SIMPLIFY EXCHANGE TRADED FUN - SIMPLIFY OPPORT (CRDT)

Q4 2025 13F Holders as of 31 Dec 2025

Type / Class
Equity / SIMPLIFY OPPORT
Total 13F shares
1,706,641
Share change
-1,083,112
Total reported value
$39,781,861
Price per share
$23.31
Number of holders
20
Value change
-$25,700,955
Number of buys
10
Number of sells
17

Institutional Holders of SIMPLIFY EXCHANGE TRADED FUN - SIMPLIFY OPPORT (CRDT) as of Q4 2025

As of 31 Dec 2025, SIMPLIFY EXCHANGE TRADED FUN - SIMPLIFY OPPORT (CRDT) was held by 20 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 1,706,641 shares. The largest 10 holders included Ascension Capital Advisors, Inc., Continuum Advisory, LLC, Focus Partners Wealth, Mid-American Wealth Advisory Group, Inc., AE Wealth Management LLC, SUSQUEHANNA INTERNATIONAL GROUP, LLP, ENVESTNET ASSET MANAGEMENT INC, PRINCIPAL SECURITIES, INC., Sunbelt Securities, Inc., and JANE STREET GROUP, LLC. This page lists 20 institutional shareholders reporting positions in this security for the Q4 2025 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.