CRDTSIMPLIFY EXCHANGE TRADED FUN
CUSIP 82889N558 · Yahoo Finance ↗ · Google Finance ↗
Simplify Exchange Traded Fun (CRDT) has 18 institutional holders in Filings Flow’s 13F database, together reporting 1.40M shares worth $32M as of Q1 2026. The largest reported holders are Northcoast Asset Management LLC, Ascension Capital Advisors, Inc., and Continuum Advisory, LLC.
Institutional Holders
18
Q1 2026
Reported Value
$32M
Ticker
CRDT
Quarters Tracked
12
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Ascension Capital Advisors, Inc.$318M AUM | 4.53% | $14M | 639.0K | Q1 2026 |
| Authentikos Wealth Advisory, LLC$148M AUM | 3.05% | $5M | 195.1K | Q4 2025OLDER |
| Mid-American Wealth Advisory Group, Inc.$277M AUM | 1.98% | $5M | 201.1K | Q1 2026 |
| Continuum Advisory, LLC$1.0B AUM | 0.93% | $10M | 431.7K | Q1 2026 |
| NAPA WEALTH MANAGEMENT$213M AUM | 0.23% | $494,849 | 20.9K | Q3 2025OLDER |
| NorthCoast Asset Management LLC$4.3B AUM | 0.08% | $21M | 872.3K | Q3 2025OLDER |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.06% | $3M | 128.5K | Q3 2025OLDER |
| Stratos Wealth Advisors, LLC$1.6B AUM | 0.03% | $650,916 | 27.2K | Q2 2025OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.03% | $509,810 | 21.9K | Q4 2025OLDER |
| Great Lakes Retirement, Inc.$967M AUM | 0.03% | $307,784 | 13.2K | Q4 2025OLDER |
| 3EDGE Asset Management, LP$2.1B AUM | 0.01% | $218,145 | 9.2K | Q3 2025OLDER |
| Trajan Wealth LLC$2.5B AUM | 0.01% | $201,280 | 8.9K | Q1 2026 |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.01% | $537,524 | 23.9K | Q1 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC$5.3B AUM | 0.01% | $215,192 | 8.4K | Q1 2026 |
| Focus Partners Wealth$89.9B AUM | 0.01% | $6M | 276.4K | Q4 2025OLDER |
| Lloyd Advisory Services, LLC.$349M AUM | 0.00% | $17,107 | 759 | Q1 2026 |
| Kingdom Financial Group LLC.$349M AUM | 0.00% | $17,107 | 759 | Q1 2026 |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $605,724 | 26.9K | Q1 2026 |
| Networth Advisors, LLC$141M AUM | 0.00% | $4,506 | 200 | Q1 2026 |
| Cresset Asset Management, LLC$23.1B AUM | 0.00% | $729,956 | 30.9K | Q3 2025OLDER |
| EVOLUTION WEALTH MANAGEMENT INC.$137M AUM | 0.00% | $2,319 | 98 | Q4 2025OLDER |
| Quest 10 Wealth Builders, Inc.$114M AUM | 0.00% | $2,634 | 113 | Q4 2025OLDER |
| Elevated Capital Advisors, LLC$397M AUM | 0.00% | $2,492 | 111 | Q1 2026 |
| MATHER GROUP, LLC.$10.0B AUM | 0.00% | $35,191 | 1.6K | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $35,100 | 1.6K | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $537,524 | 23.9K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $68,297 | 3.0K | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $3M | 125.6K | Q3 2025OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $24,000 | 1.0K | Q2 2025OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $2,949 | 131 | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $383,582 | 17.0K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $307,036 | 13.0K | Q3 2025OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $209,814 | 9.3K | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $6,993 | 300 | Q4 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.