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CRDT SIMPLIFY EXCHANGE TRADED FUN

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SIMPLIFY OPPORT (fund)

17 managers (17 13F filers) reported a position in CRDT shares at 2026-03-31, 1,389,801 shares in all. 2 filers opened a position and 5 filers sold out during the quarter.

Managers
17
13F filers
17
New
2
Added
5
Reduced
8
Sold out
5
Shares held by filers
1,389,801

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Ascension Capital Advisors, Inc.639,001$14.4M4.53%+3,08713F-HRTimeline
Continuum Advisory, LLC431,710$9.73M0.93%+45,46613F-HRTimeline
Mid-American Wealth Advisory Group, Inc.201,104$4.69M1.98%013F-HRTimeline
AE Wealth Management LLC26,886$606K<0.01%-23,92013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC23,859$538K0.01%+15613F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC23,859$538K<0.01%-3,53113F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC17,026$384K<0.01%-35513F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…9,313$210K<0.01%-20,39413F-HRTimelineGroup
Trajan Wealth LLC8,934$201K0.01%-23413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.3,029$68.3K<0.01%+3313F-HRTimelineGroup
MATHER GROUP, LLC.1,562$35.2K<0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…1,558$35.1K<0.01%013F-HRTimeline
Lloyd Advisory Services, LLC.759$17.1K<0.01%-5,28513F-HRTimeline
Kingdom Financial Group LLC.759$17.1K<0.01%-1,62813F-HRTimeline
Networth Advisors, LLC200$4.51K<0.01%-6813F-HRTimeline
Geneos Wealth Management Inc.131$2.95K<0.01%+213F-HRTimeline
Elevated Capital Advisors, LLC111$2.49K<0.01%new13F-HRTimeline