Simplify Intermediate TermTYAETF
13F holders, Q4 2025 (December 31)34holders −5
4new positions
8sold out
1famous investor
$13.50avg. 13F price*
At the end of Q4 2025, 34 institutions reported holding Simplify Intermediate Term (TYA) in their 13F filings, down 5 from Q3 2025. 4 opened new positions and 8 sold out. The largest holders were True Wealth Design, LLC ($11.1M), Hilltop Holdings Inc. ($7.2M) and Heck Capital Advisors, LLC ($5.0M). 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $2.8M |
| Exits | 8 | $3.2M |
All 13F filers, Q3 2025 → Q4 2025: 779,432 shares bought and 943,859 shares sold, net −164,427 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 34 holders
| True Wealth Design, LLC | 3.27% | Add +6.7% | 825,844 | $11.1M |
| Hilltop Holdings Inc. | 0.43% | Add +477.3% | 529,725 | $7.2M |
| Heck Capital Advisors, LLC | 0.38% | Add +6.8% | 372,775 | $5.0M |
| AE Wealth Management LLC | 0.03% | Reduce -49.9% | 341,032 | $4.6M |
| Magnolia Private Wealth, LLC | 2.67% | Add +6.6% | 283,513 | $3.8M |
| Stapp Wealth Management, PLLC | 4.55% | Reduce -7.8% | 261,639 | $3.5M |
| Citadel Advisors | 0.00% | New | 139,451 | $1.9M |
| Lloyd Advisory Services, LLC. | 0.68% | Reduce -58.3% | 130,585 | $1.8M |
| Jane Street Group, LLC | 0.00% | Add +38.4% | 118,302 | $1.6M |
| Continuum Advisory, LLC | 0.11% | Reduce -45.4% | 84,056 | $1.1M |
| Private Client Services, LLC | 0.33% | Add +0.7% | 77,673 | $1.0M |
| Susquehanna International Group, LLP | 0.00% | Reduce -19.1% | 69,000 | $932K |
| Elevated Capital Advisors, LLC | 0.19% | Reduce -2.9% | 59,575 | $804K |
| Whalen Wealth Management Inc. | 0.32% | New | 44,140 | $596K |
| Great Lakes Retirement, Inc. | 0.04% | Reduce -52.4% | 25,475 | $344K |
| Old Mission Capital LLC | 0.01% | New | 23,052 | $311K |
| Professional Financial Advisors, LLC | 0.06% | Reduce -0.8% | 19,955 | $269K |
| Authentikos Wealth Advisory, LLC | 0.18% | Reduce -6.2% | 19,928 | $269K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -23.2% | 18,110 | $244K |
| Howard Bailey Securities, LLC | 0.10% | Reduce -65.0% | 18,013 | $243K |
| Rinkey Investments | 0.06% | No change | 18,000 | $243K |
| Straight Path Wealth Management | 0.06% | Add +40.4% | 17,219 | $232K |
| NDVR, Inc. | 0.18% | Reduce -2.7% | 16,052 | $217K |
| Osaic Holdings, Inc. | 0.00% | Reduce -1.7% | 10,262 | $138K |
| IFP Advisors, Inc | 0.00% | Add +11.6% | 9,478 | $128K |
| Kingdom Financial Group LLC. | 0.04% | Reduce -28.3% | 8,798 | $119K |
| Legacy Wealth Managment, LLC | 0.03% | Add +174.2% | 3,976 | $54K |
| Networth Advisors, LLC | 0.02% | — | 2,382 | $32K |
| Quest 10 Wealth Builders, Inc. | 0.02% | Reduce -63.7% | 1,484 | $20K |
| UBS Group AG | 0.00% | Add +0.4% | 964 | $13K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -38.0% | 496 | $7K |
| Virtus Advisers, LLC | 0.00% | Reduce -12.1% | 247 | $3K |
| Assetmark, Inc. | 0.00% | New | 98 | $1K |
| Morgan Stanley | 0.00% | Add +100.0% | 2 | $37 |
"% of holder's portfolio" is TYA's weight in each manager's 13F, not the share of Simplify Intermediate Term the manager owns.