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Disclosery

CDX SIMPLIFY EXCHANGE TRADED FUN

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HIGH YIELD ETF (fund)

86 managers (87 13F filers) reported a position in CDX shares at 2026-03-31, 14,570,874 shares in all. 15 filers opened a position and 14 filers sold out during the quarter.

Managers
86
13F filers
87
New
15
Added
40
Reduced
25
Sold out
14
Shares held by filers
14,570,874

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…1,824,491$38.9M0.79%new13F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,738,678$37.1M+147,533Timeline
AE Wealth Management LLC1,264,387$27M0.15%+47,47813F-HRTimeline
Altiora Financial Group, LLC898,970$19.2M3.16%-175,43213F-HRTimeline
Park Edge Advisors, LLC755,936$16.1M3.72%+2,84913F-HRTimeline
Insight Wealth Strategies, LLC680,098$14.5M1.62%+32,86613F-HRTimeline
LPL Financial LLC586,651$12.5M<0.01%-138,53113F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC396,511$8.46M1.79%+24,25913F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC378,392$8.07M0.12%+151,95913F-HRTimelineGroup
NewEdge Wealth, LLC368,211$7.86M0.09%+30,76813F-HRTimeline
Orion Porfolio Solutions, LLC333,447$7.12M0.06%+14,92713F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC316,279$6.75M1.14%+217,67013F-HRTimeline
Meridian Wealth Management, LLC308,412$6.58M0.23%-10,79413F-HRTimeline
Prime Capital Investment Advisors, LLC305,439$6.52M0.08%+16,10713F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC286,313$6.11M0.27%+34,27413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.243,113$5.19M0.01%-35,90213F-HRTimelineGroup
SlateStone Wealth, LLC233,356$4.98M0.41%+38,80313F-HRTimeline
NewEdge Advisors, LLC226,089$4.82M0.02%-2,05213F-HR/ATimeline
Mid-American Wealth Advisory Group, Inc.210,408$4.69M1.98%013F-HRTimeline
Security National Bank218,388$4.66M0.68%+19,27613F-HRTimeline
ADAPT WEALTH ADVISORS, LLC214,160$4.57M1.66%-14,18913F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth196,137$4.19M<0.01%+8,72913F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC189,421$4.04M0.01%-197,23513F-HRTimeline
WCG Wealth Advisors LLC173,191$3.7M0.1%+19,03913F-HRTimeline
Soltis Investment Advisors LLC172,003$3.67M0.24%+17,44013F-HRTimeline
Steward Partners Investment Advisory, L…142,941$3.05M0.02%-83,61313F-HRTimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…130,418$2.78M0.18%+14,89313F-HRTimelineGroup
Kingsview Wealth Management, LLC124,698$2.66M0.04%+17,65613F-HRTimeline
Pekin Hardy Strauss, Inc.119,716$2.55M0.27%-19,52113F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC107,640$2.3M<0.01%-16,26313F-HRTimelineGroup
Independent Wealth Advisors LLC102,390$2.19M2.15%-3,45813F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC100,300$2.14M<0.01%new13F-HRTimelineGroup
Centennial Wealth Advisory LLC98,145$2.09M0.51%+7,70713F-HRTimeline
Almanack Investment Partners, LLC.86,975$1.86M0.31%+67,80113F-HRTimeline
Janney Montgomery Scott LLC71,939$1.53M<0.01%+61,31713F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED63,002$1.34M0.1%+5,74013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…60,584$1.29M0.02%-3,37413F-HRTimelineGroup
Advisory Services Network, LLC59,293$1.27M0.02%+4,31913F-HRTimeline
RFG Advisory, LLC57,167$1.22M0.02%-12,04313F-HRTimeline
Summit Financial, LLC52,480$1.12M0.01%-86,00213F-HRTimeline
Private Advisor Group, LLC50,164$1.07M0.01%-18,59513F-HRTimeline
TD Waterhouse Canada Inc.48,600$1.04M<0.01%+18,20013F-HRTimeline
CIBC WORLD MARKET INC.46,099$984K<0.01%-10,27513F-HRTimeline
MML INVESTORS SERVICES, LLC43,085$919K<0.01%-39413F-HRTimeline
Retirement Planning Group, LLC41,177$879K0.03%+5513F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC31,905$681K0.02%+4,39513F-HRTimelineGroup
Belpointe Asset Management LLC31,508$672K0.02%+20,55413F-HRTimeline
Cooper Financial Group30,024$641K0.06%013F-HRTimeline
Advisor Resource Council29,309$625K0.25%+1,78313F-HRTimeline
Ankerstar Wealth, LLC27,769$593K0.63%-87,55713F-HRTimeline
Worth Asset Management, LLC26,457$565K0.21%-19,86713F-HRTimeline
Cambridge Investment Research Advisors,…24,177$516K<0.01%+2,39113F-HRTimeline
MATHER GROUP, LLC.21,580$461K<0.01%new13F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC21,135$451K<0.01%new13F-HRTimelineGroup
Fortis Capital Advisors, LLC20,106$429K0.06%new13F-HRTimeline
LaSalle St. Investment Advisors, LLC19,012$406K0.06%-28013F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding18,343$391K-37,330Timeline
WealthCare Asset Management, LLC16,801$359K0.38%new13F-HRTimeline
Trajan Wealth LLC14,583$311K0.01%-1,09513F-HRTimeline
Heck Capital Advisors, LLC14,175$302K0.02%+1,20013F-HRTimeline
GFS Advisors, LLC12,125$259K0.03%+1,25013F-HR/ATimeline
MBA Advisors LLC11,547$246K0.09%+23513F-HRTimeline
HighTower Advisors, LLC11,401$243K<0.01%new13F-HRTimeline
BayBridge Capital Group, LLC10,217$228K0.14%013F-HRTimeline
Triumph Capital Management9,867$211K0.04%+11013F-HRTimeline
Cetera Investment Advisers9,561$204K<0.01%-29,02213F-HRTimeline
CWM, LLCin group CWM, LLC9,106$194K<0.01%+3,69613F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…8,100$173K<0.01%013F-HRTimelineGroup
Realta Investment Advisors8,080$172K0.06%new13F-HRTimeline
LANARK FINANCIAL, INC.3,610$77K0.01%+1,72913F-HRTimeline
UBS Group AGin group UBS Group AG1,696$36.2K<0.01%+1,55713F-HRTimelineGroup
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…670$14.3K<0.01%new13F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN553$11.8K<0.01%-64413F-HR/ATimelineGroup
Global Trust Asset Management, LLC500$10.7K<0.01%new13F-HRTimeline
STANCE CAPITAL LLC454$9.69K<0.01%new13F-HRTimeline
Signature Equity Partners, LLC281$6K<0.01%new13F-HRTimeline
Clearstead Advisors, LLC275$5.87K<0.01%-1,43013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.212$5K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
ASSETMARK, INCin group ASSETMARK, INC114$2.43K<0.01%new13F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY94$2.02K<0.01%+9213F-HRTimelineGroup
Quest 10 Wealth Builders, Inc.74$1.58K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.73$1.55K<0.01%+213F-HRTimeline
Elevated Capital Advisors, LLC40$860<0.01%-11513F-HRTimeline
HARBOUR INVESTMENTS, INC.25$534<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC21$450<0.01%013F-HRTimeline
Larson Financial Group LLC0$9<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.