Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Simplify Exchange Traded Fun (CRDT)

17 + Investors. Track Smart Money conviction in CRDT. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -3
Streak
2Q ▼
Buyers last Q
35%

Smart Money Signals — CRDT

Based on 17 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds reduced or closed their CRDT positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🔻

Below peak — only 68% of 3.0Y high

68% of all-time peak
Only 17 funds hold CRDT today versus a peak of 25 funds at 2025 Q3 — just 68% of the maximum. Low institutional ownership can mean the stock is out of favor, but it also means there's a large pool of potential buyers if sentiment turns.
📉

Outflows — 11% fewer funds vs a year ago

fund count last 6Q
2 fewer hedge funds hold CRDT compared to a year ago (-11% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🔴

Heavy selling pressure — only 35% buying

7 buying13 selling
Last quarter: 13 funds sold vs only 7 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
➡️

Steady new buyers — ~2 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 4 → 9 → 5 → 2. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 53% entered in last year

6% conviction (2yr+) 41% medium 53% new
Only 1 funds (6%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
⚠️

Saturation — most institutions already know this story

14 → 4 → 9 → 5 → 2 new funds/Q
New funds entering each quarter: 4 → 9 → 5 → 2. Far fewer institutions are entering now vs. a year ago. When the pool of potential new buyers shrinks this fast, future price support from institutional inflows weakens significantly.
🌱

Early stage — 88% of holders entered in last year

6% veterans 6% 1-2yr 88% new
Of 17 current holders: 15 (88%) entered in the past year, only 1 (6%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
📋

Smaller funds dominant — 4% AUM from top-100

4% from top-100 AUM funds
3 of 17 holders rank in the top 100 by AUM, but together hold only 4% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — CRDT

In 2026 Q1, 7 hedge funds were net buyers of CRDT (2 opened a new position, 5 added to an existing one), while 13 reduced or exited (8 trimmed, 5 sold completely) — a 35% buyer ratio, indicating net institutional distribution. Net selling has persisted for two consecutive quarters. Net fund flow last quarter: -3 funds (more exits than new entries). Total institutional holders: 17.

Hedge Fund Ownership: CRDT

How many hedge funds hold CRDT — quarterly history vs. share price
Quarterly hedge fund ownership of CRDT vs. share price

Market Analysis: CRDT

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CRDT

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Simplify Exchange Traded Fun (CRDT) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much CRDT has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 79d ago
CRDT
+3.0%
SPY
+13.9%

CRDT outperformed SPY by -10.9% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
CRDT
-0.4%
SPY
+0.2%

Since the filing became public, CRDT outperformed SPY by -0.6% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

0 top-rated funds 1 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
0.8
/ 10
conviction
Hedge Fund Positioning: CRDT
17 + Investors

Track Smart Money conviction in CRDT. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 17 20 -15.0%
13F Shares 1M 2M -18.57%
Total Value $31M $40M -20.9%
New Positions 2 5 -3
Increased Positions 5 6 -1
Closed Positions 5 10 -5
Reduced Positions 8 9 -1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: CRDT

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Institutional Holders (2026 Q1)

17 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in CRDT. Verified SEC 13F-HR filings.

QUARTER:
Top 17 CRDT holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Ascension Capital Advisors, Inc. 4.53% 639,001 $14.4M
2 Mid-American Wealth Advisory Group, Inc. 1.98% 201,104 $4.7M
3 Continuum Advisory, LLC 0.93% 431,710 $9.7M
4 Trajan Wealth LLC 0.01% 8,934 $201K
5 Principal Securities, INC. 0.01% 23,859 $538K
6 Kingdom Financial Group LLC. 0.00% 759 $17K
7 Lloyd Advisory Services, LLC. 0.00% 759 $17K
8 AE Wealth Management LLC 0.00% 26,886 $606K
9 Networth Advisors, LLC 0.00% 200 $5K
10 Elevated Capital Advisors, LLC 0.00% 111 $2K
11 Mather Group, LLC. 0.00% 1,562 $35K
12 Steward Partners Investment Advisory, LLC 0.00% 1,558 $35K
13 Envestnet Asset Management Inc 0.00% 23,859 $538K
14 Osaic Holdings, INC. 0.00% 3,029 $68K
15 Geneos Wealth Management Inc. 0.00% 131 $3K
16 Jane Street Group, LLC 0.00% 17,026 $384K
17 Susquehanna International Group, LLP 0.00% 9,313 $210K
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Simplify Exchange Traded Fun (CRDT)

What does the Smart Money Trend signal show for CRDT?

Selling streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds reduced or closed their CRDT positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for CRDT?

Heavy selling pressure — only 35% buying: Last quarter: 13 funds sold vs only 7 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

What is the fund quality score for CRDT holders?

Smaller funds dominant — 4% AUM from top-100: 3 of 17 holders rank in the top 100 by AUM, but together hold only 4% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held CRDT?

Mostly new holders — 53% entered in last year: Only 1 funds (6%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Is it too late to buy Simplify Exchange Traded Fun (CRDT) following the 2026 Q1 hedge fund 13F filings?

As of today, CRDT has moved -0.4% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of -0.6%. Since the quarter end (March 31, 2026), CRDT has gained +3.0% vs +13.9% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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