HARD Hedge Fund Ownership (Q2 2026)

Simplify Exchange Traded Fun (HARD)

22 + Investors. Track Smart Money conviction in HARD. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — HARD

Based on 23 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds reduced or closed their HARD positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

📊

High ownership — 88% of 3.0Y peak

88% of all-time peak

23 funds currently hold this stock — 88% of the 3.0-year high of 26 funds (reached 2026 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.

📉

Outflows — 4% fewer funds vs a year ago

fund count last 6Q

1 fewer hedge funds hold HARD compared to a year ago (-4% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.

🔴

Heavy selling pressure — only 37% buying

11 buying19 selling

Last quarter: 19 funds sold vs only 11 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

➡️

Steady new buyers — ~5 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 4 → 6 → 10 → 5. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔄

Mostly new holders — 43% entered in last year

■ 4% conviction (2yr+) ■ 52% medium ■ 43% new

Only 1 funds (4%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

➡️

Steady discovery — ~5 new funds/quarter

11 → 4 → 6 → 10 → 5 new funds/Q

New funds entering each quarter: 4 → 6 → 10 → 5. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🌱

Early stage — 58% of holders entered in last year

■ 12% veterans ■ 29% 1-2yr ■ 58% new

Of 24 current holders: 14 (58%) entered in the past year, only 3 (12%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.

📋

Smaller funds dominant — 2% AUM from top-100

2% from top-100 AUM funds

3 of 22 holders rank in the top 100 by AUM, but together hold only 2% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

4.2

out of 10

Moderate Exit Risk

Exit risk score 4.2/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	22	26	-15.38%
13F Shares	1M	2M	-37.01%
Total Value	$31M	$61M	-49.49%
New Positions	5	10	-5
Increased Positions	7	10	-3
Closed Positions	8	8	-
Reduced Positions	10	4	+6
Total Calls	1	1	-
Total Puts	1	0	100%
PUT/CALL Ratio	1.0	0.0	Neutral

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

-15.38%

13F Shares

-37.01%

Total Value

$31M

$61M

-49.49%

New Positions

-5

Increased Positions

-3

Closed Positions

Reduced Positions

Total Calls

Total Puts

100%

PUT/CALL Ratio

1.0

0.0

Neutral

Institutional Holders (2026 Q2)

22 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in HARD. Verified SEC 13F-HR filings.

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 22 HARD holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Longview Financial Advisors, Inc.	4.17%	240,644	$7.1M
2	BLVD Private Wealth, LLC	1.75%	79,590	$2.4M
3	Encompass More Asset Management	1.42%	328,252	$9.7M
4	Lane Brothers & Co Inc	0.36%	18,626	$552K
5	Park Edge Advisors, LLC	0.33%	53,003	$1.6M
6	Global View Capital Management LLC	0.32%	52,571	$1.6M
7	Bluesphere Advisors LLC	0.09%	10,344	$307K
8	Straight Path Wealth Management	0.07%	10,025	$297K
9	AE Wealth Management LLC	0.02%	137,844	$4.1M
10	Stratos Wealth Partners, LTD.	0.00%	10,083	$299K
11	Tidal Investments LLC	0.00%	19,041	$565K
12	Global Retirement Partners, LLC	0.00%	1,776	$53K
13	HighTower Advisors, LLC	0.00%	22,612	$671K
14	Mml Investors Services, LLC	0.00%	9,022	$268K
15	Belvedere Trading LLC	0.00%	7,800	$231K
16	Mather Group, LLC.	0.00%	515	$15K
17	Envestnet Asset Management Inc	0.00%	18,448	$547K
18	Jane Street Group, LLC	0.00%	20,083	$596K
19	Osaic Holdings, INC.	0.00%	255	$8K
20	Belvedere Trading LLC	0.00%	100	$3K
21	Royal Bank of Canada	0.00%	41	$1K
22	Morgan Stanley	0.00%	1	—

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Simplify Exchange Traded Fun (HARD)

What does the Smart Money Trend signal show for HARD?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their HARD positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for HARD?

Heavy selling pressure — only 37% buying: Last quarter: 19 funds sold vs only 11 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

What is the fund quality score for HARD holders?

Smaller funds dominant — 2% AUM from top-100: 3 of 22 holders rank in the top 100 by AUM, but together hold only 2% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held HARD?

Mostly new holders — 43% entered in last year: Only 1 funds (4%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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Simplify Exchange Traded Fun (HARD)

Smart Money Signals — HARD

Selling streak — 1 quarter in a row

High ownership — 88% of 3.0Y peak

Outflows — 4% fewer funds vs a year ago

Heavy selling pressure — only 37% buying

Steady new buyers — ~5 new funds per quarter

Mostly new holders — 43% entered in last year

Steady discovery — ~5 new funds/quarter

Early stage — 58% of holders entered in last year

Smaller funds dominant — 2% AUM from top-100

Institutional Sentiment Summary — HARD

Hedge Fund Ownership: HARD

Market Analysis: HARD

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: HARD

Hedge Fund Positioning: HARD

Statistics: HARD

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Simplify Exchange Traded Fun (HARD)

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