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 41 institutions that hold shares in the stock, with a total of 3.71 Million shares, which have been reported (via 13F filing form) to have a value of $47.1 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
680,858
shares
|
$8.65 Million
0.06% of portfolio
|
Q3 2025
Reduced 59.92%
|
|
|
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%
|
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Oct 30, 2025 Q3 2025 |
313,407
shares
|
$3.98 Million
4.66% of portfolio
|
Q3 2025
Reduced 50.78%
|
|
|
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 |
Nov 06, 2025 Q3 2025 |
265,909
shares
|
$3.38 Million
2.36% of portfolio
|
Q3 2025
Added 21.56%
|
|
|
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
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
91,763
shares
|
$1.17 Million
0.06% of portfolio
|
Q3 2025
Reduced 13.42%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
85,475
shares
|
$1.09 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
85,287
shares
|
$1.08 Million
0.0% of portfolio
|
Q3 2025
Added 749.05%
|
|
|
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 |
Nov 13, 2025 Q3 2025 |
61,340
shares
|
$779,631
0.23% of portfolio
|
Q3 2025
Reduced 8.08%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Nov 12, 2025 Q3 2025 |
53,498
shares
|
$679,959
0.08% of portfolio
|
Q3 2025
Reduced 53.29%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Nov 04, 2025 Q3 2025 |
43,794
shares
|
$556,621
0.22% of portfolio
|
Q3 2025
Reduced 60.85%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Nov 05, 2025 Q3 2025 |
37,776
shares
|
$480,132
0.12% of portfolio
|
Q3 2025
Reduced 78.85%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
23,586
shares
|
$299,778
0.01% of portfolio
|
Q3 2025
Added 70.19%
|
|
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
Nov 05, 2025 Q3 2025 |
21,239
shares
|
$269,947
0.19% of portfolio
|
Q3 2025
Reduced 86.92%
|
|
|
Professional Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
20,106
shares
|
$255,547
0.05% of portfolio
|
Q3 2025
Reduced 3.11%
|
|
|
Rinkey Investments
San Diego, CA |
Nov 14, 2025 Q3 2025 |
18,000
shares
|
$228,780
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Ndvr, Inc.
Boston, MA |
Oct 22, 2025 Q3 2025 |
16,500
shares
|
$209,715
0.19% of portfolio
|
Q3 2025
Added 0.91%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
13,313
shares
|
$169,208
0.0% of portfolio
|
Q3 2025
Reduced 10.42%
|
|
|
Kingdom Financial Group Llc.
Peoria, AZ |
Oct 30, 2025 Q3 2025 |
12,273
shares
|
$155,989
0.1% of portfolio
|
Q3 2025
Reduced 51.76%
|
|
|
Straight Path Wealth Management
|
Nov 03, 2025 Q3 2025 |
12,269
shares
|
$155,938
0.04% of portfolio
|
Q2 2025
Added 4.25%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
10,439
shares
|
$132,679
0.0% of portfolio
|
Q3 2025
Reduced 17.82%
|
|