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Simplify High Yield ETF

87 hedge funds and large institutions have $307M invested in Simplify High Yield ETF in 2026 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 40 increasing their positions, 25 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
87
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$40.1M
2 +$4.78M
3 +$3.34M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$2.8M
5
Goldman Sachs
Goldman Sachs
New York
+$2.2M

Top Sellers

1 -$4.87M
2 -$4.55M
3 -$4.33M
4
AFG
Altiora Financial Group
Ohio
-$3.86M
5
LPL Financial
LPL Financial
California
-$3.04M
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
26
Steward Partners Investment Advisory
New York
$3.05M
FTS
27
Fifth Third Securities
Ohio
$2.78M
KWM
28
Kingsview Wealth Management
Oregon
$2.66M
PHS
29
Pekin Hardy Strauss
Illinois
$2.55M
Citadel Advisors
30
Citadel Advisors
Florida
$2.3M
IWA
31
Independent Wealth Advisors
North Carolina
$2.19M
Goldman Sachs
32
Goldman Sachs
New York
$2.14M
CWA
33
Centennial Wealth Advisory
Michigan
$2.09M
AIP
34
Almanack Investment Partners
Pennsylvania
$1.86M
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$1.53M
SOS
36
Silver Oak Securities
Tennessee
$1.34M
SI
37
Stephens Inc
Arkansas
$1.29M
ASN
38
Advisory Services Network
Georgia
$1.27M
RA
39
RFG Advisory
Alabama
$1.22M
SF
40
Summit Financial
New Jersey
$1.12M
PAG
41
Private Advisor Group
New Jersey
$1.07M
TWC
42
TD Waterhouse Canada
Ontario, Canada
$1.04M
CIBC World Market
43
CIBC World Market
Ontario, Canada
$984K
MML Investors Services
44
MML Investors Services
Massachusetts
$919K
RPGK
45
Retirement Planning Group (Kansas)
Kansas
$879K
NA
46
NewEdge Advisors
Louisiana
$861K
CW
47
CreativeOne Wealth
Kansas
$681K
BAM
48
Belpointe Asset Management
Nevada
$672K
CFG
49
Cooper Financial Group
California
$641K
ARC
50
Advisor Resource Council
Texas
$625K