CRDT

Simplify Opprtunistic Income

Latest period2026 - Q1Total superinvestors17

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2025-Q4 and 2026-Q1. According to the most recent SEC 13F filing, 17 superinvestors own shares of Simplify Opprtunistic Income (CRDT), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Simplify Opprtunistic Income (CRDT), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Simplify Opprtunistic Income (CRDT) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Simplify Opprtunistic Income (CRDT) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

SuperinvestorPortfolio %Reported Value
Paul Thompson, Jr.@Ascension Capital Advisors, Inc.
Recent Activity
Increased 0.49%
4.54%
$14.396M
639,001 shares@ 22.53 avg price
Ruth M Miller@Continuum Advisory, Llc
Recent Activity
Increased 11.78%
0.94%
$9.726M
431,710 shares@ 22.53 avg price
Joshua Frierdich@Mid-american Wealth Advisory Group, Inc.
Recent Activity
1.99%
$4.688M
201,104 shares@ 23.31 avg price
Shawn Scholz@Ae Wealth Management Llc
Recent Activity
Decreased -47.08%
0.01%
$605,724
26,886 shares@ 22.53 avg price
Thomas Drogan@Principal Securities, Inc.
Recent Activity
Increased 0.66%
0.01%
$537,524
23,859 shares@ 22.53 avg price
Sean P. Skuja@Envestnet Asset Management Inc
Recent Activity
Decreased -12.89%
0.01%
$537,524
23,859 shares@ 22.53 avg price
Jeremy Kahn@Jane Street Group, Llc
Recent Activity
Decreased -2.04%
0.01%
$383,582
17,026 shares@ 22.53 avg price
Brian Sopinsky@Susquehanna International Group, Llp
Recent Activity
Decreased -68.65%
0.01%
$209,814
9,313 shares@ 22.53 avg price
John DeMarco@Trajan Wealth Llc
Recent Activity
Decreased -2.55%
0.01%
$201,280
8,934 shares@ 22.53 avg price
Shawn Mihal@Osaic Holdings, Inc.
Recent Activity
Increased 1.11%
0.01%
$68,297
3,029 shares@ 22.55 avg price

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