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CDX — SIMPLIFY HIGH YIELD ETF

Reported value held$4.17M
Funds holding (latest)8
Sector—
Funds holding (Q2 2026)6
Institutional value$1.99M · 94.39K sh
New / Add / Cut / Exit2 / 0 / 2 / 2
Top-5 / Top-10 concentration100.0% / 100.0%
Institutional holdings change Reducing -56.8% (-124.00K sh)
Institutional value change Down -57.2%

As of Q2 2026, 6 SEC-registered investment managers reported holding CDX (SIMPLIFY HIGH YIELD ETF) in their latest 13F filings, with a combined reported value of $1.99M across 94.39K shares. That is -56.8% by share count (-124.00K shares) versus the previous quarter, while reported value moved -57.2%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.

Compared with the prior quarter, 2 opened new positions, 2 trimmed, 2 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

FundQuarterSharesValuePortfolio WeightChange
Goldman Sachs Group history Q1 2026 100.30K $2.14M 0.00% New
Citadel Advisors history Q2 2026 60.28K $1.27M 0.00% Reduce
Bank of America Corp history Q2 2026 17.65K $372.79K 0.00% New
PNC Financial Services history Q2 2026 8.10K $171.07K 0.00% Hold
JPMorgan Chase & Co history Q2 2026 7.80K $163.88K 0.00% New
UBS Group AG history Q1 2026 1.70K $36.19K 0.00% Add
Wells Fargo & Co history Q2 2026 554 $11.69K 0.00% Hold
Morgan Stanley history Q2 2026 1 $29 0.00% Reduce

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

Fund Position History — shares by quarter (top 8 funds)

FundQ1 2022Q2 2022Q3 2022Q4 2022Q2 2023Q3 2023Q4 2023Q1 2024Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026
Citadel Advisors — — — — — — — — — — — — — 16.26K 123.90K 107.64K 60.28K
Bank of America Corp — — — — — — — — — — — — — — — — 17.65K
PNC Financial Services — — — — — — — — — — — — 2.10K 4.10K 8.10K 8.10K 8.10K
JPMorgan Chase & Co — — — — — 18.77K — — — — — — — — — — 7.80K
Wells Fargo & Co — — — — — — — — — — — — — — 1.20K 553 554
Morgan Stanley — — — — — — 1 2 1 1 3 1 2 2 2 94 1
Goldman Sachs Group — — — — — — — — — — 18.24K — 22.55K 38.65K — 100.30K —
UBS Group AG 277 120 914 30 117 — — — 276 — — — — 65 139 1.70K —

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