Who Owns Simplify Commodities Strategy No K-1 ETF (HARD)?Hedge Fund & Institutional Holders

$35.36-0.37 (-1.04%)Financial ServicesNYSE_ARCA

Institutional Holders

30

as of Q4 2025

Total Institutional Value

$6.444378630151465e+54T

% of Float Held

QoQ Change in Holders

+14 / -2

Price History

$24.05$26.97$29.89$32.81$35.73Aug 24May 25Mar 26

HARD — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
AE Wealth Management LLCNew Position+136K+$4.0M
Encompass More Asset ManagementNew Position+102K+$3.0M
Whalen Wealth Management Inc.New Position+41K+$1.2M
Holcombe Financial, Inc.New Position+26K+$783K
Global View Capital Management LLCNew Position+26K+$782K
Bluesphere Advisors LLCNew Position+10K+$306K
Straight Path Wealth ManagementNew Position+10K+$288K
CWM, LLCNew Position+4K+$114K
Farther Finance Advisors, LLCNew Position+540+$16K
UBS Group AGNew Position+138+$4K
ENVESTNET ASSET MANAGEMENT INCNew Position+12K+$0
HighTower Advisors, LLCNew Position+26K+$0
Global Retirement Partners, LLCNew Position+2K+$0
WELLS FARGO & COMPANY/MNNew Position+181+$0
OSAIC HOLDINGS, INC.Increased+2K+$-17.3M

HARD — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Park Edge Advisors, LLCDecreased-2K-$1.6B
NAPA WEALTH MANAGEMENTClosed Position-34K-$1.0B
Stratos Wealth Partners, LTD.Decreased-4K-$593.5M
PRINCIPAL SECURITIES, INC.Closed Position-50-$1.5M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Longview Financial Advisors, Inc.217,440$6.4M4.38%Share
2AE Wealth Management LLC127,764$3.8M0.02%Share
3Encompass More Asset Management101,748$3.0M0.56%Share
4Park Edge Advisors, LLC49,450$1.5M0.33%Share
5Whalen Wealth Management Inc.40,897$1.2M0.65%Share
6CreativeOne Wealth, LLC51,152$1.0M0.02%Share
7Holcombe Financial, Inc.26,423$783K0.49%Share
8Global View Capital Management LLC26,390$782K0.15%Share
9Stratos Wealth Partners, LTD.15,377$455K0.01%Share
10Bluesphere Advisors LLC10,344$306K0.14%Share
11Straight Path Wealth Management9,750$288K0.08%Share
12AE Wealth Management LLC6,457$191K0.00%Share
13CWM, LLC3,839$114K0.00%Share
14AE Wealth Management LLC1,247$36K0.00%Share
15Farther Finance Advisors, LLC540$16K0.00%Share
16AE Wealth Management LLC330$9K0.00%Share
17AE Wealth Management LLC241$7K0.00%Share
18UBS Group AG138$4K0.00%Share
19AE Wealth Management LLC64$1K0.00%Share
20Hilltop Holdings Inc.12,182$00.00%Share
21CITADEL ADVISORS LLC7,400$00.00%Call
22HighTower Advisors, LLC25,572$00.00%Share
23Private Advisor Group, LLC26,167$00.00%Share
24CreativeOne Wealth, LLC979$00.00%Share
25Orion Porfolio Solutions, LLC20,874$00.00%Share
26ENVESTNET ASSET MANAGEMENT INC11,887$00.00%Share
27Global Retirement Partners, LLC1,603$00.00%Share
28MORGAN STANLEY1$00.00%Share
29WELLS FARGO & COMPANY/MN181$00.00%Share
30OSAIC HOLDINGS, INC.2,501$00.00%Share

HARD Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202523$19.9M+12
Q3 202511$12.5B-11
Q2 202522$19.2B+1
Q1 202521$22.9B+13
Q4 20248$135.6B+3
Q3 20245$277.1B-3
Q2 20248$1.6T+3
Q1 20245$795.6B

Similar Stocks by Institutional Ownership

As of Q4 2025, 30 institutional investors hold HARD (Simplify Commodities Strategy No K-1 ETF). The largest holder is Longview Financial Advisors, Inc. with $6.4M in shares. This quarter, 14 institutions opened new positions and 2 closed their positions.

Frequently Asked Questions

How many hedge funds own HARD?

As of Q4 2025, 30 institutional investors report holding HARD (Simplify Commodities Strategy No K-1 ETF) in their 13F filings.

Who is the largest institutional holder of HARD?

The largest institutional holder of HARD is Longview Financial Advisors, Inc. with $6.4M in shares.

Is institutional ownership of HARD increasing or decreasing?

This quarter, 14 institutions opened new positions in HARD and 2 closed their positions.