Simplify Exchange Traded Funds - CRDT
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Ascension Capital Advisors, Inc. | History | Added to | 635,914 | 14,823 | 5.09% | 5.66% | 1 | +20,924 | 3.4% | Q4 2025 | Feb 10, 2026 |
| Continuum Advisory, LLC | History | Reduced | 386,244 | 9,003 | 0.9% | 1.06% | 2 | -37,365 | -8.82% | Q4 2025 | Feb 11, 2026 |
| Focus Partners Wealth | History | New | 276,354 | 6,441 | 0.01% | — | 3 | +276,354 | New | Q4 2025 | Feb 13, 2026 |
| Mid-American Wealth Advisory Group, Inc. | History | Added to | 201,104 | 4,687 | 1.98% | 1.97% | 4 | +14,789 | 7.94% | Q4 2025 | Jan 23, 2026 |
| AE Wealth Management LLC | History | Added to | 50,806 | 1,184 | 0.01% | 0.01% | 5 | +735 | 1.47% | Q4 2025 | Jan 26, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 29,707 | 692 | 0.0% | — | 6 | +29,707 | New | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 27,390 | 638 | 0.0% | 0.0% | 7 | +2,288 | 9.11% | Q4 2025 | Feb 10, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 23,703 | 552 | 0.01% | 0.01% | 8 | +1,573 | 7.11% | Q4 2025 | Feb 12, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 21,871 | 509 | 0.03% | 0.05% | 9 | -11,290 | -34.05% | Q4 2025 | Feb 20, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 17,381 | 405 | 0.0% | 0.0% | 10 | -37,712 | -68.45% | Q4 2025 | Feb 12, 2026 |
| Great Lakes Retirement, Inc. | History | Reduced | 13,204 | 307 | 0.03% | 0.04% | 11 | -701 | -5.04% | Q4 2025 | Feb 12, 2026 |
| Trajan Wealth LLC | History | Reduced | 9,168 | 213 | 0.01% | 0.01% | 12 | -1,573 | -14.64% | Q4 2025 | Feb 06, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 6,044 | 140 | 0.05% | — | 13 | +6,044 | New | Q4 2025 | Feb 06, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 2,996 | 69 | 0.0% | 0.0% | 14 | +50 | 1.7% | Q4 2025 | Feb 17, 2026 |
| Kingdom Financial Group LLC. | History | New | 2,387 | 55 | 0.02% | — | 15 | +2,387 | New | Q4 2025 | Feb 06, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 1,558 | 36 | 0.0% | 0.01% | 16 | -51,308 | -97.05% | Q4 2025 | Feb 12, 2026 |
| UBS Group AG | History | Reduced | 300 | 6 | 0.0% | 0.0% | 17 | -644 | -68.22% | Q4 2025 | Jan 29, 2026 |
| Networth Advisors, LLC | History | New | 268 | 6 | 0.0% | — | 18 | +268 | New | Q4 2025 | Jan 22, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 129 | 3 | 0.0% | 0.0% | 19 | -89 | -40.83% | Q4 2025 | Jan 28, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Reduced | 113 | 2 | 0.0% | 0.0% | 20 | -11 | -8.87% | Q4 2025 | Jan 29, 2026 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -872,251 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Authentikos Wealth Advisory, LLC | History | Closed out | 0 | 0 | — | 3.05% | — | -195,072 | -100.0% | Q3 2025 | Feb 26, 2026 |
| Wealthcare Advisory Partners LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -128,507 | -100.0% | Q3 2025 | Nov 07, 2025 |
| JPMORGAN CHASE & CO | History | Closed out | 0 | 0 | — | 0.0% | — | -62,812 | -100.0% | Q3 2025 | Nov 26, 2025 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -16,333 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,977 | -100.0% | Q3 2025 | Nov 14, 2025 |
| 3EDGE Asset Management, LP | History | Closed out | 0 | 0 | — | 0.01% | — | -9,220 | -100.0% | Q3 2025 | Oct 30, 2025 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -98 | -100.0% | Q3 2025 | Feb 10, 2026 |