Simplify OpportunisticCRDTETF
13F holders, Q3 2025 (September 30)24holders +2
7new positions
5sold out
1famous investor
$23.66avg. 13F price*
At the end of Q3 2025, 24 institutions reported holding Simplify Opportunistic Inc. (CRDT) in their 13F filings, up 2 from Q2 2025. 7 opened new positions and 5 sold out. The largest holders were NorthCoast Asset Management LLC ($20.6M), Ascension Capital Advisors, Inc. ($14.6M) and Continuum Advisory, LLC ($10.0M). 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $12.4M |
| Exits | 5 | $1.1M |
All 13F filers, Q2 2025 → Q3 2025: 648,840 shares bought and 315,929 shares sold, net +332,911 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 24 holders
| NorthCoast Asset Management LLC | 0.08% | Reduce -22.0% | 872,251 | $20.6M |
| Ascension Capital Advisors, Inc. | 5.66% | Add +0.7% | 614,990 | $14.6M |
| Continuum Advisory, LLC | 1.06% | New | 423,609 | $10.0M |
| Authentikos Wealth Advisory, LLC | 3.05% | Add +5.3% | 195,072 | $4.6M |
| Mid-American Wealth Advisory Group, Inc. | 1.97% | Add +15.7% | 186,315 | $4.4M |
| Wealthcare Advisory Partners LLC | 0.06% | Add +12.4% | 128,507 | $3.0M |
| JPMorgan Chase & Co. | 0.00% | New | 62,812 | $1.5M |
| Jane Street Group, LLC | 0.00% | Add +450.7% | 55,093 | $1.3M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -23.8% | 52,866 | $1.3M |
| AE Wealth Management LLC | 0.01% | Reduce -3.3% | 50,071 | $1.2M |
| Sunbelt Securities, Inc. | 0.05% | Add +317.4% | 33,161 | $785K |
| Envestnet Asset Management Inc. | 0.00% | Add +0.2% | 25,102 | $594K |
| Principal Securities, Inc. | 0.01% | No change | 22,130 | $524K |
| Napa Wealth Management | 0.23% | Add +10.2% | 20,915 | $495K |
| Flow Traders U.S. LLC | 0.02% | New | 16,333 | $386K |
| Great Lakes Retirement, Inc. | 0.04% | Reduce -5.9% | 13,905 | $329K |
| Citadel Advisors | 0.00% | Reduce -8.2% | 12,977 | $307K |
| Trajan Wealth LLC | 0.01% | New | 10,741 | $254K |
| 3EDGE Asset Management, LP | 0.01% | New | 9,220 | $218K |
| Osaic Holdings, Inc. | 0.00% | Add +0.9% | 2,946 | $70K |
| UBS Group AG | 0.00% | Reduce -86.2% | 944 | $22K |
| Geneos Wealth Management Inc. | 0.00% | New | 218 | $5K |
| Quest 10 Wealth Builders, Inc. | 0.00% | Add +65.3% | 124 | $3K |
| Evolution Wealth Management Inc. | 0.00% | New | 98 | $2K |
"% of holder's portfolio" is CRDT's weight in each manager's 13F, not the share of Simplify Opportunistic Inc. the manager owns.