Simplify Intermediate TermTYAETF
13F holders, Q3 2025 (September 30)39holders −7
7new positions
13sold out
$13.50avg. 13F price*
At the end of Q3 2025, 39 institutions reported holding Simplify Intermediate Term (TYA) in their 13F filings, down 7 from Q2 2025. 7 opened new positions and 13 sold out. The largest holders were True Wealth Design, LLC ($10.5M), AE Wealth Management LLC ($9.3M) and Heck Capital Advisors, LLC ($4.8M).
- Company
- Simplify Intermediate Term
- CUSIP
- 82889N798
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $4.3M |
| Exits | 13 | $5.7M |
All 13F filers, Q2 2025 → Q3 2025: 486,315 shares bought and 5,163,136 shares sold, net −4,676,821 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 39 holders
| True Wealth Design, LLC | 3.22% | Add +3.9% | 774,224 | $10.5M |
| AE Wealth Management LLC | 0.06% | Reduce -59.9% | 680,858 | $9.3M |
| Heck Capital Advisors, LLC | 0.37% | Add +0.3% | 349,100 | $4.8M |
| Lloyd Advisory Services, LLC. | 2.01% | Reduce -50.8% | 313,407 | $4.3M |
| Stapp Wealth Management, PLLC | 5.19% | Add +1.4% | 283,805 | $3.9M |
| Magnolia Private Wealth, LLC | 2.36% | Add +21.6% | 265,909 | $3.2M |
| Simplify Asset Management Inc. | 0.04% | Reduce -94.8% | 158,400 | $2.2M |
| Continuum Advisory, LLC | 0.22% | New | 153,885 | $2.1M |
| Hilltop Holdings Inc. | 0.07% | Reduce -13.4% | 91,763 | $1.2M |
| Jane Street Group, LLC | 0.00% | New | 85,475 | $1.2M |
| Susquehanna International Group, LLP | 0.00% | Add +749.0% | 85,287 | $1.2M |
| Private Client Services, LLC | 0.35% | New | 77,138 | $1.0M |
| Elevated Capital Advisors, LLC | 0.21% | Reduce -8.1% | 61,340 | $835K |
| Great Lakes Retirement, Inc. | 0.08% | Reduce -53.3% | 53,498 | $728K |
| Howard Bailey Securities, LLC | 0.20% | Reduce -60.7% | 51,474 | $701K |
| B.O.S.S. Retirement Advisors, LLC | 0.12% | Reduce -78.8% | 37,776 | $514K |
| CreativeOne Wealth, LLC | 0.01% | Add +70.2% | 23,586 | $321K |
| Authentikos Wealth Advisory, LLC | 0.19% | Reduce -87.9% | 21,239 | $289K |
| Professional Financial Advisors, LLC | 0.06% | Reduce -3.1% | 20,106 | $274K |
| Rinkey Investments | 0.07% | No change | 18,000 | $245K |
| NDVR, Inc. | 0.19% | Add +0.9% | 16,500 | $225K |
| Brookstone Capital Management | 0.00% | Reduce -10.4% | 13,313 | $181K |
| Kingdom Financial Group LLC. | 0.10% | Reduce -51.8% | 12,273 | $167K |
| Straight Path Wealth Management | 0.05% | No change | 12,269 | $167K |
| Osaic Holdings, Inc. | 0.00% | Reduce -17.8% | 10,439 | $142K |
| LifeWealth Investments, LLC | 0.05% | Reduce -79.4% | 10,415 | $142K |
| SMART Wealth LLC | 0.05% | Reduce -55.5% | 10,337 | $141K |
| IFP Advisors, Inc | 0.00% | Reduce -29.2% | 8,491 | $116K |
| Principal Securities, Inc. | 0.00% | Reduce -4.5% | 4,331 | $59K |
| Quest 10 Wealth Builders, Inc. | 0.05% | Reduce -46.6% | 4,090 | $56K |
| Legacy Wealth Managment, LLC | 0.01% | New | 1,450 | $20K |
| Optimum Investment Advisors | 0.01% | No change | 1,000 | $14K |
| UBS Group AG | 0.00% | Add +138.8% | 960 | $13K |
| Geneos Wealth Management Inc. | 0.00% | New | 800 | $11K |
| Decker Retirement Planning Inc. | 0.01% | Reduce -49.1% | 687 | $9K |
| Evolution Wealth Management Inc. | 0.01% | New | 439 | $6K |
| Virtus Advisers, LLC | 0.00% | New | 281 | $4K |
| Pineridge Advisors LLC | 0.00% | Reduce -47.3% | 68 | $925 |
| Morgan Stanley | 0.00% | Reduce -50.0% | 1 | $27 |
"% of holder's portfolio" is TYA's weight in each manager's 13F, not the share of Simplify Intermediate Term the manager owns.