Simplify Intermediate TermTYAETF
13F holders, Q3 2024 (September 30)30holders +9
11new positions
4sold out
1famous investor
$14.37avg. 13F price*
At the end of Q3 2024, 30 institutions reported holding Simplify Intermediate Term (TYA) in their 13F filings, up 9 from Q2 2024. 11 opened new positions and 4 sold out. The largest holders were Simplify Asset Management Inc. ($55.6M), AE Wealth Management LLC ($11.5M) and WJ Interests, LLC ($9.1M). 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $1.5M |
| Exits | 4 | $1.5M |
All 13F filers, Q2 2024 → Q3 2024: 4,305,198 shares bought and 198,296 shares sold, net +4,106,902 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 30 holders
| Simplify Asset Management Inc. | 3.82% | Add +14248.4% | 3,866,164 | $55.6M |
| AE Wealth Management LLC | 0.10% | Add +41.4% | 802,557 | $11.5M |
| WJ Interests, LLC | 4.03% | Reduce -0.9% | 636,071 | $9.1M |
| Lloyd Advisory Services, LLC. | 2.30% | Add +34.9% | 331,121 | $4.8M |
| Stapp Wealth Management, PLLC | 5.71% | Add +0.4% | 246,193 | $3.5M |
| Howard Bailey Securities, LLC | 0.33% | — | 60,564 | $870K |
| Great Lakes Retirement, Inc. | 0.11% | Add +31.5% | 58,105 | $835K |
| Elevated Capital Advisors, LLC | 0.21% | Add +75.8% | 55,835 | $802K |
| Authentikos Wealth Advisory, LLC | 0.37% | New | 26,789 | $385K |
| Hilltop Holdings Inc. | 0.02% | Add +0.4% | 24,404 | $351K |
| Citadel Advisors | 0.00% | Reduce -52.9% | 23,123 | $332K |
| Professional Financial Advisors, LLC | 0.07% | Add +0.1% | 18,157 | $261K |
| Rinkey Investments | 0.08% | New | 18,000 | $259K |
| TCFG Wealth Management, LLC | 0.12% | — | 16,300 | $234K |
| Brookstone Capital Management | 0.00% | New | 16,258 | $234K |
| Jane Street Group, LLC | 0.00% | Reduce -77.0% | 15,803 | $227K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 15,000 | $216K |
| Harbour Capital Advisors, LLC | 0.04% | New | 11,865 | $161K |
| Csenge Advisory Group | 0.01% | New | 11,434 | $156K |
| UBS Group AG | 0.00% | Add +1453.8% | 3,465 | $50K |
| Principal Securities, Inc. | 0.00% | New | 1,425 | $20K |
| Optimum Investment Advisors | 0.01% | New | 1,000 | $14K |
| IFP Advisors, Inc | 0.00% | New | 958 | $14K |
| Pineridge Advisors LLC | 0.00% | Add +7.9% | 698 | $10K |
| Osaic Holdings, Inc. | 0.00% | No change | 697 | $10K |
| Coppell Advisory Solutions LLC | 0.00% | No change | 641 | $9K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 216 | $3K |
| Richard W. Paul & Associates, LLC | 0.00% | Add +1.8% | 56 | $798 |
| FMR LLC | 0.00% | New | 1 | $14 |
| Cwm, LLC | 0.00% | No change | 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.