Simplify OpportunisticCRDTETF
13F holders, Q4 2024 (December 31)6holders +2
3new positions
1sold out
1famous investor
$25.10avg. 13F price*
At the end of Q4 2024, 6 institutions reported holding Simplify Opportunistic Inc. (CRDT) in their 13F filings, up 2 from Q3 2024. 3 opened new positions and 1 sold out. The largest holders were NorthCoast Asset Management LLC ($51.1M), Wealthcare Advisory Partners LLC ($2.6M) and Mid-American Wealth Advisory Group, Inc. ($939K). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $1.7M |
| Exits | 1 | $576K |
All 13F filers, Q3 2024 → Q4 2024: 112,899 shares bought and 29,657 shares sold, net +83,242 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 6 holders
| NorthCoast Asset Management LLC | 0.25% | Add +2.0% | 2,036,827 | $51.1M |
| Wealthcare Advisory Partners LLC | 0.07% | Reduce -6.2% | 104,193 | $2.6M |
| Mid-American Wealth Advisory Group, Inc. | 0.55% | New | 37,408 | $939K |
| Citadel Advisors | 0.00% | New | 26,467 | $664K |
| Napa Wealth Management | 0.24% | Add +38.9% | 22,321 | $560K |
| UBS Group AG | 0.00% | New | 2,529 | $63K |
"% of holder's portfolio" is CRDT's weight in each manager's 13F, not the share of Simplify Opportunistic Inc. the manager owns.