CUSIP 82889N558SIMPLIFY OPPORTCRDTQ4 2025
Aggregate 13F value by quarter
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20 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Ascension Capital Advisors, Inc. | 635.9K | $14.82M | +20.9K | Added |
| 2 | Continuum Advisory, LLC | 386.2K | $9.00M | −37.4K | Reduced |
| 3 | Focus Partners Wealth | 276.4K | $6.44M | +276.4K | New |
| 4 | Mid-American Wealth Advisory Group, Inc. | 201.1K | $4.69M |
| +14.8K |
| Added |
| 5 | Ae Wealth Management LLC | 50.8K | $1.18M | +735 | Added |
| 6 | Susquehanna International Group, LLP | 29.7K | $692.5K | +29.7K | New |
| 7 | Envestnet Asset Management Inc | 27.4K | $638.5K | +2.3K | Added |
| 8 | Principal Securities, Inc. | 23.7K | $552.5K | +1.6K | Added |
| 9 | Sunbelt Securities, Inc. | 21.9K | $509.8K | −11.3K | Reduced |
| 10 | Jane Street Group, LLC | 17.4K | $405.2K | −37.7K | Reduced |
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