HARD Institutional Ownership
Simplify Commodities Strategy No K-1 ETF
1W: +0.4%
1M: -0.6%
3M: +12.9%
YTD: +14.9%
1Y: +13.3%
3Y: +43.0%
$34.15
-0.18 (-0.52%)
Weekly Expected Move ±4.3%
$31
$33
$34
$36
$37
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — HARD
29
Institutional Holders
-3 vs prior quarter
0.0%
Ownership
+0.00pp
32M
Total Invested
5
New Positions
6
Increased
16
Reduced
6
Closed
1.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (35 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Encompass More Asset Management | 328,252 | $11M | -76,962 | -19.0% | 6Q | SEC ↗ |
| 2 | Longview Financial Advisors, Inc. | 240,644 | $8M | +10,861 | +4.7% | 5Q | SEC ↗ |
| 3 | AE Wealth Management LLC | 137,844 | $5M | +17,807 | +14.8% | 7Q | SEC ↗ |
| 4 | BLVD Private Wealth, LLC | 79,590 | $3M | +12,782 | +19.1% | 2Q | SEC ↗ |
| 5 | Park Edge Advisors, LLC | 53,003 | $2M | -489 | -0.9% | 11Q | SEC ↗ |
| 6 | Global View Capital Management LLC | 52,571 | $2M | +20,783 | +65.4% | 6Q | SEC ↗ |
| 7 | FLOW TRADERS U.S. LLC NEW | 40,723 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 8 | HighTower Advisors, LLC | 22,612 | $772K | -2,313 | -9.3% | 3Q | SEC ↗ |
| 9 | JANE STREET GROUP, LLC NEW | 20,083 | $686K | — | +0.0% | 1Q | SEC ↗ |
| 10 | Tidal Investments LLC | 19,041 | $650K | -959 | -4.8% | 2Q | SEC ↗ |
| 11 | LANE BROTHERS & CO INC NEW | 18,626 | $636K | — | +0.0% | 1Q | SEC ↗ |
| 12 | ENVESTNET ASSET MANAGEMENT INC | 18,448 | $630K | -185,498 | -91.0% | 6Q | SEC ↗ |
| 13 | Summit Global Investments | 15,862 | $542K | +4,041 | +34.2% | 2Q | SEC ↗ |
| 14 | Bluesphere Advisors LLC | 10,344 | $353K | — | +0.0% | 5Q | SEC ↗ |
| 15 | Stratos Wealth Partners, LTD. | 10,083 | $344K | -4,154 | -29.2% | 5Q | SEC ↗ |
| 16 | Straight Path Wealth Management | 10,025 | $342K | +275 | +2.8% | 5Q | SEC ↗ |
| 17 | MML INVESTORS SERVICES, LLC | 9,022 | $308K | -168,371 | -94.9% | 2Q | SEC ↗ |
| 18 | CWM, LLC | 9,013 | $308K | +5,174 | +134.8% | 4Q | SEC ↗ |
| 19 | Global Retirement Partners, LLC NEW | 1,776 | $61K | — | +0.0% | 1Q | SEC ↗ |
| 20 | MATHER GROUP, LLC. | 515 | $18K | -1,421 | -73.4% | 2Q | SEC ↗ |
| 21 | OSAIC HOLDINGS, INC. | 255 | $9K | -4,258 | -94.3% | 5Q | SEC ↗ |
| 22 | ROYAL BANK OF CANADA NEW | 41 | $1K | — | +0.0% | 1Q | SEC ↗ |
| 23 | MORGAN STANLEY | 1 | $0K | -121 | -99.2% | 7Q | SEC ↗ |
| 24 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0 | $0K | -34,396 | -100.0% | 1Q | SEC ↗ |
| 25 | Farther Finance Advisors, LLC | 0 | $0K | -540 | -100.0% | 1Q | SEC ↗ |
| 26 | Hilltop Holdings Inc. | 0 | $0K | -12,182 | -100.0% | 4Q | SEC ↗ |
| 27 | WELLS FARGO & COMPANY/MN | 0 | $0K | -181 | -100.0% | 1Q | SEC ↗ |
| 28 | Private Advisor Group, LLC | 0 | $0K | -32,810 | -100.0% | 5Q | SEC ↗ |
| 29 | Orion Porfolio Solutions, LLC | 0 | $0K | -24,612 | -100.0% | 10Q | SEC ↗ |
| 30 | Whalen Wealth Management Inc. | 0 | $0K | -40,897 | -100.0% | 1Q | SEC ↗ |
| 31 | Holcombe Financial, Inc. | 0 | $0K | -26,423 | -100.0% | 1Q | SEC ↗ |
| 32 | CreativeOne Wealth, LLC | 0 | $0K | -33,261 | -100.0% | 4Q | SEC ↗ |
| 33 | LPL Financial LLC | 0 | $0K | -189,518 | -100.0% | 1Q | SEC ↗ |
| 34 | UBS Group AG | 0 | $0K | -138 | -100.0% | 1Q | SEC ↗ |
| 35 | RAYMOND JAMES FINANCIAL INC | 0 | $0K | -6,148 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (5)
| Holder | Shares | Value |
|---|---|---|
| FLOW TRADERS U.S. LLC | 40,723 | $1M |
| JANE STREET GROUP, LLC | 20,083 | $686K |
| LANE BROTHERS & CO INC | 18,626 | $636K |
| Global Retirement Partners, LLC | 1,776 | $61K |
| ROYAL BANK OF CANADA | 41 | $1K |
Sold Out (12)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| LPL Financial LLC | 189,518 | $6M |
| Whalen Wealth Management Inc. | 40,897 | $1M |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 34,396 | $1M |
| CreativeOne Wealth, LLC | 33,261 | $1M |
| Private Advisor Group, LLC | 32,810 | $1M |
| Holcombe Financial, Inc. | 26,423 | $902K |
| Orion Porfolio Solutions, LLC | 24,612 | $840K |
| Hilltop Holdings Inc. | 12,182 | $416K |
| RAYMOND JAMES FINANCIAL INC | 6,148 | $210K |
| Farther Finance Advisors, LLC | 540 | $18K |
| WELLS FARGO & COMPANY/MN | 181 | $6K |
| UBS Group AG | 138 | $5K |
Biggest Increases (7)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Global View Capital Management LLC | +20,783 | +65.4% | 52,571 |
| AE Wealth Management LLC | +17,807 | +14.8% | 137,844 |
| BLVD Private Wealth, LLC | +12,782 | +19.1% | 79,590 |
| Longview Financial Advisors, Inc. | +10,861 | +4.7% | 240,644 |
| CWM, LLC | +5,174 | +134.8% | 9,013 |
| Summit Global Investments | +4,041 | +34.2% | 15,862 |
| Straight Path Wealth Management | +275 | +2.8% | 10,025 |
Biggest Decreases (10)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | -185,498 | -91.0% | 18,448 |
| MML INVESTORS SERVICES, LLC | -168,371 | -94.9% | 9,022 |
| Encompass More Asset Management | -76,962 | -19.0% | 328,252 |
| OSAIC HOLDINGS, INC. | -4,258 | -94.3% | 255 |
| Stratos Wealth Partners, LTD. | -4,154 | -29.2% | 10,083 |
| HighTower Advisors, LLC | -2,313 | -9.3% | 22,612 |
| MATHER GROUP, LLC. | -1,421 | -73.4% | 515 |
| Tidal Investments LLC | -959 | -4.8% | 19,041 |
| Park Edge Advisors, LLC | -489 | -0.9% | 53,003 |
| MORGAN STANLEY | -121 | -99.2% | 1 |