Simplify Exchange Traded Funds - HARD
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Longview Financial Advisors, Inc. | History | Added to | 217,440 | 6,444 | 4.38% | 4.54% | 1 | +6,806 | 3.23% | Q4 2025 | Feb 02, 2026 |
| AE Wealth Management LLC | History | Added to | 136,103 | 4,034 | 0.02% | 0.0% | 2 | +133,761 | 5711.4% | Q4 2025 | Jan 26, 2026 |
| Encompass More Asset Management | History | Added to | 101,748 | 3,015 | 0.56% | 0.52% | 3 | +11,997 | 13.37% | Q4 2025 | Feb 03, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 52,131 | 1,545 | 0.04% | 0.04% | 4 | +3,404 | 6.99% | Q4 2025 | Feb 13, 2026 |
| Park Edge Advisors, LLC | History | Reduced | 49,450 | 1,465 | 0.33% | 0.36% | 5 | -1,935 | -3.77% | Q4 2025 | Jan 16, 2026 |
| Whalen Wealth Management Inc. | History | New | 40,897 | 1,212 | 0.65% | — | 6 | +40,897 | New | Q4 2025 | Jan 20, 2026 |
| Holcombe Financial, Inc. | History | New | 26,423 | 783 | 0.49% | — | 7 | +26,423 | New | Q4 2025 | Jan 27, 2026 |
| Global View Capital Management LLC | History | Reduced | 26,390 | 782 | 0.15% | 0.17% | 8 | -719 | -2.65% | Q4 2025 | Jan 14, 2026 |
| Private Advisor Group, LLC | History | Added to | 26,167 | 775 | 0.0% | 0.0% | 9 | +4,525 | 20.91% | Q4 2025 | Feb 17, 2026 |
| HighTower Advisors, LLC | History | New | 25,572 | 757 | 0.0% | — | 10 | +25,572 | New | Q4 2025 | Feb 06, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 20,874 | 618 | 0.0% | 0.0% | 11 | +5,982 | 40.17% | Q4 2025 | Feb 12, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 15,377 | 455 | 0.01% | 0.01% | 12 | -4,293 | -21.83% | Q4 2025 | Jan 20, 2026 |
| Hilltop Holdings Inc. | History | Added to | 12,182 | 361 | 0.02% | 0.02% | 13 | +101 | 0.84% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 11,887 | 352 | 0.0% | 0.0% | 14 | +100 | 0.85% | Q4 2025 | Feb 10, 2026 |
| Bluesphere Advisors LLC | History | No change | 10,344 | 306 | 0.14% | 0.14% | 15 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Straight Path Wealth Management | History | Added to | 9,750 | 288 | 0.08% | 0.07% | 16 | +600 | 6.56% | Q4 2025 | Feb 11, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 7,400 | 219 | 0.0% | 0.0% | 17 | -200 | -2.63% | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | Added to | 3,839 | 114 | 0.0% | 0.0% | 18 | +3,519 | 1099.69% | Q4 2025 | Jan 26, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 2,501 | 74 | 0.0% | 0.0% | 19 | +1,928 | 336.47% | Q4 2025 | Feb 17, 2026 |
| Global Retirement Partners, LLC | History | Added to | 1,603 | 47 | 0.0% | 0.0% | 20 | +1,128 | 237.47% | Q4 2025 | Feb 06, 2026 |
| Farther Finance Advisors, LLC | History | New | 540 | 16 | 0.0% | — | 21 | +540 | New | Q4 2025 | Jan 23, 2026 |
| WELLS FARGO & COMPANY/MN | History | New | 181 | 5 | 0.0% | — | 22 | +181 | New | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | New | 138 | 4 | 0.0% | — | 23 | +138 | New | Q4 2025 | Jan 29, 2026 |
| Worth Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.21% | — | -15,385 | -100.0% | Q3 2025 | Oct 17, 2025 |
| Inspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -14,466 | -100.0% | Q3 2025 | Oct 29, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -50 | -100.0% | Q3 2025 | Nov 12, 2025 |
| MORGAN STANLEY | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |