Simplify Opportunistic Income ETF (CRDT) Institutional Ownership $25.05 -0.07 (-0.28%) (As of 11/20/2024 ET) 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)3TotalInstitutional Inflows(last 12 months)$53.33MNumber ofInstitutional Sellers(last 12 months)1TotalInstitutional Outflows(last 12 months)$267.13K 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 Ad Colonial MetalsTrump’s IRS Hands Massive ‘Victory Gift’ To 401K OwnersTrump quietly left open an "off the books" wealth-protection loophole hidden in the 6,871 pages of the IRS Tax Code… And since then… "In the know" patriots have quietly used this same "Trump revenge loophole" to shield their life savings from Bidenomics…Get Your Free Gold Guide Simplify Opportunistic Income ETF Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails11/15/2024 Jane Street Group LLC22,745$576K0.0%-31.7%0.763% 11/15/2024 Kovitz Investment Group Partners LLC1,996,580$50.57M0.3%N/A66.999% 11/7/2024 Napa 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), 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), and Napa Wealth Management ($16.07K). How much institutional buying is happening at Simplify Opportunistic Income ETF? Institutional investors have bought a total of 3,579,003 shares in the last 24 months. This purchase volume represents approximately $90.18M 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). How much institutional selling is happening at Simplify Opportunistic Income ETF? Institutional investors have sold a total of 10,546 shares in the last 24 months. This volume of shares sold represents approximately $267.13K in transactions. 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