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 37 institutions that hold shares in the stock, with a total of 6.61 Million shares, which have been reported (via 13F filing form) to have a value of $84.1 Million.
| 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
|
Feb 13, 2025 Q4 2024 |
1,017,452
shares
|
$12.9 Million
0.12% of portfolio
|
Q4 2024
Added 26.78%
|
|
|
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 |
Jan 22, 2025 Q4 2024 |
262,741
shares
|
$3.34 Million
5.65% of portfolio
|
Q4 2024
Added 6.72%
|
|
|
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 |
Jan 21, 2025 Q4 2024 |
140,121
shares
|
$1.78 Million
0.48% of portfolio
|
Q4 2024
New holding
|
|
|
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
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Jan 29, 2025 Q4 2024 |
74,721
shares
|
$949,703
0.34% of portfolio
|
Q4 2024
Added 23.38%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jan 13, 2025 Q4 2024 |
66,530
shares
|
$845,596
0.26% of portfolio
|
Q4 2024
Added 19.15%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Jan 29, 2025 Q4 2024 |
62,876
shares
|
$799,153
0.1% of portfolio
|
Q4 2024
Added 8.21%
|
|
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
Jan 29, 2025 Q4 2024 |
46,543
shares
|
$591,561
0.56% of portfolio
|
Q4 2024
Added 73.74%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Feb 26, 2025 Q4 2024 |
20,823
shares
|
$264,660
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Professional Financial Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
19,544
shares
|
$248,404
0.06% of portfolio
|
Q4 2024
Added 7.64%
|
|
|
Rinkey Investments
San Diego, CA |
Feb 14, 2025 Q4 2024 |
18,000
shares
|
$228,780
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Feb 26, 2025 Q4 2024 |
17,413
shares
|
$221,319
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Smart Wealth LLC
Omaha, NE |
Jan 28, 2025 Q4 2024 |
14,750
shares
|
$187,472
0.06% of portfolio
|
Q4 2024
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%
|
|
|
Harbour Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
12,040
shares
|
$153,028
0.04% of portfolio
|
Q4 2024
Added 1.47%
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
11,859
shares
|
$150,727
0.01% of portfolio
|
Q4 2024
Added 3.72%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
11,400
shares
|
$144,894
0.0% of portfolio
|
Q4 2024
Reduced 24.0%
|
|
|
Straight Path Wealth Management
|
Feb 06, 2025 Q4 2024 |
10,800
shares
|
$137,268
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
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
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
Feb 26, 2025 Q4 2024 |
2,842
shares
|
$36,121
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
2,804
shares
|
$35,638
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
1,425
shares
|
$18,111
0.0% of portfolio
|
Q3 2024
New holding
|