Simplify Exchange Traded Funds - CRDT
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Funds
· Industry:
Investment Company
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Quarter snapshot
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Q4 2025
· Q3 2025
Value (USD)
Total reported value ($000)
$39.77M
QoQ value delta ($000)
-$26.22M
(-39.73%)
Implied price effect (QoQ)
-1.49%
Shares
Total shares
1,706,641
QoQ shares delta
-1,082,844
(-38.82%)
Total shares held by funds (by quarter)
Shares (left)
Fund holders (right)
Market chart (CRDT)
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Top holders (Q4 2025)
Top 25 only
Full list
Early Q2 2026 data: only 17 institutional holders reported so far. More will appear as funds file with the SEC.
| Manager | Value ($000) | Shares | % of 13F |
|---|---|---|---|
| Ascension Capital Advisors, Inc. | 14,823 | 635,914 | 5.09% |
| Continuum Advisory, LLC | 9,003 | 386,244 | 0.9% |
| Focus Partners Wealth | 6,441 | 276,354 | 0.01% |
| Mid-American Wealth Advisory Group, Inc. | 4,687 | 201,104 | 1.98% |
| AE Wealth Management LLC | 1,184 | 50,806 | 0.01% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 692 | 29,707 | 0.0% |
| ENVESTNET ASSET MANAGEMENT INC | 638 | 27,390 | 0.0% |
| PRINCIPAL SECURITIES, INC. | 552 | 23,703 | 0.01% |
| Sunbelt Securities, Inc. | 509 | 21,871 | 0.03% |
| JANE STREET GROUP, LLC | 405 | 17,381 | 0.0% |
| Great Lakes Retirement, Inc. | 307 | 13,204 | 0.03% |
| Trajan Wealth LLC | 213 | 9,168 | 0.01% |
| Lloyd Advisory Services, LLC. | 140 | 6,044 | 0.05% |
| OSAIC HOLDINGS, INC. | 69 | 2,996 | 0.0% |
| Kingdom Financial Group LLC. | 55 | 2,387 | 0.02% |
| Steward Partners Investment Advisory, LLC | 36 | 1,558 | 0.0% |
| UBS Group AG | 6 | 300 | 0.0% |
| Networth Advisors, LLC | 6 | 268 | 0.0% |
| Geneos Wealth Management Inc. | 3 | 129 | 0.0% |
| Quest 10 Wealth Builders, Inc. | 2 | 113 | 0.0% |