CRDT Institutional Ownership & Shareholders
SIMPLIFY OPPORTUNISTIC INC (CRDT) is currently held by 13 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $26.30M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Ascension Capital Advisors, Inc. is currently the largest disclosed institutional shareholder of CRDT tracked by InsiderSet, reporting ownership valued at approximately $15.08M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $13.23M, representing an estimated loss of -12.28% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed CRDT value among the investors covered in this analysis. Major shareholders include Ascension Capital Advisors, Inc., Continuum Advisory, Llc, Susquehanna International Group, Llp, and several other long-term asset managers with concentrated positions in SIMPLIFY OPPORTUNISTIC INC (CRDT).
This page ranks the largest institutional CRDT shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
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
25
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Ascension Capital Advisors, Inc. | 4.23% | 640,984 | $15,079,405 | $13,227,666 | -$1,851,739 | -12.28% | |
| Continuum Advisory, Llc | 0.85% | 446,026 | $10,492,940 | $9,204,416 | -$1,288,524 | -12.28% | |
| Susquehanna International Group, Llp | 0.00% | 12,448 | $292,844 | $256,883 | -$35,961 | -12.28% | |
| Trajan Wealth Llc | 0.01% | 8,912 | $209,655 | $183,912 | -$25,743 | -12.28% | |
| Osaic Holdings, Inc. | 0.00% | 3,935 | $92,644 | $81,205 | -$11,439 | -12.35% | |
| Lloyd Advisory Services, Llc. | 0.03% | 3,768 | $78,389 | $77,758 | -$631 | -0.80% | |
| Kingdom Financial Group Llc. | 0.00% | 679 | $15,971 | $14,012 | -$1,959 | -12.26% | |
| Mather Group, Llc. | 0.00% | 670 | $13,937 | $13,826 | -$111 | -0.79% | |
| Tounjian Advisory Partners, Llc | 0.00% | 396 | $9,312 | $8,172 | -$1,140 | -12.24% | |
| Networth Advisors, Llc | 0.00% | 241 | $5,664 | $4,973 | -$691 | -12.19% | |
| Ifg Advisory, Llc | 0.00% | 160 | $3,764 | $3,302 | -$462 | -12.28% | |
| Geneos Wealth Management Inc. | 0.00% | 133 | $3,119 | $2,745 | -$374 | -12.00% | |
| Elevated Capital Advisors, Llc | 0.00% | 68 | $1,610 | $1,403 | -$207 | -12.84% |
Frequently asked questions about CRDT
Who are the largest institutional holders of CRDT?
The largest institutional holders of CRDT reported in the latest SEC Form 13F filings include Ascension Capital Advisors, Inc., Continuum Advisory, Llc, Susquehanna International Group, Llp, Trajan Wealth Llc, and Osaic Holdings, Inc.. InsiderSet ranks institutional holders by their latest reported CRDT position.
What is CRDT institutional ownership?
This page tracks CRDT positions reported by institutional investment managers through SEC Form 13F. SIMPLIFY OPPORTUNISTIC INC (CRDT) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own CRDT?
InsiderSet currently tracks 13 institutional managers reporting CRDT holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of CRDT shareholders.
How much CRDT stock do institutions own?
Institutional investment managers disclosed approximately $26.30M in CRDT holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was CRDT institutional ownership last updated?
The latest CRDT institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional CRDT holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its CRDT position after the reporting date.
Are institutions buying or selling CRDT?
Institutional buying and selling can be analyzed by comparing CRDT positions across consecutive 13F reporting periods. InsiderSet's CRDT Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View CRDT ownership changes.
How has CRDT institutional ownership changed over time?
InsiderSet tracks CRDT institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.