Latest Period
Q1 2026
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
24
Shares (Excl. Options)
1,715,867
Price
$35.37
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- Type / Class
- Equity / Simplify Commodities Strategy No K-1 ETF
- Symbol
- HARD
- Shares outstanding
- 115,434
- Price per share
- $34.85
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 1,715,867
- Total reported value
- $60,700,030
- % of total 13F portfolios
- 0%
- Share change
- +925,932
- Value change
- +$33,220,565
- Number of holders
- 24
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors
Key facts
- HARD - Simplify Exchange Traded Funds - Simplify Commodities Strategy No K-1 ETF is tracked under CUSIP 82889N566.
- 24 institutions reported positions in Q1 2026.
- 1 significant owner is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 23 to 24 between Q4 2025 and Q1 2026.
- Reported value moved from $23,461,380 to $60,700,030.
Research use
- 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.
Evidence
Source: SEC Form 13F
Open SEC Evidence
Latest holder context comes from 24 institutions filings for Q1 2026.
Security key
82889N566
Latest holder period
Q1 2026
13F holders
24
13D/G owners
1
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 82889N566:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
1
Security
HARD
| 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 Mar 2026, 24 institutional investors reported holding 1,715,867 shares of Simplify Exchange Traded Funds - Simplify Commodities Strategy No K-1 ETF (HARD). This represents 1486% of the company’s total 115,434 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
1486%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| Encompass More Asset Management | 351% | 405,214 | +298% | 2.4% | $14,332,419 |
| Longview Financial Advisors, Inc. | 199% | 229,783 | +5.7% | 5% | $8,127,435 |
| ENVESTNET ASSET MANAGEMENT INC | 177% | 203,946 | +1616% | 0% | $7,213,553 |
| LPL Financial LLC | 164% | 189,518 | 0% | $6,703,252 | |
| MML INVESTORS SERVICES, LLC | 154% | 177,393 | 0.02% | $6,274,382 | |
| AE Wealth Management LLC | 104% | 120,037 | -12% | 0.02% | $4,245,711 |
| BLVD Private Wealth, LLC | 58% | 66,808 | 2.1% | $2,362,999 | |
| Park Edge Advisors, LLC | 46% | 53,492 | +8.2% | 0.44% | $1,892,012 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 30% | 34,396 | 0% | $1,216,587 | |
| CreativeOne Wealth, LLC | 29% | 33,261 | -36% | 0.03% | $1,176,438 |
| Private Advisor Group, LLC | 28% | 32,810 | +25% | 0.01% | $1,160,490 |
| Global View Capital Management LLC | 28% | 31,788 | +20% | 0.3% | $1,124,342 |
| HighTower Advisors, LLC | 22% | 24,925 | -2.5% | 0% | $881,547 |
| Orion Porfolio Solutions, LLC | 21% | 24,612 | +18% | 0.01% | $870,511 |
| Tidal Investments LLC | 17% | 20,000 | 0% | $717,400 | |
| Stratos Wealth Partners, LTD. | 12% | 14,237 | -7.4% | 0.01% | $503,563 |
| Summit Global Investments | 10% | 11,821 | 0.02% | $418,000 | |
| Bluesphere Advisors LLC | 9% | 10,344 | 0% | 0.13% | $365,867 |
| Straight Path Wealth Management | 8.4% | 9,750 | 0% | 0.09% | $344,858 |
| CWM, LLC | 7.8% | 9,013 | +135% | 0% | $318,792 |
| RAYMOND JAMES FINANCIAL INC | 5.3% | 6,148 | 0% | $217,455 | |
| OSAIC HOLDINGS, INC. | 3.9% | 4,513 | +80% | 0% | $159,625 |
| MATHER GROUP, LLC. | 1.7% | 1,936 | 0% | $68,476 | |
| MORGAN STANLEY | 0.11% | 122 | +12100% | 0% | $4,316 |
| WELLS FARGO & COMPANY/MN | 0% | 0 | -100% | $0 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
13
Latest
Q1 2026
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 1,715,867 | $60,700,030 | +$33,220,565 | $35.37 | 24 |
| 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 |