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CRDT SIMPLIFY EXCHANGE TRADED FUN

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SIMPLIFY OPPORT (fund)

22 managers (22 13F filers) reported a position in CRDT shares at 2025-03-31, 2,639,551 shares in all. 16 filers opened a position and 1 filer sold out during the quarter.

Managers
22
13F filers
22
New
16
Added
3
Reduced
2
Sold out
1
Shares held by filers
2,639,551

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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.

HolderSharesValue% of portfolioChangeSource
NorthCoast Asset Management LLC2,131,225$54.4M0.27%+94,39813F-HR/ATimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …119,327$3.05M0.08%+15,13413F-HRTimelineGroup
Steward Partners Investment Advisory, L…69,469$1.77M0.02%new13F-HRTimeline
AE Wealth Management LLC51,137$1.31M0.01%new13F-HRTimeline
Mid-American Wealth Advisory Group, Inc.47,056$1.2M0.64%+9,64813F-HRTimeline
Authentikos Wealth Advisory, LLC42,424$1.08M0.85%new13F-HR/ATimeline
Cresset Asset Management, LLC38,102$973K<0.01%new13F-HRTimeline
Sunbelt Securities, Inc.29,043$741K0.07%new13F-HRTimeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.24,846$634K0.03%new13F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC21,009$536K<0.01%-5,45813F-HRTimelineGroup
NAPA WEALTH MANAGEMENT19,838$506K0.29%-2,48313F-HRTimeline
Great Lakes Retirement, Inc.16,281$416K0.05%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC15,996$408K<0.01%new13F-HR/ATimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC8,429$215K0.01%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,883$73.7K<0.01%new13F-HRTimelineGroup
CWM, LLCin group CWM, LLC1,040$27K<0.01%new13F-HRTimelineGroup
Fortitude Family Office, LLC611$15.6K0.01%new13F-HRTimeline
Lord & Richards Wealth Management, LLC573$14.6K0.02%new13F-HRTimeline
Park Square Financial Group, LLC176$4.49K<0.01%new13F-HRTimeline
Transce3nd, LLC78$1.99K<0.01%new13F-HRTimeline
Capital A Wealth Management, LLC8$204<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.