SIMPLIFY EXCHANGE TRADED FUN (TYA)
Institutional ownership reported to the SEC as of Q2 2026, across 20 quarters.
35
Reporting holders
$44.1M
Reported value
0.0%
Held as options
+6
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| True Wealth Design, LLC | $19.0M | 1,490,531 | 4.53% | 5q | +65.2%+$7.5M |
| Heck Capital Advisors, LLC | $4.9M | 384,111 | 0.29% | 6q | +5.1%+$237.0K |
| Magnolia Private Wealth, LLC | $4.6M | 481,039 | 2.52% | 6q | +9.8%+$410.0K |
| STAPP WEALTH MANAGEMENT, PLLC | $2.8M | 217,408 | 3.63% | 16q | HELD |
| Mid-American Wealth Advisory Group, Inc. | $2.5M | 198,552 | 0.92% | new | NEW |
| AE Wealth Management LLC | $2.4M | 191,818 | 0.01% | 13q | +26.8%+$517.8K |
| Continuum Advisory, LLC | $2.2M | 173,093 | 0.18% | 4q | +11.6%+$229.3K |
| Dakota Wealth Management | $1.7M | 131,320 | 0.03% | new | NEW |
| PRIVATE CLIENT SERVICES, LLC | $690.6K | 54,090 | 0.18% | 4q | -35.5%-$380.8K |
| CreativeOne Wealth, LLC | $679.8K | 53,242 | 0.01% | 5q | +55.3%+$242.0K |
| Lloyd Advisory Services, LLC. | $322.5K | 25,258 | 0.12% | 11q | +474.2%+$266.3K |
| Authentikos Wealth Advisory, LLC | $280.6K | 21,977 | 0.18% | 8q | +59.6%+$104.8K |
| OLD MISSION CAPITAL LLC | $277.6K | 21,742 | 0.00% | new | NEW |
| Great Lakes Retirement, Inc. | $266.8K | 20,900 | 0.02% | 13q | -7.4%-$21.4K |
| LANE BROTHERS & CO INC | $241.7K | 18,930 | 0.16% | new | NEW |
| Rinkey Investments | $229.8K | 18,000 | 0.05% | 8q | HELD |
| Straight Path Wealth Management | $210.3K | 16,469 | 0.05% | 7q | -8.3%-$19.2K |
| OSAIC HOLDINGS, INC. | $148.7K | 11,658 | 0.00% | 5q | +14.6%+$18.9K |
| Pathstone Holdings, LLC | $147.1K | 11,519 | 0.00% | new | NEW |
| Elevated Capital Advisors, LLC | $142.3K | 11,144 | 0.04% | 9q | -7.0%-$10.7K |
| RHS Financial, LLC | $129.9K | 10,178 | 0.05% | 2q | -13.7%-$20.6K |
| Kingdom Financial Group LLC. | $46.6K | 3,648 | 0.01% | 6q | -17.1%-$9.6K |
| TOUNJIAN ADVISORY PARTNERS, LLC | $33.7K | 2,639 | 0.01% | new | NEW |
| Networth Advisors, LLC | $17.7K | 1,386 | 0.01% | 3q | +87.3%+$8.2K |
| IFG Advisory, LLC | $12.3K | 964 | 0.00% | new | NEW |
| Decker Retirement Planning Inc. | $9.6K | 755 | 0.00% | new | NEW |
| Geneos Wealth Management Inc. | $6.4K | 503 | 0.00% | 4q | +0.8% |
| Integrated Wealth Concepts LLC | $3.2K | 252 | 0.00% | new | NEW |
| VIRTUS ADVISERS, LLC | $2.8K | 222 | 0.00% | 4q | -12.3% |
| Quest 10 Wealth Builders, Inc. | $2.5K | 197 | 0.00% | 7q | HELD |
| COMPASS FINANCIAL MANAGEMENT LLC | $2.4K | 193 | 0.00% | new | FIRST |
| Montgomery Financial Services LLC | $2.1K | 161 | 0.00% | new | FIRST |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $1.6K | 128 | 0.00% | new | NEW |
| ASSETMARK, INC | $38 | 3 | 0.00% | 3q | -66.7% |
| MORGAN STANLEY | $34 | 2 | 0.00% | 7q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 35 | $44.1M | 3,574,032 | 10 | 11 | 8 | 0.0% |
| Q1 2026 | 29 | $33.2M | 2,648,365 | 2 | 9 | 16 | 0.0% |
| Q4 2025 | 34 | $47.9M | 3,551,301 | 4 | 10 | 17 | 0.0% |
| Q3 2025 | 39 | $50.3M | 3,724,829 | 7 | 7 | 21 | 0.0% |
| Q2 2025 | 46 | $113.8M | 8,436,246 | 7 | 25 | 9 | 0.0% |
| Q1 2025 | 41 | $107.8M | 8,217,293 | 12 | 21 | 2 | 0.0% |
| Q4 2024 | 33 | $76.8M | 6,256,780 | 5 | 13 | 4 | 0.0% |
| Q3 2024 | 28 | $89.8M | 6,247,900 | 10 | 8 | 3 | 0.0% |
| Q2 2024 | 20 | $27.0M | 2,079,134 | 4 | 6 | 8 | 0.0% |
| Q1 2024 | 17 | $40.1M | 2,499,301 | 0 | 6 | 8 | 0.0% |
| Q4 2023 | 23 | $39.0M | 2,793,829 | 7 | 7 | 7 | 0.0% |
| Q3 2023 | 18 | $34.9M | 2,747,893 | 4 | 7 | 5 | 0.0% |
| Q2 2023 | 17 | $34.8M | 2,354,053 | 7 | 4 | 3 | 0.0% |
| Q1 2023 | 10 | $19.4M | 1,183,868 | 1 | 4 | 3 | 0.0% |
| Q4 2022 | 12 | $20.7M | 1,368,693 | 5 | 3 | 4 | 0.0% |
| Q3 2022 | 13 | $28.2M | 1,848,566 | 7 | 3 | 2 | 0.0% |
| Q2 2022 | 5 | $29.8M | 1,636,770 | 2 | 1 | 1 | 0.0% |
| Q1 2022 | 5 | $33.5M | 1,658,543 | 1 | 4 | 0 | 0.0% |
| Q4 2021 | 4 | $29.4M | 1,184,081 | 2 | 0 | 1 | 0.0% |
| Q3 2021 | 2 | $4.1M | 164,373 | 2 | 0 | 0 | 0.0% |