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 8.3 Million shares, which have been reported (via 13F filing form) to have a value of $105 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fsr Wealth Management Ltd.
Elmhurst, IL |
Apr 28, 2025 Q1 2025 |
12,923
shares
|
$164,251
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
Fsa Advisors, Inc.
Troy, MI |
May 08, 2025 Q1 2025 |
12,807
shares
|
$162,776
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Straight Path Wealth Management
|
Apr 28, 2025 Q1 2025 |
11,769
shares
|
$149,583
0.07% of portfolio
|
Q1 2025
Added 8.97%
|
|
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
Apr 14, 2025 Q1 2025 |
10,452
shares
|
$132,844
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
6,282
shares
|
$79,844
0.09% of portfolio
|
Q1 2025
Added 779.83%
|
|
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
May 02, 2025 Q1 2025 |
4,742
shares
|
$60,270
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
3,714
shares
|
$47,204
0.02% of portfolio
|
Q1 2025
Added 32.45%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
3,023
shares
|
$38,422
0.03% of portfolio
|
Q1 2025
Added 238.9%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
1,425
shares
|
$18,111
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
1,270
shares
|
$16,141
0.02% of portfolio
|
Q1 2025
Reduced 55.31%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
1,045
shares
|
$13,281
0.0% of portfolio
|
Q4 2024
Added 9.08%
|
|
|
Optimum Investment Advisors
|
Apr 30, 2025 Q1 2025 |
1,000
shares
|
$12,710
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
861
shares
|
$10,943
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Apr 24, 2025 Q1 2025 |
796
shares
|
$10,117
0.01% of portfolio
|
Q1 2025
Added 76.11%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Apr 30, 2025 Q1 2025 |
735
shares
|
$9,341
0.0% of portfolio
|
Q1 2025
Added 12.39%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
May 12, 2025 Q1 2025 |
122
shares
|
$1,550
0.0% of portfolio
|
Q1 2025
Added 0.83%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
27
shares
|
$343
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
1
shares
|
$12
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|