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CRDT SIMPLIFY EXCHANGE TRADED FUN

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SIMPLIFY OPPORT (fund)

24 managers (24 13F filers) reported a position in CRDT shares at 2025-09-30, 2,810,400 shares in all. 7 filers opened a position and 5 filers sold out during the quarter.

Managers
24
13F filers
24
New
7
Added
10
Reduced
6
Sold out
5
Shares held by filers
2,810,400

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 LLC872,251$20.6M0.08%-245,56613F-HRTimeline
Ascension Capital Advisors, Inc.614,990$14.6M5.66%+4,21013F-HRTimeline
Continuum Advisory, LLC423,609$10M1.06%new13F-HRTimeline
Authentikos Wealth Advisory, LLC195,072$4.62M3.05%+9,76813F-HR/ATimeline
Mid-American Wealth Advisory Group, Inc.186,315$4.41M1.97%+25,28113F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …128,507$3.04M0.06%+14,17613F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO62,812$1.49M<0.01%new13F-HR/ATimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC55,093$1.3M<0.01%+45,08913F-HRTimelineGroup
Steward Partners Investment Advisory, L…52,866$1.25M0.01%-16,52313F-HRTimeline
AE Wealth Management LLC50,071$1.18M0.01%-1,68513F-HRTimeline
Sunbelt Securities, Inc.33,161$785K0.05%+25,21613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC25,102$594K<0.01%+5113F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC22,130$524K0.01%013F-HRTimelineGroup
NAPA WEALTH MANAGEMENT20,915$495K0.23%+1,94313F-HRTimeline
FLOW TRADERS U.S. LLC16,333$386K0.02%new13F-HRTimeline
Great Lakes Retirement, Inc.13,905$329K0.04%-87813F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC12,977$307K<0.01%-1,16613F-HRTimelineGroup
Trajan Wealth LLC10,741$254K0.01%new13F-HRTimeline
3EDGE Asset Management, LP9,220$218K0.01%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,946$69.7K<0.01%+2613F-HRTimelineGroup
UBS Group AGin group UBS Group AG944$22.3K<0.01%-5,90213F-HRTimelineGroup
Geneos Wealth Management Inc.218$5.17K<0.01%new13F-HRTimeline
Quest 10 Wealth Builders, Inc.124$2.93K<0.01%+4913F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.98$2.32K<0.01%new13F-HR/ATimeline