| 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.
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 |
| PRINCIPAL SECURITIES, INC. | 0% | 0 | -100% | $0 | |
| Worth Asset Management, LLC | 0% | 0 | -100% | $0 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 791,538 | $23,461,380 | +$6,823,140 | $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 |