HARD Institutional Ownership & Shareholders
SIMPLIFY COMMODITIES STR K-1 (HARD) is currently held by 21 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $25.47M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Longview Financial Advisors, Inc. is currently the largest disclosed institutional shareholder of HARD tracked by InsiderSet, reporting ownership valued at approximately $8.17M in its September 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $8.67M, representing an estimated gain of +6.06% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 91% of the total disclosed HARD value among the investors covered in this analysis. Major shareholders include Longview Financial Advisors, Inc., Encompass More Asset Management, Blvd Private Wealth, Llc, and several other long-term asset managers with concentrated positions in SIMPLIFY COMMODITIES STR K-1 (HARD).
This page ranks the largest institutional HARD shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
21
Total Reported Value
$25.47M
Largest Holder
Longview Financial Advisors, Inc.
Largest Position
$8.17M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
35
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Longview Financial Advisors, Inc. | 4.68% | 242,659 | $8,172,769 | $8,668,095 | +$495,326 | +6.06% | |
| Encompass More Asset Management | 0.56% | 117,966 | $3,973,106 | $4,213,899 | +$240,793 | +6.06% | |
| Blvd Private Wealth, Llc | 2.27% | 90,776 | $3,057,344 | $3,242,637 | +$185,293 | +6.06% | |
| Global View Capital Management Llc | 0.51% | 67,995 | $2,290,076 | $2,428,870 | +$138,794 | +6.06% | |
| Park Edge Advisors, Llc | 0.30% | 41,013 | $1,381,318 | $1,465,038 | +$83,720 | +6.06% | |
| Flow Traders U.S. Llc | 0.05% | 40,723 | $1,208,000 | $1,454,678 | +$246,678 | +20.42% | |
| Whalen Wealth Management Inc. | 0.47% | 32,366 | $1,090,089 | $1,156,156 | +$66,067 | +6.06% | |
| Lane Brothers & Co Inc | 0.86% | 25,396 | $855,336 | $907,178 | +$51,842 | +6.06% | |
| Jane Street Group, Llc | 0.00% | 20,083 | $595,662 | $717,391 | +$121,729 | +20.44% | |
| Tidal Investments Llc | 0.00% | 19,041 | $564,756 | $680,169 | +$115,413 | +20.44% | |
| Envestnet Asset Management Inc | 0.00% | 18,448 | $547,170 | $658,987 | +$111,817 | +20.44% | |
| Straight Path Wealth Management | 0.08% | 11,175 | $376,374 | $399,186 | +$22,812 | +6.06% | |
| Bluesphere Advisors Llc | 0.11% | 10,344 | $348,386 | $369,501 | +$21,115 | +6.06% | |
| Cwm, Llc | 0.00% | 9,013 | $318,792 | $321,956 | +$3,164 | +0.99% | |
| Stratos Wealth Partners, Ltd. | 0.00% | 10,083 | $299,062 | $360,178 | +$61,116 | +20.44% | |
| Mml Investors Services, Llc | 0.00% | 9,022 | $267,584 | $322,278 | +$54,694 | +20.44% | |
| Mather Group, Llc. | 0.00% | 3,455 | $116,375 | $123,417 | +$7,042 | +6.05% | |
| Osaic Holdings, Inc. | 0.00% | 255 | $7,563 | $9,109 | +$1,546 | +20.44% | |
| Royal Bank Of Canada | 0.00% | 41 | $1,000 | $1,465 | +$465 | +46.46% | |
| Summit Global Investments | 0.03% | 19,814 | $667 | $707,782 | +$707,115 | +106014.22% | |
| Morgan Stanley | 0.00% | 1 | $31 | $36 | +$5 | +15.23% |
Frequently asked questions about HARD
Who are the largest institutional holders of HARD?
The largest institutional holders of HARD reported in the latest SEC Form 13F filings include Longview Financial Advisors, Inc., Encompass More Asset Management, Blvd Private Wealth, Llc, Global View Capital Management Llc, and Park Edge Advisors, Llc. InsiderSet ranks institutional holders by their latest reported HARD position.
What is HARD institutional ownership?
This page tracks HARD positions reported by institutional investment managers through SEC Form 13F. SIMPLIFY COMMODITIES STR K-1 (HARD) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own HARD?
InsiderSet currently tracks 21 institutional managers reporting HARD holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of HARD shareholders.
How much HARD stock do institutions own?
Institutional investment managers disclosed approximately $25.47M in HARD holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was HARD institutional ownership last updated?
The latest HARD institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional HARD holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its HARD position after the reporting date.
Are institutions buying or selling HARD?
Institutional buying and selling can be analyzed by comparing HARD positions across consecutive 13F reporting periods. InsiderSet's HARD Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View HARD ownership changes.
How has HARD institutional ownership changed over time?
InsiderSet tracks HARD institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.