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 | 902,354 | 11,847 | 3.29% | 3.27% | 1 | +76,510 | 9.26% | Q1 2026 | Apr 13, 2026 |
| Heck Capital Advisors, LLC | History | Reduced | 365,551 | 4,799 | 0.36% | 0.37% | 2 | -7,224 | -1.94% | Q1 2026 | Apr 16, 2026 |
| Magnolia Private Wealth, LLC | History | Added to | 438,053 | 4,150 | 2.77% | 2.67% | 3 | +154,540 | 54.51% | Q1 2026 | Apr 21, 2026 |
| STAPP WEALTH MANAGEMENT, PLLC | History | Reduced | 216,356 | 2,840 | 3.63% | 4.55% | 4 | -45,283 | -17.31% | Q1 2026 | Apr 21, 2026 |
| Continuum Advisory, LLC | History | Added to | 155,129 | 2,036 | 0.2% | 0.11% | 5 | +71,073 | 84.55% | Q1 2026 | Apr 22, 2026 |
| AE Wealth Management LLC | History | Reduced | 151,258 | 1,986 | 0.01% | 0.03% | 6 | -189,774 | -55.65% | Q1 2026 | May 13, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | Added to | 83,920 | 1,101 | 0.33% | 0.33% | 7 | +6,247 | 8.04% | Q1 2026 | Apr 06, 2026 |
| Whalen Wealth Management Inc. | History | Added to | 63,740 | 836 | 0.45% | 0.32% | 8 | +19,600 | 44.4% | Q1 2026 | Apr 13, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 58,318 | 765 | 0.07% | 0.42% | 9 | -471,407 | -88.99% | Q1 2026 | May 14, 2026 |
| Inspire Advisors, LLC | History | New | 54,918 | 721 | 0.06% | — | 10 | +54,918 | New | Q1 2026 | May 15, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 34,284 | 450 | 0.01% | 0.01% | 11 | +16,174 | 89.31% | Q1 2026 | May 15, 2026 |
| Great Lakes Retirement, Inc. | History | Reduced | 22,574 | 296 | 0.03% | 0.04% | 12 | -2,901 | -11.39% | Q1 2026 | May 06, 2026 |
| Rinkey Investments | History | No change | 18,000 | 236 | 0.06% | 0.06% | 13 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Straight Path Wealth Management | History | Added to | 17,969 | 235 | 0.06% | 0.06% | 14 | +750 | 4.36% | Q1 2026 | Apr 22, 2026 |
| NDVR, Inc. | History | No change | 16,052 | 216 | 0.18% | 0.18% | 15 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Authentikos Wealth Advisory, LLC | History | Reduced | 13,766 | 180 | 0.12% | 0.18% | 16 | -6,162 | -30.92% | Q1 2026 | May 07, 2026 |
| Elevated Capital Advisors, LLC | History | Reduced | 11,983 | 157 | 0.04% | 0.19% | 17 | -47,592 | -79.89% | Q1 2026 | Apr 30, 2026 |
| RHS Financial, LLC | History | New | 11,794 | 154 | 0.07% | — | 18 | +11,794 | New | Q1 2026 | Apr 28, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 10,174 | 133 | 0.0% | 0.0% | 19 | -88 | -0.86% | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | Reduced | 5,190 | 68 | 0.0% | 0.0% | 20 | -4,288 | -45.24% | Q1 2026 | Apr 13, 2026 |
| Lloyd Advisory Services, LLC. | History | Reduced | 4,399 | 57 | 0.02% | 0.68% | 21 | -126,186 | -96.63% | Q1 2026 | May 13, 2026 |
| Kingdom Financial Group LLC. | History | Reduced | 4,399 | 57 | 0.02% | 0.04% | 22 | -4,399 | -50.0% | Q1 2026 | May 13, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Reduced | 2,526 | 33 | 0.02% | 0.03% | 23 | -1,450 | -36.47% | Q1 2026 | May 07, 2026 |
| Networth Advisors, LLC | History | Reduced | 740 | 9 | 0.01% | 0.02% | 24 | -1,642 | -68.93% | Q1 2026 | Apr 22, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 499 | 6 | 0.0% | 0.0% | 25 | +3 | 0.6% | Q1 2026 | May 04, 2026 |
| VIRTUS ADVISERS, LLC | History | Added to | 253 | 3 | 0.0% | 0.0% | 26 | +6 | 2.43% | Q1 2026 | May 14, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Reduced | 197 | 2 | 0.0% | 0.02% | 27 | -1,287 | -86.73% | Q1 2026 | May 06, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | New | 98 | 1 | 0.0% | — | 28 | +98 | New | Q1 2026 | May 01, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -139,451 | -100.0% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -118,302 | -100.0% | Q1 2026 | May 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -69,000 | -100.0% | Q1 2026 | May 15, 2026 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -23,052 | -100.0% | Q1 2026 | May 15, 2026 |
| Professional Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -19,955 | -100.0% | Q1 2026 | Apr 13, 2026 |
| HOWARD BAILEY SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -18,013 | -100.0% | Q1 2026 | Apr 23, 2026 |
| UBS Group AG | History | Reduced | 10 | 0 | — | 0.0% | — | -954 | -98.96% | Q1 2026 | May 05, 2026 |
| ASSETMARK, INC | History | Reduced | 9 | 0 | — | 0.0% | — | -89 | -90.82% | Q1 2026 | May 06, 2026 |
| MORGAN STANLEY | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |