Simplify Opportunistic ETF (CRDT): which funds own it

ETFData as of Jun 30, 2026 (Q2 2026) · updated on Nov 5, 2026

A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.

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Sections with a free account

No concentrated manager holds it.

Concentrated managers

—

All 13F: 18

Consensus

—

No score: it needs 5 or more concentrated managers

Price at Jun 30, 2026 (per 13F)

$23.53

+4.4% in the quarter · reported value ÷ shares, not the quote · See current quote ↗

Quarter flow (concentrated managers)

sold out 0 · trimmed 0added 0 · new 0

Concentrated managers holding it

None in the latest quarter.

Largest holders of CRDT (all 13F filers)

Ascension Capital Advisors641 KType not verified+1,983
Continuum Advisory446 KType not verified+14 K
Pathstone Holdings27 KWealth adviser+27 K
AE Wealth Management26 KWealth adviser−929
Susquehanna International Group, LLP12 KBank or trading desk+3,135
Trajan Wealth8,912Wealth adviser−22
Berthel, Fisher & Company Financial Services6,360Type not verified0
Osaic Holdings3,935Wealth adviser+906
Lloyd Advisory Services3,556Type not verified+2,797
Mather Group717Type not verified−845

Filer	Type
Ascension Capital Advisors	Type not verified	641 K	+1,983	$15.1M
Continuum Advisory	Type not verified	446 K	+14 K	$10.5M
Pathstone Holdings	Wealth adviser	27 K	+27 K	$627K
AE Wealth Management	Wealth adviser	26 K	−929	$611K
Susquehanna International Group, LLP	Bank or trading desk	12 K	+3,135	$293K
Trajan Wealth	Wealth adviser	8,912	−22	$210K
Berthel, Fisher & Company Financial Services	Type not verified	6,360	0	$150K
Osaic Holdings	Wealth adviser	3,935	+906	$92.6K
Lloyd Advisory Services	Type not verified	3,556	+2,797	$83.7K
Mather Group	Type not verified	717	−845	$16.9K

Ascension Capital Advisors
Shares
641 K
Change
+1,983
See more
Type
Type not verified
Value
$15.1M
Continuum Advisory
Shares
446 K
Change
+14 K
See more
Type
Type not verified
Value
$10.5M
Pathstone Holdings
Shares
27 K
Change
+27 K
See more
Type
Wealth adviser
Value
$627K
AE Wealth Management
Shares
26 K
Change
−929
See more
Type
Wealth adviser
Value
$611K
Susquehanna International Group, LLP
Shares
12 K
Change
+3,135
See more
Type
Bank or trading desk
Value
$293K
Trajan Wealth
Shares
8,912
Change
−22
See more
Type
Wealth adviser
Value
$210K
Berthel, Fisher & Company Financial Services
Shares
6,360
Change
0
See more
Type
Type not verified
Value
$150K
Osaic Holdings
Shares
3,935
Change
+906
See more
Type
Wealth adviser
Value
$92.6K
Lloyd Advisory Services
Shares
3,556
Change
+2,797
See more
Type
Type not verified
Value
$83.7K
Mather Group
Shares
717
Change
−845
See more
Type
Type not verified
Value
$16.9K

The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.

This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