Simplify OpportunisticCRDTETF
13F holders, Q2 2024 (June 30)4holders
1new positions
1sold out
1famous investor
$24.74avg. 13F price*
At the end of Q2 2024, 4 institutions reported holding Simplify Opportunistic Inc. (CRDT) in their 13F filings, unchanged from Q1 2024. 1 opened new positions and 1 sold out. The largest holders were TMD Wealth Management, LLC ($47.5M), Goldman Sachs Group Inc. ($2.4M) and Jane Street Group, LLC ($824K). 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $2.4M |
| Exits | 1 | $6.2M |
All 13F filers, Q1 2024 → Q2 2024: 196,516 shares bought and 253,595 shares sold, net −57,079 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| TMD Wealth Management, LLC | 10.42% | Add +4.5% | 1,920,361 | $47.5M |
| Goldman Sachs Group Inc. | 0.00% | New | 96,526 | $2.4M |
| Jane Street Group, LLC | 0.00% | Reduce -20.2% | 33,291 | $824K |
| Citadel Advisors | 0.00% | Add +142.0% | 30,856 | $763K |
"% of holder's portfolio" is CRDT's weight in each manager's 13F, not the share of Simplify Opportunistic Inc. the manager owns.