Simplify Opportunistic Inc (CRDT)

CUSIP: 82889N558 | NYSE | 50 institutional holders

Institutional Holders — Q3 2026

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0.0% of portfolio$78.4K

0.0% of portfolio$13.9K

0.0% of portfolio$5.0K

0.0% of portfolio$4.2K

0.0% of portfolio$840

0.0% of portfolio$666

0.0% of portfolio$645

				Style	Turnover	Location	Filed
Lloyd Advisory Services, Llc.	3,768	$78.4K	0.0%	ETF	Very High	Suwanee, GA	2026-11-02
Mather Group, Llc.	670	$13.9K	0.0%	ETF	Medium	Chicago, IL	2026-10-14
Networth Advisors, LLC	239	$5.0K	0.0%	ETF	Medium	Canonsburg, PA	2026-11-03
Tounjian Advisory Partners, LLC	204	$4.2K	0.0%	Growth	High	Fort Myers, FL	2026-11-04
Elevated Capital Advisors, LLC	40	$840	0.0%	ETF	Medium	Sandy, UT	2026-11-04
Compass Financial Management LLC	32	$666	0.0%	Core	N/A	Tampa, FL	2026-10-30
Montgomery Financial Services LLC	31	$645	0.0%	ETF	N/A	Ocean City, MD	2026-11-03