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Simplify Opportunistic Income ETF (CRDT) Institutional Ownership

$23.86 -0.12 (-0.50%)
As of 02:57 PM Eastern
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Institutional Ownership Changes (13F Filings) for Simplify Opportunistic Income ETF (NYSEARCA:CRDT)

Number of
Institutional Buyers
(last 12 months)
14
Total
Institutional Inflows
(last 12 months)
$24.19M
Number of
Institutional Sellers
(last 12 months)
9
Total
Institutional Outflows
(last 12 months)
$9.12M
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CRDT Institutional Buying and Selling by Quarter

Simplify Opportunistic Income ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/14/2026 Ascension Capital Advisors Inc.639,001$14.40M4.5%+0.5%39.445%
4/23/2026 Continuum Advisory LLC431,710$9.73M0.9%+11.8%26.649%
2/20/2026Sunbelt Securities Inc.21,871$510K0.0%-34.0%1.310%
2/16/2026 Focus Partners Wealth276,354$6.44M0.0%N/A16.548%
2/12/2026Jane Street Group LLC17,381$405K0.0%-68.5%1.041%
2/12/2026 Great Lakes Retirement Inc.13,204$308K0.0%-5.0%0.791%
2/12/2026Steward Partners Investment Advisory LLC1,558$36K0.0%-97.1%0.093%
2/12/2026 Principal Securities Inc.23,703$553K0.0%+7.1%1.419%
2/11/2026 Continuum Advisory LLC386,244$9.00M0.9%-8.8%23.128%
2/10/2026 Ascension Capital Advisors Inc.635,914$14.82M5.1%+3.4%38.079%
2/6/2026 Lloyd Advisory Services LLC.6,044$141K0.1%N/A0.362%
2/6/2026 Kingdom Financial Group LLC.2,387$56K0.0%N/A0.143%
1/23/2026 Mid American Wealth Advisory Group Inc.201,104$4.69M2.0%+7.9%10.474%
1/1/2026 JPMorgan Chase & Co.62,812$1.49M0.0%N/A2.013%
11/19/2025Sunbelt Securities Inc.33,161$785K0.1%+317.4%1.059%
11/17/2025Flow Traders U.S. LLC16,333$386K0.0%N/A0.522%
11/17/2025Citadel Advisors LLC12,977$307K0.0%-8.2%0.415%
11/12/2025 Great Lakes Retirement Inc.13,905$329K0.0%-5.9%0.444%
11/12/2025Cresset Asset Management LLC30,852$730K0.0%+2.5%0.986%
11/10/2025 Kovitz Investment Group Partners LLC872,251$20.64M0.1%-22.0%27.867%
11/10/2025 Ascension Capital Advisors Inc.614,990$14.55M5.7%+0.7%19.648%
11/7/2025 Wealthcare Advisory Partners LLC128,507$3.04M0.1%+12.4%4.106%
11/7/2025 JPMorgan Chase & Co.62,812$1.49M0.0%N/A2.007%
11/5/2025Authentikos Wealth Advisory LLC195,072$4.62M3.1%+8.1%6.232%
11/3/2025 AE Wealth Management LLC50,071$1.19M0.0%-3.3%1.600%
10/30/2025 3EDGE Asset Management LP9,220$218K0.0%N/A0.295%
10/20/2025 Mid American Wealth Advisory Group Inc.186,315$4.41M2.0%+15.7%5.877%
10/20/2025 Continuum Advisory LLC423,609$10.02M1.1%N/A13.363%
8/14/2025Jane Street Group LLC10,004$239K0.0%-37.5%0.300%
8/14/2025Napa Wealth Management18,972$453K0.2%-4.4%0.570%
8/13/2025Cresset Asset Management LLC30,108$719K0.0%-21.0%0.904%
8/7/2025 Ascension Capital Advisors Inc.610,780$14.60M6.1%N/A18.369%
8/6/2025 AE Wealth Management LLC51,756$1.24M0.0%+1.2%1.557%
8/4/2025 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%
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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%
5/1/2025CWM LLC1,040$27K0.0%N/A0.025%
4/30/2025Stratos Wealth Advisors LLC24,846$634K0.0%N/A0.599%
4/17/2025Great Lakes Retirement Inc.16,281$416K0.1%N/A0.417%
4/17/2025Authentikos Wealth Advisory LLC40,949$1.05M0.9%N/A1.050%
4/15/2025Wealthcare Advisory Partners LLC119,327$3.05M0.1%+14.5%3.060%
4/9/2025Mid 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%
1/15/2025Wealthcare Advisory Partners LLC104,193$2.62M0.1%-6.2%3.496%
1/13/2025Mid 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%


CRDT Institutional Ownership - Frequently Asked Questions

During the previous two years, 24 institutional investors and hedge funds held shares of Simplify Opportunistic Income ETF. The most heavily invested institutionals were Kovitz Investment Group Partners LLC ($20.64M), Ascension Capital Advisors Inc. ($14.40M), Continuum Advisory LLC ($9.73M), Focus Partners Wealth ($6.44M), Mid American Wealth Advisory Group Inc. ($4.69M), Authentikos Wealth Advisory LLC ($4.62M), and Wealthcare Advisory Partners LLC ($3.04M).Learn more on Simplify Opportunistic Income ETF's institutional investors.

Of the 22 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), Ascension Capital Advisors Inc. ($639.00K), Continuum Advisory LLC ($469.08K), Focus Partners Wealth ($276.35K), Mid American Wealth Advisory Group Inc. ($201.10K), JPMorgan Chase & Co. ($125.62K), and Authentikos Wealth Advisory LLC ($55.55K).

Institutional investors have bought a total of 1,029,636 shares in the last 24 months. This purchase volume represents approximately $24.19M in transactions.

The following institutional investors have sold Simplify Opportunistic Income ETF stock in the last 24 months: Kovitz Investment Group Partners LLC ($245.57K), Steward Partners Investment Advisory LLC ($51.31K), Jane Street Group LLC ($37.71K), Continuum Advisory LLC ($37.37K), Sunbelt Securities Inc. ($11.29K), AE Wealth Management LLC ($1.69K), and Great Lakes Retirement Inc. ($1.58K).

Institutional investors have sold a total of 387,671 shares in the last 24 months. This volume of shares sold represents approximately $9.12M in transactions.


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Institutional ownership data for NYSEARCA:CRDT is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 5/14/2026. New 13F filings are added each quarter as they're published.
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