F-HRTimeline
NewEdge Wealth, LLC350,507$8.14M0.13%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…341,577$7.89M0.01%new13F-HRTimeline
Prime Capital Investment Advisors, LLC277,694$6.48M0.09%-233,01113F-HRTimeline
Altiora Financial Group, LLC250,417$5.84M1.14%new13F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC225,155$5.25M0.25%+5,65713F-HRTimeline
Mid-American Wealth Advisory Group, Inc.176,740$4.12M1.96%+46,84513F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth166,736$3.89M0.01%new13F-HRTimelineGroup
Proficio Capital Partners LLC2,900,460$2.91M0.18%new13F-HRTimeline
Summit Financial, LLC116,379$2.71M0.06%-29,87013F-HRTimeline
Pekin Hardy Strauss, Inc.94,731$2.21M0.25%new13F-HRTimeline
Private Advisor Group, LLC93,318$2.18M0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…84,178$1.96M0.02%+5,14213F-HRTimeline
Centennial Wealth Advisory LLC80,421$1.88M0.6%+27,06913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC69,813$1.63M<0.01%+41,97813F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management53,230$1.24M0.02%new13F-HRTimelineGroup
Whalen Wealth Management Inc.49,467$1.15M0.72%new13F-HRTimeline
Janney Montgomery Scott LLC46,528$1.08M<0.01%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC43,158$1.01M0.02%+41,12213F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.42,760$997K0.01%+85813F-HRTimeline
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC35,359$825K0.01%new13F-HRTimelineGroup
WOLVERINE TRADING, LLC26,131$605K0.02%new13F-HRTimeline
Kingsview Wealth Management, LLC23,780$555K0.01%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.22,766$531K<0.01%+22,74213F-HR/ATimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC22,555$526K<0.01%new13F-HRTimelineGroup
MML INVESTORS SERVICES, LLC22,515$525K<0.01%new13F-HRTimeline
Orion Porfolio Solutions, LLC22,188$517K<0.01%-10,20813F-HR/ATimeline
NAPA WEALTH MANAGEMENT21,945$512K0.24%-1,23513F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV17,896$415K0.2%new13F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC16,465$384K0.01%new13F-HRTimelineGroup
GWN SECURITIES INC.13,724$320K0.06%new13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.12,550$293K<0.01%new13F-HRTimelineGroup
Belpointe Asset Management LLC9,575$223K0.01%new13F-HRTimeline
Heck Capital Advisors, LLC9,561$223K0.02%new13F-HRTimeline
Cambridge Investment Research Advisors,…9,170$214K<0.01%new13F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…2,273$53K<0.01%new13F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,100$49K<0.01%new13F-HRTimelineGroup
TD Waterhouse Canada Inc.1,900$43.9K<0.01%new13F-HRTimeline
Beacon Capital Management, LLC1,766$41.2K0.01%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,037$24.2K<0.01%new13F-HRTimelineGroup
Larson Financial Group LLC528$12.3K<0.01%new13F-HRTimeline
Quest 10 Wealth Builders, Inc.81$1.89K<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2$47<0.01%+113F-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.