Who owns SIMPLIFY EXCHANGE TRADED FUN?
- Ticker: CRDT
- CUSIP Number: 82889n558
Tip: Access positions for across all investors
Analyze quarterly positions in Simplify Exchange Traded Fun with up to 7 years of data, all consolidated into one spreadsheet
Download as csv
Download as Excel
Top investors of Simplify Exchange Traded Fun stock
Who bought or sold SIMPLIFY EXCHANGE TRADED FUN this quarter?
Fund or Company Name |
Shares Held |
Valued At |
Change in Shares |
As Of |
Actions |
|---|---|---|---|---|---|
| Kovitz Investment Group Partners | 2.0M | $51M | 2% | Dec 2024 |
|
| Wealthcare Advisory Partners | 119k | $3.0M | 15% | Mar 2025 |
|
| Mid-American Wealth Advisory Group | 47k | $1.2M | 26% | Mar 2025 |
|
| Citadel Advisors | 27k | $664k | 100% | Dec 2024 |
|
| Napa Wealth Management | 22k | $560k | 39% | Dec 2024 |
|
| Great Lakes Retirement | 16k | $416k | 100% | Mar 2025 |
|
| UBS Group | 2.5k | $64k | 100% | Dec 2024 |
|
| Fortitude Family Office | 611.00 | $16k | 100% | Mar 2025 |
|
Who sold out of Simplify Exchange Traded Fun?
Fund or Company Name |
Date Sold |
Shares Held |
Valued At |
|---|---|---|---|
| Jane Street | Sep 2024 | 23k | $576k |