CUSIP 82889N830HIGH YIELD ETFCDXQ4 2025
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradeQ4 2025
84 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 1.37M | $30.50M | +1.20M | Added |
| 2 | Ae Wealth Management LLC | 1.22M | $27.10M | +174.7K | Added |
| 3 | Altiora Financial Group, LLC | 1.07M | $23.93M | +69.0K | Added |
| 4 | Park Edge Advisors, LLC | 753.1K | $16.77M |
| +34.1K |
| Added |
| 5 | Lpl Financial LLC | 725.2K | $16.15M | −71.1K | Reduced |
| 6 | Insight Wealth Strategies, LLC | 647.2K | $14.41M | +132.4K | Added |
| 7 | Commonwealth Equity Services, LLC | 386.7K | $8.61M | +12.9K | Added |
| 8 | Drive Wealth Management, LLC | 372.3K | $8.29M | +238.0K | Added |
| 9 | Newedge Wealth, LLC | 337.4K | $7.51M | −7.2K | Reduced |
| 10 | Meridian Wealth Management, LLC | 319.2K | $7.11M | +319.2K | New |
See every fund holding Simplify Exchange Traded Fun, with full quarter-over-quarter share changes.
Unlock all holders