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 | No change | 1,490,531 | 19,029 | 4.53% | 4.53% | 1 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Heck Capital Advisors, LLC | History | No change | 384,111 | 4,903 | 0.29% | 0.29% | 2 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Magnolia Private Wealth, LLC | History | No change | 481,039 | 4,588 | 2.52% | 2.52% | 3 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| STAPP WEALTH MANAGEMENT, PLLC | History | No change | 217,408 | 2,775 | 3.63% | 3.63% | 4 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Mid-American Wealth Advisory Group, Inc. | History | No change | 198,552 | 2,534 | 0.92% | 0.92% | 5 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| AE Wealth Management LLC | History | No change | 191,818 | 2,448 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Continuum Advisory, LLC | History | No change | 173,093 | 2,209 | 0.18% | 0.18% | 7 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Dakota Wealth Management | History | No change | 131,320 | 1,676 | 0.03% | 0.03% | 8 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CreativeOne Wealth, LLC | History | No change | 53,242 | 679 | 0.01% | 0.01% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | Added to | 58,837 | 643 | 0.17% | 0.18% | 10 | +4,747 | 8.78% | Q3 2026 | Oct 02, 2026 |
| Lloyd Advisory Services, LLC. | History | No change | 25,258 | 322 | 0.12% | 0.12% | 11 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Authentikos Wealth Advisory, LLC | History | No change | 21,977 | 280 | 0.18% | 0.18% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 21,742 | 277 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Great Lakes Retirement, Inc. | History | No change | 20,900 | 266 | 0.02% | 0.02% | 14 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| LANE BROTHERS & CO INC | History | No change | 18,930 | 241 | 0.16% | 0.16% | 15 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Rinkey Investments | History | No change | 18,000 | 229 | 0.05% | 0.05% | 16 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Straight Path Wealth Management | History | No change | 16,469 | 210 | 0.05% | 0.05% | 17 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 11,658 | 148 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pathstone Holdings, LLC | History | No change | 11,519 | 147 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 11,144 | 142 | 0.04% | 0.04% | 20 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| RHS Financial, LLC | History | No change | 10,178 | 129 | 0.05% | 0.05% | 21 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Kingdom Financial Group LLC. | History | No change | 3,648 | 46 | 0.01% | 0.01% | 22 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | No change | 2,639 | 33 | 0.01% | 0.01% | 23 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Networth Advisors, LLC | History | No change | 1,386 | 17 | 0.01% | 0.01% | 24 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| IFG Advisory, LLC | History | No change | 964 | 12 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Decker Retirement Planning Inc. | History | No change | 755 | 9 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Geneos Wealth Management Inc. | History | No change | 503 | 6 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| VIRTUS ADVISERS, LLC | History | No change | 222 | 2 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 197 | 2 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | No change | 193 | 2 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Montgomery Financial Services LLC | History | No change | 161 | 2 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 128 | 1 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MORGAN STANLEY | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ASSETMARK, INC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |