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 29 institutions that hold shares in the stock, with a total of 6.26 Million shares, which have been reported (via 13F filing form) to have a value of $79.6 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Simplify Asset Management Inc.
New York, NY |
Nov 12, 2024 Q3 2024 |
3,866,164
shares
|
$49.1 Million
2.62% of portfolio
|
Q3 2024
Added 14248.35%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
802,557
shares
|
$10.2 Million
0.1% of portfolio
|
Q3 2024
Added 41.39%
|
|
|
Wj Interests, LLC
Sugar Land, TX |
Oct 21, 2024 Q3 2024 |
636,071
shares
|
$8.08 Million
4.38% of portfolio
|
Q3 2024
Reduced 0.87%
|
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Oct 10, 2024 Q3 2024 |
331,121
shares
|
$4.21 Million
3.8% of portfolio
|
Q3 2024
Added 34.92%
|
|
|
Stapp Wealth Management, Pllc
Olympia, WA |
Oct 21, 2024 Q3 2024 |
246,193
shares
|
$3.13 Million
5.5% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Nov 08, 2024 Q3 2024 |
60,564
shares
|
$769,768
0.33% of portfolio
|
Q3 2024
New holding
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Oct 22, 2024 Q3 2024 |
58,105
shares
|
$738,514
0.11% of portfolio
|
Q3 2024
Added 31.47%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Oct 22, 2024 Q3 2024 |
55,835
shares
|
$709,662
0.21% of portfolio
|
Q3 2024
Added 75.83%
|
|
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
Oct 24, 2024 Q3 2024 |
26,789
shares
|
$340,488
0.37% of portfolio
|
Q3 2024
New holding
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
24,404
shares
|
$310,174
0.02% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
23,123
shares
|
$293,893
0.0% of portfolio
|
Q3 2024
Reduced 52.88%
|
|
|
Professional Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
18,157
shares
|
$230,775
0.06% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Rinkey Investments
San Diego, CA |
Nov 13, 2024 Q3 2024 |
18,000
shares
|
$228,780
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Oct 15, 2024 Q3 2024 |
16,300
shares
|
$207,173
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
16,258
shares
|
$206,639
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
15,803
shares
|
$200,856
0.0% of portfolio
|
Q3 2024
Reduced 76.98%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
15,000
shares
|
$190,650
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Harbour Capital Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
11,865
shares
|
$150,804
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Csenge Advisory Group
|
Nov 13, 2024 Q3 2024 |
11,434
shares
|
$145,326
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
3,465
shares
|
$44,040
0.0% of portfolio
|
Q3 2024
Added 1453.81%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
1,425
shares
|
$18,111
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Optimum Investment Advisors
|
Oct 16, 2024 Q3 2024 |
1,000
shares
|
$12,710
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Oct 18, 2024 Q3 2024 |
698
shares
|
$8,871
0.0% of portfolio
|
Q3 2024
Added 7.88%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
697
shares
|
$8,858
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
641
shares
|
$8,147
0.0% of portfolio
|
Q2 2024
New holding
|