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 41 institutions that hold shares in the stock, with a total of 3.71 Million shares, which have been reported (via 13F filing form) to have a value of $47.1 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Oct 20, 2025 Q3 2025 |
10,415
shares
|
$132,374
0.04% of portfolio
|
Q3 2025
Reduced 76.85%
|
|
|
Smart Wealth LLC
Omaha, NE |
Nov 07, 2025 Q3 2025 |
10,337
shares
|
$131,383
0.05% of portfolio
|
Q3 2025
Reduced 55.49%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
8,491
shares
|
$107,920
0.0% of portfolio
|
Q3 2025
Reduced 29.23%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
4,331
shares
|
$55,047
0.0% of portfolio
|
Q3 2025
Reduced 4.54%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Oct 20, 2025 Q3 2025 |
4,090
shares
|
$51,983
0.05% of portfolio
|
Q3 2025
Reduced 46.56%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 12, 2025 Q3 2025 |
1,450
shares
|
$18,429
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Optimum Investment Advisors
|
Oct 20, 2025 Q3 2025 |
1,000
shares
|
$12,710
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
960
shares
|
$12,201
0.0% of portfolio
|
Q3 2025
Added 138.81%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
800
shares
|
$10,168
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Oct 27, 2025 Q3 2025 |
687
shares
|
$8,731
0.01% of portfolio
|
Q3 2025
Reduced 49.15%
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
439
shares
|
$5,579
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Virtus ETF Advisers LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
281
shares
|
$3,571
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Nov 04, 2025 Q3 2025 |
68
shares
|
$864
0.0% of portfolio
|
Q3 2025
Reduced 47.29%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
Sep 25, 2025 Q2 2025 |
22
shares
|
$279
0.0% of portfolio
|
Q2 2025
Reduced 98.27%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
1
shares
|
$12
0.0% of portfolio
|
Q3 2025
Reduced 50.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|