CRDT — Simplify Exchange Traded Fun 机构持仓 · 2026年Q2
谁持有 Simplify Exchange Traded Fun（CRDT）？2026年Q2（报告期截至 2026-06-30）共有 22 家机构在 SEC 13F 申报中报告持有，合计 2,754.65 万美元。前几大持有机构：Ascension Capital Advisors, Inc.（1,510.00 万美元）、Continuum Advisory, LLC（1,050.00 万美元）、Pathstone Holdings, LLC（62.70 万美元）。
| 排名 | 机构 | 市值 | 股数 | 变动 |
|---|---|---|---|---|
| 1 | Ascension Capital Advisors, Inc. | $15.1M | 640,984 | 增持 |
| 2 | Continuum Advisory, LLC | $10.5M | 446,026 | 增持 |
| 3 | Pathstone Holdings, LLC | $626,952 | 26,650 | 新建仓 |
| 4 | AE Wealth Management LLC | $610,657 | 25,957 | 减持 |
| 5 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $292,844 | 12,448 | 增持 |
| 6 | Trajan Wealth LLC | $209,655 | 8,912 | 减持 |
| 7 | OSAIC HOLDINGS, INC. | $92,644 | 3,935 | 增持 |
| 8 | Lloyd Advisory Services, LLC. | $83,659 | 3,556 | 增持 |
| 9 | MATHER GROUP, LLC. | $16,868 | 717 | 减持 |
| 10 | Kingdom Financial Group LLC. | $15,971 | 679 | 减持 |
| 11 | TOUNJIAN ADVISORY PARTNERS, LLC | $9,312 | 396 | 新建仓 |
| 12 | Networth Advisors, LLC | $5,664 | 241 | 增持 |
| 13 | IFG Advisory, LLC | $3,764 | 160 | 新建仓 |
| 14 | Geneos Wealth Management Inc. | $3,119 | 133 | 增持 |
| 15 | Elevated Capital Advisors, LLC | $1,610 | 68 | 减持 |
| 16 | COMPASS FINANCIAL MANAGEMENT LLC | $750 | 32 | 新建仓 |
| 17 | Montgomery Financial Services LLC | $729 | 31 | 新建仓 |
| 18 | PRINCIPAL SECURITIES, INC. | $0 | 0 | 清仓 |
| 19 | ENVESTNET ASSET MANAGEMENT INC | $0 | 0 | 清仓 |
| 20 | JANE STREET GROUP, LLC | $0 | 0 | 清仓 |
| 21 | Steward Partners Investment Advisory, LLC | $0 | 0 | 清仓 |
| 22 | Mid-American Wealth Advisory Group, Inc. | $0 | 0 | 清仓 |
来源：SEC 13F 申报文件 · 截至 2026-06-30