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Simplify Opportunistic Inc (CRDT)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Lloyd Advisory Services, Llc.
INCREASED
Shares3,768 from 3,556
Change+212 (+6%)
Value$78.4K (-$5.3K)
Filed 2026-11-02
Mather Group, Llc.
DECREASED
Shares670 from 717
Change-47 (-7%)
Value$13.9K (-$2.9K)
Filed 2026-10-14
Networth Advisors, LLC
DECREASED
Shares239 from 241
Change-2 (-1%)
Value$5.0K (-$690)
Filed 2026-11-03
Tounjian Advisory Partners, LLC
DECREASED
Shares204 from 396
Change-192 (-48%)
Value$4.2K (-$5.1K)
Filed 2026-11-04
Elevated Capital Advisors, LLC
DECREASED
Shares40 from 68
Change-28 (-41%)
Value$840 (-$770)
Filed 2026-11-04
Compass Financial Management LLC
UNCHANGED
Shares32 from 32
Change0 (0%)
Value$666 (-$84)
Filed 2026-10-30
Montgomery Financial Services LLC
UNCHANGED
Shares31 from 31
Change0 (0%)
Value$645 (-$84)
Filed 2026-11-03
Kingdom Financial Group Llc.
CLOSED
Shares0 from 679
Change-679 (-100%)
Value$0 (-$16.0K)
Filed 2026-11-04
Ascension Capital Advisors, Inc.
N/A
Shares— from 640,984
Change-640,984 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 446,026
Change-446,026 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 26,650
Change-26,650 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 25,957
Change-25,957 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 12,448
Change-12,448 (-100%)
Value—
Trajan Wealth LLC
N/A
Shares— from 8,912
Change-8,912 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 6,360
Change-6,360 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 3,935
Change-3,935 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 160
Change-160 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 133
Change-133 (-100%)
Value—
Status
Lloyd Advisory Services, Llc.
INCREASED3,7683,556+212+6%$83.7K$78.4K-$5.3K2026-11-02
Mather Group, Llc.
DECREASED670717-47-7%$16.9K$13.9K-$2.9K2026-10-14
Networth Advisors, LLC
DECREASED239241-2-1%$5.7K$5.0K-$6902026-11-03
Tounjian Advisory Partners, LLC
DECREASED204396-192-48%$9.3K$4.2K-$5.1K2026-11-04
Elevated Capital Advisors, LLC
DECREASED4068-28-41%$1.6K$840-$7702026-11-04
Compass Financial Management LLC
UNCHANGED323200%$750$666-$842026-10-30
Montgomery Financial Services LLC
UNCHANGED313100%$729$645-$842026-11-03
Kingdom Financial Group Llc.
CLOSED0679-679-100%$16.0K$0-$16.0K2026-11-04
Ascension Capital Advisors, Inc.
N/A—640,984-640,984-100%$15.1M———
Continuum Advisory, LLC
N/A—446,026-446,026-100%$10.5M———
Pathstone Holdings, LLC
N/A—26,650-26,650-100%$627.0K———
AE Wealth Management LLC
N/A—25,957-25,957-100%$610.7K———
Susquehanna International Group, LLP
N/A—12,448-12,448-100%$292.8K———
Trajan Wealth LLC
N/A—8,912-8,912-100%$209.7K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—6,360-6,360-100%$149.6K———
Osaic Holdings, Inc.
N/A—3,935-3,935-100%$92.6K———
IFG Advisory, LLC
N/A—160-160-100%$3.8K———
Geneos Wealth Management Inc.
N/A—133-133-100%$3.1K———
Showing 18 of 18 institutions