13 institutions reported holding $28.3M 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 | ENVESTNET ASSET MANAGEMENT INC | $547,170 | 18,448 | Trimmed |
| 8 | Summit Global Investments | $470,000 | 15,862 | Added |
| 9 | Bluesphere Advisors, LLC | $306,803 | 10,344 | Hold |
| 10 | Straight Path Wealth Management | $297,342 | 10,025 | Added |
| 11 | Belvedere Trading LLC | $234,314 | 7,900 | Added |
| 12 | MATHER GROUP, LLC. | $15,275 | 515 | Trimmed |
| 13 | Private Advisor Group, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30