Q1 2025 13F Holders as of 31 Mar 2025
-
Type / Class
-
Equity / HIGH YIELD ETF
-
Total 13F shares
-
3,932,930
-
Share change
-
+612,945
-
Total reported value
-
$90,219,041
-
Price per share
-
$22.94
-
Number of holders
-
24
-
Value change
-
+$14,351,764
-
Number of buys
-
17
-
Number of sells
-
7
Institutional Holders of SIMPLIFY EXCHANGE TRADED FUN - HIGH YIELD ETF (CDX) as of Q1 2025
As of 31 Mar 2025,
SIMPLIFY EXCHANGE TRADED FUN - HIGH YIELD ETF (CDX) was held by
24 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
3,932,930 shares.
The largest 10 holders included
Simplify Asset Management Inc., AE Wealth Management LLC, Prime Capital Investment Advisors, LLC, Park Edge Advisors, LLC, FLAGSHIP HARBOR ADVISORS, LLC, COMMONWEALTH EQUITY SERVICES, LLC, Summit Financial, LLC, Mid-American Wealth Advisory Group, Inc., SFG Wealth Management, LLC., and Steward Partners Investment Advisory, LLC.
This page lists
24
institutional shareholders reporting positions in this security
for the Q1 2025 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.