SIMPLIFY EXCHANGE TRADED FUN - INTMD TERM TRSRY (TYA)

CUSIP: 82889N798

Q1 2025 13F Holders as of 31 Mar 2025

Type / Class
Equity / INTMD TERM TRSRY
Total 13F shares
8,296,237
Share change
+2,017,605
Total reported value
$108,838,721
Price per share
$13.23
Number of holders
42
Value change
+$25,808,146
Number of buys
35
Number of sells
7

Quarterly Holders Quick Answers

What is CUSIP 82889N798?
CUSIP 82889N798 identifies TYA - SIMPLIFY EXCHANGE TRADED FUN - INTMD TERM TRSRY in SEC institutional holdings data.

Need full ownership history?
Open the full security ownership history page.

Top shareholders of TYA - SIMPLIFY EXCHANGE TRADED FUN - INTMD TERM TRSRY (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.

Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
No top shareholder records were found across 13F, 13D/G, and Forms 3/4/5 for this issuer.

Institutional Holders of SIMPLIFY EXCHANGE TRADED FUN - INTMD TERM TRSRY (TYA) as of Q1 2025

As of 31 Mar 2025, SIMPLIFY EXCHANGE TRADED FUN - INTMD TERM TRSRY (TYA) was held by 42 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 8,296,237 shares. The largest 10 holders included Simplify Asset Management Inc., AE Wealth Management LLC, Lloyd Advisory Services, LLC., Heck Capital Advisors, LLC, STAPP WEALTH MANAGEMENT, PLLC, Mid-American Wealth Advisory Group, Inc., B.O.S.S. Retirement Advisors, LLC, Cambridge Investment Research Advisors, Inc., Authentikos Wealth Advisory, LLC, and HOWARD BAILEY SECURITIES, LLC. This page lists 42 institutional shareholders reporting positions in this security for the Q1 2025 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period

Compare Q1 2025 vs Q4 2024 Across Filers

Q4 2024 holders
34
Q1 2025 holders
42
Holder diff
8
Investor Q4 2024 Shares Q1 2025 Shares Share Diff Share Chg % Q4 2024 Value $ Q1 2025 Value $ Value Diff $ Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
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