DaveManuel.com · Institutional Ownership · Who Owns It
SIMPLIFY EXCHANGE TRADED FUN (TYA)
Institutional ownership reported to the SEC as of Q2 2026, across 21 quarters.
34
Reporting holders
$44.1M
Reported value
0.0%
Calls
0.0%
Puts
+4
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| True Wealth Design, LLC | $19.0M | 1,490,531 | 4.53% | 5q | +65.2%+$7.5M |
| Heck Capital Advisors, LLC | $4.9M | 384,111 | 0.29% | 6q | +5.1%+$237.0K |
| Magnolia Private Wealth, LLC | $4.6M | 481,039 | 2.52% | 6q | +9.8%+$410.0K |
| STAPP WEALTH MANAGEMENT, PLLC | $2.8M | 217,408 | 3.63% | 16q | HELD |
| Mid-American Wealth Advisory Group, Inc. | $2.5M | 198,552 | 0.92% | new | NEW |
| AE Wealth Management LLC | $2.4M | 191,818 | 0.01% | 13q | +26.8%+$517.8K |
| Continuum Advisory, LLC | $2.2M | 173,093 | 0.18% | 4q | +11.6%+$229.3K |
| Dakota Wealth Management | $1.7M | 131,320 | 0.03% | new | NEW |
| PRIVATE CLIENT SERVICES, LLC | $690.6K | 54,090 | 0.18% | 4q | -35.5%-$380.8K |
| CreativeOne Wealth, LLC | $679.8K | 53,242 | 0.01% | 5q | +55.3%+$242.0K |
| Lloyd Advisory Services, LLC. | $322.5K | 25,258 | 0.12% | 11q | +474.2%+$266.3K |
| Authentikos Wealth Advisory, LLC | $280.6K | 21,977 | 0.18% | 8q | +59.6%+$104.8K |
| OLD MISSION CAPITAL LLC | $277.6K | 21,742 | 0.00% | new | NEW |
| Great Lakes Retirement, Inc. | $266.8K | 20,900 | 0.02% | 13q | -7.4%-$21.4K |
| LANE BROTHERS & CO INC | $241.7K | 18,930 | 0.16% | new | NEW |
| Rinkey Investments | $229.8K | 18,000 | 0.05% | 8q | HELD |
| Straight Path Wealth Management | $210.3K | 16,469 | 0.05% | 7q | -8.3%-$19.2K |
| OSAIC HOLDINGS, INC. | $148.7K | 11,658 | 0.00% | 5q | +14.6%+$18.9K |
| Pathstone Holdings, LLC | $147.1K | 11,519 | 0.00% | new | NEW |
| Elevated Capital Advisors, LLC | $142.3K | 11,144 | 0.04% | 9q | -7.0%-$10.7K |
| RHS Financial, LLC | $129.9K | 10,178 | 0.05% | 2q | -13.7%-$20.6K |
| Kingdom Financial Group LLC. | $46.6K | 3,648 | 0.01% | 6q | -17.1%-$9.6K |
| TOUNJIAN ADVISORY PARTNERS, LLC | $33.7K | 2,639 | 0.01% | new | NEW |
| Networth Advisors, LLC | $17.7K | 1,386 | 0.01% | 3q | +87.3%+$8.2K |
| IFG Advisory, LLC | $12.3K | 964 | 0.00% | new | NEW |
| Decker Retirement Planning Inc. | $9.6K | 755 | 0.00% | new | NEW |
| Geneos Wealth Management Inc. | $6.4K | 503 | 0.00% | 4q | +0.8% |
| VIRTUS ADVISERS, LLC | $2.8K | 222 | 0.00% | 4q | -12.3% |
| Quest 10 Wealth Builders, Inc. | $2.5K | 197 | 0.00% | 7q | HELD |
| COMPASS FINANCIAL MANAGEMENT LLC | $2.4K | 193 | 0.00% | new | FIRST |
| Montgomery Financial Services LLC | $2.1K | 161 | 0.00% | new | FIRST |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $1.6K | 128 | 0.00% | new | NEW |
| ASSETMARK, INC | $38 | 3 | 0.00% | 3q | -66.7% |
| MORGAN STANLEY | $34 | 2 | 0.00% | 7q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 9 | $11.0M | 1,004,781 | 0 | 5 | 3 | 0.0% |
| Q2 2026 | 34 | $44.1M | 3,573,780 | 9 | 11 | 8 | 0.0% |
| Q1 2026 | 30 | $33.2M | 2,648,463 | 3 | 9 | 16 | 0.0% |
| Q4 2025 | 34 | $47.9M | 3,551,301 | 4 | 10 | 17 | 0.0% |
| Q3 2025 | 39 | $50.3M | 3,724,829 | 7 | 7 | 21 | 0.0% |
| Q2 2025 | 46 | $113.8M | 8,436,246 | 7 | 25 | 9 | 0.0% |
| Q1 2025 | 42 | $109.7M | 8,363,494 | 12 | 22 | 2 | 0.0% |
| Q4 2024 | 34 | $76.9M | 6,268,180 | 5 | 13 | 5 | 0.0% |
| Q3 2024 | 29 | $90.0M | 6,262,900 | 11 | 8 | 3 | 0.0% |
| Q2 2024 | 20 | $27.0M | 2,079,134 | 4 | 6 | 8 | 0.0% |
| Q1 2024 | 17 | $40.1M | 2,499,301 | 0 | 6 | 8 | 0.0% |
| Q4 2023 | 24 | $40.0M | 2,861,722 | 8 | 7 | 7 | 0.0% |
| Q3 2023 | 19 | $35.2M | 2,771,512 | 4 | 7 | 6 | 0.0% |
| Q2 2023 | 18 | $35.5M | 2,406,040 | 8 | 4 | 3 | 0.0% |
| Q1 2023 | 11 | $22.6M | 1,379,710 | 1 | 5 | 3 | 0.0% |
| Q4 2022 | 14 | $21.0M | 1,384,512 | 5 | 3 | 5 | 0.0% |
| Q3 2022 | 13 | $28.2M | 1,848,566 | 7 | 3 | 2 | 0.0% |
| Q2 2022 | 5 | $29.8M | 1,636,770 | 2 | 1 | 1 | 0.0% |
| Q1 2022 | 5 | $33.5M | 1,658,543 | 1 | 4 | 0 | 0.0% |
| Q4 2021 | 4 | $29.4M | 1,184,081 | 2 | 0 | 1 | 0.0% |
| Q3 2021 | 2 | $4.1M | 164,373 | 2 | 0 | 0 | 0.0% |