CRDT SIMPLIFY EXCHANGE TRADED FUN: institutional ownership and insider trading

18 funds reported holding $28.0M of SIMPLIFY EXCHANGE TRADED FUN in their latest 13F filings; in Q2 2026 funds net sold $5.15M, with 3 new positions and 5 funds selling out.

Largest institutional holders of CRDT

  1. Ascension Capital Advisors, Inc. — $15.1M
  2. Continuum Advisory, LLC — $10.5M
  3. Pathstone Holdings, LLC — $627K
  4. AE Wealth Management LLC — $611K
  5. NAPA WEALTH MANAGEMENT — $495K
  6. SUSQUEHANNA INTERNATIONAL GROUP, LLP — $293K
  7. Trajan Wealth LLC — $210K
  8. OSAIC HOLDINGS, INC. — $92.6K
  9. Lloyd Advisory Services, LLC. — $83.7K
  10. Kingdom Financial Group LLC. — $16.0K

Who owns the most CRDT stock?

The largest institutional holders of SIMPLIFY EXCHANGE TRADED FUN in the latest 13F filings are Ascension Capital Advisors, Inc. ($15.1M), Continuum Advisory, LLC ($10.5M), Pathstone Holdings, LLC ($627K).

All CRDT 13F holders