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
-
+$25,808,154
-
Number of buys
-
35
-
Number of sells
-
7
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 Great Lakes Retirement, Inc..
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 |
* 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.