Who Owns SIMPLIFY EXCHANGE TRADED FUN (CRDT)? -- Institutional Holders (2026-06-30)
23 institutions reported holding $27.5M of SIMPLIFY EXCHANGE TRADED FUN (CRDT) in SEC 13F filings for 2026-06-30. Largest institutional holders: Ascension Capital Advisors, Inc. ($15.1M), Continuum Advisory, LLC ($10.5M), Pathstone Holdings, LLC ($626,952), AE Wealth Management LLC ($610,657), SUSQUEHANNA INTERNATIONAL GROUP, LLP ($292,844). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Ascension Capital Advisors, Inc. | $15.1M | 640,984 | Added |
| 2 | Continuum Advisory, LLC | $10.5M | 446,026 | Added |
| 3 | Pathstone Holdings, LLC | $626,952 | 26,650 | New |
| 4 | AE Wealth Management LLC | $610,657 | 25,957 | Trimmed |
| 5 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $292,844 | 12,448 | Added |
| 6 | Trajan Wealth LLC | $209,655 | 8,912 | Trimmed |
| 7 | OSAIC HOLDINGS, INC. | $92,644 | 3,935 | Added |
| 8 | Lloyd Advisory Services, LLC. | $83,659 | 3,556 | Added |
| 9 | MATHER GROUP, LLC. | $16,868 | 717 | Trimmed |
| 10 | Kingdom Financial Group LLC. | $15,971 | 679 | Trimmed |
| 11 | TOUNJIAN ADVISORY PARTNERS, LLC | $9,312 | 396 | New |
| 12 | Networth Advisors, LLC | $5,664 | 241 | Added |
| 13 | IFG Advisory, LLC | $3,764 | 160 | New |
| 14 | Geneos Wealth Management Inc. | $3,119 | 133 | Added |
| 15 | Elevated Capital Advisors, LLC | $1,610 | 68 | Trimmed |
| 16 | COMPASS FINANCIAL MANAGEMENT LLC | $750 | 32 | New |
| 17 | Montgomery Financial Services LLC | $729 | 31 | New |
| 18 | Integrated Wealth Concepts LLC | $424 | 18 | New |
| 19 | PRINCIPAL SECURITIES, INC. | $0 | 0 | Exited |
| 20 | JANE STREET GROUP, LLC | $0 | 0 | Exited |
| 21 | Mid-American Wealth Advisory Group, Inc. | $0 | 0 | Exited |
| 22 | ENVESTNET ASSET MANAGEMENT INC | $0 | 0 | Exited |
| 23 | Steward Partners Investment Advisory, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30