Security Name: SIMPLIFY HIGH YIELD PL CR HD
Ticker: CDX
Security Type: OTHER
Exchange: US
CUSIP: 82889N830

Historical Stats

Period Total Value Value Change Total Holders Holder Change
2024-06-30 $0.12B - 17 -
2024-09-30 $0.07B -36.9% 20 +17.6%
2024-12-31 $0.06B -23.9% 20 0.0%

Current Major Holders for Period: 2024-12-31

Institution Value Shares % of Portfolio
SIMPLIFY ASSET MANAGEMENT INC. $28.3M 1,299K 1.4%
CENTENNIAL WEALTH ADVISORY LLC $0.9M 43K 0.4%
NAPA WEALTH MANAGEMENT $0.6M 26K 0.3%
AE WEALTH MANAGEMENT LLC $11.1M 510K 0.1%
STEWARD PARTNERS INVESTMENT ADVISORY, LLC $1.8M 82K 0.0%
AVANTAX ADVISORY SERVICES, INC. $0.8M 37K 0.0%
ORION PORTFOLIO SOLUTIONS, LLC $0.5M 23K 0.0%
TRUIST FINANCIAL CORP $5.2M 239K 0.0%
SUMMIT FINANCIAL, LLC $0.4M 17K 0.0%
COMMONWEALTH EQUITY SERVICES, LLC $3.8M 175K 0.0%
PRINCIPAL SECURITIES, INC. $0.0M 2K 0.0%
GOLDMAN SACHS GROUP INC $0.4M 18K 0.0%
MORGAN STANLEY $0.0M 0K 0.0%
LPL FINANCIAL LLC $0.6M 25K 0.0%
ROYAL BANK OF CANADA $0.0M 0K 0.0%
QUEST 10 WEALTH BUILDERS, INC. $0.0M 0K 0.0%
JANE STREET GROUP, LLC $0.4M 16K 0.0%
ENVESTNET ASSET MANAGEMENT INC $1.1M 50K 0.0%
OSAIC HOLDINGS, INC. $0.0M 0K 0.0%

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