§ EQUITY
USDCRDT
SIMPLIFY OPPORTUNISTIC INC
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
13 increased/new, 5 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| Ascension Capital Advisors, Inc. | 639K | 4.5% | +0% |
| Continuum Advisory, LLC | 432K | 0.9% | +12% |
| Mid-American Wealth Advisory Group, Inc. | 201K | 2.0% | ±0% |
| AE Wealth Management LLC | 27K | 0.0% | −47% |
| ENVESTNET ASSET MANAGEMENT INC | 24K | 0.0% | −13% |
| PRINCIPAL SECURITIES, INC. | 24K | 0.0% | +1% |
◇ AC INTELLIGENCE
Top institutional owners for CRDT as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER100.0% · 17 holders
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for CRDT in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention CRDT yet.