Q2 2025 13F Holders as of 6/30/2025
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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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46
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Total 13F shares, excl. options
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8.35M
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Shares change
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+56.7K
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Total reported value, excl. options
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$113M
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Value change
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+$815K
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Number of buys
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33
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Number of sells
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-13
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Price
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$13.49
Significant Holders of SIMPLIFY EXCHANGE TRADED FUN - INTMD TERM TRSRY (TYA) as of Q2 2025
49 filings reported holding TYA - SIMPLIFY EXCHANGE TRADED FUN - INTMD TERM TRSRY as of Q2 2025.
SIMPLIFY EXCHANGE TRADED FUN - INTMD TERM TRSRY (TYA) has 46 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 8.35M shares
.
Largest 10 shareholders include Simplify Asset Management Inc. (3.02M shares), AE Wealth Management LLC (1.7M shares), True Wealth Design, LLC (745K shares), Lloyd Advisory Services, LLC. (637K shares), Heck Capital Advisors, LLC (348K shares), STAPP WEALTH MANAGEMENT, PLLC (280K shares), Mid-American Wealth Advisory Group, Inc. (272K shares), Magnolia Private Wealth, LLC (219K shares), B.O.S.S. Retirement Advisors, LLC (179K shares), and Authentikos Wealth Advisory, LLC (162K shares).
This table shows the top 46 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.