Simplify Opportunistic Income
CRDT • ARCA
Simplify Opportunistic Income is an exchange-traded fund on ARCA. As of Q3 2025, 24 institutional investors hold shares in this ETF, with total holdings valued at $67.2M. Kovitz Investment Group Partners, LLC is the largest holder with a position valued at $20.6M.
Overview
Overview of institutional ownership in CRDT as of Q3 2025
All Institutions
- Institutions
- 24
- Value Held
- $67.2M
- Shares Held
- 2.8M
- Avg Position
- $2.8M
- Median Position
- $661.9K
Hedge Funds
- Hedge Funds
- 1
- Value Held
- $307.0K
- Shares Held
- 13.0K
- Avg Position
- $307.0K
- Median Position
- $307.0K
Biggest Investors
Institutions with the largest positions in CRDT as of Q3 2025
| Institution | Position Value |
|---|---|
 Kovitz Investment Group Partners, LLC RIA/Wealth | $20.6M 0.08% of portfolio |
 Ascension Capital Advisors, Inc. RIA/Wealth | $14.6M 5.66% of portfolio |
 Continuum Advisory, LLC RIA/Wealth | $10.0M 1.07% of portfolio |
 Authentikos Wealth Advisory, LLC RIA/Wealth | $4.6M 3.38% of portfolio |
 Mid-American Wealth Advisory Group, Inc. RIA/Wealth | $4.4M 2.10% of portfolio |
 Wealthcare Advisory Partners LLC RIA/Wealth | $3.0M 0.06% of portfolio |
 JPMORGAN CHASE & CO Institution | $1.5M 0.00% of portfolio |
J JANE STREET GROUP, LLC Institution | $1.3M 0.00% of portfolio |
$1.3M 0.01% of portfolio | |
 AE Wealth Management LLC RIA/Wealth | $1.2M 0.01% of portfolio |
Net Capital Flow
Institutional buying and selling activity for CRDT in Q3 2025
- Traded
- +$8.4M
- Buyers
- 17
- Sellers
- 10
- Total Bought
- +$15.5M
- Total Sold
- −$7.1M
- Avg Position
- $2.4M
Biggest Buyers
| Institution | Net Bought |
|---|---|
Continuum Advisory, LLC RIA/Wealth | +$10.0M +423.6K shares |
JPMORGAN CHASE & CO Institution | +$1.5M +62.8K shares |
J JANE STREET GROUP, LLC Institution | +$1.1M +45.1K shares |
Mid-American Wealth Advisory Group, Inc. RIA/Wealth | +$598.1K +25.3K shares |
 Sunbelt Securities, Inc. RIA/Wealth | +$596.6K +25.2K shares |
F FLOW TRADERS U.S. LLC Institution | +$386.4K +16.3K shares |
Authentikos Wealth Advisory, LLC RIA/Wealth | +$345.4K +14.6K shares |
Wealthcare Advisory Partners LLC RIA/Wealth | +$335.4K +14.2K shares |
 Trajan Wealth LLC RIA/Wealth | +$254.1K +10.7K shares |
 3EDGE Asset Management, LP Long Only Manager | +$218.1K +9.2K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
Kovitz Investment Group Partners, LLC RIA/Wealth | −$5.8M −245.6K shares |
 Stratos Wealth Advisors, LLC RIA/Wealth | −$650.9K −27.2K shares |
−$390.9K −16.5K shares | |
 UBS Group AG Institution | −$139.6K −5.9K shares |
AE Wealth Management LLC RIA/Wealth | −$39.9K −1.7K shares |
 CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | −$27.6K −1.2K shares |
 CWM, LLC RIA/Wealth | −$24.4K −1.0K shares |
G Great Lakes Retirement, Inc. Institution | −$20.8K −878.0 shares |
 Park Square Financial Group, LLC RIA/Wealth | −$5.7K −237.0 shares |
 Transce3nd, LLC RIA/Wealth | −$1.9K −78.0 shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited CRDT in Q3 2025
- New Positions
- 6
- New Value
- $12.4M
- Exited Positions
- 4
- Exited Value
- $682.8K
New Positions
| Institution | Position Value |
|---|---|
Continuum Advisory, LLC RIA/Wealth | $10.0M 423.6K shares |
JPMORGAN CHASE & CO Institution | $1.5M 62.8K shares |
F FLOW TRADERS U.S. LLC Institution | $386.4K 16.3K shares |
Trajan Wealth LLC RIA/Wealth | $254.1K 10.7K shares |
3EDGE Asset Management, LP Long Only Manager | $218.1K 9.2K shares |
 Geneos Wealth Management Inc. RIA/Wealth | $5.2K 218.0 shares |
Exited Positions
| Institution | Previous Position |
|---|---|
Stratos Wealth Advisors, LLC RIA/Wealth | $650.9K 27.2K shares |
CWM, LLC RIA/Wealth | $24.4K 1.0K shares |
Park Square Financial Group, LLC RIA/Wealth | $5.7K 237.0 shares |
Transce3nd, LLC RIA/Wealth | $1.9K 78.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in CRDT as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with CRDT as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Ascension Capital Advisors, Inc. RIA/Wealth | 5.66% $14.6M |
Authentikos Wealth Advisory, LLC RIA/Wealth | 3.38% $4.6M |
Mid-American Wealth Advisory Group, Inc. RIA/Wealth | 2.10% $4.4M |
Continuum Advisory, LLC RIA/Wealth | 1.07% $10.0M |
 NAPA WEALTH MANAGEMENT RIA/Wealth | 0.26% $494.8K |
Kovitz Investment Group Partners, LLC RIA/Wealth | 0.08% $20.6M |
Wealthcare Advisory Partners LLC RIA/Wealth | 0.06% $3.0M |
Sunbelt Securities, Inc. RIA/Wealth | 0.05% $784.6K |
G Great Lakes Retirement, Inc. Institution | 0.04% $329.0K |
F FLOW TRADERS U.S. LLC Institution | 0.02% $386.4K |
Hedge Fund Spotlight
Discover hedge funds investing in CRDT
CITADEL ADVISORS LLC
Hedge Fund • Multi-Strategy
Portfolio ManagerKenneth Cordele Griffin
- Portfolio Value
- $122.08B
- Positions
- 5,531
- Last Reported
- Q3 2025
Sector Allocation
Position in Simplify Opportunistic Income
- Market Value
- $307.0K
- Shares Held
- 13.0K
- Portfolio Weight
- 0.00%
- Owned Since
- 2024-Q1
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Software - Infrastructure Technology | $2.1B | 1.68% | |
Semiconductors Technology | $1.8B | 1.50% | |
Internet Content & Information Communication Services | $1.4B | 1.18% |
