Simplify Intermediate TermTYAETF
13F holders, Q2 2025 (June 30)46holders +3
6new positions
4sold out
1famous investor
$13.49avg. 13F price*
At the end of Q2 2025, 46 institutions reported holding Simplify Intermediate Term (TYA) in their 13F filings, up 3 from Q1 2025. 6 opened new positions and 4 sold out. The largest holders were Simplify Asset Management Inc. ($40.8M), AE Wealth Management LLC ($22.9M) and True Wealth Design, LLC ($10.1M). 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $10.9M |
| Exits | 4 | $2.6M |
All 13F filers, Q1 2025 → Q2 2025: 1,238,081 shares bought and 1,169,903 shares sold, net +68,178 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 46 holders
| Simplify Asset Management Inc. | 2.47% | Reduce -23.4% | 3,022,182 | $40.8M |
| AE Wealth Management LLC | 0.17% | Add +7.0% | 1,698,863 | $22.9M |
| True Wealth Design, LLC | 3.54% | New | 745,093 | $10.1M |
| Lloyd Advisory Services, LLC. | 4.15% | Add +11.1% | 636,738 | $8.6M |
| Heck Capital Advisors, LLC | 0.40% | Add +2.1% | 348,052 | $4.7M |
| Stapp Wealth Management, PLLC | 5.43% | Reduce -0.5% | 279,978 | $3.8M |
| Mid-American Wealth Advisory Group, Inc. | 1.75% | Add +7.2% | 272,426 | $3.7M |
| Magnolia Private Wealth, LLC | 2.29% | Add +124.8% | 218,744 | $3.0M |
| B.O.S.S. Retirement Advisors, LLC | 0.61% | Add +3.7% | 178,626 | $2.4M |
| Authentikos Wealth Advisory, LLC | 1.65% | Add +36.2% | 176,098 | $2.4M |
| Howard Bailey Securities, LLC | 0.54% | Add +8.4% | 130,830 | $1.8M |
| Great Lakes Retirement, Inc. | 0.18% | Add +1.0% | 114,539 | $1.5M |
| Hilltop Holdings Inc. | 0.09% | Add +0.5% | 105,991 | $1.4M |
| Elevated Capital Advisors, LLC | 0.25% | No change | 66,729 | $883K |
| LifeWealth Investments, LLC | 0.25% | Add +27.1% | 50,612 | $683K |
| Citadel Advisors | 0.00% | Reduce -58.5% | 30,277 | $408K |
| Kingdom Financial Group LLC. | 0.30% | Add +55.4% | 25,439 | $343K |
| Csenge Advisory Group | 0.02% | Reduce -6.9% | 25,683 | $335K |
| SMART Wealth LLC | 0.10% | Add +8.1% | 23,226 | $313K |
| GeoWealth Management, LLC | 0.01% | Add +11.2% | 22,642 | $305K |
| Professional Financial Advisors, LLC | 0.06% | Add +1.1% | 20,752 | $280K |
| Rinkey Investments | 0.07% | No change | 18,000 | $243K |
| Old Mission Capital LLC | 0.01% | Add +2.0% | 16,760 | $226K |
| NDVR, Inc. | 0.21% | Add +1.0% | 16,351 | $221K |
| Brookstone Capital Management | 0.00% | New | 14,861 | $200K |
| CreativeOne Wealth, LLC | 0.00% | New | 13,859 | $187K |
| Wellment Financial | 0.23% | Add +4.9% | 13,559 | $183K |
| Osaic Holdings, Inc. | 0.00% | New | 12,703 | $171K |
| RHS Financial, LLC | 0.10% | New | 12,688 | $171K |
| Straight Path Wealth Management | 0.06% | Add +4.3% | 12,269 | $166K |
| IFP Advisors, Inc | 0.00% | Add +1048.1% | 11,998 | $162K |
| FSA Advisors, Inc. | 0.12% | Reduce -14.1% | 11,000 | $148K |
| Susquehanna International Group, LLP | 0.00% | New | 10,045 | $136K |
| Tounjian Advisory Partners, LLC | 0.03% | Reduce -2.9% | 10,152 | $134K |
| Quest 10 Wealth Builders, Inc. | 0.10% | Add +21.8% | 7,654 | $103K |
| Principal Securities, Inc. | 0.00% | Add +218.4% | 4,537 | $61K |
| Park Square Financial Group, LLC | 0.04% | Add +38.7% | 4,194 | $57K |
| Transce3nd, LLC | 0.02% | Add +7.2% | 3,980 | $54K |
| Decker Retirement Planning Inc. | 0.01% | Add +69.7% | 1,351 | $18K |
| Optimum Investment Advisors | 0.01% | No change | 1,000 | $13K |
| UBS Group AG | 0.00% | Reduce -53.3% | 402 | $5K |
| Pineridge Advisors LLC | 0.00% | Reduce -82.5% | 129 | $2K |
| Richard W. Paul & Associates, LLC | 0.00% | Reduce -3.3% | 118 | $2K |
| Global Retirement Partners, LLC | 0.00% | — | 103 | $1K |
| Capital A Wealth Management, LLC | 0.00% | Reduce -98.3% | 22 | $313 |
| Morgan Stanley | 0.00% | Add +100.0% | 2 | $38 |
"% of holder's portfolio" is TYA's weight in each manager's 13F, not the share of Simplify Intermediate Term the manager owns.