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Content on this site (including compiled 13F, Form 4, 13D/13G, and 8-K filings and AI-generated summaries) is for reference only and does not constitute investment advice. Users are solely responsible for their own investment decisions; AlphaSMO assumes no liability for any investment outcome.

CRDT

CRDT 13F Positioning & Ownership Changes

Simplify Opportunistic INC

-$8.3M

Net Activity

Institutions Holding

17

Popularity Rank

#8590

Avg Weight

0.44%

Total Value

$31.5M

Ownership Trend

17 institutions currently hold CRDT, with 7 net buyers and 13 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Majority Decreased

Based on recent trading activity

Net Selling Institutions

13

Net Buying Institutions

7

Key Holders

Key Holders

Top 5 by Value

Ascension Capital Advisors, Inc.

Continuum Advisory, LLC

Mid-American Wealth Advisory Group, Inc.

AE Wealth Management LLC

Envestnet Asset Management INC

Top 5 by Conviction

Ascension Capital Advisors, Inc.

Mid-American Wealth Advisory Group, Inc.

Continuum Advisory, LLC

Principal Securities, INC.

Trajan Wealth LLC

View all 17 holding institutions

Quarterly Activity

Recent Activity

+$24.8M

Total Buy Value

$10.6M

Total Sell Value

New buy2

Trim8

Add5

Sold out5

7

Net Buyers

13

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding SIMPLIFY OPPORTUNISTIC INC (CRDT)?

Major stakeholders currently include Ascension Capital Advisors, Inc. ($14.4M), Continuum Advisory, LLC ($9.7M), Mid-American Wealth Advisory Group, Inc. ($4.7M). Based on the latest 13F filings, there are a total of 17 tracked investment funds and institutions maintaining positions in CRDT.

What is the overall institutional sentiment toward CRDT recently?

Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $8.3M, driven by 7 managers accumulating shares while 13 reduced their exposure.

Which institutions have been selling or reducing their CRDT positions?

In the latest period, 8 funds trimmed their holdings, and 5 managers completely exited their positions. The aggregate reported sell value was $10.6M.

Are there any notable investors adding CRDT to their portfolios?

Yes, buying activity remains notable. 2 institutions opened new positions in {ticker}, and 5 existing holders added to their shares. The total reported buy value for the quarter amounted to $24.8M.

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