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
Download as csv
Download as Excel
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 |
|
| Continuum Advisory | 432k | $9.7M | 12% | Mar 2026 |
|
| Colony | 276k | $6.4M | 100% | Dec 2025 |
|
| Mid-American Wealth Advisory Group | 201k | $4.7M | 0% | Mar 2026 |
|
| AE Wealth Management | 51k | $1.2M | 1% | Dec 2025 |
|
| Susquehanna International | 30k | $693k | 100% | Dec 2025 |
|
| Envestnet Asset Management | 27k | $639k | 9% | Dec 2025 |
|
| Principal Securities | 24k | $553k | 7% | Dec 2025 |
|
| Sunbelt Securities | 22k | $510k | -34% | Dec 2025 |
|
| Jane Street | 17k | $405k | -68% | Dec 2025 |
|
| Great Lakes Retirement | 13k | $308k | -5% | Dec 2025 |
|
| Trajan Wealth | 9.2k | $214k | -15% | Dec 2025 |
|
| Lloyd Advisory Services | 6.0k | $141k | 100% | Dec 2025 |
|
| Advisor Group Holdings | 3.0k | $70k | 2% | Dec 2025 |
|
| Kingdom Financial Group | 2.4k | $56k | 100% | Dec 2025 |
|
| Mather Group | 1.6k | $35k | 100% | Mar 2026 |
|
| Steward Partners Investment Advisory | 1.6k | $36k | -97% | Dec 2025 |
|
| UBS Group | 300.00 | $7.0k | -68% | Dec 2025 |
|
| Networth Advisors | 200.00 | $4.5k | -25% | Mar 2026 |
|
| Geneos Wealth Management | 129.00 | $3.0k | -41% | Dec 2025 |
|
| Quest 10 Wealth Builders | 113.00 | $2.6k | -9% | Dec 2025 |
|
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 |
| Flow Traders US | Sep 2025 | 16k | $386k |
| Citadel Advisors | Sep 2025 | 13k | $307k |
| 3EDGE Asset Management | Sep 2025 | 9.2k | $218k |