As of 31 Dec 2025, 84 institutional investors reported holding 13,094,881 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 | 13,094,881 | $291,622,199 | +$78,073,690 | $22.27 | 84 |
| 2025 Q3 | 9,499,366 | $217,526,145 | +$101,150,964 | $22.91 | 68 |
| 2025 Q2 | 5,124,830 | $119,397,580 | +$28,982,551 | $23.32 | 45 |
| 2025 Q1 | 3,932,930 | $90,219,041 | +$14,351,764 | $22.94 | 24 |
| 2024 Q4 | 3,319,988 | $72,408,885 | +$3,899,250 | $21.81 | 23 |
| 2024 Q3 | 3,140,998 | $74,557,678 | -$50,090,735 | $23.74 | 19 |
| 2024 Q2 | 5,253,380 | $120,432,016 | +$103,486,788 | $22.97 | 17 |
| 2024 Q1 | 737,881 | $16,915,162 | +$4,019,230 | $22.92 | 10 |
| 2023 Q4 | 562,546 | $12,834,368 | +$229,653 | $22.82 | 8 |
| 2023 Q3 | 556,843 | $12,027,500 | -$1,144,855 | $21.60 | 7 |
| 2023 Q2 | 609,851 | $13,314,713 | +$4,120,477 | $21.83 | 5 |
| 2023 Q1 | 421,280 | $9,240,640 | -$2,939,701 | $21.93 | 4 |
| 2022 Q4 | 556,796 | $11,905,902 | -$11,907,972 | $21.38 | 7 |
| 2022 Q3 | 1,113,774 | $24,378,000 | -$3,815,131 | $21.88 | 5 |
| 2022 Q2 | 1,287,587 | $28,654,000 | +$7,140,412 | $23.63 | 2 |
| 2022 Q1 | 966,680 | $23,811,000 | +$23,811,000 | $25.00 | 3 |