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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 2025-12-31, 791,538 shares in all. 6 filers opened a position and 4 filers sold out during the quarter.

Managers
23
13F filers
23
New
6
Added
12
Reduced
3
Sold out
4
Shares held by filers
791,538

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Longview Financial Advisors, Inc.217,440$6.44M4.38%+6,80613F-HRTimeline
AE Wealth Management LLC136,103$4.03M0.02%+133,76113F-HRTimeline
Encompass More Asset Management101,748$3.02M0.56%+11,99713F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC52,131$1.55M0.04%+3,40413F-HRTimelineGroup
Park Edge Advisors, LLC49,450$1.47M0.33%-1,93513F-HRTimeline
Whalen Wealth Management Inc.40,897$1.21M0.65%new13F-HRTimeline
Holcombe Financial, Inc.26,423$783K0.49%new13F-HRTimeline
Global View Capital Management LLC26,390$782K0.15%-71913F-HRTimeline
Private Advisor Group, LLC26,167$776K<0.01%+4,52513F-HRTimeline
HighTower Advisors, LLC25,572$758K<0.01%new13F-HRTimeline
Orion Porfolio Solutions, LLC20,874$619K<0.01%+5,98213F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.15,377$456K0.01%-4,29313F-HRTimelineGroup
Hilltop Holdings Inc.in group Hilltop Holdings Inc.12,182$361K0.02%+10113F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC11,887$352K<0.01%+10013F-HRTimelineGroup
Bluesphere Advisors LLC10,344$307K0.14%013F-HRTimeline
Straight Path Wealth Management9,750$289K0.08%+60013F-HRTimeline
CWM, LLCin group CWM, LLC3,839$114K<0.01%+3,51913F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,501$74.1K<0.01%+1,92813F-HRTimelineGroup
Global Retirement Partners, LLC1,603$47.5K<0.01%+1,12813F-HRTimeline
Farther Finance Advisors, LLC540$16K<0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN181$5.37K<0.01%new13F-HRTimelineGroup
UBS Group AGin group UBS Group AG138$4.09K<0.01%new13F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1$30<0.01%013F-HR/ATimelineGroup