Simplify Intermediate TermTYAETF
13F holders, Q1 2026 (March 31)30holders −4
3new positions
6sold out
$12.53avg. 13F price*
At the end of Q1 2026, 30 institutions reported holding Simplify Intermediate Term (TYA) in their 13F filings, down 4 from Q4 2025. 3 opened new positions and 6 sold out. The largest holders were True Wealth Design, LLC ($11.8M), Heck Capital Advisors, LLC ($4.8M) and Magnolia Private Wealth, LLC ($4.2M).
- Company
- Simplify Intermediate Term
- CUSIP
- 82889N798
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $877K |
| Exits | 6 | $5.2M |
All 13F filers, Q4 2025 → Q1 2026: 411,713 shares bought and 1,298,499 shares sold, net −886,786 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 30 holders
| True Wealth Design, LLC | 3.29% | Add +9.3% | 902,354 | $11.8M |
| Heck Capital Advisors, LLC | 0.36% | Reduce -1.9% | 365,551 | $4.8M |
| Magnolia Private Wealth, LLC | 2.77% | Add +54.5% | 438,053 | $4.2M |
| Stapp Wealth Management, PLLC | 3.63% | Reduce -17.3% | 216,356 | $2.8M |
| Continuum Advisory, LLC | 0.20% | Add +84.5% | 155,129 | $2.0M |
| AE Wealth Management LLC | 0.01% | Reduce -55.6% | 151,258 | $2.0M |
| Private Client Services, LLC | 0.33% | Add +8.0% | 83,920 | $1.1M |
| Whalen Wealth Management Inc. | 0.45% | Add +44.4% | 63,740 | $837K |
| Hilltop Holdings Inc. | 0.07% | Reduce -89.0% | 58,318 | $766K |
| Inspire Advisors, LLC | 0.06% | New | 54,918 | $721K |
| CreativeOne Wealth, LLC | 0.01% | Add +89.3% | 34,284 | $450K |
| Great Lakes Retirement, Inc. | 0.03% | Reduce -11.4% | 22,574 | $296K |
| Rinkey Investments | 0.06% | No change | 18,000 | $236K |
| Straight Path Wealth Management | 0.06% | Add +4.4% | 17,969 | $236K |
| Authentikos Wealth Advisory, LLC | 0.12% | Reduce -30.9% | 13,766 | $181K |
| Elevated Capital Advisors, LLC | 0.04% | Reduce -79.9% | 11,983 | $157K |
| RHS Financial, LLC | 0.07% | New | 11,794 | $155K |
| Osaic Holdings, Inc. | 0.00% | Reduce -0.9% | 10,174 | $133K |
| IFP Advisors, Inc | 0.00% | Reduce -45.2% | 5,190 | $68K |
| Lloyd Advisory Services, LLC. | 0.02% | Reduce -96.6% | 4,399 | $58K |
| Kingdom Financial Group LLC. | 0.02% | Reduce -50.0% | 4,399 | $58K |
| Legacy Wealth Managment, LLC | 0.02% | Reduce -36.5% | 2,526 | $33K |
| Networth Advisors, LLC | 0.01% | Reduce -68.9% | 740 | $10K |
| Geneos Wealth Management Inc. | 0.00% | Add +0.6% | 499 | $7K |
| Virtus Advisers, LLC | 0.00% | Add +2.4% | 253 | $3K |
| Quest 10 Wealth Builders, Inc. | 0.00% | Reduce -86.7% | 197 | $3K |
| Hantz Financial Services, Inc. | 0.00% | New | 98 | $1K |
| UBS Group AG | 0.00% | Reduce -99.0% | 10 | $131 |
| Assetmark, Inc. | 0.00% | Reduce -90.8% | 9 | $118 |
| Morgan Stanley | 0.00% | No change | 2 | $29 |
"% of holder's portfolio" is TYA's weight in each manager's 13F, not the share of Simplify Intermediate Term the manager owns.