Latest Period
Q4 2025
Security Snapshot
Simplify Exchange Traded Funds - Simplify Commodities Strategy No K-1 ETF (HARD) Institutional Ownership
CUSIP: 82889N566
13F Institutional Holders and Ownership History from Q1 2023 to Q1 2026
Institutions Reporting
23
Shares (Excl. Options)
791,538
Price
$29.64
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- Type / Class
- Equity / Simplify Commodities Strategy No K-1 ETF
- Symbol
- HARD
- Shares outstanding
- 115,434
- Price per share
- $33.00
- All holders as of 31 Dec 2025
- Q4 2025
- Total 13F shares
- 791,538
- Total reported value
- $23,461,380
- % of total 13F portfolios
- 0%
- Share change
- +212,516
- Value change
- +$6,272,443
- Number of holders
- 23
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors
Quick Takeaways
- HARD - Simplify Exchange Traded Funds - Simplify Commodities Strategy No K-1 ETF is tracked under CUSIP 82889N566.
- 23 institutions reported positions in Q4 2025.
- 1 significant owner is listed from Schedule 13D/13G reporting.
What Changed
- Holder count moved from 23 to 9 between Q4 2025 and Q1 2026.
- Reported value moved from $23,461,380 to $29,158,119.
Why This Matters
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Source Evidence
Source: SEC Form 13F
Open SEC Evidence
Latest holder context comes from 23 institutions filings for Q4 2025.
Investment Quick Answers
What is CUSIP 82889N566?
CUSIP 82889N566 identifies HARD - Simplify Exchange Traded Funds - Simplify Commodities Strategy No K-1 ETF in SEC 13F datasets.
Where can I see the latest institutional holders?
Review the Q4 2025 holders report and the ownership history table below.
Next ownership checks
Use the next link that matches the question you still need to answer about this security.
- Latest 13F filings when you want to inspect fresh institutional portfolio moves.
- Latest Schedule 13D/13G reports when you need large-owner changes outside the 13F cycle.
- All institutional ownership pages to compare this security with other holder-history pages.
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 82889N566:
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% | $3,292,178 | -$3,292,206 | 115,434 | -50% | Kensington Asset Management, LLC | 24 Feb 2025 |
As of 31 Dec 2025, 23 institutional investors reported holding 791,538 shares of Simplify Exchange Traded Funds - Simplify Commodities Strategy No K-1 ETF (HARD). This represents 686% of the company’s total 115,434 outstanding shares.
Top 25 Institutional Shareholders
The largest institutional shareholders of Simplify Exchange Traded Funds - Simplify Commodities Strategy No K-1 ETF (HARD) together control 686% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| Longview Financial Advisors, Inc. | 188% | 217,440 | +3.2% | 4.4% | $6,444,926 |
| AE Wealth Management LLC | 118% | 136,103 | +5711% | 0.02% | $4,034,088 |
| Encompass More Asset Management | 88% | 101,748 | +13% | 0.56% | $3,015,811 |
| CreativeOne Wealth, LLC | 45% | 52,131 | +7% | 0.04% | $1,545,160 |
| Park Edge Advisors, LLC | 43% | 49,450 | -3.8% | 0.33% | $1,465,698 |
| Whalen Wealth Management Inc. | 35% | 40,897 | 0.65% | $1,212,187 | |
| Holcombe Financial, Inc. | 23% | 26,423 | 0.49% | $783,191 | |
| Global View Capital Management LLC | 23% | 26,390 | -2.7% | 0.15% | $782,200 |
| Private Advisor Group, LLC | 23% | 26,167 | +21% | 0% | $775,590 |
| HighTower Advisors, LLC | 22% | 25,572 | 0% | $757,947 | |
| Orion Porfolio Solutions, LLC | 18% | 20,874 | +40% | 0% | $618,710 |
| Stratos Wealth Partners, LTD. | 13% | 15,377 | -22% | 0.01% | $455,774 |
| Hilltop Holdings Inc. | 11% | 12,182 | +0.84% | 0.02% | $361,051 |
| ENVESTNET ASSET MANAGEMENT INC | 10% | 11,887 | +0.85% | 0% | $352,337 |
| Bluesphere Advisors LLC | 9% | 10,344 | 0% | 0.14% | $306,596 |
| Straight Path Wealth Management | 8.4% | 9,750 | +6.6% | 0.08% | $288,990 |
| CWM, LLC | 3.3% | 3,839 | +1100% | 0% | $114,000 |
| OSAIC HOLDINGS, INC. | 2.2% | 2,501 | +336% | 0% | $74,130 |
| Global Retirement Partners, LLC | 1.4% | 1,603 | +237% | 0% | $47,503 |
| Farther Finance Advisors, LLC | 0.47% | 540 | 0% | $16,006 | |
| WELLS FARGO & COMPANY/MN | 0.16% | 181 | 0% | $5,365 | |
| UBS Group AG | 0.12% | 138 | 0% | $4,090 | |
| MORGAN STANLEY | 0% | 1 | 0% | 0% | $30 |
| Claris Financial LLC | 0% | 0 | -100% | $0 | |
| PRINCIPAL SECURITIES, INC. | 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 (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 824,374 | $29,158,119 | +$11,927,862 | $35.37 | 9 |
| 2025 Q4 | 791,538 | $23,461,380 | +$6,272,443 | $29.64 | 23 |
| 2025 Q3 | 594,523 | $17,951,995 | -$1,569,761 | $30.20 | 21 |
| 2025 Q2 | 661,554 | $18,595,904 | -$5,003,590 | $28.11 | 24 |
| 2025 Q1 | 840,525 | $25,661,406 | +$23,004,052 | $31.07 | 22 |
| 2024 Q4 | 86,272 | $2,332,956 | +$193,070 | $27.05 | 9 |
| 2024 Q3 | 79,128 | $1,992,822 | -$4,404,909 | $25.18 | 6 |
| 2024 Q2 | 261,858 | $6,318,687 | +$1,451,132 | $24.15 | 10 |
| 2024 Q1 | 201,762 | $4,734,611 | -$1,958,440 | $23.46 | 6 |
| 2023 Q4 | 285,640 | $6,651,574 | +$736,271 | $23.31 | 8 |
| 2023 Q3 | 252,251 | $6,426,574 | +$3,078,976 | $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 |