Go Pro

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

$29.50 0.00 (0.00%)
As of 07/2/2026 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for Simplify Commodities Strategy No K-1 ETF (NYSEARCA:HARD)

Number of
Institutional Buyers
(last 12 months)
25
Total
Institutional Inflows
(last 12 months)
$21.77M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$740.23K
Get HARD Insider Trade Alerts

Want to know when executives and insiders are buying or selling Simplify Commodities Strategy No K-1 ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

HARD Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
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%
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside) (Ad)

Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top S&P 500 stock for 12 years running—and today, he's giving away his #1 AI stock pick for 2026, free. This company's sales are up 28% year over year, it holds over 30,000 patents in wireless and video technology, and it just earned an A-rating in his proprietary Stock Grader system that has cost him $9 million to build and maintain.tc pixel

Get the name and ticker of Louis Navellier's #1 AI stock free
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. ($8.13M), 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 32 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. ($229.78K), Mainstay Capital Management LLC ADV ($162.45K), Napa Wealth Management ($145.35K), AE Wealth Management LLC ($136.07K), Encompass More Asset Management ($131.39K), CreativeOne Wealth LLC ($52.13K), and Whalen Wealth Management Inc. ($40.90K).

Institutional investors have bought a total of 730,983 shares in the last 24 months. This purchase volume represents approximately $21.77M in transactions.

The following institutional investors have sold Simplify Commodities Strategy No K-1 ETF stock in the last 24 months: Private Advisor Group LLC ($6.53K), Stratos Wealth Partners LTD. ($4.67K), Worth Asset Management LLC ($3.94K), Encompass More Asset Management ($3.88K), Global View Capital Management LLC ($3.83K), Park Edge Advisors LLC ($1.94K), and Bluesphere Advisors LLC ($347.00).

Institutional investors have sold a total of 25,131 shares in the last 24 months. This volume of shares sold represents approximately $740.23K in transactions.



This page (NYSEARCA:HARD) was last updated on 7/5/2026 by MarketBeat.com Staff.
From Our Partners