CRDT SIMPLIFY EXCHANGE TRADED FUN
FollowSIMPLIFY OPPORT (fund)
7 managers (7 13F filers) reported a position in CRDT shares at 2024-12-31, 2,229,745 shares in all. 3 filers opened a position and 1 filer sold out during the quarter.
- Managers
- 7
- 13F filers
- 7
- New
- 3
- Added
- 2
- Reduced
- 1
- Sold out
- 1
- Shares held by filers
- 2,229,745
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, Q4 2024
Filers in the available 13F reports with a share position at 2024-12-31, 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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| NorthCoast Asset Management LLC | 2,036,827 | $51.1M | 0.25% | +40,247 | 13F-HR/ATimeline |
| Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners … | 104,193 | $2.62M | 0.07% | -6,912 | 13F-HRTimelineGroup |
| Mid-American Wealth Advisory Group, Inc. | 37,408 | $939K | 0.55% | new | 13F-HRTimeline |
| CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC | 26,467 | $664K | <0.01% | new | 13F-HRTimelineGroup |
| NAPA WEALTH MANAGEMENT | 22,321 | $560K | 0.24% | +6,248 | 13F-HRTimeline |
| UBS Group AGin group UBS Group AG | 2,529 | $63.5K | <0.01% | new | 13F-HRTimelineGroup |
| CONCOURSE FINANCIAL GROUP SECURITIES, I… | 0 | $0 | 0% | 0 | 13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios. |