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CRDT SIMPLIFY EXCHANGE TRADED FUN

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SIMPLIFY OPPORT (fund)

20 managers (20 13F filers) reported a position in CRDT shares at 2025-12-31, 1,706,641 shares in all. 4 filers opened a position and 8 filers sold out during the quarter.

Managers
20
13F filers
20
New
4
Added
6
Reduced
9
Sold out
8
Shares held by filers
1,706,641

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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.

HolderSharesValue% of portfolioChangeSource
Ascension Capital Advisors, Inc.635,914$14.8M5.09%+20,92413F-HRTimeline
Continuum Advisory, LLC386,244$9M0.9%-37,36513F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth276,354$6.44M0.01%new13F-HRTimelineGroup
Mid-American Wealth Advisory Group, Inc.201,104$4.69M1.98%+14,78913F-HRTimeline
AE Wealth Management LLC50,806$1.18M0.01%+73513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…29,707$692K<0.01%new13F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC27,390$638K<0.01%+2,28813F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC23,703$553K0.01%+1,57313F-HRTimelineGroup
Sunbelt Securities, Inc.21,871$510K0.03%-11,29013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC17,381$405K<0.01%-37,71213F-HRTimelineGroup
Great Lakes Retirement, Inc.13,204$308K0.03%-70113F-HRTimeline
Trajan Wealth LLC9,168$214K0.01%-1,57313F-HRTimeline
Lloyd Advisory Services, LLC.6,044$141K0.05%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,996$69.9K<0.01%+5013F-HRTimelineGroup
Kingdom Financial Group LLC.2,387$55.6K0.02%new13F-HRTimeline
Steward Partners Investment Advisory, L…1,558$36.3K<0.01%-51,30813F-HRTimeline
UBS Group AGin group UBS Group AG300$6.99K<0.01%-64413F-HRTimelineGroup
Networth Advisors, LLC268$6.25K<0.01%13F-HRTimeline
Geneos Wealth Management Inc.129$3.01K<0.01%-8913F-HRTimeline
Quest 10 Wealth Builders, Inc.113$2.63K<0.01%-1113F-HRTimeline