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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Encompass More Asset Management | History | Added to | 405,214 | 14,332 | 2.4% | 0.56% | 1 | +303,466 | 298.25% | Q1 2026 | Apr 28, 2026 |
| Longview Financial Advisors, Inc. | History | Added to | 229,783 | 8,127 | 4.97% | 4.38% | 2 | +12,343 | 5.68% | Q1 2026 | Apr 20, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 203,946 | 7,213 | 0.0% | 0.0% | 3 | +192,059 | 1615.71% | Q1 2026 | May 04, 2026 |
| LPL Financial LLC | History | New | 189,518 | 6,703 | 0.0% | — | 4 | +189,518 | New | Q1 2026 | May 06, 2026 |
| MML INVESTORS SERVICES, LLC | History | New | 177,393 | 6,274 | 0.02% | — | 5 | +177,393 | New | Q1 2026 | May 04, 2026 |
| AE Wealth Management LLC | History | Reduced | 120,037 | 4,245 | 0.02% | 0.02% | 6 | -16,066 | -11.8% | Q1 2026 | May 13, 2026 |
| BLVD Private Wealth, LLC | History | New | 66,808 | 2,362 | 2.05% | — | 7 | +66,808 | New | Q1 2026 | Apr 23, 2026 |
| Park Edge Advisors, LLC | History | Added to | 53,492 | 1,892 | 0.44% | 0.33% | 8 | +4,042 | 8.17% | Q1 2026 | Apr 20, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 34,396 | 1,216 | 0.0% | — | 9 | +34,396 | New | Q1 2026 | May 15, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 33,261 | 1,176 | 0.03% | 0.04% | 10 | -18,870 | -36.2% | Q1 2026 | May 15, 2026 |
| Private Advisor Group, LLC | History | Added to | 32,810 | 1,160 | 0.01% | 0.0% | 11 | +6,643 | 25.39% | Q1 2026 | Apr 24, 2026 |
| Global View Capital Management LLC | History | Added to | 31,788 | 1,124 | 0.3% | 0.15% | 12 | +5,398 | 20.45% | Q1 2026 | May 04, 2026 |
| HighTower Advisors, LLC | History | Reduced | 24,925 | 881 | 0.0% | 0.0% | 13 | -647 | -2.53% | Q1 2026 | May 05, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 24,612 | 870 | 0.01% | 0.0% | 14 | +3,738 | 17.91% | Q1 2026 | May 13, 2026 |
| Tidal Investments LLC | History | New | 20,000 | 717 | 0.0% | — | 15 | +20,000 | New | Q1 2026 | May 15, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 14,237 | 503 | 0.01% | 0.01% | 16 | -1,140 | -7.41% | Q1 2026 | Apr 28, 2026 |
| Summit Global Investments | History | New | 11,821 | 418 | 0.02% | — | 17 | +11,821 | New | Q1 2026 | May 07, 2026 |
| Bluesphere Advisors LLC | History | No change | 10,344 | 365 | 0.13% | 0.14% | 18 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Straight Path Wealth Management | History | No change | 9,750 | 344 | 0.09% | 0.08% | 19 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| CWM, LLC | History | Added to | 9,013 | 318 | 0.0% | 0.0% | 20 | +5,174 | 134.77% | Q1 2026 | May 14, 2026 |
| Belvedere Trading LLC | History | New | 7,800 | 275 | 0.0% | — | 21 | +7,800 | New | Q1 2026 | May 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | New | 6,148 | 217 | 0.0% | — | 22 | +6,148 | New | Q1 2026 | May 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 4,513 | 159 | 0.0% | 0.0% | 23 | +2,012 | 80.45% | Q1 2026 | May 15, 2026 |
| MATHER GROUP, LLC. | History | New | 1,936 | 68 | 0.0% | — | 24 | +1,936 | New | Q1 2026 | Apr 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,603 | 47 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| MORGAN STANLEY | History | Added to | 122 | 4 | 0.0% | — | 26 | +121 | 12100.0% | Q1 2026 | May 15, 2026 |
| Whalen Wealth Management Inc. | History | Closed out | 0 | 0 | — | 0.65% | — | -40,897 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Holcombe Financial, Inc. | History | Closed out | 0 | 0 | — | 0.49% | — | -26,423 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Hilltop Holdings Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -12,182 | -100.0% | Q1 2026 | May 14, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,400 | -100.0% | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -540 | -100.0% | Q1 2026 | Apr 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | Closed out | 0 | 0 | — | 0.0% | — | -181 | -100.0% | Q1 2026 | May 11, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -138 | -100.0% | Q1 2026 | May 05, 2026 |