Simplify OpportunisticCRDTETF
13F holders, Q1 2026 (March 31)17holders −3
2new positions
5sold out
$22.64avg. 13F price*
At the end of Q1 2026, 17 institutions reported holding Simplify Opportunistic Inc. (CRDT) in their 13F filings, down 3 from Q4 2025. 2 opened new positions and 5 sold out. The largest holders were Ascension Capital Advisors, Inc. ($14.4M), Continuum Advisory, LLC ($9.7M) and Mid-American Wealth Advisory Group, Inc. ($4.7M).
- Company
- Simplify Opportunistic Inc.
- CUSIP
- 82889N558
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $38K |
| Exits | 5 | $7.3M |
All 13F filers, Q4 2025 → Q1 2026: 50,417 shares bought and 367,257 shares sold, net −316,840 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 17 holders
| Ascension Capital Advisors, Inc. | 4.53% | Add +0.5% | 639,001 | $14.4M |
| Continuum Advisory, LLC | 0.93% | Add +11.8% | 431,710 | $9.7M |
| Mid-American Wealth Advisory Group, Inc. | 1.98% | No change | 201,104 | $4.7M |
| AE Wealth Management LLC | 0.00% | Reduce -47.1% | 26,886 | $606K |
| Principal Securities, Inc. | 0.01% | Add +0.7% | 23,859 | $538K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -12.9% | 23,859 | $538K |
| Jane Street Group, LLC | 0.00% | Reduce -2.0% | 17,026 | $384K |
| Susquehanna International Group, LLP | 0.00% | Reduce -68.7% | 9,313 | $210K |
| Trajan Wealth LLC | 0.01% | Reduce -2.5% | 8,934 | $201K |
| Osaic Holdings, Inc. | 0.00% | Add +1.1% | 3,029 | $68K |
| Mather Group, Llc. | 0.00% | New | 1,562 | $35K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 1,558 | $35K |
| Lloyd Advisory Services, LLC. | 0.00% | Reduce -87.4% | 759 | $17K |
| Kingdom Financial Group LLC. | 0.00% | Reduce -68.2% | 759 | $17K |
| Networth Advisors, LLC | 0.00% | Reduce -25.4% | 200 | $5K |
| Geneos Wealth Management Inc. | 0.00% | Add +1.6% | 131 | $3K |
| Elevated Capital Advisors, LLC | 0.00% | New | 111 | $2K |
"% of holder's portfolio" is CRDT's weight in each manager's 13F, not the share of Simplify Opportunistic Inc. the manager owns.