Simplify Commodities STR K-1HARDETF
13F holders, Q3 2025 (September 30)22holders −2
4new positions
6sold out
$30.20avg. 13F price*
At the end of Q3 2025, 22 institutions reported holding Simplify Commodities STR K-1 (HARD) in their 13F filings, down 2 from Q2 2025. 4 opened new positions and 6 sold out. The largest holders were Longview Financial Advisors, Inc. ($6.4M), Encompass More Asset Management ($2.7M) and Park Edge Advisors, LLC ($1.6M).
- Company
- Simplify Commodities STR K-1
- CUSIP
- 82889N566
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $1.0M |
| Exits | 6 | $6.1M |
All 13F filers, Q2 2025 → Q3 2025: 291,606 shares bought and 340,399 shares sold, net −48,793 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 22 holders
| Longview Financial Advisors, Inc. | 4.54% | Add +1279.7% | 210,634 | $6.4M |
| Encompass More Asset Management | 0.52% | Reduce -4.1% | 89,751 | $2.7M |
| Park Edge Advisors, LLC | 0.36% | Add +15.4% | 51,385 | $1.6M |
| CreativeOne Wealth, LLC | 0.04% | Add +525.4% | 48,727 | $1.5M |
| Napa Wealth Management | 0.48% | Reduce -76.8% | 33,739 | $1.0M |
| Global View Capital Management LLC | 0.17% | Add +17.1% | 27,109 | $819K |
| Private Advisor Group, LLC | 0.00% | Reduce -23.2% | 21,642 | $653K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -1.9% | 19,670 | $594K |
| Claris Financial LLC | 0.31% | New | 18,238 | $551K |
| Worth Asset Management, LLC | 0.21% | Add +68.5% | 15,385 | $465K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +7.0% | 14,892 | $450K |
| Inspire Advisors, LLC | 0.04% | New | 14,466 | $437K |
| Hilltop Holdings Inc. | 0.02% | Add +6.6% | 12,081 | $365K |
| Envestnet Asset Management Inc. | 0.00% | Add +4.0% | 11,787 | $356K |
| Bluesphere Advisors LLC | 0.14% | Reduce -3.3% | 10,344 | $312K |
| Straight Path Wealth Management | 0.08% | Add +2.8% | 9,150 | $276K |
| AE Wealth Management LLC | 0.00% | Add +6788.2% | 2,342 | $71K |
| Osaic Holdings, Inc. | 0.00% | No change | 573 | $17K |
| Global Retirement Partners, LLC | 0.00% | New | 475 | $14K |
| Cwm, LLC | 0.00% | Add +595.6% | 320 | $10K |
| Principal Securities, Inc. | 0.00% | New | 50 | $2K |
| Morgan Stanley | 0.00% | No change | 1 | $31 |
"% 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.