Citadel Advisors’s Simplify Opportunistic Income ETF CRDT Stock Holding History

Citadel Advisors’s Portfolio CRDT Stock Details CRDT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-12,977	Closed	-$307K	–	12829
2025 Q3	$307K	Sell	12,977 -1,166	-8%	-$28K	﹤0.01%	10318
2025 Q2	$338K	Sell	14,143 -6,866	-33%	-$170K	﹤0.01%	9532
2025 Q1	$536K	Sell	21,009 -5,458	-21%	-$140K	﹤0.01%	8318
2024 Q4	$664K	Buy	+26,467	New	+$664K	﹤0.01%	7927
2024 Q3	–	Sell	-30,856	Closed	-$763K	–	14344
2024 Q2	$763K	Buy	30,856 +18,104	+142%	+$452K	﹤0.01%	7154
2024 Q1	$321K	Buy	+12,752	New	+$326K	﹤0.01%	9311

Other funds holding CRDT

ACA

Ascension Capital Advisors Houston, Texas $318M AUM 15.97% 1-Year Est. Return

Continuum Advisory Eagle, Idaho $1.04B AUM 21.13% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

MAWAG

Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Citadel Advisors's CRDT Position: Q4 2025 in Review

Citadel Advisors sold out of Simplify Opportunistic Income ETF (CRDT) in Q4 2025, closing a stake of 12,977 shares — an estimated $307K sold.

Citadel Advisors first reported a position in CRDT in Q1 2024 and held it in 6 quarters. The position peaked at $763K in Q2 2024. 20 funds tracked by Wall St. Rank hold CRDT as of Q4 2025.

Citadel Advisors reported no remaining Simplify Opportunistic Income ETF position as of Q4 2025 after selling out during the quarter.
Citadel Advisors sold 12,977 Simplify Opportunistic Income ETF shares in Q4 2025, an estimated $307K.
Citadel Advisors first reported a position in Simplify Opportunistic Income ETF in Q1 2024 and held it in 6 quarters.
Citadel Advisors's Simplify Opportunistic Income ETF position peaked at $763K in Q2 2024.
20 funds tracked by Wall St. Rank held Simplify Opportunistic Income ETF as of Q4 2025.

Based on Citadel Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.