CRDT

Simplify Opportunistic Inc$23.20 1.69%
UnclassifiedUSCUSIP 82889N558· EOD Jun 5, 2026◍ Confluence graph
Tracked 13F Holders
3
-1 QoQ
13F Value (tracked)
$774K
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentBullish
BearishBullish
13F funds (latest Q)1 adding · 0 trimming
Insider net (180d)$0

Price & smart-money activity

$23.20 1.69%3Y -7.4%
$21.58$22.77$23.95$25.13$26.31202320242025202622224432
Hover for who · click for detailEnd-of-day closing prices52w $21.91 – $24.63
Build

Use CRDT data in an agent

The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.

Build

Ask your agent who owns CRDT

This stock page is the Follow view. The Build view lets your agent query CRDT owners, fund changes, insider filings, and source links through REST or MCP.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/CRDT"
Ask your agent
Use Arkolith to show who owns CRDT,
which funds added or reduced it, and which
SEC filings prove each claim.

Top institutional holders

3 tracked 13F filers
#FundPosition valueSharesLast moveAs ofHistory
1PRINCIPAL SECURITIES, INC.
$538K
24K
+0.7%
Added · +156 sh
Q1 2026
2Trajan Wealth LLC
$201K
9K
−2.5%
Reduced · −234 sh
Q1 2026
3Steward Partners Investment Advisory, LLC
$35K
2K
Held
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Fund activity: latest quarter

Opened (NEW)
0
funds
Added
1
funds
Reduced
0
funds
Exited
0
funds

Insider activity (Form 4)

No Form 4 insider transactions on file yet.

Institutional ownership over time

10 funds+9 since Q2 2023
0714Q2 2023Q4 2023Q2 2024Q4 2024Q2 2025Q4 2025Q1 2026
funds holding aggregate valuelatest $2.6M

Share classes

Class13F holdersValue held
CTAmc109 funds$754.9M
MTBAcommon80 funds$612.0M
HEQTHEDGED EQUITY49 funds$147.9M
CDXHIGH YIELD PLUS47 funds$203.1M
AGGHFUND44 funds$219.9M
SVOLmc41 funds$28.8M
BUCKTREASURY OPT INC40 funds$132.8M
PINKmc35 funds$99.4M

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Funds that own CRDT also own

CompanyCo-held byCombined value
NVIDIA CORPNVDA5 funds$1.1B
APPLE INCAAPL5 funds$942.9M
ALPHABET INC-CL AGOOGL5 funds$690.3M
MICROSOFT CORPMSFT5 funds$686.2M
AMAZON.COM INCAMZN5 funds$655.4M
ISHARES CORE U.S. AGGREGATEAGG5 funds$650.7M
VANGUARD S&P 500 ETFVOO5 funds$579.4M
META PLATFORMS INC-CLASS AMETA5 funds$545.2M
SS SPDR S&P 500 ETF TRUST-USSPY5 funds$428.2M
BROADCOM INCAVGO5 funds$377.6M
JPMORGAN CHASE & COJPM5 funds$377.3M
ISHARES CORE MSCI EAFE ETFIEFA5 funds$372.2M

Ranked by how many of CRDT's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

Browse more

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for CRDT. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.