Q1 2025 13F Holders as of 3/31/2025
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Type / Class
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Equity / INTMD TERM TRSRY
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Number of holders
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42
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Total 13F shares, excl. options
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8.3M
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Shares change
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+2.02M
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Total reported value, excl. options
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$109M
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Value change
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+$25.8M
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Number of buys
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35
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Number of sells
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-7
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Price
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$13.23
Significant Holders of SIMPLIFY EXCHANGE TRADED FUN - INTMD TERM TRSRY (TYA) as of Q1 2025
47 filings reported holding TYA - SIMPLIFY EXCHANGE TRADED FUN - INTMD TERM TRSRY as of Q1 2025.
SIMPLIFY EXCHANGE TRADED FUN - INTMD TERM TRSRY (TYA) has 42 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 8.3M shares
.
Largest 10 shareholders include Simplify Asset Management Inc. (3.95M shares), AE Wealth Management LLC (1.59M shares), Lloyd Advisory Services, LLC. (573K shares), Heck Capital Advisors, LLC (341K shares), STAPP WEALTH MANAGEMENT, PLLC (281K shares), Mid-American Wealth Advisory Group, Inc. (254K shares), B.O.S.S. Retirement Advisors, LLC (172K shares), Cambridge Investment Research Advisors, Inc. (146K shares), Authentikos Wealth Advisory, LLC (118K shares), and Great Lakes Retirement, Inc. (113K shares).
This table shows the top 42 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* 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.