Who owns SIMPLIFY EXCHANGE TRADED FUN?
- Ticker: CRDT
- CUSIP Number: 82889n558
Tip: Access positions for across all investors
Analyze quarterly positions in Simplify Exchange Traded Fun with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Simplify Exchange Traded Fun stock
Who bought or sold SIMPLIFY EXCHANGE TRADED FUN this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Ascension Capital Advisors | 636k | $15M | 3% | Dec 2025 |
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| Continuum Advisory | 386k | $9.0M | -9% | Dec 2025 |
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| Colony | 276k | $6.4M | 100% | Dec 2025 |
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| Mid-American Wealth Advisory Group | 201k | $4.7M | 8% | Dec 2025 |
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| Jpmorgan Chase & Co | 63k | $1.5M | 100% | Sep 2025 |
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| AE Wealth Management | 51k | $1.2M | 1% | Dec 2025 |
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| Susquehanna International | 30k | $693k | 100% | Dec 2025 |
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| Envestnet Asset Management | 27k | $639k | 9% | Dec 2025 |
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| Principal Securities | 24k | $553k | 7% | Dec 2025 |
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| Sunbelt Securities | 22k | $510k | -34% | Dec 2025 |
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| Napa Wealth Management | 21k | $495k | 10% | Sep 2025 |
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| Jane Street | 17k | $405k | -68% | Dec 2025 |
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| Great Lakes Retirement | 13k | $308k | -5% | Dec 2025 |
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| Citadel Advisors | 13k | $307k | -8% | Sep 2025 |
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| Trajan Wealth | 9.2k | $214k | -15% | Dec 2025 |
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| Lloyd Advisory Services | 6.0k | $141k | 100% | Dec 2025 |
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| Advisor Group Holdings | 3.0k | $70k | 2% | Dec 2025 |
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| Kingdom Financial Group | 2.4k | $56k | 100% | Dec 2025 |
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| Steward Partners Investment Advisory | 1.6k | $36k | -97% | Dec 2025 |
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| UBS Group | 300.00 | $7.0k | -68% | Dec 2025 |
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| Networth Advisors | 268.00 | $6.2k | 100% | Dec 2025 |
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| Geneos Wealth Management | 129.00 | $3.0k | -41% | Dec 2025 |
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| Quest 10 Wealth Builders | 113.00 | $2.6k | -9% | Dec 2025 |
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Who sold out of Simplify Exchange Traded Fun?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Kovitz Investment Group Partners | Sep 2025 | 872k | $21M |
| Authentikos Wealth Advisory | Sep 2025 | 195k | $4.6M |
| Wealthcare Advisory Partners | Sep 2025 | 129k | $3.0M |
| Flow Traders US | Sep 2025 | 16k | $386k |
| 3EDGE Asset Management | Sep 2025 | 9.2k | $218k |