As of 30 Sep 2025, 68 institutional investors reported holding 9,499,366 shares of SIMPLIFY EXCHANGE TRADED FUN - HIGH YIELD ETF (CDX).
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 677,256 | $15,082,488 | -$5,036,939 | $22.27 | 2 |
| 2025 Q3 | 9,499,366 | $217,526,145 | +$98,239,184 | $22.91 | 68 |
| 2025 Q2 | 8,025,290 | $122,309,315 | +$31,894,331 | $23.32 | 46 |
| 2025 Q1 | 3,932,930 | $90,219,041 | +$14,351,766 | $22.94 | 24 |
| 2024 Q4 | 3,296,644 | $71,899,744 | +$4,212,342 | $21.81 | 22 |
| 2024 Q3 | 3,103,298 | $73,662,801 | -$47,188,669 | $23.74 | 17 |
| 2024 Q2 | 5,093,420 | $116,758,453 | +$99,815,720 | $22.97 | 15 |
| 2024 Q1 | 737,772 | $16,912,663 | +$4,019,230 | $22.92 | 9 |
| 2023 Q4 | 9,297 | $212,119 | +$212,119 | $22.82 | 2 |
| 2023 Q3 | 556,843 | $12,027,500 | -$1,140,641 | $21.60 | 7 |
| 2023 Q2 | 609,851 | $13,314,713 | +$4,120,470 | $21.83 | 5 |
| 2023 Q1 | 421,280 | $9,240,640 | -$2,939,699 | $21.93 | 4 |
| 2022 Q4 | 556,796 | $11,905,902 | -$11,907,971 | $21.38 | 7 |
| 2022 Q3 | 1,113,774 | $24,378,000 | -$3,815,116 | $21.88 | 5 |
| 2022 Q2 | 1,287,587 | $28,654,000 | +$7,140,420 | $23.63 | 2 |
| 2022 Q1 | 966,680 | $23,811,000 | +$23,811,029 | $25.00 | 3 |