Simplify Intermediate TermTYAETF
13F holders, Q2 2026 (June 30)34holders +4
9new positions
7sold out
$12.33avg. 13F price*
At the end of Q2 2026, 34 institutions reported holding Simplify Intermediate Term (TYA) in their 13F filings, up 4 from Q1 2026. 9 opened new positions and 7 sold out. The largest holders were True Wealth Design, LLC ($19.0M), Heck Capital Advisors, LLC ($4.9M) and Magnolia Private Wealth, LLC ($4.6M).
- Company
- Simplify Intermediate Term
- CUSIP
- 82889N798
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $4.9M |
| Exits | 7 | $2.4M |
All 13F filers, Q1 2026 → Q2 2026: 1,146,010 shares bought and 221,047 shares sold, net +924,963 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 34 holders
| True Wealth Design, LLC | 4.53% | Add +65.2% | 1,490,531 | $19.0M |
| Heck Capital Advisors, LLC | 0.29% | Add +5.1% | 384,111 | $4.9M |
| Magnolia Private Wealth, LLC | 2.52% | Add +9.8% | 481,039 | $4.6M |
| Stapp Wealth Management, PLLC | 3.63% | Add +0.5% | 217,408 | $2.8M |
| Mid-American Wealth Advisory Group, Inc. | 0.92% | New | 198,552 | $2.5M |
| AE Wealth Management LLC | 0.01% | Add +26.8% | 191,818 | $2.4M |
| Continuum Advisory, LLC | 0.18% | Add +11.6% | 173,093 | $2.2M |
| Dakota Wealth Management | 0.03% | New | 131,320 | $1.7M |
| Private Client Services, LLC | 0.18% | Reduce -35.5% | 54,090 | $691K |
| CreativeOne Wealth, LLC | 0.01% | Add +55.3% | 53,242 | $680K |
| Lloyd Advisory Services, LLC. | 0.13% | Add +474.2% | 25,258 | $322K |
| Authentikos Wealth Advisory, LLC | 0.18% | Add +59.6% | 21,977 | $281K |
| Old Mission Capital LLC | 0.01% | New | 21,742 | $278K |
| Great Lakes Retirement, Inc. | 0.02% | Reduce -7.4% | 20,900 | $267K |
| Lane Brothers & Co. Inc. | 0.16% | New | 18,930 | $242K |
| Rinkey Investments | 0.05% | No change | 18,000 | $230K |
| Straight Path Wealth Management | 0.05% | Reduce -8.3% | 16,469 | $210K |
| Osaic Holdings, Inc. | 0.00% | Add +14.6% | 11,658 | $149K |
| Pathstone Holdings, LLC | 0.00% | New | 11,519 | $147K |
| Elevated Capital Advisors, LLC | 0.04% | Reduce -7.0% | 11,144 | $142K |
| RHS Financial, LLC | 0.05% | Reduce -13.7% | 10,178 | $130K |
| Kingdom Financial Group LLC. | 0.01% | Reduce -17.1% | 3,648 | $47K |
| Tounjian Advisory Partners, LLC | 0.01% | New | 2,639 | $34K |
| Networth Advisors, LLC | 0.01% | Add +87.3% | 1,386 | $18K |
| IFG Advisory, LLC | 0.00% | New | 964 | $12K |
| Decker Retirement Planning Inc. | 0.00% | New | 755 | $10K |
| Geneos Wealth Management Inc. | 0.00% | Add +0.8% | 503 | $6K |
| Virtus Advisers, LLC | 0.00% | Reduce -12.3% | 222 | $3K |
| Quest 10 Wealth Builders, Inc. | 0.00% | No change | 197 | $3K |
| Compass Financial Management LLC | 0.00% | — | 193 | $2K |
| Montgomery Financial Services LLC | 0.00% | — | 161 | $2K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 128 | $2K |
| Assetmark, Inc. | 0.00% | Reduce -66.7% | 3 | $38 |
| Morgan Stanley | 0.00% | No change | 2 | $34 |
"% of holder's portfolio" is TYA's weight in each manager's 13F, not the share of Simplify Intermediate Term the manager owns.