Simplify Commodities STR K-1HARDETF

13F holders, Q1 2026 (March 31)
24holders +1
8new positions
6sold out
$35.38avg. 13F price*

At the end of Q1 2026, 24 institutions reported holding Simplify Commodities STR K-1 (HARD) in their 13F filings, up 1 from Q4 2025. 8 opened new positions and 6 sold out. The largest holders were Encompass More Asset Management ($14.3M), Longview Financial Advisors, Inc. ($8.1M) and Envestnet Asset Management Inc. ($7.2M).

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 2025 → Q1 2026

InstitutionsTotal Value
New Positions8$18.0M
Exits6$2.4M

All 13F filers, Q4 2025 → Q1 2026: 1,043,016 shares bought and 117,084 shares sold, net +925,932 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 24 holders

Encompass More Asset Management 2.42% Add +298.3% 405,214 $14.3M
Longview Financial Advisors, Inc. 4.97% Add +5.7% 229,783 $8.1M
Envestnet Asset Management Inc. 0.00% Add +1615.7% 203,946 $7.2M
LPL Financial LLC 0.00% New 189,518 $6.7M
MML Investors Services, LLC 0.02% New 177,393 $6.3M
AE Wealth Management LLC 0.02% Reduce -11.8% 120,037 $4.2M
BLVD Private Wealth, LLC 2.05% New 66,808 $2.4M
Park Edge Advisors, LLC 0.44% Add +8.2% 53,492 $1.9M
Susquehanna International Group, LLP 0.00% New 34,396 $1.2M
CreativeOne Wealth, LLC 0.03% Reduce -36.2% 33,261 $1.2M
Private Advisor Group, LLC 0.01% Add +25.4% 32,810 $1.2M
Global View Capital Management LLC 0.30% Add +20.4% 31,788 $1.1M
HighTower Advisors, LLC 0.00% Reduce -2.5% 24,925 $882K
Orion Porfolio Solutions, LLC 0.01% Add +17.9% 24,612 $871K
Tidal Investments LLC 0.00% New 20,000 $717K
Stratos Wealth Partners, LTD. 0.01% Reduce -7.4% 14,237 $504K
Summit Global Investments 0.02% New 11,821 $418K
Bluesphere Advisors LLC 0.13% No change 10,344 $366K
Straight Path Wealth Management 0.09% No change 9,750 $345K
Cwm, LLC 0.00% Add +134.8% 9,013 $319K
Raymond James Financial Inc. 0.00% New 6,148 $217K
Osaic Holdings, Inc. 0.00% Add +80.5% 4,513 $160K
Mather Group, Llc. 0.00% New 1,936 $68K
Morgan Stanley 0.00% Add +12100.0% 122 $4K

"% 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.