Simplify Commodities STR K-1HARDETF

13F holders, Q1 2025 (March 31)
22holders +13
16new positions
3sold out
$30.53avg. 13F price*

At the end of Q1 2025, 22 institutions reported holding Simplify Commodities STR K-1 (HARD) in their 13F filings, up 13 from Q4 2024. 16 opened new positions and 3 sold out. The largest holders were Bison Wealth, LLC ($4.2M), Napa Wealth Management ($3.9M) and Encompass More Asset Management ($3.7M).

Company
Simplify Commodities STR K-1
CUSIP
82889N566
Latest filing quarter
Q2 2026

History

Number of 13F holders

0510152025 Q1 2024: 6Q1 2024Q2 2024: 10Q2 2024Q3 2024: 6Q3 2024Q4 2024: 9Q4 2024Q1 2025: 22Q1 2025Q2 2025: 24Q2 2025Q3 2025: 22Q3 2025Q4 2025: 23Q4 2025Q1 2026: 24Q1 2026Q2 2026: 22Q2 2026

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions16$23.4M
Exits3$155K

All 13F filers, Q4 2024 → Q1 2025: 771,805 shares bought and 17,552 shares sold, net +754,253 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 22 holders
Bison Wealth, LLC 0.39% New 148,356 $4.2M
Napa Wealth Management 2.17% New 124,142 $3.9M
Encompass More Asset Management 1.11% New 119,391 $3.7M
Mainstay Capital Management LLC 0.43% New 100,864 $3.1M
Simplify Asset Management Inc. 0.10% New 66,957 $2.1M
Commonwealth Equity Services, LLC 0.00% New 53,296 $1.7M
Park Edge Advisors, LLC 0.38% Reduce -21.0% 44,394 $1.4M
CLG LLC 0.34% New 31,679 $984K
Private Advisor Group, LLC 0.01% New 29,004 $901K
Global View Capital Management LLC 0.30% New 26,259 $816K
Flow Traders U.S. LLC 0.02% New 18,817 $585K
Orion Porfolio Solutions, LLC 0.00% Add +12.1% 13,583 $422K
Orion Portfolio Solutions, LLC 0.00% Add +12.1% 13,583 $422K
Worth Asset Management, LLC 0.22% New 13,070 $406K
Hilltop Holdings Inc. 0.02% New 10,765 $334K
Envestnet Asset Management Inc. 0.00% New 10,765 $334K
Brown Advisory Inc. 0.00% New 8,356 $260K
Cherry Creek Investment Advisors, Inc. 0.10% New 6,445 $200K
JFS Wealth Advisors, LLC 0.00% New 630 $20K
Simplex Trading, LLC 0.00% Add +112.7% 134 $4K
AE Wealth Management LLC 0.00% No change 34 $1K
Morgan Stanley 0.00% No change 1 $32

"% of holder's portfolio" is HARD's weight in each manager's 13F, not the share of Simplify Commodities STR K-1 the manager owns.