Purchases and Sales Made in Q4 2025 in Simplify Exchange Traded Fds S (TYA)
This table provides information about the institutional ownership of Simplify Exchange Traded Fds S (TYA) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2026
Q4 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
51.6K+ 6.67% |
N/A
|
826K
$10.5M
|
|
|
Jan 20, 2026
Q4 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
44.1KNew |
N/A
|
44.1K
$561K
|
|
|
Jan 16, 2026
Q4 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
23.7K+ 6.78% |
N/A
|
373K
$4.74M
|
|
|
Jan 07, 2026
Q4 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
535+ 0.69% |
N/A
|
77.7K
$987K
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
98New |
N/A
|
98
$1.25K
|
|
|
Jan 15, 2026
Q4 2025
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-151- 0.75% |
N/A
|
20K
$254K
|
|
|
Jan 21, 2026
Q4 2025
|
Stapp Wealth Management, Pllc
Olympia, WA |
SELL
|
- |
-22.2K- 7.81% |
N/A
|
262K
$3.33M
|
|