Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / HIGH YIELD ETF
-
Total 13F shares
-
5,124,830
-
Share change
-
+1,224,294
-
Total reported value
-
$119,397,580
-
Price per share
-
$23.32
-
Number of holders
-
45
-
Value change
-
+$28,982,551
-
Number of buys
-
39
-
Number of sells
-
10
Institutional Holders of SIMPLIFY EXCHANGE TRADED FUN - HIGH YIELD ETF (CDX) as of Q2 2025
As of 30 Jun 2025,
SIMPLIFY EXCHANGE TRADED FUN - HIGH YIELD ETF (CDX) was held by
45 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
5,124,830 shares.
The largest 10 holders included
AE Wealth Management LLC, Park Edge Advisors, LLC, LPL Financial LLC, COMMONWEALTH EQUITY SERVICES, LLC, NewEdge Wealth, LLC, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, Prime Capital Investment Advisors, LLC, Altiora Financial Group, LLC, FLAGSHIP HARBOR ADVISORS, LLC, and Mid-American Wealth Advisory Group, Inc..
This page lists
45
institutional shareholders reporting positions in this security
for the Q2 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.