Simplify OpportunisticCRDTETF
13F holders, Q4 2025 (December 31)20holders −4
4new positions
8sold out
$23.31avg. 13F price*
At the end of Q4 2025, 20 institutions reported holding Simplify Opportunistic Inc. (CRDT) in their 13F filings, down 4 from Q3 2025. 4 opened new positions and 8 sold out. The largest holders were Ascension Capital Advisors, Inc. ($14.8M), Continuum Advisory, LLC ($9.0M) and Focus Partners Wealth ($6.4M).
- Company
- Simplify Opportunistic Inc.
- CUSIP
- 82889N558
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $7.3M |
| Exits | 8 | $30.7M |
All 13F filers, Q3 2025 → Q4 2025: 354,851 shares bought and 1,437,963 shares sold, net −1,083,112 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 20 holders
| Ascension Capital Advisors, Inc. | 5.09% | Add +3.4% | 635,914 | $14.8M |
| Continuum Advisory, LLC | 0.90% | Reduce -8.8% | 386,244 | $9.0M |
| Focus Partners Wealth | 0.01% | New | 276,354 | $6.4M |
| Mid-American Wealth Advisory Group, Inc. | 1.98% | Add +7.9% | 201,104 | $4.7M |
| AE Wealth Management LLC | 0.01% | Add +1.5% | 50,806 | $1.2M |
| Susquehanna International Group, LLP | 0.00% | New | 29,707 | $692K |
| Envestnet Asset Management Inc. | 0.00% | Add +9.1% | 27,390 | $638K |
| Principal Securities, Inc. | 0.01% | Add +7.1% | 23,703 | $553K |
| Sunbelt Securities, Inc. | 0.03% | Reduce -34.0% | 21,871 | $510K |
| Jane Street Group, LLC | 0.00% | Reduce -68.5% | 17,381 | $405K |
| Great Lakes Retirement, Inc. | 0.03% | Reduce -5.0% | 13,204 | $308K |
| Trajan Wealth LLC | 0.01% | Reduce -14.6% | 9,168 | $214K |
| Lloyd Advisory Services, LLC. | 0.05% | New | 6,044 | $141K |
| Osaic Holdings, Inc. | 0.00% | Add +1.7% | 2,996 | $70K |
| Kingdom Financial Group LLC. | 0.02% | New | 2,387 | $56K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -97.0% | 1,558 | $36K |
| UBS Group AG | 0.00% | Reduce -68.2% | 300 | $7K |
| Networth Advisors, LLC | 0.00% | — | 268 | $6K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -40.8% | 129 | $3K |
| Quest 10 Wealth Builders, Inc. | 0.00% | Reduce -8.9% | 113 | $3K |
"% of holder's portfolio" is CRDT's weight in each manager's 13F, not the share of Simplify Opportunistic Inc. the manager owns.