Simplify Exchange Traded Funds - TYA

Sector: Funds · Industry: Investment Company

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Company profile

Quarter snapshot

Latest / Compare

Q3 2026 · Q2 2026

Value (USD)

Total reported value ($000)

$44.01M

QoQ value delta ($000)

-$47K (-0.11%)

Implied price effect (QoQ)

-0.24%

Total shares

3,578,527

QoQ shares delta

+4,747 (+0.13%)

Total shares held by funds (by quarter)

Shares (left)

Fund holders include prior positions carried forward until a new 13F confirms a change. Reported holders have reported a position in this security for that quarter; this is not the total number of 13F filers.

Market chart (TYA)

Interactive chart by TradingView.

Top holders (Q3 2026)

Top 25 only Full list

Partial Q3 2026 data: 1 holders have filed so far. Prior holders are carried forward until their next 13F confirms a change.

Manager	Value ($000)	Shares	% of 13F
True Wealth Design, LLC	19,029	1,490,531	4.53%
Heck Capital Advisors, LLC	4,903	384,111	0.29%
Magnolia Private Wealth, LLC	4,588	481,039	2.52%
STAPP WEALTH MANAGEMENT, PLLC	2,775	217,408	3.63%
Mid-American Wealth Advisory Group, Inc.	2,534	198,552	0.92%
AE Wealth Management LLC	2,448	191,818	0.01%
Continuum Advisory, LLC	2,209	173,093	0.18%
Dakota Wealth Management	1,676	131,320	0.03%
CreativeOne Wealth, LLC	679	53,242	0.01%
PRIVATE CLIENT SERVICES, LLC	643	58,837	0.17%
Lloyd Advisory Services, LLC.	322	25,258	0.12%
Authentikos Wealth Advisory, LLC	280	21,977	0.18%
OLD MISSION CAPITAL LLC	277	21,742	0.0%
Great Lakes Retirement, Inc.	266	20,900	0.02%
LANE BROTHERS & CO INC	241	18,930	0.16%
Rinkey Investments	229	18,000	0.05%
Straight Path Wealth Management	210	16,469	0.05%
OSAIC HOLDINGS, INC.	148	11,658	0.0%
Pathstone Holdings, LLC	147	11,519	0.0%
Elevated Capital Advisors, LLC	142	11,144	0.04%
RHS Financial, LLC	129	10,178	0.05%
Kingdom Financial Group LLC.	46	3,648	0.01%
TOUNJIAN ADVISORY PARTNERS, LLC	33	2,639	0.01%
Networth Advisors, LLC	17	1,386	0.01%
IFG Advisory, LLC	12	964	0.0%