Skip to content
Disclosery

TYA SIMPLIFY EXCHANGE TRADED FUN

Follow

INTMD TERM TRSRY (fund)

36 managers (36 13F filers) reported a position in TYA shares at 2024-12-31, 6,268,207 shares in all. 5 filers opened a position and 7 filers sold out during the quarter.

Managers
36
13F filers
36
New
5
Added
13
Reduced
5
Sold out
7
Shares held by filers
6,268,207

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Simplify Asset Management Inc.3,843,182$47.2M3.28%-22,98213F-HRTimeline
AE Wealth Management LLC1,017,452$12.5M0.11%+214,89513F-HRTimeline
Lloyd Advisory Services, LLC.351,733$4.32M2.05%+20,61213F-HRTimeline
STAPP WEALTH MANAGEMENT, PLLC262,741$3.22M5.03%+16,54813F-HRTimeline
Mid-American Wealth Advisory Group, Inc.237,879$2.92M1.72%new13F-HRTimeline
B.O.S.S. Retirement Advisors, LLC140,121$1.72M0.48%new13F-HRTimeline
HOWARD BAILEY SECURITIES, LLC74,721$917K0.34%+14,15713F-HRTimeline
Elevated Capital Advisors, LLC66,530$817K0.22%+10,69513F-HRTimeline
Great Lakes Retirement, Inc.62,876$772K0.1%+4,77113F-HRTimeline
Authentikos Wealth Advisory, LLC46,543$571K0.56%+19,75413F-HRTimeline
XY Planning Network, Inc.20,823$256K0.19%13F-HRTimeline
Professional Financial Advisors, LLC19,544$240K0.06%+1,38713F-HRTimeline
Rinkey Investments18,000$221K0.07%013F-HRTimeline
LifeWealth Investments, LLC17,413$214K0.14%13F-HRTimeline
SMART Wealth LLC14,750$181K0.06%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC14,063$173K<0.01%-1,74013F-HRTimelineGroup
Harbour Capital Advisors, LLC12,040$147K0.03%+17513F-HRTimeline
Csenge Advisory Group11,859$146K0.01%+42513F-HRTimeline
Cambridge Investment Research Advisors,…11,400$140K<0.01%-3,60013F-HRTimeline
Straight Path Wealth Management10,800$133K0.05%new13F-HRTimeline
Capital A Wealth Management, LLC2,842$34.9K0.06%13F-HRTimeline
Transce3nd, LLC2,804$34.4K0.01%13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,425$17.5K<0.01%013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,121$13.8K<0.01%+42413F-HR/ATimelineGroup
IFP Advisors, Inc1,045$12.8K<0.01%+8713F-HRTimeline
OPTIMUM INVESTMENT ADVISORS1,000$12.3K0.01%013F-HRTimeline
Park Square Financial Group, LLC892$10.9K0.01%13F-HRTimeline
Quest 10 Wealth Builders, Inc.714$8.76K0.01%13F-HRTimeline
Pineridge Advisors LLC654$8.03K<0.01%-4413F-HRTimeline
Coppell Advisory Solutions LLC637$7.85K<0.01%-413F-HRTimeline
Decker Retirement Planning Inc.452$5.54K<0.01%13F-HRTimeline
Richard W. Paul & Associates, LLC121$1.49K<0.01%+6513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2$33<0.01%new13F-HR/ATimelineGroup
FMR LLCin group FMR LLC1$12<0.01%013F-HRTimelineGroup
CWM, LLCin group CWM, LLC27$00%013F-HRTimelineGroupValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.