Who Owns SIMPLIFY EXCHANGE TRADED FUN (HARD)? -- Institutional Holders (2026-06-30)
29 institutions reported holding $32.5M of SIMPLIFY EXCHANGE TRADED FUN (HARD) in SEC 13F filings for 2026-06-30. Largest institutional holders: Encompass More Asset Management ($9.7M), Longview Financial Advisors, Inc. ($7.1M), AE Wealth Management LLC ($4.1M), BLVD Private Wealth, LLC ($2.4M), Park Edge Advisors, LLC ($1.6M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Encompass More Asset Management | $9.7M | 328,252 | Trimmed |
| 2 | Longview Financial Advisors, Inc. | $7.1M | 240,644 | Added |
| 3 | AE Wealth Management LLC | $4.1M | 137,844 | Added |
| 4 | BLVD Private Wealth, LLC | $2.4M | 79,590 | Added |
| 5 | Park Edge Advisors, LLC | $1.6M | 53,003 | Trimmed |
| 6 | Global View Capital Management LLC | $1.6M | 52,571 | Added |
| 7 | FLOW TRADERS U.S. LLC | $1.2M | 40,723 | New |
| 8 | HighTower Advisors, LLC | $670,675 | 22,612 | Trimmed |
| 9 | JANE STREET GROUP, LLC | $595,662 | 20,083 | New |
| 10 | Tidal Investments LLC | $564,756 | 19,041 | Trimmed |
| 11 | LANE BROTHERS & CO INC | $552,447 | 18,626 | New |
| 12 | ENVESTNET ASSET MANAGEMENT INC | $547,170 | 18,448 | Trimmed |
| 13 | Summit Global Investments | $470,000 | 15,862 | Added |
| 14 | Bluesphere Advisors, LLC | $306,803 | 10,344 | Hold |
| 15 | Stratos Wealth Partners, LTD. | $299,062 | 10,083 | Trimmed |
| 16 | Straight Path Wealth Management | $297,342 | 10,025 | Added |
| 17 | MML INVESTORS SERVICES, LLC | $267,584 | 9,022 | Trimmed |
| 18 | Belvedere Trading LLC | $234,314 | 7,900 | Added |
| 19 | Global Retirement Partners, LLC | $52,686 | 1,776 | Added |
| 20 | MATHER GROUP, LLC. | $15,275 | 515 | Trimmed |
| 21 | OSAIC HOLDINGS, INC. | $7,563 | 255 | Trimmed |
| 22 | Royal Bank of Canada | $1,000 | 41 | New |
| 23 | MORGAN STANLEY | $31 | 1 | Trimmed |
| 24 | CreativeOne Wealth, LLC | $0 | 0 | Exited |
| 25 | Private Advisor Group, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30