MML Investors Services
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MML Investors Services’s Simplify High Yield ETF CDX Stock Holding History

MML Investors Services’s Portfolio CDX Stock Details CDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$934K Buy
44,206
+1,121
+3% +$23.9K ﹤0.01% 2056
2026
Q1 		$919K Sell
43,085
-394
-0.9% -$8.66K ﹤0.01% 1841
2025
Q4 		$968K Buy
43,479
+7,740
+22% +$175K ﹤0.01% 1816
2025
Q3 		$819K Buy
35,739
+13,224
+59% +$304K ﹤0.01% 1874
2025
Q2 		$525K Buy
+22,515
New +$520K ﹤0.01% 2063

Other funds holding CDX

SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
PEA
Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return
AFG
Altiora Financial Group Lebanon, Ohio $634M AUM 13.93% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
DWM
Drive Wealth Management Lehi, Utah $561M AUM 33.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

MML Investors Services's CDX Position: Q2 2026 in Review

MML Investors Services increased its Simplify High Yield ETF (CDX) stake by 2.6% in Q2 2026, buying an estimated $23.9K and bringing the position to 44,206 shares worth $934K. The position accounts for ﹤0.01% of the portfolio, ranked #2056.

MML Investors Services first reported a position in CDX in Q2 2025 and has held it in 5 quarters since. The position peaked at $968K in Q4 2025. 64 funds tracked by Wall St. Rank hold CDX as of Q2 2026.

  • MML Investors Services held 44,206 shares of Simplify High Yield ETF worth $934K as of Q2 2026.
  • MML Investors Services bought 1,121 Simplify High Yield ETF shares in Q2 2026, an estimated $23.9K.
  • Simplify High Yield ETF made up ﹤0.01% of MML Investors Services's portfolio in Q2 2026, its #2056 holding.
  • MML Investors Services first reported a position in Simplify High Yield ETF in Q2 2025 and has held it in 5 quarters since.
  • MML Investors Services's Simplify High Yield ETF position peaked at $968K in Q4 2025.
  • 64 funds tracked by Wall St. Rank held Simplify High Yield ETF as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.