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 36 institutions that hold shares in the stock, with a total of 6.92 Million shares, which have been reported (via 13F filing form) to have a value of $88 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
|
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 |
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 |
Jan 13, 2025 Q4 2024 |
66,530
shares
|
$845,596
0.26% of portfolio
|
Q4 2024
Added 19.15%
|
|
|
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%
|
|
|
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
|
|
|
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%
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
11,859
shares
|
$150,727
0.01% of portfolio
|
Q4 2024
Added 3.72%
|
|
|
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
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
1,045
shares
|
$13,281
0.0% of portfolio
|
Q4 2024
Added 9.08%
|
|
|
Optimum Investment Advisors
|
Feb 11, 2025 Q4 2024 |
1,000
shares
|
$12,710
0.01% of portfolio
|
Q3 2024
New holding
|