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Simplify Commodities Strategy No K-1 ETF (HARD) Institutional Ownership

$35.03 +0.32 (+0.92%)
As of 10/13/2026 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Simplify Commodities Strategy No K-1 ETF (NYSEARCA:HARD)

Number of
Institutional Buyers
(last 12 months)
19
Total
Institutional Inflows
(last 12 months)
$18.44M
Number of
Institutional Sellers
(last 12 months)
8
Total
Institutional Outflows
(last 12 months)
$6.07M
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HARD Institutional Buying and Selling by Quarter

Simplify Commodities Strategy No K-1 ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/9/2026Longview Financial Advisors Inc.242,659$8.17M4.7%+0.8%14.530%
10/8/2026Whalen Wealth Management Inc.32,366$1.09M0.5%N/A1.938%
9/23/2026Envestnet Asset Management Inc.18,448$547K0.0%-91.0%0.997%
9/9/2026Tidal Investments LLC19,041$565K0.0%-4.8%0.727%
7/6/2026Longview Financial Advisors Inc.240,644$7.14M4.2%+4.7%8.751%
5/8/2026Summit Global Investments11,821$418K0.0%N/A0.367%
4/27/2026Private Advisor Group LLC32,810$1.16M0.0%+25.4%1.010%
4/20/2026Longview Financial Advisors Inc.229,783$8.13M5.0%+5.7%7.070%
4/20/2026Park Edge Advisors LLC53,492$1.89M0.4%+8.2%1.646%
2/13/2026CreativeOne Wealth LLC52,131$1.55M0.0%+7.0%2.607%
2/12/2026Orion Porfolio Solutions LLC20,874$619K0.0%+40.2%1.044%
2/11/2026Straight Path Wealth Management9,750$289K0.1%+6.6%0.488%
2/6/2026Global Retirement Partners LLC1,603$48K0.0%+237.5%0.080%
2/6/2026HighTower Advisors LLC25,572$758K0.0%N/A1.279%
2/3/2026Encompass More Asset Management101,748$3.02M0.6%+13.4%5.087%
2/2/2026Longview Financial Advisors Inc.217,440$6.45M4.4%+3.2%10.872%
1/27/2026Holcombe Financial Inc.26,423$783K0.5%N/A1.321%
1/26/2026AE Wealth Management LLC136,103$4.03M0.0%+5,711.4%6.805%
1/26/2026CWM LLC3,839$114K0.0%+1,099.7%0.192%
1/20/2026Whalen Wealth Management Inc.40,897$1.21M0.7%N/A2.066%
1/20/2026Stratos Wealth Partners LTD.15,377$456K0.0%-21.8%0.777%
1/16/2026Park Edge Advisors LLC49,450$1.47M0.3%-3.8%2.497%
1/14/2026Global View Capital Management LLC26,390$782K0.1%-2.7%1.333%
11/17/2025Hilltop Holdings Inc.12,081$365K0.0%+6.6%0.643%
11/13/2025Private Advisor Group LLC21,642$653K0.0%-23.2%1.151%
11/13/2025Longview Financial Advisors Inc.210,634$6.36M4.5%+1,279.7%11.204%
11/13/2025CreativeOne Wealth LLC48,727$1.47M0.0%+525.4%2.592%
11/12/2025Orion Porfolio Solutions LLC14,892$450K0.0%+7.0%0.792%
11/6/2025Stratos Wealth Partners LTD.19,670$594K0.0%-1.9%1.046%
11/5/2025Envestnet Asset Management Inc.11,787$356K0.0%+4.0%0.627%
11/3/2025AE Wealth Management LLC2,342$71K0.0%+6,788.2%0.125%
11/3/2025Bluesphere Advisors LLC10,344$312K0.1%-3.2%0.550%
10/29/2025Global View Capital Management LLC27,109$819K0.2%+17.1%1.532%
10/29/2025Inspire Advisors LLC14,466$437K0.0%N/A0.817%
10/17/2025Encompass More Asset Management89,751$2.71M0.5%-4.1%5.188%
10/17/2025Worth Asset Management LLC15,385$465K0.2%+68.5%0.889%
10/9/2025Park Edge Advisors LLC51,385$1.55M0.4%+15.4%3.023%
8/27/2025Orion Porfolio Solutions LLC13,923$391K0.0%+2.5%1.266%
8/15/2025Global View Capital Management LLC23,153$651K0.2%-11.8%2.105%
8/14/2025Jane Street Group LLC15,049$423K0.0%N/A1.368%
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8/14/2025Napa Wealth Management145,345$4.09M2.0%+17.1%13.213%
8/12/2025CreativeOne Wealth LLC7,791$219K0.0%N/A0.708%
8/1/2025Envestnet Asset Management Inc.11,334$319K0.0%+5.3%1.007%
7/31/2025Longview Financial Advisors Inc.15,267$429K0.4%N/A1.357%
7/29/2025Stratos Wealth Partners LTD.20,050$564K0.0%N/A1.782%
7/29/2025Straight Path Wealth Management8,900$250K0.1%N/A0.791%
7/24/2025IFP Advisors Inc2,276$64K0.0%N/A0.202%
7/24/2025Mainstay Capital Management LLC ADV162,454$4.57M0.2%+61.1%14.440%
7/17/2025Bluesphere Advisors LLC10,691$301K0.2%N/A1.043%
7/10/2025Worth Asset Management LLC9,129$257K0.1%-30.2%0.811%
5/14/2025Napa Wealth Management124,142$3.86M2.2%N/A9.196%
5/14/2025Flow Traders U.S. LLC18,817$585K0.0%N/A1.394%
5/13/2025Global View Capital Management LLC26,259$816K0.3%N/A1.945%
5/9/2025Encompass More Asset Management119,391$3.71M1.1%N/A8.844%
5/5/2025Mainstay Capital Management LLC ADV100,864$3.13M0.4%N/A7.471%
5/5/2025Private Advisor Group LLC29,004$901K0.0%N/A2.148%
4/30/2025Brown Advisory Inc.8,356$260K0.0%N/A0.619%
4/22/2025Cherry Creek Investment Advisors Inc.6,445$200K0.1%N/A0.460%
4/21/2025CLG LLC31,679$984K0.3%N/A2.263%
4/10/2025Park Edge Advisors LLC44,394$1.38M0.4%-21.0%3.171%
4/9/2025Worth Asset Management LLC13,070$406K0.2%N/A0.934%
2/12/2025Orion Portfolio Solutions LLC12,114$328K0.0%+13.1%3.461%
1/28/2025Empowered Funds LLC4,999$135K0.0%N/A1.428%
1/21/2025Park Edge Advisors LLC56,214$1.52M0.4%-1.0%16.061%
11/15/2024Orion Portfolio Solutions LLC10,710$270K0.0%+12.0%3.060%
10/24/2024Park Edge Advisors LLC56,771$1.43M0.4%+2.8%16.220%
8/2/2024Ferguson Shapiro LLC29,236$706K0.3%N/A8.353%
7/26/2024Park Edge Advisors LLC55,205$1.33M0.4%-1.4%15.773%
4/19/2024Park Edge Advisors LLC56,015$1.31M0.4%+3.1%16.004%
1/12/2024Park Edge Advisors LLC54,344$1.27M0.4%N/A21.738%
11/8/2023HighTower Advisors LLC106,059$2.70M0.0%N/A42.424%
11/8/2023Avantax Advisory Services Inc.15,181$387K0.0%N/A6.072%


