SIMPLIFY OPPORTUNISTIC INC (CRDT) Institutional Ownership Changes & 13F Activity
SIMPLIFY OPPORTUNISTIC INC (CRDT). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Ascension Capital Advisors, Inc., Continuum Advisory, Llc, Focus Partners Wealth, Mid-American Wealth Advisory Group, Inc., and Ae Wealth Management Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Independent Financial Group, Llc | Sell | -15,633 | -100.0% | 0 | $0.00 | Q4 2025 | May 15, 2026 |
| Sunbelt Securities, Inc. | Buy | +21,871 | — | 21,871 | $509.81K | Q4 2025 | Feb 20, 2026 |
| Susquehanna International Group, Llp | Buy | +29,707 | — | 29,707 | $692.47K | Q4 2025 | Feb 17, 2026 |
| Osaic Holdings, Inc. | Buy | +2,996 | — | 2,996 | $69.89K | Q4 2025 | Feb 17, 2026 |
| Focus Partners Wealth | Buy | +276,354 | — | 276,354 | $6.44M | Q4 2025 | Feb 13, 2026 |
| Principal Securities, Inc. | Buy | +23,703 | — | 23,703 | $552.52K | Q4 2025 | Feb 12, 2026 |
| Jane Street Group, Llc | Buy | +17,381 | — | 17,381 | $405.15K | Q4 2025 | Feb 12, 2026 |
| Great Lakes Retirement, Inc. | Buy | +13,204 | — | 13,204 | $307.78K | Q4 2025 | Feb 12, 2026 |
| Steward Partners Investment Advisory, Llc | Buy | +1,558 | — | 1,558 | $36.32K | Q4 2025 | Feb 12, 2026 |
| Continuum Advisory, Llc | Buy | +386,244 | — | 386,244 | $9.00M | Q4 2025 | Feb 11, 2026 |
| Ascension Capital Advisors, Inc. | Buy | +635,914 | — | 635,914 | $14.82M | Q4 2025 | Feb 10, 2026 |
| Envestnet Asset Management Inc | Buy | +27,390 | — | 27,390 | $638.47K | Q4 2025 | Feb 10, 2026 |
| Trajan Wealth Llc | Buy | +9,168 | — | 9,168 | $213.71K | Q4 2025 | Feb 06, 2026 |
| Lloyd Advisory Services, Llc. | Buy | +6,044 | — | 6,044 | $140.88K | Q4 2025 | Feb 06, 2026 |
| Kingdom Financial Group Llc. | Buy | +2,387 | — | 2,387 | $55.64K | Q4 2025 | Feb 06, 2026 |
| Ubs Group Ag | Buy | +300 | — | 300 | $6.99K | Q4 2025 | Jan 29, 2026 |
| Quest 10 Wealth Builders, Inc. | Buy | +113 | — | 113 | $2.63K | Q4 2025 | Jan 29, 2026 |
| Geneos Wealth Management Inc. | Buy | +129 | — | 129 | $3.01K | Q4 2025 | Jan 28, 2026 |
| Ae Wealth Management Llc | Buy | +50,806 | — | 50,806 | $1.18M | Q4 2025 | Jan 26, 2026 |
| Mid-American Wealth Advisory Group, Inc. | Buy | +201,104 | — | 201,104 | $4.69M | Q4 2025 | Jan 23, 2026 |
| Networth Advisors, Llc | Buy | +268 | — | 268 | $6.25K | Q4 2025 | Jan 22, 2026 |
Frequently asked questions about CRDT activity
Which institutional owners are buying CRDT?
Institutional owners buying CRDT include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in CRDT activity?
"Buy" means an investor increased their reported position in CRDT compared to the prior reporting period. This reflects growing exposure to SIMPLIFY OPPORTUNISTIC INC (CRDT) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in CRDT increasing?
Institutional interest in CRDT can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.