Simplify Opportunistic Income ETF (CRDT) Institutional Ownership $24.08 +0.06 (+0.25%) Closing price 04:10 PM EasternExtended Trading$24.08 +0.01 (+0.02%) As of 04:10 PM Eastern Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more. 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)13TotalInstitutional Inflows(last 12 months)$66.34MNumber ofInstitutional Sellers(last 12 months)4TotalInstitutional Outflows(last 12 months)$659.15K Get CRDT Insider Trade Alerts Want to know when executives and insiders are buying or selling Simplify Opportunistic Income ETF stock? 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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 CompanyDetails8/4/2025 Great Lakes Retirement Inc.14,783$353K0.0%-9.2%0.445% 8/1/2025 Envestnet Asset Management Inc.25,051$599K0.0%N/A0.753% 7/30/2025 Mid American Wealth Advisory Group Inc.161,034$3.85M1.8%+242.2%4.843% 7/29/2025 Stratos Wealth Advisors LLC27,240$651K0.0%+9.6%0.819% 7/22/2025 Wealthcare Advisory Partners LLC114,331$2.73M0.1%-4.2%3.439% 5/19/2025Jane Street Group LLC15,996$408K0.0%N/A0.359% 5/14/2025Napa Wealth Management19,838$506K0.3%-11.1%0.478% 5/13/2025Cresset Asset Management LLC38,102$973K0.0%N/A0.918% 5/13/2025Kovitz Investment Group Partners LLC2,131,225$54.41M0.3%+4.6%51.355% 5/6/2025AE Wealth Management LLC51,137$1.31M0.0%N/A1.232% Get the Latest News and Ratings for CRDT and Related StocksEnter your email address below to receive the latest news and analysts' ratings for Simplify Opportunistic Income ETF and its competitors with MarketBeat's FREE daily newsletter. 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% 4/17/2025Authentikos 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% 2/17/2025Napa Wealth Management22,321$560K0.2%+38.9%0.749% 2/14/2025Kovitz 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% 11/15/2024Jane Street Group LLC22,745$576K0.0%-31.7%0.763% 11/15/2024Kovitz Investment Group Partners LLC1,996,580$50.57M0.3%N/A66.999% 11/7/2024Napa 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, 13 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), Mid American Wealth Advisory Group Inc. ($3.85M), Wealthcare Advisory Partners LLC ($2.73M), AE Wealth Management LLC ($1.24M), Authentikos Wealth Advisory LLC ($1.05M), and Cresset Asset Management LLC ($973K).Learn more on Simplify Opportunistic Income ETF's institutional investors. Which institutional investors have been buying Simplify Opportunistic Income ETF's stock? Of the 13 institutional investors that purchased Simplify Opportunistic Income ETF's 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), Mid American Wealth Advisory Group Inc. ($161.03K), AE Wealth Management LLC ($51.76K), Authentikos Wealth Advisory LLC ($40.95K), Cresset Asset Management LLC ($38.10K), and Stratos Wealth Advisors LLC ($27.24K). How much institutional buying is happening at Simplify Opportunistic Income ETF? Institutional investors have bought a total of 2,628,015 shares in the last 24 months. This purchase volume represents approximately $66.36M in transactions. Which of Simplify Opportunistic Income ETF's major shareholders have been selling company stock? The following institutional investors have sold Simplify Opportunistic Income ETF stock in the last 24 months: Wealthcare Advisory Partners LLC ($11.91K), Jane Street Group LLC ($10.55K), Napa Wealth Management ($2.48K), and Great Lakes Retirement Inc. ($1.50K). How much institutional selling is happening at Simplify Opportunistic Income ETF? Institutional investors have sold a total of 26,435 shares in the last 24 months. This volume of shares sold represents approximately $659.15K in transactions. 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