22 institutions reported holding $31.5M of SIMPLIFY EXCHANGE TRADED FUN (CRDT) in SEC 13F filings for 2026-03-31. Largest institutional holders: Ascension Capital Advisors, Inc. ($14.4M), Continuum Advisory, LLC ($9.7M), Mid-American Wealth Advisory Group, Inc. ($4.7M), AE Wealth Management LLC ($605,724), PRINCIPAL SECURITIES, INC. ($537,524). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Ascension Capital Advisors, Inc. | $14.4M | 639,001 | Added |
| 2 | Continuum Advisory, LLC | $9.7M | 431,710 | Added |
| 3 | Mid-American Wealth Advisory Group, Inc. | $4.7M | 201,104 | Hold |
| 4 | AE Wealth Management LLC | $605,724 | 26,886 | Trimmed |
| 5 | PRINCIPAL SECURITIES, INC. | $537,524 | 23,859 | Added |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $537,524 | 23,859 | Trimmed |
| 7 | JANE STREET GROUP, LLC | $383,582 | 17,026 | Trimmed |
| 8 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $209,814 | 9,313 | Trimmed |
| 9 | Trajan Wealth LLC | $201,280 | 8,934 | Trimmed |
| 10 | OSAIC HOLDINGS, INC. | $68,297 | 3,029 | Added |
| 11 | MATHER GROUP, LLC. | $35,191 | 1,562 | New |
| 12 | Steward Partners Investment Advisory, LLC | $35,100 | 1,558 | Hold |
| 13 | Kingdom Financial Group LLC. | $17,107 | 759 | Trimmed |
| 14 | Lloyd Advisory Services, LLC. | $17,107 | 759 | Trimmed |
| 15 | Networth Advisors, LLC | $4,506 | 200 | Trimmed |
| 16 | Geneos Wealth Management Inc. | $2,949 | 131 | Added |
| 17 | Elevated Capital Advisors, LLC | $2,492 | 111 | New |
| 18 | Focus Partners Wealth | $0 | 0 | Exited |
| 19 | UBS Group AG | $0 | 0 | Exited |
| 20 | Sunbelt Securities, Inc. | $0 | 0 | Exited |
| 21 | Great Lakes Retirement, Inc. | $0 | 0 | Exited |
| 22 | Quest 10 Wealth Builders, Inc. | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31