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 |
|---|---|---|---|---|---|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
13,313
shares
|
$169,208
0.0% of portfolio
|
Q3 2025
Reduced 10.42%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
12,703
shares
|
$161,455
0.0% of portfolio
|
Q2 2025
Added 1033.18%
|
|
|
Straight Path Wealth Management
|
Jul 29, 2025 Q2 2025 |
12,269
shares
|
$155,938
0.06% of portfolio
|
Q2 2025
Added 4.25%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
11,998
shares
|
$152,494
0.0% of portfolio
|
Q2 2025
Added 1048.13%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Aug 01, 2025 Q2 2025 |
11,000
shares
|
$139,810
0.12% of portfolio
|
Q2 2025
Reduced 14.11%
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Oct 20, 2025 Q3 2025 |
10,415
shares
|
$132,374
0.04% of portfolio
|
Q3 2025
Reduced 76.85%
|
|
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
Jul 09, 2025 Q2 2025 |
10,152
shares
|
$129,031
0.03% of portfolio
|
Q2 2025
Reduced 2.87%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
10,045
shares
|
$127,671
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
4,537
shares
|
$57,665
0.0% of portfolio
|
Q2 2025
Added 218.39%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Aug 12, 2025 Q2 2025 |
4,194
shares
|
$53,305
0.04% of portfolio
|
Q2 2025
Added 38.74%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Oct 20, 2025 Q3 2025 |
4,090
shares
|
$51,983
0.05% of portfolio
|
Q3 2025
Reduced 46.56%
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
3,980
shares
|
$50,585
0.02% of portfolio
|
Q2 2025
Added 7.16%
|
|
|
Optimum Investment Advisors
|
Oct 20, 2025 Q3 2025 |
1,000
shares
|
$12,710
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
800
shares
|
$10,168
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Oct 27, 2025 Q3 2025 |
687
shares
|
$8,731
0.01% of portfolio
|
Q3 2025
Reduced 49.15%
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
439
shares
|
$5,579
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
402
shares
|
$5,109
0.0% of portfolio
|
Q2 2025
Reduced 53.31%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Aug 11, 2025 Q2 2025 |
129
shares
|
$1,639
0.0% of portfolio
|
Q2 2025
Reduced 82.45%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Aug 12, 2025 Q2 2025 |
118
shares
|
$1,499
0.0% of portfolio
|
Q2 2025
Reduced 3.28%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
Sep 25, 2025 Q2 2025 |
22
shares
|
$279
0.0% of portfolio
|
Q2 2025
Reduced 98.27%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
2
shares
|
$25
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|