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Simplify Commodities STR K (HARD)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Longview Financial Advisors, Inc.
INCREASED
Shares242,659 from 240,644
Change+2,015 (+1%)
Value$8.2M (+$1.0M)
Filed 2026-10-09
Encompass More Asset Management
DECREASED
Shares117,966 from 328,252
Change-210,286 (-64%)
Value$4.0M (-$5.8M)
Filed 2026-10-16
Blvd Private Wealth, LLC
INCREASED
Shares90,776 from 79,590
Change+11,186 (+14%)
Value$3.1M (+$696.7K)
Filed 2026-10-14
Global View Capital Management LLC
INCREASED
Shares67,995 from 52,571
Change+15,424 (+29%)
Value$2.3M (+$730.8K)
Filed 2026-10-28
Park Edge Advisors, LLC
DECREASED
Shares41,013 from 53,003
Change-11,990 (-23%)
Value$1.4M (-$190.8K)
Filed 2026-10-28
Whalen Wealth Management Inc.
NEW
Shares32,366
Change+32,366
Value$1.1M
Filed 2026-10-08
Lane Brothers & Co Inc
INCREASED
Shares25,396 from 18,626
Change+6,770 (+36%)
Value$855.3K (+$302.9K)
Filed 2026-11-02
Summit Global Investments
INCREASED
Shares19,814 from 15,862
Change+3,952 (+25%)
Value$667 (-$469.3K)
Filed 2026-10-28
Straight Path Wealth Management
INCREASED
Shares11,175 from 10,025
Change+1,150 (+11%)
Value$376.4K (+$79.0K)
Filed 2026-10-23
Bluesphere Advisors LLC
UNCHANGED
Shares10,344 from 10,344
Change0 (0%)
Value$348.4K (+$41.6K)
Filed 2026-10-19
Mather Group, Llc.
INCREASED
Shares3,455 from 515
Change+2,940 (+571%)
Value$116.4K (+$101.1K)
Filed 2026-10-14
Simplex Trading, LLC
NEW
Shares100
Change+100
Value$3.4K
Filed 2026-11-04
AE Wealth Management LLC
N/A
Shares— from 137,844
Change-137,844 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 40,723
Change-40,723 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 22,612
Change-22,612 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 20,083
Change-20,083 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 19,041
Change-19,041 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 18,448
Change-18,448 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 10,083
Change-10,083 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 9,022
Change-9,022 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 1,776
Change-1,776 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 255
Change-255 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 41
Change-41 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Longview Financial Advisors, Inc.
INCREASED242,659240,644+2,015+1%$7.1M$8.2M+$1.0M2026-10-09
Encompass More Asset Management
DECREASED117,966328,252-210,286-64%$9.7M$4.0M-$5.8M2026-10-16
Blvd Private Wealth, LLC
INCREASED90,77679,590+11,186+14%$2.4M$3.1M+$696.7K2026-10-14
Global View Capital Management LLC
INCREASED67,99552,571+15,424+29%$1.6M$2.3M+$730.8K2026-10-28
Park Edge Advisors, LLC
DECREASED41,01353,003-11,990-23%$1.6M$1.4M-$190.8K2026-10-28
Whalen Wealth Management Inc.
NEW32,366—+32,366——$1.1M—2026-10-08
Lane Brothers & Co Inc
INCREASED25,39618,626+6,770+36%$552.4K$855.3K+$302.9K2026-11-02
Summit Global Investments
INCREASED19,81415,862+3,952+25%$470.0K$667-$469.3K2026-10-28
Straight Path Wealth Management
INCREASED11,17510,025+1,150+11%$297.3K$376.4K+$79.0K2026-10-23
Bluesphere Advisors LLC
UNCHANGED10,34410,34400%$306.8K$348.4K+$41.6K2026-10-19
Mather Group, Llc.
INCREASED3,455515+2,940+571%$15.3K$116.4K+$101.1K2026-10-14
Simplex Trading, LLC
NEW100—+100——$3.4K—2026-11-04
AE Wealth Management LLC
N/A—137,844-137,844-100%$4.1M———
Flow Traders U.S. LLC
N/A—40,723-40,723-100%$1.2M———
HighTower Advisors, LLC
N/A—22,612-22,612-100%$670.7K———
Jane Street Group, LLC
N/A—20,083-20,083-100%$595.7K———
Tidal Investments LLC
N/A—19,041-19,041-100%$564.8K———
Envestnet Asset Management Inc
N/A—18,448-18,448-100%$547.2K———
Stratos Wealth Partners, Ltd.
N/A—10,083-10,083-100%$299.1K———
MML Investors Services, LLC
N/A—9,022-9,022-100%$267.6K———
Global Retirement Partners, LLC
N/A—1,776-1,776-100%$52.7K———
Osaic Holdings, Inc.
N/A—255-255-100%$7.6K———
Royal Bank of Canada
N/A—41-41-100%$1.0K———
Morgan Stanley
N/A—1-1-100%$31———
Showing 24 of 24 institutions