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 44 institutions that hold shares in the stock, with a total of 8.38 Million shares, which have been reported (via 13F filing form) to have a value of $107 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Simplify Asset Management Inc.
New York, NY |
Aug 07, 2025 Q2 2025 |
3,022,182
shares
|
$38.4 Million
2.25% of portfolio
|
Q2 2025
Reduced 23.45%
|
|
|
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 |
Aug 06, 2025 Q2 2025 |
745,093
shares
|
$9.47 Million
3.54% of portfolio
|
Q2 2025
New holding
|
|
|
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 |
Jul 22, 2025 Q2 2025 |
348,052
shares
|
$4.42 Million
0.4% of portfolio
|
Q2 2025
Added 2.06%
|
|
|
Stapp Wealth Management, Pllc
Olympia, WA |
Jul 14, 2025 Q2 2025 |
279,978
shares
|
$3.56 Million
9.18% of portfolio
|
Q2 2025
Reduced 0.47%
|
|
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
Jul 30, 2025 Q2 2025 |
272,426
shares
|
$3.46 Million
1.75% of portfolio
|
Q2 2025
Added 7.18%
|
|
|
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%
|
|
|
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 |
May 15, 2025 Q1 2025 |
105,503
shares
|
$1.34 Million
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
73,008
shares
|
$927,931
0.0% of portfolio
|
Q1 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%
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Jul 30, 2025 Q2 2025 |
44,989
shares
|
$571,810
0.2% of portfolio
|
Q2 2025
Added 10.96%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
42,534
shares
|
$540,607
0.0% of portfolio
|
Q1 2025
Added 202.45%
|
|
|
Csenge Advisory Group
|
Aug 05, 2025 Q2 2025 |
25,683
shares
|
$326,430
0.02% of portfolio
|
Q2 2025
Reduced 6.93%
|
|
|
Smart Wealth LLC
Omaha, NE |
Apr 29, 2025 Q1 2025 |
21,480
shares
|
$273,010
0.1% of portfolio
|
Q1 2025
Added 45.63%
|
|
|
Professional Financial Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
20,752
shares
|
$263,757
0.06% of portfolio
|
Q2 2025
Added 1.07%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
20,354
shares
|
$258,699
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Rinkey Investments
San Diego, CA |
May 15, 2025 Q1 2025 |
18,000
shares
|
$228,780
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Old Mission Capital LLC
|
May 15, 2025 Q1 2025 |
16,430
shares
|
$208,825
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Kingdom Financial Group Llc.
Peoria, AZ |
Apr 24, 2025 Q1 2025 |
16,371
shares
|
$208,075
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Ndvr, Inc.
Boston, MA |
May 15, 2025 Q1 2025 |
16,186
shares
|
$205,724
0.22% of portfolio
|
Q1 2025
New holding
|