Ticker: CRDT CUSIP: 82889N558 Class: SIMPLIFY OPPORT
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Lloyd Advisory Services, LLC. | 6,044 | $141 |
| Focus Partners Wealth | 276,354 | $6,442 |
| Kingdom Financial Group LLC. | 2,387 | $56 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 29,707 | $692 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Ascension Capital Advisors, Inc. | 614,990 | 635,914 | +20,924 (+3.4%) |
| Mid-American Wealth Advisory Group, Inc. | 186,315 | 201,104 | +14,789 (+7.9%) |
| PRINCIPAL SECURITIES, INC. | 22,130 | 23,703 | +1,573 (+7.1%) |
| ENVESTNET ASSET MANAGEMENT INC | 25,102 | 27,390 | +2,288 (+9.1%) |
| AE Wealth Management LLC | 50,071 | 50,806 | +735 (+1.5%) |
| OSAIC HOLDINGS, INC. | 2,946 | 2,996 | +50 (+1.7%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Continuum Advisory, LLC | 423,609 | 386,244 | -37,365 (-8.8%) |
| Sunbelt Securities, Inc. | 33,161 | 21,871 | -11,290 (-34.0%) |
| Steward Partners Investment Advisory, LLC | 52,866 | 1,558 | -51,308 (-97.1%) |
| JANE STREET GROUP, LLC | 55,093 | 17,381 | -37,712 (-68.5%) |
| Trajan Wealth LLC | 10,741 | 9,168 | -1,573 (-14.6%) |
| Great Lakes Retirement, Inc. | 13,905 | 13,204 | -701 (-5.0%) |
| UBS Group AG | 944 | 300 | -644 (-68.2%) |
| Geneos Wealth Management Inc. | 218 | 129 | -89 (-40.8%) |
| Quest 10 Wealth Builders, Inc. | 124 | 113 | -11 (-8.9%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Authentikos Wealth Advisory, LLC | 195,072 | $4,615 |
| Kovitz Investment Group Partners, LLC | 872,251 | $20,637 |
| Wealthcare Advisory Partners LLC | 128,507 | $3,040 |
| 3EDGE Asset Management, LP | 9,220 | $218 |
| JPMORGAN CHASE & CO | 62,812 | $1,486 |
| FLOW TRADERS U.S. LLC | 16,333 | $0 |
| CITADEL ADVISORS LLC | 12,977 | $307 |
| EVOLUTION WEALTH MANAGEMENT INC. | 98 | $2 |