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 | 639k | $14M | 0% | Mar 2026 |
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| Continuum Advisory | 432k | $9.7M | 12% | Mar 2026 |
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| Colony | 276k | $6.4M | 100% | Dec 2025 |
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| Mid-American Wealth Advisory Group | 201k | $4.7M | 0% | Mar 2026 |
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| Susquehanna International | 30k | $693k | 100% | Dec 2025 |
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| AE Wealth Management | 27k | $606k | -47% | Mar 2026 |
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| Envestnet Asset Management | 24k | $538k | -13% | Mar 2026 |
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| Principal Securities | 24k | $538k | 1% | Mar 2026 |
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| Jane Street | 17k | $384k | -2% | Mar 2026 |
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| Trajan Wealth | 8.9k | $201k | -3% | Mar 2026 |
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| Advisor Group Holdings | 3.0k | $70k | 2% | Dec 2025 |
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| Mather Group | 1.6k | $35k | 100% | Mar 2026 |
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| Steward Partners Investment Advisory | 1.6k | $35k | 0% | Mar 2026 |
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| Kingdom Financial Group | 759.00 | $17k | -68% | Mar 2026 |
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| Lloyd Advisory Services | 759.00 | $17k | -87% | Mar 2026 |
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| Networth Advisors | 200.00 | $4.5k | -25% | Mar 2026 |
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| Geneos Wealth Management | 131.00 | $2.9k | 2% | Mar 2026 |
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| Elevated Capital Advisors | 111.00 | $2.5k | 100% | Mar 2026 |
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Who sold out of Simplify Exchange Traded Fun?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Jpmorgan Chase & Co | Sep 2025 | 63k | $1.5M |
| Sunbelt Securities | Dec 2025 | 22k | $510k |
| Great Lakes Retirement | Dec 2025 | 13k | $308k |
| UBS Group | Dec 2025 | 300.00 | $7.0k |
| Quest 10 Wealth Builders | Dec 2025 | 113.00 | $2.6k |