Who Owns CDX?
Simplify High Yield ETF — Institutional Ownership & 13F Holdings
$21.38
-0.07 (-0.33%)
Market Cap
$377.1M
Shares Outstanding
17,147,711
Institutional Holders
25
Total Inst. Value
$73.4M
% of Float Held
—
QoQ Holder Change
+16
Institutional data as of Q1 2025
New Positions
8
Closed Positions
3
Increased
7
Decreased
6
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Simplify Asset Management Inc. | $29.8M | 1,299,393 |
| 2 | AE Wealth Management LLC | $12.8M | 559,274 |
| 3 | Park Edge Advisors, LLCNew | $9.8M | 427,801 |
| 4 | FLAGSHIP HARBOR ADVISORS, LLC | $5.0M | 219,498 |
| 5 | Summit Financial, LLC | $3.4M | 146,249 |
| 6 | Mid-American Wealth Advisory Group, Inc.New | $3.0M | 129,895 |
| 7 | SFG Wealth Management, LLC.New | $1.9M | 83,007 |
| 8 | Steward Partners Investment Advisory, LLC | $1.8M | 79,036 |
| 9 | Centennial Wealth Advisory LLCNew | $1.2M | 53,352 |
| 10 | JANE STREET GROUP, LLC | $1.2M | 51,964 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| AE Wealth Management LLC | +49K | $12.8M |
| Park Edge Advisors, LLCNew | +428K | $9.8M |
| FLAGSHIP HARBOR ADVISORS, LLC | +36K | $5.0M |
| Summit Financial, LLC | +129K | $3.4M |
| Mid-American Wealth Advisory Group, Inc.New | +130K | $3.0M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | -23K | $639K |
| Steward Partners Investment Advisory, LLC | -4K | $1.8M |
| NAPA WEALTH MANAGEMENT | -3K | $532K |
| OSAIC HOLDINGS, INC. | -412 | $551 |
| Quest 10 Wealth Builders, Inc. | -9 | $2K |
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Frequently Asked Questions
How many institutional investors hold CDX?
As of Q1 2025, 25 institutional investors report holding CDX (Simplify High Yield ETF) in their 13F filings.
Which hedge fund owns the most CDX?
The largest institutional holder of CDX is Simplify Asset Management Inc. with $29.8M in shares.
Are institutions buying or selling CDX?
This quarter, 8 institutions opened new positions in CDX and 3 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.