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 21 institutions that hold shares in the stock, with a total of 2.07 Million shares, which have been reported (via 13F filing form) to have a value of $26.3 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Wj Interests, LLC
Sugar Land, TX |
Jul 16, 2024 Q2 2024 |
641,656
shares
|
$8.16 Million
5.02% of portfolio
|
Q2 2024
Reduced 2.3%
|
|
Ae Wealth Management LLC
|
Aug 12, 2024 Q2 2024 |
567,603
shares
|
$7.21 Million
0.08% of portfolio
|
Q2 2024
Added 21.88%
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Aug 05, 2024 Q2 2024 |
245,426
shares
|
$3.12 Million
2.84% of portfolio
|
Q2 2024
Reduced 61.49%
|
|
Stapp Wealth Management, Pllc
Olympia, WA |
Jul 17, 2024 Q2 2024 |
245,188
shares
|
$3.12 Million
5.99% of portfolio
|
Q2 2024
Added 9.16%
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
68,638
shares
|
$872,388
0.0% of portfolio
|
Q2 2024
Reduced 69.53%
|
|
Black Diamond Wealth Management Inc.
|
Aug 13, 2024 Q2 2024 |
56,268
shares
|
$715,166
0.54% of portfolio
|
Q2 2024
Reduced 34.21%
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2024 Q2 2024 |
49,073
shares
|
$623,717
0.0% of portfolio
|
Q2 2024
Added 35.86%
|
|
Old Mission Capital LLC
|
Aug 14, 2024 Q2 2024 |
44,232
shares
|
$562,188
0.02% of portfolio
|
Q2 2024
New holding
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Aug 09, 2024 Q2 2024 |
44,198
shares
|
$561,756
0.08% of portfolio
|
Q2 2024
Reduced 2.14%
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Aug 01, 2024 Q2 2024 |
31,756
shares
|
$403,618
0.12% of portfolio
|
Q2 2024
New holding
|
|
Simplify Asset Management Inc.
New York, NY |
Aug 12, 2024 Q2 2024 |
26,945
shares
|
$342,470
0.03% of portfolio
|
Q2 2024
Reduced 27.66%
|
|
Hilltop Holdings Inc.
Dallas, TX |
Aug 14, 2024 Q2 2024 |
24,316
shares
|
$309,056
0.04% of portfolio
|
Q2 2024
New holding
|
|
Professional Financial Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
18,146
shares
|
$230,635
0.07% of portfolio
|
Q2 2024
Added 2.39%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
697
shares
|
$8,858
0.0% of portfolio
|
Q4 2022
New holding
|
|
Pineridge Advisors LLC
St. Charles, MO |
Jul 25, 2024 Q2 2024 |
647
shares
|
$8,223
0.0% of portfolio
|
Q2 2024
Added 15.33%
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Aug 15, 2024 Q2 2024 |
641
shares
|
$8,147
0.0% of portfolio
|
Q2 2024
New holding
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
223
shares
|
$2,834
0.0% of portfolio
|
Q2 2024
Reduced 45.74%
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Jul 23, 2024 Q2 2024 |
55
shares
|
$699
0.0% of portfolio
|
Q2 2024
Added 1.85%
|
|
Cwm, LLC
|
Jul 09, 2024 Q2 2024 |
27
shares
|
$343
0.0% of portfolio
|
Q2 2024
New holding
|
|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
1
shares
|
$12
0.0% of portfolio
|
Q1 2024
Added 100.0%
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Jul 23, 2024 Q2 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|