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Disclosery

TYA SIMPLIFY EXCHANGE TRADED FUN

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INTMD TERM TRSRY (fund)

47 managers (47 13F filers) reported a position in TYA shares at 2025-06-30, 8,391,257 shares in all. 6 filers opened a position and 4 filers sold out during the quarter.

Managers
47
13F filers
47
New
6
Added
26
Reduced
10
Sold out
4
Shares held by filers
8,391,257

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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.3,022,182$40.8M2.47%-926,00013F-HRTimeline
AE Wealth Management LLC1,698,863$22.9M0.17%+110,37913F-HRTimeline
True Wealth Design, LLC745,093$10.1M3.54%new13F-HRTimeline
Lloyd Advisory Services, LLC.636,738$8.59M4.15%+63,56913F-HRTimeline
Heck Capital Advisors, LLC348,052$4.7M0.4%+7,01313F-HRTimeline
STAPP WEALTH MANAGEMENT, PLLC279,978$3.78M5.43%-1,33113F-HRTimeline
Mid-American Wealth Advisory Group, Inc.272,426$3.68M1.75%+18,25913F-HRTimeline
Magnolia Private Wealth, LLC218,744$2.95M2.29%+121,46113F-HRTimeline
B.O.S.S. Retirement Advisors, LLC178,626$2.41M0.61%+6,32513F-HRTimeline
Authentikos Wealth Advisory, LLC176,098$2.38M1.65%+46,82613F-HR/ATimeline
HOWARD BAILEY SECURITIES, LLC130,830$1.76M0.54%+10,16613F-HR/ATimeline
Great Lakes Retirement, Inc.114,539$1.55M0.18%+1,16713F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.105,991$1.43M0.09%+48813F-HRTimelineGroup
Elevated Capital Advisors, LLC66,729$883K0.25%013F-HRTimeline
LifeWealth Investments, LLC50,612$683K0.25%+10,79613F-HR/ATimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC30,277$408K<0.01%-42,73113F-HRTimelineGroup
Kingdom Financial Group LLC.25,439$343K0.3%+9,06813F-HRTimeline
Csenge Advisory Group25,683$335K0.02%-1,91313F-HRTimeline
SMART Wealth LLC23,226$313K0.1%+1,74613F-HRTimeline
GeoWealth Management, LLC22,642$305K0.01%+2,28813F-HRTimeline
Professional Financial Advisors, LLC20,752$280K0.06%+22013F-HRTimeline
Rinkey Investments18,000$243K0.07%013F-HRTimeline
OLD MISSION CAPITAL LLC16,760$226K0.01%+33013F-HRTimeline
NDVR, Inc.16,351$221K0.21%+16513F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management14,861$200K<0.01%new13F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC13,859$187K<0.01%new13F-HRTimelineGroup
Wellment Financial13,559$183K0.23%+63613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.12,703$171K<0.01%new13F-HR/ATimelineGroup
RHS Financial, LLC12,688$171K0.1%new13F-HRTimeline
Straight Path Wealth Management12,269$166K0.06%+50013F-HRTimeline
IFP Advisors, Inc11,998$162K<0.01%+10,95313F-HRTimeline
FSA Advisors, Inc.11,000$148K0.12%-1,80713F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…10,045$136K<0.01%new13F-HRTimelineGroup
TOUNJIAN ADVISORY PARTNERS, LLC10,152$134K0.03%-30013F-HRTimeline
Quest 10 Wealth Builders, Inc.7,654$103K0.1%+1,37213F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC4,537$61.2K<0.01%+3,11213F-HRTimelineGroup
Park Square Financial Group, LLC4,194$56.6K0.04%+1,17113F-HRTimeline
Transce3nd, LLC3,980$53.7K0.02%+26613F-HRTimeline
Decker Retirement Planning Inc.1,351$18.2K0.01%+55513F-HRTimeline
OPTIMUM INVESTMENT ADVISORS1,000$13.5K0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG402$5.42K<0.01%-45913F-HRTimelineGroup
Pineridge Advisors LLC129$1.74K<0.01%-60613F-HRTimeline
Richard W. Paul & Associates, LLC118$1.6K<0.01%-413F-HRTimeline
Global Retirement Partners, LLC103$1.39K<0.01%13F-HRTimeline
Capital A Wealth Management, LLC22$313<0.01%-1,24813F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2$38<0.01%+113F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.