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) had 24 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 3,932,930 shares of stock of the company.
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 table shows 24 institutional shareholders of the security as of 31 Mar 2025.
| 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.