Go Pro
→ Trump's gold order: the announcement they won't put on the front page (From Reagan Gold Group) (Ad)tc pixel Free CRDT Stock Alerts

Simplify Opportunistic Income ETF (CRDT) Institutional Ownership

$23.31 0.00 (0.00%)
As of 07/2/2026 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Simplify Opportunistic Income ETF (NYSEARCA:CRDT)

Number of
Institutional Buyers
(last 12 months)
17
Total
Institutional Inflows
(last 12 months)
$42.18M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$9.63M
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.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

CRDT Institutional Buying and Selling by Quarter

Simplify Opportunistic Income ETF Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/14/2026Ascension Capital Advisors Inc.639,001$14.40M4.5%+0.5%39.445%
4/23/2026Continuum Advisory LLC431,710$9.73M0.9%+11.8%26.649%
2/20/2026Sunbelt Securities Inc.21,871$510K0.0%-34.0%1.310%
2/16/2026Focus Partners Wealth276,354$6.44M0.0%N/A16.548%
2/12/2026Jane Street Group LLC17,381$405K0.0%-68.5%1.041%
2/12/2026Great 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%
2/12/2026Principal Securities Inc.23,703$553K0.0%+7.1%1.419%
2/11/2026Continuum Advisory LLC386,244$9.00M0.9%-8.8%23.128%
2/10/2026Ascension Capital Advisors Inc.635,914$14.82M5.1%+3.4%38.079%
2/6/2026Lloyd Advisory Services LLC.6,044$141K0.1%N/A0.362%
2/6/2026Kingdom Financial Group LLC.2,387$56K0.0%N/A0.143%
1/23/2026Mid American Wealth Advisory Group Inc.201,104$4.69M2.0%+7.9%10.474%
1/1/2026JPMorgan 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%
11/12/2025Great Lakes Retirement Inc.13,905$329K0.0%-5.9%0.444%
11/12/2025Cresset Asset Management LLC30,852$730K0.0%+2.5%0.986%
11/10/2025Kovitz Investment Group Partners LLC872,251$20.64M0.1%-22.0%27.867%
11/10/2025Ascension Capital Advisors Inc.614,990$14.55M5.7%+0.7%19.648%
11/7/2025Wealthcare Advisory Partners LLC128,507$3.04M0.1%+12.4%4.106%
11/7/2025JPMorgan Chase & Co.62,812$1.49M0.0%N/A2.007%
11/5/2025Authentikos Wealth Advisory LLC195,072$4.62M3.1%+8.1%6.232%
11/3/2025AE Wealth Management LLC50,071$1.19M0.0%-3.3%1.600%
10/30/20253EDGE Asset Management LP9,220$218K0.0%N/A0.295%
10/20/2025Mid American Wealth Advisory Group Inc.186,315$4.41M2.0%+15.7%5.877%
10/20/2025Continuum 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%
8/7/2025Ascension Capital Advisors Inc.610,780$14.60M6.1%N/A18.369%
8/6/2025AE Wealth Management LLC51,756$1.24M0.0%+1.2%1.557%
8/4/2025Great Lakes Retirement Inc.14,783$353K0.0%-9.2%0.445%
8/1/2025Envestnet Asset Management Inc.25,051$599K0.0%N/A0.753%
7/30/2025Mid American Wealth Advisory Group Inc.161,034$3.85M1.8%+242.2%4.843%
7/29/2025Stratos Wealth Advisors LLC27,240$651K0.0%+9.6%0.819%
7/22/2025Wealthcare 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%
Trump Takes Emergency Action - Plus Elon Musk's New Venture (Ad)

Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Trump has issued emergency support to accelerate the rollout, and it's already live in multiple states. The Financial Times reports Sam Altman is personally calling people to build this for OpenAI. A few little-known companies control the entire supply chain - meaning anyone who wants access must go through them. Their stocks are available to buy right now.tc pixel

See which companies control the supply chain behind this emerging tech
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, 25 institutional investors and hedge funds held shares of Simplify Opportunistic Income ETF. The most heavily invested institutionals were TMD Wealth Management LLC ($47.51M), 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), and Authentikos Wealth Advisory LLC ($4.62M).Learn more on Simplify Opportunistic Income ETF's institutional investors.

Of the 23 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 TMD Wealth Management LLC ($81.89K).

Institutional investors have bought a total of 1,782,458 shares in the last 24 months. This purchase volume represents approximately $42.18M in transactions.

Of the 11 institutional investors that sold Simplify Opportunistic Income ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Kovitz Investment Group Partners LLC ($245.57K), Steward Partners Investment Advisory LLC ($51.31K), Jane Street Group LLC ($43.70K), Continuum Advisory LLC ($37.37K), Sunbelt Securities Inc. ($11.29K), Cresset Asset Management LLC ($7.99K), and Wealthcare Advisory Partners LLC ($5.00K).

Institutional investors have sold a total of 409,017 shares in the last 24 months. This volume of shares sold represents approximately $9.63M in transactions.


Related Companies

This page (NYSEARCA:CRDT) was last updated on 7/5/2026 by MarketBeat.com Staff.
From Our Partners
Trump Takes Emergency Action - Plus Elon Musk's New Venture
Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Tru...
Altimetry | Sponsoredtc pixel
Do NOT Buy SpaceX – Do This Instead
SpaceX just went public - and Whitney Tilson, Harvard MBA and 30-year Wall Street veteran, says buying in coul...
Stansberry Research | Sponsoredtc pixel
SPCX Warning - and Worst News for Stocks in 50 Years
Goldman Sachs and Morgan Stanley are now predicting what could be the worst news for the U.S. stock market in ...
TradeSmith | Sponsoredtc pixel
Trump just signed it
A recent policy development is drawing attention from income-focused investors. According to one analyst, c...
Investors Alley | Sponsoredtc pixel
CODE RED: AI Meltdown Imminent?
After correctly predicting the 2008 and 2020 stock market meltdowns, I believe this AI company is about to tri...
Paradigm Press | Sponsoredtc pixel
Your $29.97 book is free today
Why Some Traders Skip Stocks Entirely You don't need a big account to trade options. In fact, options ca...
Profits Run | Sponsoredtc pixel
From the man who predicted 2008 crash…
Porter Stansberry, founder of one of the largest financial research firms in the world, says he's breaking the...
Porter & Company | Sponsoredtc pixel
Better than SpaceX? Grab this ticker instead.
Larry Benedict generated $274 million for his clients by finding the trades most investors missed. Now he says...
Brownstone Research | Sponsoredtc pixel