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CRDT SIMPLIFY EXCHANGE TRADED FUN

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SIMPLIFY OPPORT (fund)

18 managers (18 13F filers) reported a position in CRDT shares at 2026-06-30, 1,170,943 shares in all. 4 filers opened a position and 5 filers sold out during the quarter.

Managers
18
13F filers
18
New
4
Added
7
Reduced
5
Sold out
5
Shares held by filers
1,170,943

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Ascension Capital Advisors, Inc.640,984$15.1M4.23%+1,98313F-HRTimeline
Continuum Advisory, LLC446,026$10.5M0.85%+14,31613F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC26,650$627K<0.01%new13F-HRTimelineGroup
AE Wealth Management LLC25,957$611K<0.01%-92913F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…12,448$293K<0.01%+3,13513F-HRTimelineGroup
Trajan Wealth LLC8,912$210K0.01%-2213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.3,935$92.6K<0.01%+90613F-HRTimelineGroup
Lloyd Advisory Services, LLC.3,556$83.7K0.03%+2,79713F-HRTimeline
MATHER GROUP, LLC.717$16.9K<0.01%-84513F-HRTimeline
Kingdom Financial Group LLC.679$16K<0.01%-8013F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC396$9.31K<0.01%new13F-HRTimeline
Networth Advisors, LLC241$5.66K<0.01%+4113F-HRTimeline
IFG Advisory, LLC160$3.76K<0.01%new13F-HRTimeline
Geneos Wealth Management Inc.133$3.12K<0.01%+213F-HRTimeline
Elevated Capital Advisors, LLC68$1.61K<0.01%-4313F-HRTimeline
COMPASS FINANCIAL MANAGEMENT LLC32$750<0.01%13F-HRTimeline
Montgomery Financial Services LLC31$729<0.01%13F-HRTimeline
Integrated Wealth Concepts LLC18$424<0.01%new13F-HRTimeline