Who owns Simplify Opportunistic Income ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of CRDT from SEC Form 13F filings across 18 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 18 institutions disclosed 1.2M shares of Simplify Opportunistic Income ETF worth $27.5M — about 78.1% of shares outstanding; the largest disclosed holder is Ascension Capital Advisors, Inc.. Source: SEC Form 13F filings, parsed by EvidInvest.
18
13F holders
$27.5M
value, 2026 filers
78.1%
of shares outstanding (1.2M sh)
6
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of CRDT's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Ascension Capital Advisors, Inc. | 640,984 | $15.1M | 4.2% | 42.7% | +0.3% |
| 2 | Continuum Advisory, LLC | 446,026 | $10.5M | 0.8% | 29.7% | +3.3% |
| 3 | Pathstone Holdings, LLCNEW | 26,650 | $626,952 | 0.0% | 1.8% | new |
| 4 | AE Wealth Management LLC | 25,957 | $610,657 | 0.0% | 1.7% | -3.5% |
| 5 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 12,448 | $292,844 | 0.0% | 0.8% | +33.7% |
| 6 | Trajan Wealth LLC | 8,912 | $209,655 | 7.9% | 0.6% | -0.2% |
| 7 | OSAIC HOLDINGS, INC. | 3,935 | $92,644 | 0.0% | 0.3% | +29.9% |
| 8 | Lloyd Advisory Services, LLC. | 3,556 | $83,659 | 0.0% | 0.2% | +368.5% |
| 9 | MATHER GROUP, LLC. | 717 | $16,868 | 0.0% | 0% | -54.1% |
| 10 | Kingdom Financial Group LLC. | 679 | $15,971 | 0.0% | 0% | -10.5% |
| 11 | TOUNJIAN ADVISORY PARTNERS, LLCNEW | 396 | $9,312 | 0.0% | 0% | new |
| 12 | Networth Advisors, LLC | 241 | $5,664 | 0.0% | 0% | +20.5% |
| 13 | IFG Advisory, LLCNEW | 160 | $3,764 | 0.0% | 0% | new |
| 14 | Geneos Wealth Management Inc. | 133 | $3,119 | 0.0% | 0% | +1.5% |
| 15 | Elevated Capital Advisors, LLC | 68 | $1,610 | 0.0% | 0% | -38.7% |
| 16 | COMPASS FINANCIAL MANAGEMENT LLCNEW | 32 | $750 | 0.0% | 0% | new |
| 17 | Montgomery Financial Services LLCNEW | 31 | $729 | 0.0% | 0% | new |
| 18 | Integrated Wealth Concepts LLCNEW | 18 | $424 | 0.0% | 0% | new |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.