Simplify Opportunistic Income ETF (CRDT) Institutional Ownership $24.35 -0.07 (-0.29%) As of 06/13/2025 04:10 PM Eastern Add Compare Share Share Ownership Stock AnalysisChartDividendHoldingsOwnershipRatingsShort InterestBuy This Stock Institutional Ownership Changes (13F Filings) for Simplify Opportunistic Income ETF (NYSEARCA:CRDT)Number ofInstitutional Buyers(last 12 months)12TotalInstitutional Inflows(last 12 months)$62.96MNumber ofInstitutional Sellers(last 12 months)3TotalInstitutional Outflows(last 12 months)$504.01K Get CRDT Insider Trade Alerts Want to know when executives and insiders are buying or selling Simplify Opportunistic Income ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Email Address Skip Chart & View Institutional Buying and Selling Data CRDT Institutional Buying and Selling by Quarter Simplify Opportunistic Income ETF Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails5/19/2025 Jane Street Group LLC15,996$408K0.0%N/A0.359% 5/14/2025 Napa Wealth Management19,838$506K0.3%-11.1%0.478% 5/13/2025 Cresset Asset Management LLC38,102$973K0.0%N/A0.918% 5/13/2025 Kovitz Investment Group Partners LLC2,131,225$54.41M0.3%+4.6%51.355% 5/6/2025 AE Wealth Management LLC51,137$1.31M0.0%N/A1.232% 5/1/2025 CWM LLC1,040$27K0.0%N/A0.025% 4/30/2025 Stratos Wealth Advisors LLC24,846$634K0.0%N/A0.599% 4/17/2025 Great Lakes Retirement Inc.16,281$416K0.1%N/A0.417% 4/17/2025 Authentikos Wealth Advisory LLC40,949$1.05M0.9%N/A1.050% 4/15/2025 Wealthcare Advisory Partners LLC119,327$3.05M0.1%+14.5%3.060% 4/9/2025 Mid American Wealth Advisory Group Inc.47,056$1.20M0.6%+25.8%1.207% 2/17/2025 Napa Wealth Management22,321$560K0.2%+38.9%0.749% 2/14/2025 Kovitz Investment Group Partners LLC2,036,827$51.12M0.2%+2.0%68.350% 1/15/2025 Wealthcare Advisory Partners LLC104,193$2.62M0.1%-6.2%3.496% 1/13/2025 Mid American Wealth Advisory Group Inc.37,408$939K0.6%N/A1.255% 11/15/2024 Jane Street Group LLC22,745$576K0.0%-31.7%0.763% 11/15/2024 Kovitz Investment Group Partners LLC1,996,580$50.57M0.3%N/A66.999% 11/7/2024 Napa Wealth Management16,073$407K0.2%N/A0.539% 8/8/2024TMD Wealth Management LLC1,920,361$47.51M10.4%+4.5%64.442% 2/14/2024TMD Wealth Management LLC1,932,803$49.60M12.9%+0.7%107.378% 8/8/2023TMD Wealth Management LLC1,471,767$36.85M9.6%N/A81.765% (Data available from 1/1/2016 forward) CRDT Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of CRDT shares? During the previous two years, 12 institutional investors and hedge funds held shares of Simplify Opportunistic Income ETF. The most heavily invested institutionals were Kovitz Investment Group Partners LLC ($54.41M), TMD Wealth Management LLC ($47.51M), Wealthcare Advisory Partners LLC ($3.05M), AE Wealth Management LLC ($1.31M), Mid American Wealth Advisory Group Inc. ($1.20M), Authentikos Wealth Advisory LLC ($1.05M), and Cresset Asset Management LLC ($973K).Learn more on CRDT's institutional investors. Which institutional investors have been buying Simplify Opportunistic Income ETF stock? Of the 12 institutional investors that purchased Simplify Opportunistic Income ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Kovitz Investment Group Partners LLC ($2.13M), TMD Wealth Management LLC ($1.57M), AE Wealth Management LLC ($51.14K), Mid American Wealth Advisory Group Inc. ($47.06K), Authentikos Wealth Advisory LLC ($40.95K), Cresset Asset Management LLC ($38.10K), and Stratos Wealth Advisors LLC ($24.85K). How much institutional buying is happening at Simplify Opportunistic Income ETF? Institutional investors have bought a total of 3,970,437 shares in the last 24 months. This purchase volume represents approximately $100.13M in transactions. Which Simplify Opportunistic Income ETF major shareholders have been selling company stock? The following institutional investors have sold Simplify Opportunistic Income ETF stock in the last 24 months: Jane Street Group LLC ($10.55K), Wealthcare Advisory Partners LLC ($6.91K), and Napa Wealth Management ($2.48K). How much institutional selling is happening at Simplify Opportunistic Income ETF? Institutional investors have sold a total of 19,941 shares in the last 24 months. This volume of shares sold represents approximately $504.01K in transactions. 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