Purchases and Sales Made in Q2 2025 in Simplify Exchange Traded Fds S (TYA)
This table provides information about the institutional ownership of Simplify Exchange Traded Fds S (TYA) during Q2 2025. The information is specifically focused on institutions that hold shares of SIMPLIFY EXCHANGE TRADED FDS S.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
745KNew |
N/A
|
745K
$9.47M
|
|
|
Jul 18, 2025
Q2 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
121K+ 124.85% |
N/A
|
219K
$2.78M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
110K+ 6.95% |
N/A
|
1.7M
$21.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
63.6K+ 11.09% |
N/A
|
637K
$8.09M
|
|
|
Aug 07, 2025
Q2 2025
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
44.4K+ 37.67% |
N/A
|
162K
$2.06M
|
|
|
Jul 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
18.3K+ 7.18% |
N/A
|
272K
$3.46M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
14.9KNew |
N/A
|
14.9K
$189K
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
13.9KNew |
N/A
|
13.9K
$176K
|
|
|
Jul 25, 2025
Q2 2025
|
Rhs Financial, LLC
|
BUY
|
- |
12.7KNew |
N/A
|
12.7K
$161K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
11K+ 1048.13% |
N/A
|
12K
$152K
|
|
|
Aug 11, 2025
Q2 2025
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
9.07K+ 55.39% |
N/A
|
25.4K
$323K
|
|
|
Aug 07, 2025
Q2 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
7.29K+ 6.98% |
N/A
|
112K
$1.42M
|
|
|
Jul 22, 2025
Q2 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
7.01K+ 2.06% |
N/A
|
348K
$4.42M
|
|
|
Jul 18, 2025
Q2 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
6.33K+ 3.67% |
N/A
|
179K
$2.27M
|
|
|
Jul 30, 2025
Q2 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
4.44K+ 10.96% |
N/A
|
45K
$572K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3.11K+ 218.39% |
N/A
|
4.54K
$57.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.29K+ 11.24% |
N/A
|
22.6K
$288K
|
|
|
Aug 13, 2025
Q2 2025
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
1.75K+ 8.13% |
N/A
|
23.2K
$295K
|
|
|
Aug 12, 2025
Q2 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
1.17K+ 38.74% |
N/A
|
4.19K
$53.3K
|
|
|
Aug 04, 2025
Q2 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
1.17K+ 1.03% |
N/A
|
115K
$1.46M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.12KNew |
N/A
|
1.12K
$14.2K
|
|
|
Jul 31, 2025
Q2 2025
|
Fsr Wealth Management Ltd.
Elmhurst, IL |
BUY
|
- |
636+ 4.92% |
N/A
|
13.6K
$172K
|
|
|
Aug 06, 2025
Q2 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
555+ 69.72% |
N/A
|
1.35K
$17.2K
|
|
|
Jul 29, 2025
Q2 2025
|
Straight Path Wealth Management
|
BUY
|
- |
500+ 4.25% |
N/A
|
12.3K
$156K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
266+ 7.16% |
N/A
|
3.98K
$50.6K
|
|
|
Jul 09, 2025
Q2 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
220+ 1.07% |
N/A
|
20.8K
$264K
|
|
|
Aug 12, 2025
Q2 2025
|
Ndvr, Inc.
Boston, MA |
BUY
|
- |
165+ 1.02% |
N/A
|
16.4K
$208K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
103New |
N/A
|
103
$1.31K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-4- 3.28% |
N/A
|
118
$1.5K
|
|
|
Jul 09, 2025
Q2 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
SELL
|
- |
-300- 2.87% |
N/A
|
10.2K
$129K
|
|
|
Aug 11, 2025
Q2 2025
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-606- 82.45% |
N/A
|
129
$1.64K
|
|
|
Jul 14, 2025
Q2 2025
|
Stapp Wealth Management, Pllc
Olympia, WA |
SELL
|
- |
-1.33K- 0.47% |
N/A
|
280K
$3.56M
|
|
|
Aug 01, 2025
Q2 2025
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-1.81K- 14.11% |
N/A
|
11K
$140K
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
SELL
|
- |
-1.91K- 6.93% |
N/A
|
25.7K
$326K
|
|
|
Aug 07, 2025
Q2 2025
|
Simplify Asset Management Inc.
New York, NY |
SELL
|
- |
-926K- 23.45% |
N/A
|
3.02M
$38.4M
|