Ticker: CRDT CUSIP: 82889N558 Class: SIMPLIFY OPPORT
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Ascension Capital Advisors, Inc. | 635,914 | $14,823 |
| Continuum Advisory, LLC | 386,244 | $9,003 |
| Focus Partners Wealth | 276,354 | $6,442 |
| Mid-American Wealth Advisory Group, Inc. | 201,104 | $4,688 |
| AE Wealth Management LLC | 50,806 | $1,184 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 29,707 | $692 |
| ENVESTNET ASSET MANAGEMENT INC | 27,390 | $638 |
| PRINCIPAL SECURITIES, INC. | 23,703 | $553 |
| Sunbelt Securities, Inc. | 21,871 | $510 |
| JANE STREET GROUP, LLC | 17,381 | $405 |
| Great Lakes Retirement, Inc. | 13,204 | $308 |
| Trajan Wealth LLC | 9,168 | $214 |
| Lloyd Advisory Services, LLC. | 6,044 | $141 |
| OSAIC HOLDINGS, INC. | 2,996 | $70 |
| Kingdom Financial Group LLC. | 2,387 | $56 |
| Steward Partners Investment Advisory, LLC | 1,558 | $36 |
| UBS Group AG | 300 | $7 |
| Networth Advisors, LLC | 268 | $6 |
| Geneos Wealth Management Inc. | 129 | $3 |
| Quest 10 Wealth Builders, Inc. | 113 | $3 |
| Total (20 institutions) | 1,706,641 | $39,782 |