SIMPLIFY OPPORTUNISTIC INC (CRDT) Institutional Ownership and Insiders Activity
SIMPLIFY OPPORTUNISTIC INC (CRDT) is widely held by institutional investors, with 13 firms reporting positions valued at approximately $26.30M based on SEC Form 13F filings for the quarter ended June 30, 2026.
Ascension Capital Advisors, Inc. is the largest disclosed holder, reporting approximately $15.08M in CRDT holdings in its latest filing.
Institutional ownership remains highly concentrated, with Ascension Capital Advisors, Inc. representing the majority of disclosed value.
Institutional Holders
13
Total Reported Value
$26.30M
Largest Holder
Ascension Capital Advisors, Inc.
Largest Position
$15.08M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
20
Funds Exiting Positions
1
Top Institutional Owners
View allInvestorReported Balance
- Ascension Capital Advisors, Inc.$15.08M
- Continuum Advisory, Llc$10.49M
- Susquehanna International Group, Llp$292,844
- Trajan Wealth Llc$209,655
- Osaic Holdings, Inc.$92,644