Simplify OpportunisticCRDTETF
13F holders, Q3 2024 (September 30)4holders
3new positions
2sold out
$25.33avg. 13F price*
At the end of Q3 2024, 4 institutions reported holding Simplify Opportunistic Inc. (CRDT) in their 13F filings, unchanged from Q2 2024. 3 opened new positions and 2 sold out. The largest holders were NorthCoast Asset Management LLC ($50.6M), Wealthcare Advisory Partners LLC ($2.8M) and Jane Street Group, LLC ($576K).
- Company
- Simplify Opportunistic Inc.
- CUSIP
- 82889N558
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $53.8M |
| Exits | 2 | $3.2M |
All 13F filers, Q2 2024 → Q3 2024: 2,123,758 shares bought and 137,928 shares sold, net +1,985,830 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| NorthCoast Asset Management LLC | 0.36% | New | 1,996,580 | $50.6M |
| Wealthcare Advisory Partners LLC | 0.08% | New | 111,105 | $2.8M |
| Jane Street Group, LLC | 0.00% | Reduce -31.7% | 22,745 | $576K |
| Napa Wealth Management | 0.19% | New | 16,073 | $407K |
"% of holder's portfolio" is CRDT's weight in each manager's 13F, not the share of Simplify Opportunistic Inc. the manager owns.