Simplify High Yield ETF (CDX)

Neutral

Insufficient data to determine institutional momentum.

Data as of Q1 2026

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Institutional Holders

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No collected fundamentals to build a valuation model.

No collected fundamentals for a quality & risk analysis.

No collected fundamentals for a dividends & returns analysis.

No collected fundamentals for a capital-allocation analysis.

No collected fundamentals for a debt & leverage analysis.

No sector peer set for this ticker (missing sector classification, or too few peers with collected financials).

Buy / Sell Volume by Quarter

Total shares institutions bought (green) vs sold (red) each quarter across all holders.

Inferred from quarter-over-quarter change in each fund's 13F position (new stakes count as buys, exits as sells). Not tick-level trades.

Ownership Map

Top 40 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

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Crowding AnalysisCrowded

Holders84of 5,944

Avg: 68

Uncrowded86th percentileCrowded

Institutional Activity

Buy/Sell Ratio1.47x

68th percentile

56 buying38 selling

+16

New

-13

Closed

+1.6M

Net shares

Ownership Concentration

Top 5: 43.9%Top 10: 60.9%

SIGNATURE ESTATE & INVESTMENT ADVISORS12.8%

ENVESTNET ASSET MANAGEMENT10.5%

AE Wealth Management8.9%

Altiora Financial Group,6.3%

Park Edge Advisors,5.3%

Others (79)56.1%

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Institutional Trends (8 Quarters)

No trend data available for this metric.

Crowding AnalysisCrowded

Holders84of 5,944

Avg: 68

Uncrowded86th percentileCrowded

Institutional Activity

Buy/Sell Ratio1.47x

68th percentile

56 buying38 selling

+16

New

-13

Closed

+1.6M

Net shares

Ownership Concentration

Top 5: 43.9%Top 10: 60.9%

SIGNATURE ESTATE & INVESTMENT ADVISORS12.8%

ENVESTNET ASSET MANAGEMENT10.5%

AE Wealth Management8.9%

Altiora Financial Group,6.3%

Park Edge Advisors,5.3%

Others (79)56.1%

Crowding AnalysisCrowded

Holders84of 5,944

Avg: 68

Uncrowded86th percentileCrowded

Institutional Activity

Buy/Sell Ratio1.47x

68th percentile

56 buying38 selling

+16

New

-13

Closed

+1.6M

Net shares

Ownership Concentration

Top 5: 43.9%Top 10: 60.9%

SIGNATURE ESTATE & INVESTMENT ADVISORS12.8%

ENVESTNET ASSET MANAGEMENT10.5%

AE Wealth Management8.9%

Altiora Financial Group,6.3%

Park Edge Advisors,5.3%

Others (79)56.1%

Conviction-Weighted Ownership

Median weight: 0.47%Avg weight: 1.14%Max: 3.72%High conviction (>1%): 4

SIGNATURE ESTATE & INVESTMENT ADVISORS

ENVESTNET ASSET MANAGEMENT

AE Wealth Management

Altiora Financial Group,

Park Edge Advisors,

Insight Wealth Strategies,

LPL Financial

DRIVE WEALTH MANAGEMENT,

PRINCIPAL SECURITIES,

NewEdge Wealth,

Ownership Map

Top 40 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

Ownership Map

Top 40 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

Performance vs. S&P 500

Total return (dividends reinvested) vs the market, from quarter-end prices.

$10,000 invested 2022-03

$12,191

CDX · +22%

$17,518

S&P 500 · +75%

−$5,328

behind the index

Total return (5Y)

+22%

S&P 500

+75%

vs. market

-53%

underperformed

Annualized

4.8%

mkt 14.1%

Volatility

8%

annualized

Beta

0.29

vs S&P 500

Growth of $10,000

Hover the chart to read any quarter

CDXS&P 500

Year by year

Annual return vs the market

Hover a year to compare.

CDX (solid)S&P 500 (outline)Green = positive year, red = negative. Number = CDX's return.

Beat the market

1 / 5 yrs

20% win rate

Best year

+13%

2023

Worst year

-7%

2022

Worst drawdown

-9%

recovered in 5 qtrs

Relative strength

Cumulative lead over the S&P 500

Above 0 = ahead of the S&P 500 since the window start; below 0 = behind. Rising means it's pulling ahead.

Downside

Drawdown from peak · max -9%

How far the stock fell below its prior peak. Deeper, longer drawdowns = a rougher ride to the same return.

Quarter-end, dividend-adjusted (total return). Beta & volatility from quarterly returns (annualized). Benchmark is the S&P 500 (SPY total return). Annual returns compound the quarters ending in each calendar year; the first and last years in a window may be partial. Past performance doesn't predict future results.