Simplify Exchange Traded Fun (CRDT) institutional ownership
SIMPLIFY EXCHANGE TRADED FUN · 13F, 2026Q2
| Managers holding | 18 |
|---|---|
| Shares held | 1,170,943 |
| Reported value | $27.5m |
| Quarter flows | 6 new, 7 added, 5 trimmed, 5 exited |
Top 18 holders
| Manager | Shares | Value | % of manager's 13F |
|---|---|---|---|
| Ascension Capital Advisors, Inc. | 640,984 | $15.1m | 4.2% |
| Continuum Advisory, LLC | 446,026 | $10.5m | 0.8% |
| Pathstone Holdings, LLC | 26,650 | $626,952 | 0.0% |
| AE Wealth Management LLC | 25,957 | $610,657 | 0.0% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 12,448 | $292,844 | 0.0% |
| Trajan Wealth LLC | 8,912 | $209,655 | 0.0% |
| OSAIC HOLDINGS, INC. | 3,935 | $92,644 | 0.0% |
| Lloyd Advisory Services, LLC. | 3,556 | $83,659 | 0.0% |
| MATHER GROUP, LLC. | 717 | $16,868 | 0.0% |
| Kingdom Financial Group LLC. | 679 | $15,971 | 0.0% |
| TOUNJIAN ADVISORY PARTNERS, LLC | 396 | $9,312 | 0.0% |
| Networth Advisors, LLC | 241 | $5,664 | 0.0% |
| IFG Advisory, LLC | 160 | $3,764 | 0.0% |
| Geneos Wealth Management Inc. | 133 | $3,119 | 0.0% |
| Elevated Capital Advisors, LLC | 68 | $1,610 | 0.0% |
| COMPASS FINANCIAL MANAGEMENT LLC | 32 | $750 | 0.0% |
| Montgomery Financial Services LLC | 31 | $729 | 0.0% |
| Integrated Wealth Concepts LLC | 18 | $424 | 0.0% |
Every holder, line by line, and the full history since 2013: yf.Client().holders("CRDT"). CRDT price history · All 13F data