Simplify Commodities STR K-1HARDETF
13F holders, Q4 2025 (December 31)23holders +1
6new positions
4sold out
$29.64avg. 13F price*
At the end of Q4 2025, 23 institutions reported holding Simplify Commodities STR K-1 (HARD) in their 13F filings, up 1 from Q3 2025. 6 opened new positions and 4 sold out. The largest holders were Longview Financial Advisors, Inc. ($6.4M), AE Wealth Management LLC ($4.0M) and Encompass More Asset Management ($3.0M).
- Company
- Simplify Commodities STR K-1
- CUSIP
- 82889N566
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $2.8M |
| Exits | 4 | $1.5M |
All 13F filers, Q3 2025 → Q4 2025: 267,602 shares bought and 55,086 shares sold, net +212,516 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 23 holders
| Longview Financial Advisors, Inc. | 4.38% | Add +3.2% | 217,440 | $6.4M |
| AE Wealth Management LLC | 0.02% | Add +5711.4% | 136,103 | $4.0M |
| Encompass More Asset Management | 0.56% | Add +13.4% | 101,748 | $3.0M |
| CreativeOne Wealth, LLC | 0.04% | Add +7.0% | 52,131 | $1.5M |
| Park Edge Advisors, LLC | 0.33% | Reduce -3.8% | 49,450 | $1.5M |
| Whalen Wealth Management Inc. | 0.65% | New | 40,897 | $1.2M |
| Holcombe Financial, Inc. | 0.49% | New | 26,423 | $783K |
| Global View Capital Management LLC | 0.15% | Reduce -2.6% | 26,390 | $782K |
| Private Advisor Group, LLC | 0.00% | Add +20.9% | 26,167 | $776K |
| HighTower Advisors, LLC | 0.00% | New | 25,572 | $758K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +40.2% | 20,874 | $619K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -21.8% | 15,377 | $456K |
| Hilltop Holdings Inc. | 0.02% | Add +0.8% | 12,182 | $361K |
| Envestnet Asset Management Inc. | 0.00% | Add +0.8% | 11,887 | $352K |
| Bluesphere Advisors LLC | 0.14% | No change | 10,344 | $307K |
| Straight Path Wealth Management | 0.08% | Add +6.6% | 9,750 | $289K |
| Cwm, LLC | 0.00% | Add +1099.7% | 3,839 | $114K |
| Osaic Holdings, Inc. | 0.00% | Add +336.5% | 2,501 | $74K |
| Global Retirement Partners, LLC | 0.00% | Add +237.5% | 1,603 | $48K |
| Farther Finance Advisors, LLC | 0.00% | New | 540 | $16K |
| Wells Fargo & Company | 0.00% | New | 181 | $5K |
| UBS Group AG | 0.00% | New | 138 | $4K |
| Morgan Stanley | 0.00% | No change | 1 | $30 |
"% 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.