8 institutions reported holding $15.7M of SIMPLIFY EXCHANGE TRADED FUN (CRDT) in SEC 13F filings for 2026-06-30. Largest institutional holders: Ascension Capital Advisors, Inc. ($15.1M), AE Wealth Management LLC ($610,657), MATHER GROUP, LLC. ($16,868), Networth Advisors, LLC ($5,664), Elevated Capital Advisors, LLC ($1,610). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Ascension Capital Advisors, Inc. | $15.1M | 640,984 | Added |
| 2 | AE Wealth Management LLC | $610,657 | 25,957 | Trimmed |
| 3 | MATHER GROUP, LLC. | $16,868 | 717 | Trimmed |
| 4 | Networth Advisors, LLC | $5,664 | 241 | Added |
| 5 | Elevated Capital Advisors, LLC | $1,610 | 68 | Trimmed |
| 6 | PRINCIPAL SECURITIES, INC. | $0 | 0 | Exited |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $0 | 0 | Exited |
| 8 | Mid-American Wealth Advisory Group, Inc. | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30