Simplify Intermediate TermTYAETF
13F holders, Q4 2024 (December 31)35holders +5
5new positions
7sold out
$12.27avg. 13F price*
At the end of Q4 2024, 35 institutions reported holding Simplify Intermediate Term (TYA) in their 13F filings, up 5 from Q3 2024. 5 opened new positions and 7 sold out. The largest holders were Simplify Asset Management Inc. ($47.2M), AE Wealth Management LLC ($12.5M) and Lloyd Advisory Services, LLC. ($4.3M).
- Company
- Simplify Intermediate Term
- CUSIP
- 82889N798
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $5.0M |
| Exits | 7 | $10.3M |
All 13F filers, Q3 2024 → Q4 2024: 707,547 shares bought and 748,207 shares sold, net −40,660 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 35 holders
| Simplify Asset Management Inc. | 3.28% | Reduce -0.6% | 3,843,182 | $47.2M |
| AE Wealth Management LLC | 0.11% | Add +26.8% | 1,017,452 | $12.5M |
| Lloyd Advisory Services, LLC. | 2.05% | Add +6.2% | 351,733 | $4.3M |
| Stapp Wealth Management, PLLC | 5.03% | Add +6.7% | 262,741 | $3.2M |
| Mid-American Wealth Advisory Group, Inc. | 1.72% | New | 237,879 | $2.9M |
| B.O.S.S. Retirement Advisors, LLC | 0.48% | New | 140,121 | $1.7M |
| Howard Bailey Securities, LLC | 0.34% | Add +23.4% | 74,721 | $917K |
| Elevated Capital Advisors, LLC | 0.22% | Add +19.1% | 66,530 | $817K |
| Great Lakes Retirement, Inc. | 0.10% | Add +8.2% | 62,876 | $772K |
| Authentikos Wealth Advisory, LLC | 0.56% | Add +73.7% | 46,543 | $571K |
| XY Planning Network, Inc. | 0.19% | — | 20,823 | $256K |
| Professional Financial Advisors, LLC | 0.06% | Add +7.6% | 19,544 | $240K |
| Rinkey Investments | 0.07% | No change | 18,000 | $221K |
| LifeWealth Investments, LLC | 0.14% | — | 17,413 | $214K |
| SMART Wealth LLC | 0.06% | New | 14,750 | $181K |
| Jane Street Group, LLC | 0.00% | Reduce -11.0% | 14,063 | $173K |
| Harbour Capital Advisors, LLC | 0.03% | Add +1.5% | 12,040 | $147K |
| Csenge Advisory Group | 0.01% | Add +3.7% | 11,859 | $146K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -24.0% | 11,400 | $140K |
| Straight Path Wealth Management | 0.05% | New | 10,800 | $133K |
| Capital A Wealth Management, LLC | 0.06% | — | 2,842 | $35K |
| Transce3nd, LLC | 0.01% | — | 2,804 | $34K |
| Principal Securities, Inc. | 0.00% | No change | 1,425 | $17K |
| Osaic Holdings, Inc. | 0.00% | Add +60.8% | 1,121 | $14K |
| IFP Advisors, Inc | 0.00% | Add +9.1% | 1,045 | $13K |
| Optimum Investment Advisors | 0.01% | No change | 1,000 | $12K |
| Park Square Financial Group, LLC | 0.01% | — | 892 | $11K |
| Quest 10 Wealth Builders, Inc. | 0.01% | — | 714 | $9K |
| Pineridge Advisors LLC | 0.00% | Reduce -6.3% | 654 | $8K |
| Coppell Advisory Solutions LLC | 0.00% | Reduce -0.6% | 637 | $8K |
| Decker Retirement Planning Inc. | 0.00% | — | 452 | $6K |
| Richard W. Paul & Associates, LLC | 0.00% | Add +116.1% | 121 | $1K |
| Morgan Stanley | 0.00% | New | 2 | $33 |
| FMR LLC | 0.00% | No change | 1 | $12 |
| 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.