Simplify Exchange Traded Funds - TYA
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| True Wealth Design, LLC | History | Added to | 825,844 | 11,148 | 3.27% | 3.22% | 1 | +51,620 | 6.67% | Q4 2025 | Jan 08, 2026 |
| Hilltop Holdings Inc. | History | Added to | 529,725 | 7,151 | 0.42% | 0.07% | 2 | +437,962 | 477.28% | Q4 2025 | Feb 17, 2026 |
| Heck Capital Advisors, LLC | History | Added to | 372,775 | 5,032 | 0.37% | 0.37% | 3 | +23,675 | 6.78% | Q4 2025 | Jan 16, 2026 |
| AE Wealth Management LLC | History | Reduced | 341,032 | 4,603 | 0.03% | 0.06% | 4 | -339,826 | -49.91% | Q4 2025 | Jan 26, 2026 |
| Magnolia Private Wealth, LLC | History | Added to | 283,513 | 3,827 | 2.67% | 2.36% | 5 | +17,604 | 6.62% | Q4 2025 | Feb 06, 2026 |
| STAPP WEALTH MANAGEMENT, PLLC | History | Reduced | 261,639 | 3,532 | 4.55% | 5.19% | 6 | -22,166 | -7.81% | Q4 2025 | Jan 21, 2026 |
| CITADEL ADVISORS LLC | History | New | 139,451 | 1,882 | 0.0% | — | 7 | +139,451 | New | Q4 2025 | Feb 17, 2026 |
| Lloyd Advisory Services, LLC. | History | Reduced | 130,585 | 1,762 | 0.68% | 2.01% | 8 | -182,822 | -58.33% | Q4 2025 | Feb 06, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 118,302 | 1,597 | 0.0% | 0.0% | 9 | +32,827 | 38.41% | Q4 2025 | Feb 12, 2026 |
| Continuum Advisory, LLC | History | Reduced | 84,056 | 1,134 | 0.11% | 0.22% | 10 | -69,829 | -45.38% | Q4 2025 | Feb 11, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | Added to | 77,673 | 1,048 | 0.33% | 0.35% | 11 | +535 | 0.69% | Q4 2025 | Jan 07, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 69,000 | 931 | 0.0% | 0.0% | 12 | -16,287 | -19.1% | Q4 2025 | Feb 17, 2026 |
| Elevated Capital Advisors, LLC | History | Reduced | 59,575 | 804 | 0.19% | 0.21% | 13 | -1,765 | -2.88% | Q4 2025 | Jan 27, 2026 |
| Whalen Wealth Management Inc. | History | New | 44,140 | 595 | 0.32% | — | 14 | +44,140 | New | Q4 2025 | Jan 20, 2026 |
| Great Lakes Retirement, Inc. | History | Reduced | 25,475 | 343 | 0.04% | 0.08% | 15 | -28,023 | -52.38% | Q4 2025 | Feb 12, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 23,052 | 311 | 0.01% | — | 16 | +23,052 | New | Q4 2025 | Feb 17, 2026 |
| Authentikos Wealth Advisory, LLC | History | Reduced | 19,928 | 269 | 0.18% | 0.19% | 18 | -1,311 | -6.17% | Q4 2025 | Feb 06, 2026 |
| Professional Financial Advisors, LLC | History | Reduced | 19,955 | 269 | 0.05% | 0.06% | 17 | -151 | -0.75% | Q4 2025 | Jan 15, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 18,110 | 244 | 0.01% | 0.01% | 19 | -5,476 | -23.22% | Q4 2025 | Feb 13, 2026 |
| HOWARD BAILEY SECURITIES, LLC | History | Reduced | 18,013 | 243 | 0.1% | 0.2% | 21 | -33,461 | -65.01% | Q4 2025 | Feb 11, 2026 |
| Rinkey Investments | History | No change | 18,000 | 243 | 0.06% | 0.06% | 20 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Straight Path Wealth Management | History | Added to | 17,219 | 232 | 0.06% | 0.04% | 22 | +4,950 | 40.35% | Q4 2025 | Feb 11, 2026 |
| NDVR, Inc. | History | Reduced | 16,052 | 216 | 0.18% | 0.19% | 23 | -448 | -2.72% | Q4 2025 | Feb 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 10,262 | 138 | 0.0% | 0.0% | 24 | -177 | -1.7% | Q4 2025 | Feb 17, 2026 |
| IFP Advisors, Inc | History | Added to | 9,478 | 127 | 0.0% | 0.0% | 25 | +987 | 11.62% | Q4 2025 | Feb 06, 2026 |
| Kingdom Financial Group LLC. | History | Reduced | 8,798 | 118 | 0.04% | 0.1% | 26 | -3,475 | -28.31% | Q4 2025 | Feb 06, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Added to | 3,976 | 53 | 0.03% | 0.01% | 27 | +2,526 | 174.21% | Q4 2025 | Feb 03, 2026 |
| Networth Advisors, LLC | History | New | 2,382 | 32 | 0.02% | — | 28 | +2,382 | New | Q4 2025 | Jan 22, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Reduced | 1,484 | 20 | 0.02% | 0.05% | 29 | -2,606 | -63.72% | Q4 2025 | Jan 29, 2026 |
| UBS Group AG | History | Added to | 964 | 13 | 0.0% | 0.0% | 30 | +4 | 0.42% | Q4 2025 | Jan 29, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 496 | 6 | 0.0% | 0.0% | 31 | -304 | -38.0% | Q4 2025 | Jan 28, 2026 |
| VIRTUS ADVISERS, LLC | History | Reduced | 247 | 3 | 0.0% | 0.0% | 32 | -34 | -12.1% | Q4 2025 | Feb 13, 2026 |
| ASSETMARK, INC | History | New | 98 | 1 | 0.0% | — | 33 | +98 | New | Q4 2025 | Jan 23, 2026 |
| Simplify Asset Management Inc. | History | Closed out | 0 | 0 | — | 0.04% | — | -158,400 | -100.0% | Q3 2025 | Oct 20, 2025 |
| B.O.S.S. Retirement Advisors, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -37,776 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Brookstone Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -13,313 | -100.0% | Q3 2025 | Oct 15, 2025 |
| LifeWealth Investments, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -10,415 | -100.0% | Q3 2025 | Jan 26, 2026 |
| SMART Wealth LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -10,337 | -100.0% | Q3 2025 | Nov 07, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -4,331 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Decker Retirement Planning Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -687 | -100.0% | Q3 2025 | Oct 27, 2025 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -439 | -100.0% | Q3 2025 | Feb 10, 2026 |
| MORGAN STANLEY | History | Added to | 2 | 0 | — | — | — | +1 | 100.0% | Q4 2025 | Feb 13, 2026 |