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CRDT SIMPLIFY EXCHANGE TRADED FUN

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SIMPLIFY OPPORT (fund)

23 managers (23 13F filers) reported a position in CRDT shares at 2025-06-30, 2,477,489 shares in all. 5 filers opened a position and 4 filers sold out during the quarter.

Managers
23
13F filers
23
New
5
Added
7
Reduced
9
Sold out
4
Shares held by filers
2,477,489

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
NorthCoast Asset Management LLC1,117,817$26.7M0.11%-1,013,40813F-HRTimeline
Ascension Capital Advisors, Inc.610,780$14.6M6.1%new13F-HRTimeline
Authentikos Wealth Advisory, LLC185,304$4.43M3.08%+142,88013F-HR/ATimeline
Mid-American Wealth Advisory Group, Inc.161,034$3.85M1.83%+113,97813F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …114,331$2.73M0.06%-4,99613F-HRTimelineGroup
Steward Partners Investment Advisory, L…69,389$1.66M0.01%-8013F-HRTimeline
AE Wealth Management LLC51,756$1.24M0.01%+61913F-HRTimeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.27,240$651K0.03%+2,39413F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC25,051$599K<0.01%new13F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC22,130$529K0.01%new13F-HRTimelineGroup
NAPA WEALTH MANAGEMENT18,972$453K0.22%-86613F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC15,633$374K0.01%+7,20413F-HRTimeline
Great Lakes Retirement, Inc.14,783$353K0.04%-1,49813F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC14,143$338K<0.01%-6,86613F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC10,004$239K<0.01%-5,99213F-HRTimelineGroup
Sunbelt Securities, Inc.7,945$199K0.02%-21,09813F-HRTimeline
UBS Group AGin group UBS Group AG6,846$164K<0.01%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,920$69.8K<0.01%+3713F-HR/ATimelineGroup
CWM, LLCin group CWM, LLC1,021$24K<0.01%-1913F-HRTimelineGroup
Park Square Financial Group, LLC237$5.66K<0.01%+6113F-HRTimeline
Transce3nd, LLC78$1.86K<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.75$1.79K<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.