# SIMPLIFY EXCHANGE TRADED FUN (CRDT)

> Institutional ownership reported to the SEC as of Q2 2026, from Form 13F filings. Source: https://holderbook.com/stocks/CRDT/

- Reporting holders: 18
- Reported value: $27.5M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Ascension Capital Advisors, Inc.](https://holderbook.com/funds/1689227-ascension-capital-advisors-inc/) | $15.1M | 640,984 | 4.2% | 5 |
| [Continuum Advisory, LLC](https://holderbook.com/funds/1846532-continuum-advisory-llc/) | $10.5M | 446,026 | 0.8% | 4 |
| [Pathstone Holdings, LLC](https://holderbook.com/funds/2011612-pathstone-holdings-llc/) | $627.0K | 26,650 | 0.0% | 1 |
| [AE Wealth Management LLC](https://holderbook.com/funds/1697723-ae-wealth-management-llc/) | $610.7K | 25,957 | 0.0% | 6 |
| [SUSQUEHANNA INTERNATIONAL GROUP, LLP](https://holderbook.com/funds/1446194-susquehanna-international-group-llp/) | $292.8K | 12,448 | 0.0% | 3 |
| [Trajan Wealth LLC](https://holderbook.com/funds/1934415-trajan-wealth-llc/) | $209.7K | 8,912 | 0.0% | 4 |
| [OSAIC HOLDINGS, INC.](https://holderbook.com/funds/1677044-osaic-holdings-inc/) | $92.6K | 3,935 | 0.0% | 6 |
| [Lloyd Advisory Services, LLC.](https://holderbook.com/funds/1802474-lloyd-advisory-services-llc/) | $83.7K | 3,556 | 0.0% | 3 |
| [MATHER GROUP, LLC.](https://holderbook.com/funds/1527641-mather-group-llc/) | $16.9K | 717 | 0.0% | 2 |
| [Kingdom Financial Group LLC.](https://holderbook.com/funds/1962236-kingdom-financial-group-llc/) | $16.0K | 679 | 0.0% | 3 |
| [TOUNJIAN ADVISORY PARTNERS, LLC](https://holderbook.com/funds/2039850-tounjian-advisory-partners-llc/) | $9.3K | 396 | 0.0% | 1 |
| [Networth Advisors, LLC](https://holderbook.com/funds/2099019-networth-advisors-llc/) | $5.7K | 241 | 0.0% | 3 |
| [IFG Advisory, LLC](https://holderbook.com/funds/1728319-ifg-advisory-llc/) | $3.8K | 160 | 0.0% | 1 |
| [Geneos Wealth Management Inc.](https://holderbook.com/funds/1764754-geneos-wealth-management-inc/) | $3.1K | 133 | 0.0% | 4 |
| [Elevated Capital Advisors, LLC](https://holderbook.com/funds/1802387-elevated-capital-advisors-llc/) | $1.6K | 68 | 0.0% | 2 |
| [COMPASS FINANCIAL MANAGEMENT LLC](https://holderbook.com/funds/2148724-compass-financial-management-llc/) | $750 | 32 | 0.0% | 1 |
| [Montgomery Financial Services LLC](https://holderbook.com/funds/2149844-montgomery-financial-services-llc/) | $729 | 31 | 0.0% | 1 |
| [Integrated Wealth Concepts LLC](https://holderbook.com/funds/1737109-integrated-wealth-concepts-llc/) | $424 | 18 | 0.0% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 18 | $27.5M |
| Q1 2026 | 17 | $31.5M |
| Q4 2025 | 20 | $39.8M |
| Q3 2025 | 24 | $68.0M |
| Q2 2025 | 22 | $59.2M |
| Q1 2025 | 21 | $67.4M |
| Q4 2024 | 6 | $56.0M |
| Q3 2024 | 4 | $54.4M |
| Q2 2024 | 4 | $51.5M |
| Q1 2024 | 4 | $53.8M |
| Q4 2023 | 3 | $50.4M |
| Q3 2023 | 3 | $49.5M |