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Disclosery

CDX SIMPLIFY EXCHANGE TRADED FUN

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HIGH YIELD ETF (fund)

84 managers (86 13F filers) reported a position in CDX shares at 2025-12-31, 13,200,729 shares in all. 21 filers opened a position and 5 filers sold out during the quarter.

Managers
84
13F filers
86
New
21
Added
45
Reduced
14
Sold out
5
Shares held by filers
13,200,729

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,591,145$35.4M+1,423,750Timeline
AE Wealth Management LLC1,216,909$27.1M0.16%+174,68613F-HRTimeline
Altiora Financial Group, LLC1,074,402$23.9M4.12%+69,04113F-HRTimeline
Park Edge Advisors, LLC753,087$16.8M3.8%+34,07513F-HRTimeline
LPL Financial LLC725,182$16.1M<0.01%-71,07713F-HRTimeline
Insight Wealth Strategies, LLC647,232$14.4M1.65%+132,38013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC386,656$8.61M0.01%+12,94313F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC372,252$8.29M1.62%+237,95213F-HRTimeline
NewEdge Wealth, LLC337,443$7.51M0.08%-7,24413F-HRTimeline
Meridian Wealth Management, LLC319,206$7.11M0.25%new13F-HRTimeline
Orion Porfolio Solutions, LLC318,520$7.09M0.05%+295,86913F-HRTimeline
Prime Capital Investment Advisors, LLC289,332$6.44M0.08%-1,57613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.279,015$6.21M0.01%+194,49013F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC252,039$5.61M0.26%+5,98613F-HRTimeline
ADAPT WEALTH ADVISORS, LLC228,349$5.09M1.75%+104,49213F-HRTimeline
NewEdge Advisors, LLC228,141$5.08M0.02%+18,24613F-HRTimeline
Steward Partners Investment Advisory, L…226,554$5.05M0.03%+36,08413F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC226,433$5.04M0.08%+116,07413F-HRTimelineGroup
Kensington Asset Management, LLC218,669$4.87M0.25%+18,49713F-HRTimeline
Mid-American Wealth Advisory Group, Inc.210,408$4.69M1.98%+15,08413F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC204,107$4.55M0.01%+164,93013F-HRTimelineGroup
Security National Bank199,112$4.43M0.64%+20,06313F-HRTimeline
SlateStone Wealth, LLC194,553$4.33M0.36%+29,99113F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth187,408$4.17M<0.01%+8,86713F-HRTimelineGroup
Soltis Investment Advisors LLC154,563$3.44M0.23%+58,01013F-HR/ATimeline
WCG Wealth Advisors LLC154,152$3.43M0.1%+113,04013F-HRTimeline
Pekin Hardy Strauss, Inc.139,237$3.1M0.29%-4,51613F-HRTimeline
Summit Financial, LLC138,482$3.08M0.05%+12,53213F-HRTimeline
RiverTree Advisors, LLC129,536$2.88M1.84%-44,44313F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC123,903$2.76M<0.01%+107,64013F-HRTimelineGroup
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…115,525$2.57M0.17%+6713F-HRTimelineGroup
Ankerstar Wealth, LLC115,326$2.57M2.56%13F-HRTimeline
Kingsview Wealth Management, LLC107,042$2.38M0.03%+46,29113F-HRTimeline
Independent Wealth Advisors LLC105,848$2.36M2.46%13F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC98,609$2.2M0.39%+65,28413F-HRTimeline
Centennial Wealth Advisory LLC90,438$2.01M0.53%+6,60813F-HRTimeline
RFG Advisory, LLC69,210$1.54M0.03%+11,16013F-HRTimeline
Private Advisor Group, LLC68,759$1.53M0.01%-3,79513F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…63,958$1.42M0.02%-30,92113F-HRTimelineGroup
SILVER OAK SECURITIES, INCORPORATED57,262$1.28M0.09%-93213F-HRTimeline
CIBC WORLD MARKET INC.56,374$1.26M<0.01%new13F-HRTimeline
Whalen Wealth Management Inc.55,956$1.25M0.67%-46,14513F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding55,673$1.24M+2,076Timeline
Advisory Services Network, LLC54,974$1.22M0.02%new13F-HRTimeline
Worth Asset Management, LLC46,324$1.03M0.44%+26,71413F-HRTimeline
MML INVESTORS SERVICES, LLC43,479$968K<0.01%+7,74013F-HRTimeline
Retirement Planning Group, LLC41,122$916K0.03%+3,86513F-HRTimeline
Cetera Investment Advisers38,583$859K<0.01%-4013F-HRTimeline
TD Waterhouse Canada Inc.30,400$676K<0.01%+7,50013F-HRTimeline
Cooper Financial Group30,024$669K0.07%new13F-HRTimeline
GKV Capital Management Co., Inc.27,705$617K0.23%new13F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC27,510$613K0.01%-5,41613F-HRTimelineGroup
Advisor Resource Council27,526$609K0.22%new13F-HRTimeline
OLD MISSION CAPITAL LLC25,646$571K0.02%new13F-HRTimeline
Cambridge Investment Research Advisors,…21,786$485K<0.01%+9,43113F-HRTimeline
LaSalle St. Investment Advisors, LLC19,292$429K0.07%+6,58713F-HRTimeline
Almanack Investment Partners, LLC.19,174$427K0.07%+8,28713F-HRTimeline
HRT FINANCIAL LP17,054$379K<0.01%new13F-HRTimeline
Trajan Wealth LLC15,678$349K0.01%-2,25613F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…14,983$334K<0.01%new13F-HRTimelineGroup
StoneX Group Inc.in group StoneX Group Inc.14,044$313K0.01%new13F-HRTimelineGroup
Heck Capital Advisors, LLC12,975$289K0.02%+1,03013F-HRTimeline
MBA Advisors LLC11,312$252K0.1%new13F-HRTimeline
Belpointe Asset Management LLC10,954$244K0.01%+48913F-HRTimeline
GFS Advisors, LLC10,875$242K0.03%new13F-HRTimeline
Janney Montgomery Scott LLC10,622$237K<0.01%-43,88713F-HRTimeline
BayBridge Capital Group, LLC10,217$228K0.14%+67513F-HRTimeline
Triumph Capital Management9,757$217K0.05%+29513F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…8,100$180K<0.01%+4,00013F-HRTimelineGroup
CWM, LLCin group CWM, LLC5,410$120K<0.01%new13F-HRTimelineGroup
LANARK FINANCIAL, INC.1,881$41.9K<0.01%new13F-HRTimeline
Clearstead Advisors, LLC1,705$38K<0.01%new13F-HRTimeline
PRIVATE TRUST CO NA1,353$30.1K<0.01%new13F-HRTimeline
Wealth Enhancement Trust Services, Inc.1,293$28.8K<0.01%13F-HRTimeline
Arax Advisory Partners1,260$28.1K<0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,197$26.6K<0.01%new13F-HRTimelineGroup
Elevated Capital Advisors, LLC155$3.45K<0.01%new13F-HRTimeline
UBS Group AGin group UBS Group AG139$3.1K<0.01%+7413F-HRTimelineGroup
Quest 10 Wealth Builders, Inc.74$1.65K<0.01%-713F-HRTimeline
Geneos Wealth Management Inc.71$1.59K<0.01%+113F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…45$1K<0.01%013F-HR/ATimelineGroup
Farther Finance Advisors, LLC21$468<0.01%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2$51<0.01%013F-HR/ATimelineGroup
Larson Financial Group LLC0$9<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.