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Disclosery

TYA SIMPLIFY EXCHANGE TRADED FUN

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INTMD TERM TRSRY (fund)

44 managers (44 13F filers) reported a position in TYA shares at 2025-03-31, 8,322,976 shares in all. 12 filers opened a position and 5 filers sold out during the quarter.

Managers
44
13F filers
44
New
12
Added
23
Reduced
2
Sold out
5
Shares held by filers
8,322,976

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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.3,948,182$52.2M2.44%+105,00013F-HRTimeline
AE Wealth Management LLC1,588,484$21M0.18%+571,03213F-HRTimeline
Lloyd Advisory Services, LLC.573,169$7.58M3.81%+221,43613F-HRTimeline
Heck Capital Advisors, LLC341,039$4.51M0.51%new13F-HRTimeline
STAPP WEALTH MANAGEMENT, PLLC281,309$3.72M5.73%+18,56813F-HRTimeline
Mid-American Wealth Advisory Group, Inc.254,167$3.36M1.8%+16,28813F-HRTimeline
B.O.S.S. Retirement Advisors, LLC172,301$2.28M0.66%+32,18013F-HRTimeline
Cambridge Investment Research Advisors,…146,201$1.93M0.01%+134,80113F-HRTimeline
Authentikos Wealth Advisory, LLC129,272$1.71M1.34%+82,72913F-HR/ATimeline
HOWARD BAILEY SECURITIES, LLC120,664$1.6M0.53%+45,94313F-HR/ATimeline
Great Lakes Retirement, Inc.113,372$1.5M0.2%+50,49613F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.105,503$1.4M0.09%new13F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC73,008$966K<0.01%new13F-HRTimelineGroup
Elevated Capital Advisors, LLC66,729$883K0.25%+19913F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC42,534$563K<0.01%+28,47113F-HR/ATimelineGroup
LifeWealth Investments, LLC39,816$527K0.25%+22,40313F-HR/ATimeline
Magnolia Private Wealth, LLC97,283$370K0.31%new13F-HRTimeline
Csenge Advisory Group27,596$363K0.02%+15,73713F-HRTimeline
SMART Wealth LLC21,480$284K0.1%+6,73013F-HRTimeline
Professional Financial Advisors, LLC20,532$272K0.07%+98813F-HRTimeline
GeoWealth Management, LLC20,354$269K0.01%new13F-HRTimeline
Rinkey Investments18,000$238K0.08%013F-HRTimeline
OLD MISSION CAPITAL LLC16,430$217K<0.01%new13F-HRTimeline
Kingdom Financial Group LLC.16,371$217K0.16%new13F-HRTimeline
NDVR, Inc.16,186$214K0.22%new13F-HRTimeline
Wellment Financial12,923$171K0.23%new13F-HRTimeline
FSA Advisors, Inc.12,807$169K0.13%new13F-HRTimeline
Straight Path Wealth Management11,769$156K0.06%+96913F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC10,452$138K0.03%13F-HRTimeline
Quest 10 Wealth Builders, Inc.6,282$83.1K0.09%+5,56813F-HRTimeline
Lord & Richards Wealth Management, LLC4,742$62.7K0.07%new13F-HRTimeline
Transce3nd, LLC3,714$49.1K0.02%+91013F-HRTimeline
Park Square Financial Group, LLC3,023$40K0.03%+2,13113F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,425$17.5K<0.01%013F-HRTimelineGroup
Capital A Wealth Management, LLC1,270$16.8K0.02%-1,57213F-HRTimeline
IFP Advisors, Inc1,045$13.8K<0.01%013F-HRTimeline
OPTIMUM INVESTMENT ADVISORS1,000$13.2K0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG861$11.4K<0.01%new13F-HRTimelineGroup
Decker Retirement Planning Inc.796$10.5K0.01%+34413F-HRTimeline
Pineridge Advisors LLC735$9.72K<0.01%+8113F-HRTimeline
Richard W. Paul & Associates, LLC122$1.62K<0.01%+113F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1$17<0.01%-113F-HRTimelineGroup
CWM, LLCin group CWM, LLC27$00%013F-HRTimelineGroupValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.