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 | Reduced | 328,252 | 9,735 | 1.42% | 2.4% | 1 | -76,962 | -18.99% | Q2 2026 | Jul 14, 2026 |
| Longview Financial Advisors, Inc. | History | Added to | 240,644 | 7,137 | 4.17% | 4.97% | 2 | +10,861 | 4.73% | Q2 2026 | Jul 06, 2026 |
| AE Wealth Management LLC | History | Added to | 137,844 | 4,088 | 0.02% | 0.02% | 3 | +17,807 | 14.83% | Q2 2026 | Aug 03, 2026 |
| BLVD Private Wealth, LLC | History | Added to | 79,590 | 2,360 | 1.75% | 2.05% | 4 | +12,782 | 19.13% | Q2 2026 | Jul 23, 2026 |
| Park Edge Advisors, LLC | History | Reduced | 53,003 | 1,572 | 0.33% | 0.44% | 5 | -489 | -0.91% | Q2 2026 | Jul 10, 2026 |
| Global View Capital Management LLC | History | Added to | 52,571 | 1,559 | 0.32% | 0.3% | 6 | +20,783 | 65.38% | Q2 2026 | Jul 23, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 40,723 | 1,208 | 0.05% | — | 7 | +40,723 | New | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | Reduced | 22,612 | 670 | 0.0% | 0.0% | 8 | -2,313 | -9.28% | Q2 2026 | Aug 05, 2026 |
| JANE STREET GROUP, LLC | History | New | 20,083 | 595 | 0.0% | — | 9 | +20,083 | New | Q2 2026 | Aug 14, 2026 |
| Tidal Investments LLC | History | Reduced | 19,041 | 564 | 0.0% | 0.0% | 10 | -959 | -4.8% | Q2 2026 | Aug 13, 2026 |
| LANE BROTHERS & CO INC | History | New | 18,626 | 552 | 0.36% | — | 11 | +18,626 | New | Q2 2026 | Aug 05, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 18,448 | 547 | 0.0% | 0.0% | 12 | -185,498 | -90.95% | Q2 2026 | Sep 23, 2026 |
| Summit Global Investments | History | Added to | 15,862 | 470 | 0.03% | 0.02% | 13 | +4,041 | 34.18% | Q2 2026 | Aug 03, 2026 |
| CWM, LLC | History | No change | 9,013 | 318 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Bluesphere Advisors LLC | History | No change | 10,344 | 306 | 0.09% | 0.13% | 15 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 10,083 | 299 | 0.0% | 0.01% | 16 | -4,154 | -29.18% | Q2 2026 | Aug 11, 2026 |
| Straight Path Wealth Management | History | Added to | 10,025 | 297 | 0.07% | 0.09% | 17 | +275 | 2.82% | Q2 2026 | Jul 27, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 9,022 | 267 | 0.0% | 0.02% | 18 | -168,371 | -94.91% | Q2 2026 | Aug 07, 2026 |
| Belvedere Trading LLC | History | Added to | 7,900 | 234 | 0.0% | 0.0% | 19 | +100 | 1.28% | Q2 2026 | Jul 31, 2026 |
| Global Retirement Partners, LLC | History | New | 1,776 | 52 | 0.0% | — | 20 | +1,776 | New | Q2 2026 | Aug 06, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 515 | 15 | 0.0% | 0.0% | 21 | -1,421 | -73.4% | Q2 2026 | Jul 27, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 255 | 7 | 0.0% | 0.0% | 22 | -4,258 | -94.35% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | New | 41 | 1 | 0.0% | — | 23 | +41 | New | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -189,518 | -100.0% | Q2 2026 | Aug 07, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -34,396 | -100.0% | Q2 2026 | Aug 14, 2026 |
| CreativeOne Wealth, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -33,261 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Private Advisor Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -32,810 | -100.0% | Q2 2026 | Jul 27, 2026 |
| Orion Porfolio Solutions, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -24,612 | -100.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,148 | -100.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | Reduced | 1 | 0 | — | 0.0% | — | -121 | -99.18% | Q2 2026 | Aug 13, 2026 |