Simplify OpportunisticCRDTETF
13F holders, Q2 2025 (June 30)22holders +1
5new positions
4sold out
1famous investor
$23.90avg. 13F price*
At the end of Q2 2025, 22 institutions reported holding Simplify Opportunistic Inc. (CRDT) in their 13F filings, up 1 from Q1 2025. 5 opened new positions and 4 sold out. The largest holders were NorthCoast Asset Management LLC ($26.7M), Ascension Capital Advisors, Inc. ($14.6M) and Authentikos Wealth Advisory, LLC ($4.4M). 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 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $15.9M |
| Exits | 4 | $1.0M |
All 13F filers, Q1 2025 → Q2 2025: 932,055 shares bought and 1,094,117 shares sold, net −162,062 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 22 holders
| NorthCoast Asset Management LLC | 0.11% | Reduce -47.5% | 1,117,817 | $26.7M |
| Ascension Capital Advisors, Inc. | 6.10% | New | 610,780 | $14.6M |
| Authentikos Wealth Advisory, LLC | 3.08% | Add +336.8% | 185,304 | $4.4M |
| Mid-American Wealth Advisory Group, Inc. | 1.83% | Add +242.2% | 161,034 | $3.8M |
| Wealthcare Advisory Partners LLC | 0.06% | Reduce -4.2% | 114,331 | $2.7M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -0.1% | 69,389 | $1.7M |
| AE Wealth Management LLC | 0.01% | Add +1.2% | 51,756 | $1.2M |
| Stratos Wealth Advisors, LLC | 0.03% | Add +9.6% | 27,240 | $651K |
| Envestnet Asset Management Inc. | 0.00% | New | 25,051 | $599K |
| Principal Securities, Inc. | 0.01% | New | 22,130 | $529K |
| Napa Wealth Management | 0.22% | Reduce -4.4% | 18,972 | $453K |
| Independent Financial Group, LLC | 0.01% | Add +85.5% | 15,633 | $374K |
| Great Lakes Retirement, Inc. | 0.04% | Reduce -9.2% | 14,783 | $353K |
| Citadel Advisors | 0.00% | Reduce -32.7% | 14,143 | $338K |
| Jane Street Group, LLC | 0.00% | Reduce -37.5% | 10,004 | $239K |
| Sunbelt Securities, Inc. | 0.02% | Reduce -72.6% | 7,945 | $199K |
| UBS Group AG | 0.00% | New | 6,846 | $164K |
| Osaic Holdings, Inc. | 0.00% | Add +1.3% | 2,920 | $70K |
| Cwm, LLC | 0.00% | Reduce -1.8% | 1,021 | $24K |
| Park Square Financial Group, LLC | 0.00% | Add +34.7% | 237 | $6K |
| Transce3nd, LLC | 0.00% | No change | 78 | $2K |
| Quest 10 Wealth Builders, Inc. | 0.00% | New | 75 | $2K |
"% of holder's portfolio" is CRDT's weight in each manager's 13F, not the share of Simplify Opportunistic Inc. the manager owns.