CDX — SIMPLIFY HIGH YIELD ETF
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.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| 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)
- Bank of America Corp 17.65K sh · $372.79K
- JPMorgan Chase & Co 7.80K sh · $163.88K
Fully Exited (vs previous quarter)
- Goldman Sachs Group sold 100.30K sh · $2.14M
- UBS Group AG sold 1.70K sh · $36.19K
Fund Position History — shares by quarter (top 8 funds)
| Fund | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 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 | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details