Institutional Ownership Simplify Exchange Traded Fds S (TYA)
This table provides information about the institutional ownership of Simplify Exchange Traded Fds S (TYA). We have compiled data on the 48 institutions that hold shares in the stock, with a total of 5.43 Million shares, which have been reported (via 13F filing form) to have a value of $69 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
1,698,863
shares
|
$21.6 Million
0.18% of portfolio
|
Q2 2025
Added 6.95%
|
|
|
True Wealth Design, LLC
Akron, OH |
Oct 21, 2025 Q3 2025 |
774,224
shares
|
$9.84 Million
3.22% of portfolio
|
Q3 2025
Added 3.91%
|
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Jul 16, 2025 Q2 2025 |
636,738
shares
|
$8.09 Million
7.81% of portfolio
|
Q2 2025
Added 11.09%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Oct 24, 2025 Q3 2025 |
349,100
shares
|
$4.44 Million
0.37% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Stapp Wealth Management, Pllc
Olympia, WA |
Oct 27, 2025 Q3 2025 |
283,805
shares
|
$3.61 Million
8.36% of portfolio
|
Q3 2025
Added 1.37%
|
|
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
Jul 18, 2025 Q2 2025 |
218,744
shares
|
$2.78 Million
2.29% of portfolio
|
Q2 2025
Added 124.85%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Jul 18, 2025 Q2 2025 |
178,626
shares
|
$2.27 Million
0.61% of portfolio
|
Q2 2025
Added 3.67%
|
|
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
Aug 07, 2025 Q2 2025 |
162,359
shares
|
$2.06 Million
1.66% of portfolio
|
Q2 2025
Added 37.67%
|
|
|
Simplify Asset Management Inc.
New York, NY |
Oct 20, 2025 Q3 2025 |
158,400
shares
|
$2.01 Million
0.11% of portfolio
|
Q3 2025
Reduced 94.76%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Oct 20, 2025 Q3 2025 |
153,885
shares
|
$1.96 Million
0.23% of portfolio
|
Q3 2025
New holding
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Aug 04, 2025 Q2 2025 |
114,539
shares
|
$1.46 Million
0.18% of portfolio
|
Q2 2025
Added 1.03%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Aug 07, 2025 Q2 2025 |
111,857
shares
|
$1.42 Million
0.58% of portfolio
|
Q2 2025
Added 6.98%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
105,991
shares
|
$1.35 Million
0.09% of portfolio
|
Q2 2025
Added 0.46%
|
|
|
Private Client Services, LLC
Louisville, KY |
Oct 14, 2025 Q3 2025 |
77,138
shares
|
$980,423
0.35% of portfolio
|
Q3 2025
New holding
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jul 15, 2025 Q2 2025 |
66,729
shares
|
$848,125
0.26% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
30,277
shares
|
$384,820
0.0% of portfolio
|
Q2 2025
Reduced 58.53%
|
|
|
Csenge Advisory Group
|
Aug 05, 2025 Q2 2025 |
25,683
shares
|
$326,430
0.02% of portfolio
|
Q2 2025
Reduced 6.93%
|
|
|
Kingdom Financial Group Llc.
Peoria, AZ |
Aug 11, 2025 Q2 2025 |
25,439
shares
|
$323,329
0.3% of portfolio
|
Q2 2025
Added 55.39%
|
|
|
Smart Wealth LLC
Omaha, NE |
Aug 13, 2025 Q2 2025 |
23,226
shares
|
$295,202
0.1% of portfolio
|
Q2 2025
Added 8.13%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
22,642
shares
|
$287,779
0.01% of portfolio
|
Q2 2025
Added 11.24%
|
|
|
Professional Financial Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
20,752
shares
|
$263,757
0.06% of portfolio
|
Q2 2025
Added 1.07%
|
|
|
Rinkey Investments
San Diego, CA |
Aug 13, 2025 Q2 2025 |
18,000
shares
|
$228,780
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
16,760
shares
|
$213,019
0.0% of portfolio
|
Q2 2025
Added 2.01%
|
|
|
Ndvr, Inc.
Boston, MA |
Oct 22, 2025 Q3 2025 |
16,500
shares
|
$209,715
0.19% of portfolio
|
Q3 2025
Added 0.91%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
13,859
shares
|
$176,147
0.01% of portfolio
|
Q2 2025
New holding
|