Simplify Exchange Traded Funds - TYA

Sector: Funds · Industry: Investment Company

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Company profile

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Q1 2026 · Q4 2025

Value (USD)

Total reported value ($000)

$33.37M

QoQ value delta ($000)

-$14.55M (-30.36%)

Implied price effect (QoQ)

-7.19%

Total shares

2,664,515

QoQ shares delta

-886,786 (-24.97%)

Total shares held by funds (by quarter)

Interactive chart by TradingView.

Top 25 only Full list

Partial Q1 2026 data: 30 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	11,847	902,354	3.29%
Heck Capital Advisors, LLC	4,799	365,551	0.36%
Magnolia Private Wealth, LLC	4,150	438,053	2.77%
STAPP WEALTH MANAGEMENT, PLLC	2,840	216,356	3.63%
Continuum Advisory, LLC	2,036	155,129	0.2%
AE Wealth Management LLC	1,986	151,258	0.01%
PRIVATE CLIENT SERVICES, LLC	1,101	83,920	0.33%
Whalen Wealth Management Inc.	836	63,740	0.45%
Hilltop Holdings Inc.	765	58,318	0.07%
Inspire Advisors, LLC	721	54,918	0.06%
CreativeOne Wealth, LLC	450	34,284	0.01%
Great Lakes Retirement, Inc.	296	22,574	0.03%
Rinkey Investments	236	18,000	0.06%
Straight Path Wealth Management	235	17,969	0.06%
NDVR, Inc.	216	16,052	0.18%
Authentikos Wealth Advisory, LLC	180	13,766	0.12%
Elevated Capital Advisors, LLC	157	11,983	0.04%
RHS Financial, LLC	154	11,794	0.07%
OSAIC HOLDINGS, INC.	133	10,174	0.0%
IFP Advisors, Inc	68	5,190	0.0%
Lloyd Advisory Services, LLC.	57	4,399	0.02%
Kingdom Financial Group LLC.	57	4,399	0.02%
Legacy Wealth Managment, LLC/ID	33	2,526	0.02%
Networth Advisors, LLC	9	740	0.01%
Geneos Wealth Management Inc.	6	499	0.0%