Simplify Opportunistic Income ETF (CRDT) Institutional Ownership $25.41 +0.02 (+0.08%) As of 01/21/2025 04:10 PM Eastern Add Compare Share Share Ownership Stock AnalysisChartHoldingsOwnershipRatings Institutional Ownership Changes (13F Filings) for Simplify Opportunistic Income ETF (NYSEARCA:CRDT)Number ofInstitutional Buyers(last 12 months)4TotalInstitutional Inflows(last 12 months)$54.27MNumber ofInstitutional Sellers(last 12 months)2TotalInstitutional Outflows(last 12 months)$440.62K Get CRDT Insider Trade Alerts Want to know when executives and insiders are buying or selling Simplify Opportunistic Income ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Email Address Skip Chart & View Institutional Buying and Selling Data CRDT Institutional Buying and Selling by Quarter Simplify Opportunistic Income ETF Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails1/15/2025 Wealthcare Advisory Partners LLC104,193$2.62M0.1%-6.2%3.496% 1/13/2025 Mid American Wealth Advisory Group Inc.37,408$939K0.6%N/A1.255% 11/15/2024Jane Street Group LLC22,745$576K0.0%-31.7%0.763% 11/15/2024Kovitz Investment Group Partners LLC1,996,580$50.57M0.3%N/A66.999% 11/7/2024Napa Wealth Management16,073$407K0.2%N/A0.539% 8/8/2024TMD Wealth Management LLC1,920,361$47.51M10.4%+4.5%64.442% 2/14/2024TMD Wealth Management LLC1,932,803$49.60M12.9%+0.7%107.378% 8/8/2023TMD Wealth Management LLC1,471,767$36.85M9.6%N/A81.765% (Data available from 1/1/2016 forward) CRDT Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of CRDT shares? During the previous two years, the following institutional investors and hedge funds held shares of Simplify Opportunistic Income ETF shares: Kovitz Investment Group Partners LLC ($50.57M), TMD Wealth Management LLC ($47.51M), Wealthcare Advisory Partners LLC ($2.62M), Mid American Wealth Advisory Group Inc. ($939K), and Jane Street Group LLC ($576K), Napa Wealth Management ($407K).Learn more on CRDT's institutional investors. Which institutional investors have been buying Simplify Opportunistic Income ETF stock? The following institutional investors have purchased Simplify Opportunistic Income ETF stock in the last 24 months: Kovitz Investment Group Partners LLC ($2.00M), TMD Wealth Management LLC ($1.57M), Mid American Wealth Advisory Group Inc. ($37.41K), and Napa Wealth Management ($16.07K). How much institutional buying is happening at Simplify Opportunistic Income ETF? Institutional investors have bought a total of 3,616,411 shares in the last 24 months. This purchase volume represents approximately $91.12M in transactions. Which Simplify Opportunistic Income ETF major shareholders have been selling company stock? The following institutional investors have sold Simplify Opportunistic Income ETF stock in the last 24 months: Jane Street Group LLC ($10.55K), and Wealthcare Advisory Partners LLC ($6.91K). How much institutional selling is happening at Simplify Opportunistic Income ETF? Institutional investors have sold a total of 17,458 shares in the last 24 months. This volume of shares sold represents approximately $440.62K in transactions. Related Companies iShares MSCI New Zealand ETF Institutional Ownership CP High Yield Trend ETF Institutional Ownership Goldman Sachs ActiveBeta Europe Equity ETF Institutional Ownership Alpha Architect International Quantitative Momentum ETF Institutional Ownership First Trust S&P International Dividend Aristocrats ETF Institutional Ownership RiverFront Dynamic US Dividend Advantage ETF Institutional Ownership Pacer US Cash Cows Growth ETF Institutional Ownership iShares MSCI Peru and Global Exposure ETF Institutional Ownership Innovator IBD 50 ETF Institutional Ownership AdvisorShares Dorsey Wright FSM All Cap World ETF Institutional Ownership This page (NYSEARCA:CRDT) was last updated on 1/22/2025 by MarketBeat.com Staff From Our PartnersBill Gates’ is about to mint millionaires (again) with Stargate.This little-known project that Bill Gates has been quietly working on that’s about to unleash an AI breakthrou...Brownstone Research | SponsoredDid You See Trump’s Manhattan Project Bombshell?This secret document contains stunning details about Donald Trump’s very first order of business… the minute h...Banyan Hill Publishing | SponsoredTrump currency shock imminentTrump's Quiet $1.9 Trillion Move Against the Fed A small army of Americans, with Trump's support, has launc...Stansberry Research | SponsoredJanuary 29th - the next big trading catalyst to watch Mark your calendar for January 29th. Because on that day, I believe we could see a $2 Trillion shock INTO t...Timothy Sykes | SponsoredElon’s #1 AI Stock” SET TO SOARForget ChatGPT! Because Elon Musk's AI promises to be 100x more powerful.Behind the Markets | SponsoredI was wrong. Dead wrong. I thought what happened 25 years ago was a once- in-a-lifetime event… but how wrong I was. Because here we...Porter & Company | SponsoredURGENT: This Altcoin Opportunity Won’t Wait – Act NowCrypto has officially entered the "banana zone" – that wild phase where prices can 1000x in days. It happen...Crypto Swap Profits | SponsoredThe Crypto Secret Wall Street Doesn’t Want You to KnowThe Crypto Wall Street Is Desperate to Hide It's happening now, right under everyone's radar. Big tech gian...Crypto 101 Media | Sponsored Adding Choose a watchlist: Watchlist Adding You have already added five stocks to your watchlist. Upgrade to MarketBeat All Access to add more stocks to your watchlist. Adding Simplify Opportunistic Income ETF Please log in to your account or sign up in order to add this asset to your watchlist. Share Simplify Opportunistic Income ETF With A Colleague Link copied to clipboard. Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
Free CRDT Stock Alerts