HARD Institutional Ownership - Frequently Asked Questions

During the previous two years, 32 institutional investors and hedge funds held shares of Simplify Commodities Strategy No K-1 ETF. The most heavily invested institutionals were Longview Financial Advisors Inc. ($8.17M), Mainstay Capital Management LLC ADV ($4.57M), Napa Wealth Management ($4.09M), AE Wealth Management LLC ($4.03M), Encompass More Asset Management ($3.02M), Park Edge Advisors LLC ($1.89M), and CreativeOne Wealth LLC ($1.55M).Learn more on Simplify Commodities Strategy No K-1 ETF's institutional investors.

Of the 31 institutional investors that purchased Simplify Commodities Strategy No K-1 ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Longview Financial Advisors Inc. ($242.66K), Mainstay Capital Management LLC ADV ($162.45K), Napa Wealth Management ($145.35K), AE Wealth Management LLC ($136.07K), Encompass More Asset Management ($131.39K), Whalen Wealth Management Inc. ($73.26K), and CreativeOne Wealth LLC ($52.13K).

Institutional investors have bought a total of 605,638 shares in the last 24 months. This purchase volume represents approximately $18.44M in transactions.

The following institutional investors have sold Simplify Commodities Strategy No K-1 ETF stock in the last 24 months: Envestnet Asset Management Inc. ($185.50K), Private Advisor Group LLC ($6.53K), Stratos Wealth Partners LTD. ($4.67K), Encompass More Asset Management ($3.88K), Park Edge Advisors LLC ($1.94K), Tidal Investments LLC ($959.00), and Global View Capital Management LLC ($719.00).

Institutional investors have sold a total of 204,541 shares in the last 24 months. This volume of shares sold represents approximately $6.07M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:HARD is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/9/2026. New 13F filings are added each quarter as they're published.
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