SIMPLIFY EXCHANGE TRADED FUN (CRDT)
Institutional ownership reported to the SEC as of Q2 2026, across 13 quarters.
18
Reporting holders
$27.5M
Reported value
0.0%
Held as options
+1
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Ascension Capital Advisors, Inc. | $15.1M | 640,984 | 4.23% | 5q | HELD |
| Continuum Advisory, LLC | $10.5M | 446,026 | 0.85% | 4q | +3.3%+$336.8K |
| Pathstone Holdings, LLC | $627.0K | 26,650 | 0.00% | new | NEW |
| AE Wealth Management LLC | $610.7K | 25,957 | 0.00% | 6q | -3.5%-$21.9K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $292.8K | 12,448 | 0.00% | 3q | +33.7%+$73.8K |
| Trajan Wealth LLC | $209.7K | 8,912 | 0.01% | 4q | HELD |
| OSAIC HOLDINGS, INC. | $92.6K | 3,935 | 0.00% | 6q | +29.9%+$21.3K |
| Lloyd Advisory Services, LLC. | $83.7K | 3,556 | 0.03% | 3q | +368.5%+$65.8K |
| MATHER GROUP, LLC. | $16.9K | 717 | 0.00% | 2q | -54.1%-$19.9K |
| Kingdom Financial Group LLC. | $16.0K | 679 | 0.00% | 3q | -10.5%-$1.9K |
| TOUNJIAN ADVISORY PARTNERS, LLC | $9.3K | 396 | 0.00% | new | NEW |
| Networth Advisors, LLC | $5.7K | 241 | 0.00% | 3q | +20.5% |
| IFG Advisory, LLC | $3.8K | 160 | 0.00% | new | NEW |
| Geneos Wealth Management Inc. | $3.1K | 133 | 0.00% | 4q | +1.5% |
| Elevated Capital Advisors, LLC | $1.6K | 68 | 0.00% | 2q | -38.7%-$1.0K |
| COMPASS FINANCIAL MANAGEMENT LLC | $750 | 32 | 0.00% | new | FIRST |
| Montgomery Financial Services LLC | $729 | 31 | 0.00% | new | FIRST |
| Integrated Wealth Concepts LLC | $424 | 18 | 0.00% | new | NEW |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 18 | $27.5M | 1,170,943 | 4 | 6 | 4 | 0.0% |
| Q1 2026 | 17 | $31.5M | 1,389,801 | 2 | 4 | 8 | 0.0% |
| Q4 2025 | 20 | $39.8M | 1,706,641 | 4 | 6 | 9 | 0.0% |
| Q3 2025 | 23 | $67.6M | 2,856,879 | 6 | 9 | 6 | 0.0% |
| Q2 2025 | 21 | $59.2M | 2,476,468 | 5 | 7 | 7 | 0.0% |
| Q1 2025 | 20 | $67.4M | 2,638,511 | 14 | 3 | 2 | 0.0% |
| Q4 2024 | 6 | $56.0M | 2,229,745 | 3 | 2 | 1 | 0.0% |
| Q3 2024 | 4 | $54.4M | 2,146,503 | 3 | 0 | 1 | 0.0% |
| Q2 2024 | 4 | $51.5M | 2,081,034 | 1 | 2 | 1 | 0.0% |
| Q1 2024 | 4 | $53.8M | 2,138,113 | 2 | 1 | 1 | 0.0% |
| Q4 2023 | 3 | $50.4M | 1,963,892 | 0 | 2 | 1 | 0.0% |
| Q3 2023 | 3 | $49.5M | 1,946,397 | 1 | 1 | 1 | 0.0% |
| Q2 2023 | 2 | $37.8M | 1,509,348 | 2 | 0 | 0 | 0.0% |