SEC 13F Intelligence

HARDSIMPLIFY COMMODITIES STRATEGY NO K-1 ETF

CUSIP 82889N566 · Yahoo Finance ↗ · Google Finance ↗

Simplify Commodities Strategy No K-1 Etf (HARD) has 1 institutional holders in Filings Flow’s 13F database, together reporting 1.72M shares worth $60M as of Q1 2026. The largest reported holders are Encompass More Asset Management, Envestnet Asset Management Inc, and Longview Financial Advisors, Inc..

Institutional Holders
1
Q1 2026
Reported Value
$7M
Ticker
HARD
Quarters Tracked
3

Ownership Trend

Institutional holders
Q4 ’25: 23Q4 ’25Q1 ’26: 24Q1 ’26Q2 ’26: 1Q2 ’26filingsflow.com
Total reported value
Q4 ’25: $23MQ4 ’25Q1 ’26: $60MQ1 ’26Q2 ’26: $7MQ2 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Longview Financial Advisors, Inc.$171M AUM4.17%$7M240.6KQ2 2026
Encompass More Asset Management$597M AUM2.40%$14M405.2KQ1 2026OLDER
BLVD Private Wealth, LLC$115M AUM2.05%$2M66.8KQ1 2026OLDER
Whalen Wealth Management Inc.$187M AUM0.65%$1M40.9KQ4 2025OLDER
Holcombe Financial, Inc.$170M AUM0.49%$783,19126.4KQ4 2025OLDER
NAPA WEALTH MANAGEMENT$213M AUM0.48%$1M33.7KQ3 2025OLDER
Park Edge Advisors, LLC$434M AUM0.44%$2M53.5KQ1 2026OLDER
Global View Capital Management LLC$377M AUM0.30%$1M31.8KQ1 2026OLDER
Worth Asset Management, LLC$313M AUM0.21%$464,55115.4KQ3 2025OLDER
Bluesphere Advisors LLC$281M AUM0.13%$365,86710.3KQ1 2026OLDER
Straight Path Wealth Management$374M AUM0.09%$344,8589.8KQ1 2026OLDER
Inspire Advisors, LLC$1.2B AUM0.04%$436,80414.5KQ3 2025OLDER
CreativeOne Wealth, LLC$4.3B AUM0.03%$1M33.3KQ1 2026OLDER
AE Wealth Management LLC$18.5B AUM0.02%$4M120.0KQ1 2026OLDER
Hilltop Holdings Inc.$1.1B AUM0.02%$361,05112.2KQ4 2025OLDER
MML INVESTORS SERVICES, LLC$36.1B AUM0.02%$6M177.4KQ1 2026OLDER
Orion Porfolio Solutions, LLC$11.7B AUM0.01%$870,51124.6KQ1 2026OLDER
Stratos Wealth Partners, LTD.$8.8B AUM0.01%$503,56314.2KQ1 2026OLDER
Private Advisor Group, LLC$21.3B AUM0.01%$1M32.8KQ1 2026OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$7M203.9KQ1 2026OLDER
LPL Financial LLC$376.6B AUM0.00%$7M189.5KQ1 2026OLDER
Tidal Investments LLC$47.4B AUM0.00%$717,40020.0KQ1 2026OLDER
HighTower Advisors, LLC$94.2B AUM0.00%$881,54724.9KQ1 2026OLDER
Global Retirement Partners, LLC$5.6B AUM0.00%$47,5031.6KQ4 2025OLDER
CWM, LLC$38.1B AUM0.00%$318,7929.0KQ1 2026OLDER
MATHER GROUP, LLC.$10.0B AUM0.00%$68,4761.9KQ1 2026OLDER
Belvedere Trading LLC$84.4B AUM0.00%$275,8867.8KQ1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$159,6254.5KQ1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$16,006540Q4 2025OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$1M34.4KQ1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$217,4556.1KQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$219,3367.4KQ4 2025OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$1,51050Q3 2025OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$5,365181Q4 2025OLDER
UBS Group AG$666.3B AUM0.00%$4,090138Q4 2025OLDER
MORGAN STANLEY$1.67T AUM0.00%$301Q1 2026OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.