Simplify Commodities STR K-1HARDETF
13F holders, Q2 2025 (June 30)24holders +2
10new positions
7sold out
$28.11avg. 13F price*
At the end of Q2 2025, 24 institutions reported holding Simplify Commodities STR K-1 (HARD) in their 13F filings, up 2 from Q1 2025. 10 opened new positions and 7 sold out. The largest holders were Mainstay Capital Management LLC ($4.6M), Napa Wealth Management ($4.1M) and Encompass More Asset Management ($2.6M).
- Company
- Simplify Commodities STR K-1
- CUSIP
- 82889N566
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $2.3M |
| Exits | 7 | $8.0M |
All 13F filers, Q1 2025 → Q2 2025: 165,212 shares bought and 330,600 shares sold, net −165,388 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 24 holders
| Mainstay Capital Management LLC | 0.23% | Add +61.1% | 162,454 | $4.6M |
| Napa Wealth Management | 1.95% | Add +17.1% | 145,345 | $4.1M |
| Encompass More Asset Management | 0.62% | Reduce -21.6% | 93,628 | $2.6M |
| Park Edge Advisors, LLC | 0.32% | Add +0.3% | 44,524 | $1.3M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -44.9% | 29,353 | $825K |
| Private Advisor Group, LLC | 0.00% | Reduce -2.9% | 28,175 | $792K |
| Global View Capital Management LLC | 0.21% | Reduce -11.8% | 23,153 | $651K |
| Stratos Wealth Partners, LTD. | 0.01% | New | 20,050 | $564K |
| Longview Financial Advisors, Inc. | 0.36% | New | 15,267 | $429K |
| Jane Street Group, LLC | 0.00% | New | 15,049 | $423K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +2.5% | 13,923 | $391K |
| Hilltop Holdings Inc. | 0.02% | Add +5.3% | 11,334 | $319K |
| Envestnet Asset Management Inc. | 0.00% | Add +5.3% | 11,334 | $319K |
| Bluesphere Advisors LLC | 0.15% | New | 10,691 | $301K |
| Worth Asset Management, LLC | 0.13% | Reduce -30.1% | 9,129 | $257K |
| Straight Path Wealth Management | 0.08% | New | 8,900 | $250K |
| Brown Advisory Inc. | 0.00% | No change | 8,356 | $235K |
| CreativeOne Wealth, LLC | 0.01% | New | 7,791 | $219K |
| IFP Advisors, Inc | 0.00% | New | 2,276 | $64K |
| Osaic Holdings, Inc. | 0.00% | New | 573 | $16K |
| Bank of America Corp. | 0.00% | New | 168 | $5K |
| Cwm, LLC | 0.00% | New | 46 | $1K |
| AE Wealth Management LLC | 0.00% | No change | 34 | $956 |
| Morgan Stanley | 0.00% | No change | 1 | $29 |
"% 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.