Simplify Exchange Traded Funds - Simplify Commodities Strategy No K-1 ETF (HARD)

Historical Holders from Q1 2023 to Q3 2025

Type / Class
Equity / Simplify Commodities Strategy No K-1 ETF
Symbol
HARD
Shares outstanding
115,434
Price per share
$29.89
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
594,523
Total reported value
$17,951,995
% of total 13F portfolios
0%
Share change
-67,031
Value change
-$1,569,770
Number of holders
21
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of Simplify Exchange Traded Funds - Simplify Commodities Strategy No K-1 ETF (HARD) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
Kensington Asset Management, LLC 100% 0% $3,243,695 -$3,243,724 115,434 -50% Kensington Asset Management, LLC 24 Feb 2025
As of 30 Sep 2025, Simplify Exchange Traded Funds - Simplify Commodities Strategy No K-1 ETF (HARD) has 21 institutional shareholders filing 13F forms. They hold 594,523 shares. .

Top 25 institutional shareholders own 515% of the company.

Filer Ownership Nb Shares Share Change % Portfolio % Holdings Value
Longview Financial Advisors, Inc. 182% 210,634 +1280% 4.5% $6,360,103
Encompass More Asset Management 78% 89,751 -4.1% 0.52% $2,710,034
Park Edge Advisors, LLC 45% 51,385 +15% 0.36% $1,551,571
CreativeOne Wealth, LLC 42% 48,727 +525% 0.04% $1,471,303
NAPA WEALTH MANAGEMENT 29% 33,739 -77% 0.48% $1,018,749
Global View Capital Management LLC 23% 27,109 +17% 0.17% $818,556
Private Advisor Group, LLC 19% 21,642 -23% 0% $653,480
Stratos Wealth Partners, LTD. 17% 19,670 -1.9% 0.01% $593,936
Worth Asset Management, LLC 13% 15,385 +69% 0.21% $464,551
Orion Porfolio Solutions, LLC 13% 14,892 +7% 0% $449,664
Inspire Advisors, LLC 13% 14,466 0.04% $436,804
Hilltop Holdings Inc. 10% 12,081 +6.6% 0.02% $364,787
ENVESTNET ASSET MANAGEMENT INC 10% 11,787 +4% 0% $355,909
Bluesphere Advisors, LLC 9% 10,344 -3.2% 0.14% $312,337
Straight Path Wealth Management 7.9% 9,150 +2.8% 0.08% $276,284
AE Wealth Management LLC 2% 2,342 +6788% 0% $70,735
OSAIC HOLDINGS, INC. 0.5% 573 0% 0% $17,302
Global Retirement Partners, LLC 0.41% 475 0% $14,349
CWM, LLC 0.28% 320 +596% 0% $10,000
PRINCIPAL SECURITIES, INC. 0.04% 50 0% $1,510
MORGAN STANLEY 0% 1 0% 0% $31
BROWN ADVISORY INC 0% 0 -100% $0
JANE STREET GROUP, LLC 0% 0 -100% $0
IFP Advisors, Inc 0% 0 -100% $0
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 0% 0 -100% $0

Institutional Holders of Simplify Exchange Traded Funds - Simplify Commodities Strategy No K-1 ETF (HARD) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price Investors
2025 Q3 594,523 $17,951,995 -$1,569,770 $30.20 21
2025 Q2 661,554 $18,595,904 -$5,003,587 $28.11 24
2025 Q1 840,525 $25,661,406 +$23,004,053 $31.07 22
2024 Q4 74,158 $2,005,272 +$155,092 $27.05 8
2024 Q3 68,418 $1,723,093 -$4,433,893 $25.18 5
2024 Q2 252,299 $6,087,884 +$1,467,407 $24.15 9
2024 Q1 191,529 $4,494,571 -$1,958,088 $23.46 5
2023 Q4 275,392 $6,413,196 +$497,893 $23.31 7
2023 Q3 252,251 $6,426,574 +$3,078,972 $25.46 6
2023 Q2 131,466 $3,247,868 +$407,191 $24.70 3
2023 Q1 114,805 $2,860,367 +$2,860,367 $24.92 2