CRDT

Simplify Opportunistic Inc$23.27 0.56%
UnclassifiedUSCUSIP 82889N558· EOD Jul 29, 2026◍ Confluence graph
Tracked 13F Holders
12
-11 QoQ
13F Value (tracked)
$17.7M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentBullish
BearishBullish
13F funds (latest Q)4 adding · 0 trimming
Insider net (180d)$0

Price & smart-money activity

$23.27 0.56%3Y -7.1%
$21.58$22.77$23.95$25.13$26.31202320242025202622424232432
Hover for who · click for detailEnd-of-day closing prices52w $21.91 – $24.17

Who owns CRDT?

12 tracked 13F filers

12 tracked 13F filers disclose a position in CRDT as of the latest SEC 13F filings, a combined $17.7M in reported value. 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.

#FundPosition valueSharesLast moveAs ofHistory
1Ascension Capital Advisors, Inc.
$15.1M
641K
+0.3%
Added · +2K sh
Q2 2026
2AE Wealth Management LLC
$606K
27K
−47%
Reduced · −24K sh
Q1 2026
3ENVESTNET ASSET MANAGEMENT INC
$538K
24K
−13%
Reduced · −4K sh
Q1 2026
4PRINCIPAL SECURITIES, INC.
$538K
24K
+0.7%
Added · +156 sh
Q1 2026
5JANE STREET GROUP, LLC
$384K
17K
−2.0%
Reduced · −355 sh
Q1 2026
6SUSQUEHANNA INTERNATIONAL GROUP, LLP
$210K
9K
−69%
Reduced · −20K sh
Q1 2026
7Trajan Wealth LLC
$201K
9K
−2.5%
Reduced · −234 sh
Q1 2026
8OSAIC HOLDINGS, INC.
$68K
3K
+1.1%
Added · +33 sh
Q1 2026
9MATHER GROUP, LLC.
$35K
2K
New
+2K sh
Q1 2026
10Steward Partners Investment Advisory, LLC
$35K
2K
Held
Q1 2026
11Networth Advisors, LLC
$6K
241
+21%
Added · +41 sh
Q2 2026
12Geneos Wealth Management Inc.
$3K
131
+1.6%
Added · +2 sh
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.

Is CRDT being bought or sold by institutions?

Last quarter, 1 fund opened a new position in CRDT and 3 added to an existing one, while 0 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
1
funds
Added
3
funds
Reduced
0
funds
Exited
0
funds

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.

Insider activity (Form 4)

No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.

Institutional ownership over time

2 funds-1 since Q3 2024
0918Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $15.1M

Recent filings

0 shown

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

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Ask your agent what changed in CRDT

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/CRDT/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for CRDT.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

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.