Simplify Intermediate TermTYAETF
13F holders, Q1 2025 (March 31)43holders +8
12new positions
5sold out
1famous investor
$13.12avg. 13F price*
At the end of Q1 2025, 43 institutions reported holding Simplify Intermediate Term (TYA) in their 13F filings, up 8 from Q4 2024. 12 opened new positions and 5 sold out. The largest holders were Simplify Asset Management Inc. ($52.2M), AE Wealth Management LLC ($21.0M) and Lloyd Advisory Services, LLC. ($7.6M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $8.6M |
| Exits | 5 | $424K |
All 13F filers, Q4 2024 → Q1 2025: 2,080,512 shares bought and 36,195 shares sold, net +2,044,317 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 43 holders
| Simplify Asset Management Inc. | 2.44% | Add +2.7% | 3,948,182 | $52.2M |
| AE Wealth Management LLC | 0.18% | Add +56.1% | 1,588,484 | $21.0M |
| Lloyd Advisory Services, LLC. | 3.81% | Add +63.0% | 573,169 | $7.6M |
| Heck Capital Advisors, LLC | 0.51% | New | 341,039 | $4.5M |
| Stapp Wealth Management, PLLC | 5.73% | Add +7.1% | 281,309 | $3.7M |
| Mid-American Wealth Advisory Group, Inc. | 1.80% | Add +6.8% | 254,167 | $3.4M |
| B.O.S.S. Retirement Advisors, LLC | 0.66% | Add +23.0% | 172,301 | $2.3M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +1182.5% | 146,201 | $1.9M |
| Authentikos Wealth Advisory, LLC | 1.34% | Add +177.8% | 129,272 | $1.7M |
| Howard Bailey Securities, LLC | 0.53% | Add +61.5% | 120,664 | $1.6M |
| Great Lakes Retirement, Inc. | 0.20% | Add +80.3% | 113,372 | $1.5M |
| Hilltop Holdings Inc. | 0.09% | New | 105,503 | $1.4M |
| Citadel Advisors | 0.00% | New | 73,008 | $966K |
| Elevated Capital Advisors, LLC | 0.25% | Add +0.3% | 66,729 | $883K |
| Jane Street Group, LLC | 0.00% | Add +202.4% | 42,534 | $563K |
| LifeWealth Investments, LLC | 0.25% | Add +128.7% | 39,816 | $527K |
| Magnolia Private Wealth, LLC | 0.31% | New | 97,283 | $370K |
| Csenge Advisory Group | 0.02% | Add +132.7% | 27,596 | $363K |
| SMART Wealth LLC | 0.10% | Add +45.6% | 21,480 | $284K |
| Professional Financial Advisors, LLC | 0.07% | Add +5.1% | 20,532 | $272K |
| GeoWealth Management, LLC | 0.01% | New | 20,354 | $269K |
| Rinkey Investments | 0.08% | No change | 18,000 | $238K |
| Old Mission Capital LLC | 0.00% | New | 16,430 | $217K |
| Kingdom Financial Group LLC. | 0.16% | New | 16,371 | $217K |
| NDVR, Inc. | 0.22% | New | 16,186 | $214K |
| Wellment Financial | 0.23% | New | 12,923 | $171K |
| FSA Advisors, Inc. | 0.13% | New | 12,807 | $169K |
| Straight Path Wealth Management | 0.06% | Add +9.0% | 11,769 | $156K |
| Tounjian Advisory Partners, LLC | 0.03% | — | 10,452 | $138K |
| Quest 10 Wealth Builders, Inc. | 0.09% | Add +779.8% | 6,282 | $83K |
| Lord & Richards Wealth Management, LLC | 0.07% | New | 4,742 | $63K |
| Transce3nd, LLC | 0.02% | Add +32.5% | 3,714 | $49K |
| Park Square Financial Group, LLC | 0.03% | Add +238.9% | 3,023 | $40K |
| Principal Securities, Inc. | 0.00% | No change | 1,425 | $17K |
| Capital A Wealth Management, LLC | 0.02% | Reduce -55.3% | 1,270 | $17K |
| IFP Advisors, Inc | 0.00% | No change | 1,045 | $14K |
| Optimum Investment Advisors | 0.01% | No change | 1,000 | $13K |
| UBS Group AG | 0.00% | New | 861 | $11K |
| Decker Retirement Planning Inc. | 0.01% | Add +76.1% | 796 | $11K |
| Pineridge Advisors LLC | 0.00% | Add +12.4% | 735 | $10K |
| Richard W. Paul & Associates, LLC | 0.00% | Add +0.8% | 122 | $2K |
| Morgan Stanley | 0.00% | Reduce -50.0% | 1 | $17 |
| 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.