Simplify OpportunisticCRDTETF
13F holders, Q1 2024 (March 31)4holders
1famous investor
$25.14avg. 13F price*
At the end of Q1 2024, 4 institutions reported holding Simplify Opportunistic Inc. (CRDT) in their 13F filings. The largest holders were TMD Wealth Management, LLC ($46.2M), Rockefeller Capital Management L.P. ($6.2M) and Jane Street Group, LLC ($1.0M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Simplify Opportunistic Inc.
- CUSIP
- 82889N558
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $6.5M |
| Exits | 1 | $4K |
Ownership 4 holders
| TMD Wealth Management, LLC | 10.79% | Reduce -4.9% | 1,838,475 | $46.2M |
| Rockefeller Capital Management L.P. | 0.02% | New | 245,186 | $6.2M |
| Jane Street Group, LLC | 0.00% | Add +34.7% | 41,700 | $1.0M |
| Citadel Advisors | 0.00% | New | 12,752 | $321K |
"% of holder's portfolio" is CRDT's weight in each manager's 13F, not the share of Simplify Opportunistic Inc. the manager owns.