Latest Period
Q1 2026
Security Snapshot
SIMPLIFY EXCHANGE TRADED FUN - SIMPLIFY OPPORT (CRDT) Institutional Ownership
CUSIP: 82889N558
13F Institutional Holders and Ownership History from Q2 2023 to Q1 2026
Institutions Reporting
17
Shares (Excl. Options)
1,389,801
Price
$22.53
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- Security type / class
- Equity / SIMPLIFY OPPORT
- Symbol
- CRDT
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 1,389,801
- Total 13F value
- $31,468,192
- Portfolio coverage rank
- 0%
- Share change
- -316,840
- Value change
- -$7,381,714
- Number of holders
- 17
- SEC-reported price per share
- $23.26
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
1 identity field
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- CRDT - SIMPLIFY EXCHANGE TRADED FUN - SIMPLIFY OPPORT is tracked under CUSIP 82889N558.
- 17 institutions reported positions in Q1 2026.
- Schedule 13D/13G significant owner rows are not currently available.
Change
- Holder count moved from 20 to 17 between Q4 2025 and Q1 2026.
- SEC-reported value moved from $39,781,861 to $31,468,192.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 17 institutions filings for Q1 2026.
Security key
82889N558
Latest holder period
Q1 2026
13F holders
17
13D/G owners
0
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 82889N558:
As of 31 Mar 2026, 17 institutional investors reported holding 1,389,801 shares of SIMPLIFY EXCHANGE TRADED FUN - SIMPLIFY OPPORT (CRDT).
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
12
Latest
Q1 2026
Rows shown
1-12 of 12
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 1,389,801 | $31,468,192 | -$7,381,714 | $22.53 | 17 |
| 2025 Q4 | 1,706,641 | $39,781,861 | -$25,700,955 | $23.31 | 20 |
| 2025 Q3 | 2,810,400 | $66,493,623 | +$8,239,774 | $23.66 | 24 |
| 2025 Q2 | 2,487,133 | $59,439,025 | -$3,432,696 | $23.89 | 22 |
| 2025 Q1 | 2,629,647 | $67,135,409 | +$10,211,116 | $25.53 | 20 |
| 2024 Q4 | 4,266,572 | $107,090,970 | +$3,094,344 | $25.10 | 7 |
| 2024 Q3 | 2,146,503 | $54,370,912 | +$50,376,487 | $25.33 | 4 |
| 2024 Q2 | 2,081,034 | $51,480,407 | -$1,510,610 | $24.74 | 4 |
| 2024 Q1 | 2,138,113 | $53,752,158 | +$4,379,850 | $25.14 | 4 |
| 2023 Q4 | 1,963,892 | $50,393,462 | +$448,919 | $25.66 | 3 |
| 2023 Q3 | 1,946,397 | $49,459,901 | +$11,105,854 | $25.41 | 3 |
| 2023 Q2 | 1,509,348 | $37,786,541 | +$37,786,541 | $25.04 | 2 |