Public ownership evidence

Simplify High Yield ETF (CDX) Ownership Disclosures

Read CDX insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

Simplify High Yield ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Kingsview Wealth Management, LLC
Report period
2026-06-30
Available
2026-08-20
Reported shares
127,672
Value (USD)
$2,696,439
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001791965-26-000005
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read CDX fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read CDX fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

Scroll sideways to compare all columns. Select a heading to sort.

No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

Scroll sideways to compare all columns. Select a heading to sort.

Kingsview Wealth Management, LLC2026-06-302026-08-20127,672$2,696,439None
Ameritas Advisory Services, LLC2026-06-302026-08-152,008$42,409None
WCG Wealth Advisors LLC2026-06-302026-08-15256,662$5,420,694None
IFG Advisory, LLC2026-06-302026-08-15365$7,709None
OSAIC HOLDINGS, INC.2026-06-302026-08-1556$1,183None
OSAIC HOLDINGS, INC.2026-06-302026-08-151,056$22,303None
OSAIC HOLDINGS, INC.2026-06-302026-08-15170,337$3,597,509None
OSAIC HOLDINGS, INC.2026-06-302026-08-1578,637$1,660,849None
Orion Porfolio Solutions, LLC2026-06-302026-08-15373,393$7,886,056None
HRT FINANCIAL LP2026-06-302026-08-1512,613$266,000None
ROYAL BANK OF CANADA2026-06-302026-08-151,655$35,000None
CITADEL ADVISORS LLC2026-06-302026-08-1560,280$1,273,114None
Larson Financial Group LLC2026-06-302026-08-150$9None
WELLS FARGO & COMPANY/MN2026-06-302026-08-15214$4,510None
WELLS FARGO & COMPANY/MN2026-06-302026-08-15340$7,181None
BANK OF AMERICA CORP /DE/2026-06-302026-08-1517,651$372,789None
Silver Grove Financial Group, Inc.2026-06-302026-08-1466$1,394None
Ankerstar Wealth, LLC2026-06-302026-08-143,033$64,057None
Trajan Wealth LLC2026-06-302026-08-1414,738$311,261None
CreativeOne Wealth, LLC2026-06-302026-08-1444,887$948,023None
CreativeOne Wealth, LLC2026-06-302026-08-141,060$22,387None
Steward Partners Investment Advisory, LLC2026-06-302026-08-14138,183$2,918,425None
GFS Advisors, LLC2026-06-302026-08-1413,625$268,627None
CIBC WORLD MARKET INC.2026-06-302026-08-1446,450$981,024None
MORGAN STANLEY2026-06-302026-08-141$29None
Regatta Research & Money Management2026-06-302026-08-1310,429$220,261None
Regatta Research & Money Management2026-06-302026-08-135,726$120,934None
Regatta Research & Money Management2026-06-302026-08-132,855$60,298None
Regatta Research & Money Management2026-06-302026-08-132,405$50,777None
Regatta Research & Money Management2026-06-302026-08-132,254$47,605None
Regatta Research & Money Management2026-06-302026-08-131,749$36,937None
Regatta Research & Money Management2026-06-302026-08-131,730$36,538None
Regatta Research & Money Management2026-06-302026-08-131,491$31,480None
Regatta Research & Money Management2026-06-302026-08-131,446$30,540None
Regatta Research & Money Management2026-06-302026-08-131,379$29,125None
Regatta Research & Money Management2026-06-302026-08-131,328$28,044None
Regatta Research & Money Management2026-06-302026-08-131,191$25,154None
Regatta Research & Money Management2026-06-302026-08-131,066$22,514None
Regatta Research & Money Management2026-06-302026-08-131,050$22,176None
Regatta Research & Money Management2026-06-302026-08-13959$20,255None
Regatta Research & Money Management2026-06-302026-08-13944$19,938None
Regatta Research & Money Management2026-06-302026-08-13801$16,918None
Regatta Research & Money Management2026-06-302026-08-13740$15,623None
Regatta Research & Money Management2026-06-302026-08-13739$15,599None
Regatta Research & Money Management2026-06-302026-08-13734$15,503None
Regatta Research & Money Management2026-06-302026-08-13609$12,863None
Regatta Research & Money Management2026-06-302026-08-13597$12,609None
Regatta Research & Money Management2026-06-302026-08-13548$11,574None
Regatta Research & Money Management2026-06-302026-08-13530$11,194None
ADAPT WEALTH ADVISORS, LLC2026-06-302026-08-13201,459$4,254,814None

90-day public filing window, up to 50 source positions.

Kingsview Wealth Management, LLC ↗Ameritas Advisory Services, LLC ↗WCG Wealth Advisors LLC ↗IFG Advisory, LLC ↗OSAIC HOLDINGS, INC. ↗OSAIC HOLDINGS, INC. ↗OSAIC HOLDINGS, INC. ↗OSAIC HOLDINGS, INC. ↗Orion Porfolio Solutions, LLC ↗HRT FINANCIAL LP ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

Scroll sideways to compare all columns. Select a heading to sort.

No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

Aurora · AI research assistant

Try this in Aurora

Edit the request, then open it in Aurora. You choose when to send it.