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Disclosery

TYA SIMPLIFY EXCHANGE TRADED FUN

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INTMD TERM TRSRY (fund)

39 managers (39 13F filers) reported a position in TYA shares at 2025-09-30, 3,714,414 shares in all. 7 filers opened a position and 13 filers sold out during the quarter.

Managers
39
13F filers
39
New
7
Added
8
Reduced
21
Sold out
13
Shares held by filers
3,714,414

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
True Wealth Design, LLC774,224$10.5M3.22%+29,13113F-HRTimeline
AE Wealth Management LLC680,858$9.27M0.06%-1,018,00513F-HRTimeline
Heck Capital Advisors, LLC349,100$4.75M0.37%+1,04813F-HRTimeline
Lloyd Advisory Services, LLC.313,407$4.27M2.01%-323,33113F-HRTimeline
STAPP WEALTH MANAGEMENT, PLLC283,805$3.86M5.19%+3,82713F-HRTimeline
Magnolia Private Wealth, LLC265,909$3.22M2.36%+47,16513F-HRTimeline
Simplify Asset Management Inc.158,400$2.16M0.04%-2,863,78213F-HRTimeline
Continuum Advisory, LLC153,885$2.09M0.22%new13F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.91,763$1.25M0.07%-14,22813F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC85,475$1.16M<0.01%new13F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…85,287$1.16M<0.01%+75,24213F-HRTimelineGroup
PRIVATE CLIENT SERVICES, LLC77,138$1.05M0.35%new13F-HRTimeline
Elevated Capital Advisors, LLC61,340$835K0.21%-5,38913F-HRTimeline
Great Lakes Retirement, Inc.53,498$728K0.08%-61,04113F-HRTimeline
HOWARD BAILEY SECURITIES, LLC51,474$701K0.2%-79,35613F-HR/ATimeline
B.O.S.S. Retirement Advisors, LLC37,776$514K0.12%-140,85013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC23,586$321K0.01%+9,72713F-HRTimelineGroup
Authentikos Wealth Advisory, LLC21,239$289K0.19%-154,85913F-HR/ATimeline
Professional Financial Advisors, LLC20,106$274K0.06%-64613F-HRTimeline
Rinkey Investments18,000$245K0.06%013F-HRTimeline
NDVR, Inc.16,500$225K0.19%+14913F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management13,313$181K<0.01%-1,54813F-HRTimelineGroup
Kingdom Financial Group LLC.12,273$167K0.1%-13,16613F-HRTimeline
Straight Path Wealth Management12,269$167K0.05%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.10,439$142K<0.01%-2,26413F-HRTimelineGroup
LifeWealth Investments, LLC10,415$142K0.05%-40,19713F-HR/ATimeline
SMART Wealth LLC10,337$141K0.05%-12,88913F-HRTimeline
IFP Advisors, Inc8,491$116K<0.01%-3,50713F-HR/ATimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC4,331$58.9K<0.01%-20613F-HRTimelineGroup
Quest 10 Wealth Builders, Inc.4,090$55.7K0.05%-3,56413F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…1,450$19.7K0.01%new13F-HRTimelineGroup
OPTIMUM INVESTMENT ADVISORS1,000$13.6K0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG960$13.1K<0.01%+55813F-HRTimelineGroup
Geneos Wealth Management Inc.800$10.9K<0.01%new13F-HRTimeline
Decker Retirement Planning Inc.687$9.34K0.01%-66413F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.439$5.97K0.01%new13F-HR/ATimeline
VIRTUS ADVISERS, LLCin group Virtus Investment Advisers, L…281$3.82K<0.01%new13F-HR/ATimelineGroup
Pineridge Advisors LLC68$925<0.01%-6113F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1$27<0.01%-113F-HR/ATimelineGroup