Who Owns SIMPLIFY EXCHANGE TRADED FUN (HARD)? -- Institutional Holders (2026-03-31)
32 institutions reported holding $61.0M of SIMPLIFY EXCHANGE TRADED FUN (HARD) in SEC 13F filings for 2026-03-31. Largest institutional holders: Encompass More Asset Management ($14.3M), Longview Financial Advisors, Inc. ($8.1M), ENVESTNET ASSET MANAGEMENT INC ($7.2M), LPL Financial LLC ($6.7M), MML INVESTORS SERVICES, LLC ($6.3M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Encompass More Asset Management | $14.3M | 405,214 | Added |
| 2 | Longview Financial Advisors, Inc. | $8.1M | 229,783 | Added |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $7.2M | 203,946 | Added |
| 4 | LPL Financial LLC | $6.7M | 189,518 | New |
| 5 | MML INVESTORS SERVICES, LLC | $6.3M | 177,393 | New |
| 6 | AE Wealth Management LLC | $4.2M | 120,037 | Trimmed |
| 7 | BLVD Private Wealth, LLC | $2.4M | 66,808 | New |
| 8 | Park Edge Advisors, LLC | $1.9M | 53,492 | Added |
| 9 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.2M | 34,396 | New |
| 10 | CreativeOne Wealth, LLC | $1.2M | 33,261 | Trimmed |
| 11 | Private Advisor Group, LLC | $1.2M | 32,810 | Added |
| 12 | Global View Capital Management LLC | $1.1M | 31,788 | Added |
| 13 | HighTower Advisors, LLC | $881,547 | 24,925 | Trimmed |
| 14 | Orion Porfolio Solutions, LLC | $870,511 | 24,612 | Added |
| 15 | Tidal Investments LLC | $717,400 | 20,000 | New |
| 16 | Stratos Wealth Partners, LTD. | $503,563 | 14,237 | Trimmed |
| 17 | Summit Global Investments | $418,000 | 11,821 | New |
| 18 | Bluesphere Advisors, LLC | $365,867 | 10,344 | Hold |
| 19 | Straight Path Wealth Management | $344,858 | 9,750 | Hold |
| 20 | CWM, LLC | $318,792 | 9,013 | Added |
| 21 | Belvedere Trading LLC | $275,886 | 7,800 | New |
| 22 | RAYMOND JAMES FINANCIAL INC | $217,455 | 6,148 | New |
| 23 | OSAIC HOLDINGS, INC. | $159,625 | 4,513 | Added |
| 24 | MATHER GROUP, LLC. | $68,476 | 1,936 | New |
| 25 | MORGAN STANLEY | $4,316 | 122 | Added |
Source: SEC Form 13F filings · as of 2026-03-31