Who Owns Simplify Opportunistic Income ETF (CRDT)?Hedge Fund & Institutional Holders
Institutional Holders
21
as of Q4 2025
Total Institutional Value
$1.4823900360004688e+32T
% of Float Held
—
QoQ Change in Holders
+11 / -7
Price History
CRDT — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| Continuum Advisory, LLC | New Position | +386K | +$9.0M |
| Focus Partners Wealth | New Position | +276K | +$6.0M |
| Mid-American Wealth Advisory Group, Inc. | New Position | +201K | +$4.7M |
| AE Wealth Management LLC | New Position | +51K | +$1.2M |
| Lloyd Advisory Services, LLC. | New Position | +6K | +$140K |
| Kingdom Financial Group LLC. | New Position | +2K | +$55K |
| Networth Advisors, LLC | New Position | +268 | +$6K |
| Geneos Wealth Management Inc. | New Position | +129 | +$3K |
| Quest 10 Wealth Builders, Inc. | New Position | +113 | +$2K |
| ENVESTNET ASSET MANAGEMENT INC | New Position | +27K | +$0 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | New Position | +30K | +$0 |
| OSAIC HOLDINGS, INC. | Increased | +50 | +$-69.7M |
| PRINCIPAL SECURITIES, INC. | Increased | +2K | +$-523.6M |
| Ascension Capital Advisors, Inc. | Increased | +21K | +$-14.5B |
CRDT — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| Kovitz Investment Group Partners, LLC | Closed Position | -872K | -$20.6B |
| Wealthcare Advisory Partners LLC | Closed Position | -129K | -$3.0B |
| JPMORGAN CHASE & CO | Closed Position | -63K | -$1.5B |
| JANE STREET GROUP, LLC | Decreased | -38K | -$1.3B |
| Steward Partners Investment Advisory, LLC | Decreased | -51K | -$1.3B |
| Sunbelt Securities, Inc. | Decreased | -11K | -$784.1M |
| Cresset Asset Management, LLC | Closed Position | -31K | -$730.0M |
| NAPA WEALTH MANAGEMENT | Closed Position | -21K | -$494.8M |
| Great Lakes Retirement, Inc. | Decreased | -701 | -$329.0M |
| CITADEL ADVISORS LLC | Closed Position | -13K | -$307.0M |
| Trajan Wealth LLC | Decreased | -2K | -$254.1M |
| UBS Group AG | Decreased | -644 | -$22.3M |
| FLOW TRADERS U.S. LLC | Closed Position | -16K | -$386K |
Top Institutional Holders(Q4 2025)
CRDT Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 20 | $36.4M | +4 |
| Q3 2025 | 16 | $45.8B | -3 |
| Q2 2025 | 19 | $58.6B | -1 |
| Q1 2025 | 20 | $67.1B | +14 |
| Q4 2024 | 6 | $2.7T | +2 |
| Q3 2024 | 4 | $3.4T | +0 |
| Q2 2024 | 4 | $4.0T | +0 |
| Q1 2024 | 4 | $1.4T | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 21 institutional investors hold CRDT (Simplify Opportunistic Income ETF). The largest holder is Ascension Capital Advisors, Inc. with $14.8M in shares. This quarter, 11 institutions opened new positions and 7 closed their positions.
Frequently Asked Questions
How many hedge funds own CRDT?
As of Q4 2025, 21 institutional investors report holding CRDT (Simplify Opportunistic Income ETF) in their 13F filings.
Who is the largest institutional holder of CRDT?
The largest institutional holder of CRDT is Ascension Capital Advisors, Inc. with $14.8M in shares.
Is institutional ownership of CRDT increasing or decreasing?
This quarter, 11 institutions opened new positions in CRDT and 7 closed their positions.