Q3 2025 13F Holders as of 30 Sep 2025
-
Type / Class
-
Equity / INTMD TERM TRSRY
-
Total 13F shares
-
3,706,733
-
Share change
-
-4,646,165
-
Total reported value
-
$50,051,369
-
Price per share
-
$13.61
-
Number of holders
-
38
-
Value change
-
-$63,239,994
-
Number of buys
-
15
-
Number of sells
-
33
Institutional Holders of SIMPLIFY EXCHANGE TRADED FUN - INTMD TERM TRSRY (TYA) as of Q3 2025
As of 30 Sep 2025,
SIMPLIFY EXCHANGE TRADED FUN - INTMD TERM TRSRY (TYA) was held by
38 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
3,706,733 shares.
The largest 10 holders included
True Wealth Design, LLC, AE Wealth Management LLC, Heck Capital Advisors, LLC, Lloyd Advisory Services, LLC., STAPP WEALTH MANAGEMENT, PLLC, Magnolia Private Wealth, LLC, Simplify Asset Management Inc., Continuum Advisory, LLC, Hilltop Holdings Inc., and JANE STREET GROUP, LLC.
This page lists
38
institutional shareholders reporting positions in this security
for the Q3 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.