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 38 institutions that hold shares in the stock, with a total of 7.58 Million shares, which have been reported (via 13F filing form) to have a value of $96.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Simplify Asset Management Inc.
New York, NY |
Feb 11, 2025 Q4 2024 |
3,843,182
shares
|
$48.8 Million
2.78% of portfolio
|
Q4 2024
Reduced 0.59%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
1,588,484
shares
|
$20.2 Million
0.19% of portfolio
|
Q1 2025
Added 56.12%
|
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Apr 14, 2025 Q1 2025 |
573,169
shares
|
$7.28 Million
6.64% of portfolio
|
Q1 2025
Added 62.96%
|
|
|
Stapp Wealth Management, Pllc
Olympia, WA |
Apr 22, 2025 Q1 2025 |
281,309
shares
|
$3.58 Million
8.19% of portfolio
|
Q1 2025
Added 7.07%
|
|
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
Apr 09, 2025 Q1 2025 |
254,167
shares
|
$3.23 Million
1.8% of portfolio
|
Q1 2025
Added 6.85%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Apr 23, 2025 Q1 2025 |
172,301
shares
|
$2.19 Million
0.66% of portfolio
|
Q1 2025
Added 22.97%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
146,201
shares
|
$1.86 Million
0.01% of portfolio
|
Q1 2025
Added 1182.46%
|
|
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
Apr 17, 2025 Q1 2025 |
117,932
shares
|
$1.5 Million
1.31% of portfolio
|
Q1 2025
Added 153.38%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Apr 17, 2025 Q1 2025 |
113,372
shares
|
$1.44 Million
0.2% of portfolio
|
Q1 2025
Added 80.31%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Apr 17, 2025 Q1 2025 |
104,563
shares
|
$1.33 Million
0.56% of portfolio
|
Q1 2025
Added 39.94%
|
|
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
Apr 15, 2025 Q1 2025 |
97,283
shares
|
$1.24 Million
0.3% of portfolio
|
Q1 2025
New holding
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Apr 24, 2025 Q1 2025 |
66,729
shares
|
$848,125
0.28% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Apr 21, 2025 Q1 2025 |
40,545
shares
|
$515,326
0.22% of portfolio
|
Q1 2025
Added 132.84%
|
|
|
Csenge Advisory Group
|
May 05, 2025 Q1 2025 |
27,596
shares
|
$350,745
0.02% of portfolio
|
Q1 2025
Added 132.7%
|
|
|
Smart Wealth LLC
Omaha, NE |
Apr 29, 2025 Q1 2025 |
21,480
shares
|
$273,010
0.1% of portfolio
|
Q1 2025
Added 45.63%
|
|
|
Professional Financial Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
20,532
shares
|
$260,961
0.07% of portfolio
|
Q1 2025
Added 5.06%
|
|
|
Rinkey Investments
San Diego, CA |
Feb 14, 2025 Q4 2024 |
18,000
shares
|
$228,780
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Kingdom Financial Group Llc.
Peoria, AZ |
Apr 24, 2025 Q1 2025 |
16,371
shares
|
$208,075
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
14,063
shares
|
$178,740
0.0% of portfolio
|
Q4 2024
Reduced 11.01%
|
|
|
Fsr Wealth Management Ltd.
Elmhurst, IL |
Apr 28, 2025 Q1 2025 |
12,923
shares
|
$164,251
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
Straight Path Wealth Management
|
Apr 28, 2025 Q1 2025 |
11,769
shares
|
$149,583
0.07% of portfolio
|
Q1 2025
Added 8.97%
|
|
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
Apr 14, 2025 Q1 2025 |
10,452
shares
|
$132,844
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
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%
|
|
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
May 02, 2025 Q1 2025 |
4,742
shares
|
$60,270
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
3,714
shares
|
$47,204
0.02% of portfolio
|
Q1 2025
Added 32.45%
|