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 8.4 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 |
|---|---|---|---|---|---|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
14,861
shares
|
$188,883
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fsr Wealth Management Ltd.
Elmhurst, IL |
Jul 31, 2025 Q2 2025 |
13,559
shares
|
$172,334
0.23% of portfolio
|
Q2 2025
Added 4.92%
|
|
|
Rhs Financial, LLC
|
Jul 25, 2025 Q2 2025 |
12,688
shares
|
$161,264
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
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%
|
|
|
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%
|
|
|
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%
|
|
|
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%
|
|
|
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%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Aug 06, 2025 Q2 2025 |
1,351
shares
|
$17,171
0.01% of portfolio
|
Q2 2025
Added 69.72%
|
|
|
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%
|
|
|
Optimum Investment Advisors
|
Jul 31, 2025 Q2 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
|
|
|
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 |
May 12, 2025 Q1 2025 |
122
shares
|
$1,550
0.0% of portfolio
|
Q1 2025
Added 0.83%
|
|
|
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
|