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HARD SIMPLIFY EXCHANGE TRADED FUN

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COMM ST NO K ETF (fund)

23 managers (23 13F filers) reported a position in HARD shares at 2025-03-31, 840,525 shares in all. 16 filers opened a position and 3 filers sold out during the quarter.

Managers
23
13F filers
23
New
16
Added
3
Reduced
1
Sold out
3
Shares held by filers
840,525

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Bison Wealth, LLC148,356$4.16M0.39%new13F-HRTimeline
NAPA WEALTH MANAGEMENT124,142$3.86M2.17%new13F-HRTimeline
Encompass More Asset Management119,391$3.71M1.11%new13F-HRTimeline
MAINSTAY CAPITAL MANAGEMENT LLC /ADV100,864$3.13M0.43%new13F-HRTimeline
Simplify Asset Management Inc.66,957$2.08M0.1%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC53,296$1.66M<0.01%new13F-HRTimeline
Park Edge Advisors, LLC44,394$1.38M0.38%-11,82013F-HRTimeline
CLG LLC31,679$984K0.34%new13F-HRTimeline
Private Advisor Group, LLC29,004$901K0.01%new13F-HRTimeline
Global View Capital Management LLC26,259$816K0.3%new13F-HRTimeline
FLOW TRADERS U.S. LLC18,817$585K0.02%new13F-HRTimeline
Orion Porfolio Solutions, LLC13,583$422K<0.01%+1,46913F-HRTimeline
Orion Portfolio Solutions, LLC13,583$422K<0.01%+1,46913F-HR/ATimeline
Worth Asset Management, LLC13,070$406K0.22%new13F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.10,765$334K0.02%new13F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC10,765$334K<0.01%new13F-HRTimelineGroup
BROWN ADVISORY INCin group BROWN ADVISORY INC8,356$260K<0.01%new13F-HRTimelineGroup
Cherry Creek Investment Advisors, Inc.6,445$200K0.1%new13F-HRTimeline
JFS WEALTH ADVISORS, LLC630$19.6K<0.01%new13F-HRTimeline
SIMPLEX TRADING, LLC134$4K<0.01%+7113F-HRTimeline
AE Wealth Management LLC34$1.06K<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1$32<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.