SIMPLIFY COMMODITIES STR K-1 (HARD) Institutional Ownership Changes & 13F Activity
SIMPLIFY COMMODITIES STR K-1 (HARD). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Encompass More Asset Management, Envestnet Asset Management Inc, Lpl Financial Llc, Mml Investors Services, Llc, and Blvd Private Wealth, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Susquehanna International Group, Llp | Buy | +34,396 | — | 34,396 | $1.22M | Q1 2026 | May 15, 2026 |
| Tidal Investments Llc | Buy | +20,000 | — | 20,000 | $717.40K | Q1 2026 | May 15, 2026 |
| Creativeone Wealth, Llc | Sell | -18,870 | -36.2% | 33,261 | $1.18M | Q1 2026 | May 15, 2026 |
| Osaic Holdings, Inc. | Buy | +2,012 | +80.4% | 4,513 | $159.63K | Q1 2026 | May 15, 2026 |
| Morgan Stanley | Buy | +121 | +12100.0% | 122 | $4.32K | Q1 2026 | May 15, 2026 |
| Raymond James Financial Inc | Buy | +6,148 | — | 6,148 | $217.46K | Q1 2026 | May 14, 2026 |
| Cwm, Llc | Buy | +5,174 | +134.8% | 9,013 | $318.79K | Q1 2026 | May 14, 2026 |
| Ae Wealth Management Llc | Sell | -16,066 | -11.8% | 120,037 | $4.25M | Q1 2026 | May 13, 2026 |
| Orion Porfolio Solutions, Llc | Buy | +3,738 | +17.9% | 24,612 | $870.51K | Q1 2026 | May 13, 2026 |
| Summit Global Investments | Buy | +11,821 | — | 11,821 | $418.00K | Q1 2026 | May 07, 2026 |
| Lpl Financial Llc | Buy | +189,518 | — | 189,518 | $6.70M | Q1 2026 | May 06, 2026 |
| Hightower Advisors, Llc | Sell | -647 | -2.5% | 24,925 | $881.55K | Q1 2026 | May 05, 2026 |
| Envestnet Asset Management Inc | Buy | +192,059 | +1615.7% | 203,946 | $7.21M | Q1 2026 | May 04, 2026 |
| Mml Investors Services, Llc | Buy | +177,393 | — | 177,393 | $6.27M | Q1 2026 | May 04, 2026 |
| Global View Capital Management Llc | Buy | +5,398 | +20.5% | 31,788 | $1.12M | Q1 2026 | May 04, 2026 |
| Encompass More Asset Management | Buy | +303,466 | +298.3% | 405,214 | $14.33M | Q1 2026 | Apr 28, 2026 |
| Stratos Wealth Partners, Ltd. | Sell | -1,140 | -7.4% | 14,237 | $503.56K | Q1 2026 | Apr 28, 2026 |
| Private Advisor Group, Llc | Buy | +6,643 | +25.4% | 32,810 | $1.16M | Q1 2026 | Apr 27, 2026 |
| Blvd Private Wealth, Llc | Buy | +66,808 | — | 66,808 | $2.36M | Q1 2026 | Apr 24, 2026 |
| Longview Financial Advisors, Inc. | Buy | +12,343 | +5.7% | 229,783 | $8.13M | Q1 2026 | Apr 20, 2026 |
| Park Edge Advisors, Llc | Buy | +4,042 | +8.2% | 53,492 | $1.89M | Q1 2026 | Apr 20, 2026 |
| Mather Group, Llc. | Buy | +1,936 | — | 1,936 | $68.48K | Q1 2026 | Apr 13, 2026 |
| Hilltop Holdings Inc. | Sell | -12,182 | -100.0% | 0 | $0.00 | Q1 2026 | Feb 17, 2026 |
| Wells Fargo & Company/Mn | Sell | -181 | -100.0% | 0 | $0.00 | Q1 2026 | Feb 13, 2026 |
| Ubs Group Ag | Sell | -138 | -100.0% | 0 | $0.00 | Q1 2026 | Jan 29, 2026 |
| Holcombe Financial, Inc. | Sell | -26,423 | -100.0% | 0 | $0.00 | Q1 2026 | Jan 27, 2026 |
| Farther Finance Advisors, Llc | Sell | -540 | -100.0% | 0 | $0.00 | Q1 2026 | Jan 23, 2026 |
| Whalen Wealth Management Inc. | Sell | -40,897 | -100.0% | 0 | $0.00 | Q1 2026 | Jan 20, 2026 |
Frequently asked questions about HARD activity
Which institutional owners are buying HARD?
Institutional owners buying HARD include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in HARD activity?
"Buy" means an investor increased their reported position in HARD compared to the prior reporting period. This reflects growing exposure to SIMPLIFY COMMODITIES STR K-1 (HARD) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in HARD increasing?
Institutional interest in HARD can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.