Simplify OpportunisticCRDTETF
13F holders, Q2 2026 (June 30)17holders
3new positions
5sold out
$23.53avg. 13F price*
At the end of Q2 2026, 17 institutions reported holding Simplify Opportunistic Inc. (CRDT) in their 13F filings, unchanged from Q1 2026. 3 opened new positions and 5 sold out. The largest holders were Ascension Capital Advisors, Inc. ($15.1M), Continuum Advisory, LLC ($10.5M) and Pathstone Holdings, LLC ($627K).
- Company
- Simplify Opportunistic Inc.
- CUSIP
- 82889N558
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $640K |
| Exits | 5 | $6.2M |
All 13F filers, Q1 2026 → Q2 2026: 50,386 shares bought and 269,325 shares sold, net −218,939 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 17 holders
| Ascension Capital Advisors, Inc. | 4.23% | Add +0.3% | 640,984 | $15.1M |
| Continuum Advisory, LLC | 0.85% | Add +3.3% | 446,026 | $10.5M |
| Pathstone Holdings, LLC | 0.00% | New | 26,650 | $627K |
| AE Wealth Management LLC | 0.00% | Reduce -3.5% | 25,957 | $611K |
| Susquehanna International Group, LLP | 0.00% | Add +33.7% | 12,448 | $293K |
| Trajan Wealth LLC | 0.01% | Reduce -0.3% | 8,912 | $210K |
| Osaic Holdings, Inc. | 0.00% | Add +29.9% | 3,935 | $93K |
| Lloyd Advisory Services, LLC. | 0.03% | Add +368.5% | 3,556 | $84K |
| Mather Group, Llc. | 0.00% | Reduce -54.1% | 717 | $17K |
| Kingdom Financial Group LLC. | 0.00% | Reduce -10.5% | 679 | $16K |
| Tounjian Advisory Partners, LLC | 0.00% | New | 396 | $9K |
| Networth Advisors, LLC | 0.00% | Add +20.5% | 241 | $6K |
| IFG Advisory, LLC | 0.00% | New | 160 | $4K |
| Geneos Wealth Management Inc. | 0.00% | Add +1.5% | 133 | $3K |
| Elevated Capital Advisors, LLC | 0.00% | Reduce -38.7% | 68 | $2K |
| Compass Financial Management LLC | 0.00% | — | 32 | $750 |
| Montgomery Financial Services LLC | 0.00% | — | 31 | $729 |
"% of holder's portfolio" is CRDT's weight in each manager's 13F, not the share of Simplify Opportunistic Inc. the manager owns.