Simplify Intermediate TermTYAETF
13F holders, Q2 2024 (June 30)21holders +4
4new positions
2sold out
1famous investor
$12.98avg. 13F price*
At the end of Q2 2024, 21 institutions reported holding Simplify Intermediate Term (TYA) in their 13F filings, up 4 from Q1 2024. 4 opened new positions and 2 sold out. The largest holders were WJ Interests, LLC ($8.3M), AE Wealth Management LLC ($7.4M) and Lloyd Advisory Services, LLC. ($3.2M). 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $1.3M |
| Exits | 2 | $895K |
All 13F filers, Q1 2024 → Q2 2024: 236,271 shares bought and 670,473 shares sold, net −434,202 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 21 holders
| WJ Interests, LLC | 4.14% | Reduce -2.3% | 641,656 | $8.3M |
| AE Wealth Management LLC | 0.07% | Add +21.9% | 567,603 | $7.4M |
| Lloyd Advisory Services, LLC. | 1.50% | Reduce -61.5% | 245,426 | $3.2M |
| Stapp Wealth Management, PLLC | 5.50% | Add +9.2% | 245,188 | $3.2M |
| Jane Street Group, LLC | 0.00% | Reduce -69.5% | 68,638 | $889K |
| BlackDiamond Wealth Management, LLC | 0.52% | Reduce -34.2% | 56,268 | $787K |
| Citadel Advisors | 0.00% | Add +35.9% | 49,073 | $635K |
| Old Mission Capital LLC | 0.01% | New | 44,232 | $573K |
| Great Lakes Retirement, Inc. | 0.08% | Reduce -2.1% | 44,198 | $572K |
| Elevated Capital Advisors, LLC | 0.12% | New | 31,756 | $411K |
| Simplify Asset Management Inc. | 0.03% | Reduce -27.7% | 26,945 | $349K |
| Hilltop Holdings Inc. | 0.04% | New | 24,316 | $315K |
| Professional Financial Advisors, LLC | 0.06% | Add +2.4% | 18,146 | $235K |
| Optivise Advisory Services LLC | 0.09% | — | 13,425 | $174K |
| Osaic Holdings, Inc. | 0.00% | No change | 697 | $9K |
| Pineridge Advisors LLC | 0.00% | Add +15.3% | 647 | $8K |
| Coppell Advisory Solutions LLC | 0.00% | — | 641 | $8K |
| UBS Group AG | 0.00% | Reduce -45.7% | 223 | $3K |
| Richard W. Paul & Associates, LLC | 0.00% | Add +1.9% | 55 | $711 |
| Morgan Stanley | 0.00% | Reduce -50.0% | 1 | $21 |
| Cwm, LLC | 0.00% | New | 27 | $0 |
"% of holder's portfolio" is TYA's weight in each manager's 13F, not the share of Simplify Intermediate Term the manager owns.