Simplify Intermediate TermTYAETF
13F holders, Q1 2024 (March 31)17holders
1famous investor
$16.06avg. 13F price*
At the end of Q1 2024, 17 institutions reported holding Simplify Intermediate Term (TYA) in their 13F filings. The largest holders were Lloyd Advisory Services, LLC. ($15.3M), WJ Interests, LLC ($8.8M) and AE Wealth Management LLC ($6.2M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Simplify Intermediate Term
- CUSIP
- 82889N798
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 7 | $2.0M |
Ownership 17 holders
| Lloyd Advisory Services, LLC. | 3.26% | Add +246.2% | 637,328 | $15.3M |
| WJ Interests, LLC | 4.63% | Reduce -6.3% | 656,763 | $8.8M |
| AE Wealth Management LLC | 0.07% | Reduce -57.6% | 465,703 | $6.2M |
| Jane Street Group, LLC | 0.00% | Add +12.2% | 225,254 | $3.0M |
| Stapp Wealth Management, PLLC | 5.23% | Add +6.6% | 224,612 | $3.0M |
| BlackDiamond Wealth Management, LLC | 0.81% | Reduce -0.1% | 85,532 | $1.1M |
| Bank of Montreal | 0.00% | Reduce -10.1% | 51,219 | $696K |
| Great Lakes Retirement, Inc. | 0.09% | Reduce -4.7% | 45,165 | $603K |
| Simplify Asset Management Inc. | 0.05% | Reduce -15.7% | 37,248 | $497K |
| Citadel Advisors | 0.00% | Add +143.5% | 36,119 | $482K |
| Professional Financial Advisors, LLC | 0.07% | Reduce -71.1% | 17,723 | $237K |
| Authentikos Wealth Advisory, LLC | 0.20% | Add +11.9% | 14,906 | $199K |
| Osaic Holdings, Inc. | 0.00% | No change | 697 | $9K |
| Pineridge Advisors LLC | 0.00% | Reduce -9.9% | 561 | $7K |
| UBS Group AG | 0.00% | Reduce -41.6% | 411 | $5K |
| Richard W. Paul & Associates, LLC | 0.00% | No change | 54 | $724 |
| Morgan Stanley | 0.00% | Add +100.0% | 2 | $30 |
"% of holder's portfolio" is TYA's weight in each manager's 13F, not the share of Simplify Intermediate Term the manager owns.