Who Owns CRDT?
Simplify Opportunistic Income ETF — Institutional Ownership & 13F Holdings
$23.14
+0.00 (+0.00%)
Market Cap
$87.1M
Shares Outstanding
3,792,879
Institutional Holders
20
Total Inst. Value
$12.8M
% of Float Held
—
QoQ Holder Change
+16
Institutional data as of Q1 2025
New Positions
16
Closed Positions
2
Increased
2
Decreased
2
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Wealthcare Advisory Partners LLC | $3.0M | 119,327 |
| 2 | Steward Partners Investment Advisory, LLCNew | $1.8M | 69,469 |
| 3 | AE Wealth Management LLCNew | $1.3M | 51,137 |
| 4 | Mid-American Wealth Advisory Group, Inc.New | $1.2M | 47,056 |
| 5 | Authentikos Wealth Advisory, LLCNew | $1.0M | 40,949 |
| 6 | Cresset Asset Management, LLCNew | $973K | 38,102 |
| 7 | Sunbelt Securities, Inc.New | $741K | 29,043 |
| 8 | Stratos Wealth Advisors, LLCNew | $634K | 24,846 |
| 9 | CITADEL ADVISORS LLC | $536K | 21,009 |
| 10 | NAPA WEALTH MANAGEMENT | $506K | 19,838 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Wealthcare Advisory Partners LLC | +15K | $3.0M |
| Steward Partners Investment Advisory, LLCNew | +69K | $1.8M |
| AE Wealth Management LLCNew | +51K | $1.3M |
| Mid-American Wealth Advisory Group, Inc.New | +47K | $1.2M |
| Authentikos Wealth Advisory, LLCNew | +41K | $1.0M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| CITADEL ADVISORS LLC | -5K | $536K |
| NAPA WEALTH MANAGEMENT | -2K | $506K |
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Frequently Asked Questions
How many institutional investors hold CRDT?
As of Q1 2025, 20 institutional investors report holding CRDT (Simplify Opportunistic Income ETF) in their 13F filings.
Which hedge fund owns the most CRDT?
The largest institutional holder of CRDT is Wealthcare Advisory Partners LLC with $3.0M in shares.
Are institutions buying or selling CRDT?
This quarter, 16 institutions opened new positions in CRDT and 2 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.