TYASIMPLIFY EXCHANGE TRADED FUN
CUSIP 82889N798 · Yahoo Finance ↗ · Google Finance ↗
Simplify Exchange Traded Fun (TYA) has 30 institutional holders in Filings Flow’s 13F database, together reporting 2.65M shares worth $33M as of Q1 2026. The largest reported holders are True Wealth Design, LLC, Heck Capital Advisors, LLC, and Magnolia Private Wealth, LLC.
Institutional Holders
30
Q1 2026
Reported Value
$33M
Ticker
TYA
Quarters Tracked
19
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| True Wealth Design, LLC$360M AUM | 3.29% | $12M | 902.4K | Q1 2026 |
| Magnolia Private Wealth, LLC$150M AUM | 2.77% | $4M | 438.1K | Q1 2026 |
| Mid-American Wealth Advisory Group, Inc.$277M AUM | 1.75% | $4M | 272.4K | Q2 2025OLDER |
| Whalen Wealth Management Inc.$187M AUM | 0.45% | $836,906 | 63.7K | Q1 2026 |
| Heck Capital Advisors, LLC$1.3B AUM | 0.36% | $5M | 365.6K | Q1 2026 |
| PRIVATE CLIENT SERVICES, LLC$381M AUM | 0.33% | $1M | 83.9K | Q1 2026 |
| HOWARD BAILEY SECURITIES, LLC$243M AUM | 0.20% | $700,556 | 51.5K | Q4 2025OLDER |
| Continuum Advisory, LLC$1.0B AUM | 0.20% | $2M | 155.1K | Q1 2026 |
| NDVR, Inc.$121M AUM | 0.18% | $216,702 | 16.1K | Q4 2025OLDER |
| B.O.S.S. Retirement Advisors, LLC$328M AUM | 0.12% | $514,130 | 37.8K | Q3 2025OLDER |
| LifeWealth Investments, LLC$374M AUM | 0.12% | $1M | 100.8K | Q4 2025OLDER |
| Authentikos Wealth Advisory, LLC$148M AUM | 0.12% | $180,747 | 13.8K | Q1 2026 |
| FSA Advisors, Inc.$152M AUM | 0.12% | $148,388 | 11.0K | Q2 2025OLDER |
| RHS Financial, LLC$211M AUM | 0.07% | $154,855 | 11.8K | Q1 2026 |
| Hilltop Holdings Inc.$1.1B AUM | 0.07% | $765,715 | 58.3K | Q1 2026 |
| Straight Path Wealth Management$374M AUM | 0.06% | $235,933 | 18.0K | Q1 2026 |
| Rinkey Investments$391M AUM | 0.06% | $236,340 | 18.0K | Q1 2026 |
| Inspire Advisors, LLC$1.2B AUM | 0.06% | $721,078 | 54.9K | Q1 2026 |
| Professional Financial Advisors, LLC$578M AUM | 0.06% | $269,397 | 20.0K | Q4 2025OLDER |
| SMART Wealth LLC$341M AUM | 0.05% | $140,682 | 10.3K | Q3 2025OLDER |
| Simplify Asset Management Inc.$6.5B AUM | 0.04% | $2M | 158.4K | Q3 2025OLDER |
| Elevated Capital Advisors, LLC$397M AUM | 0.04% | $157,336 | 12.0K | Q1 2026 |
| Great Lakes Retirement, Inc.$967M AUM | 0.03% | $296,401 | 22.6K | Q1 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC$277M AUM | 0.03% | $134,304 | 10.2K | Q2 2025OLDER |
| Csenge Advisory Group$2.2B AUM | 0.02% | $335,163 | 25.7K | Q2 2025OLDER |
| Kingdom Financial Group LLC.$349M AUM | 0.02% | $57,764 | 4.4K | Q1 2026 |
| Lloyd Advisory Services, LLC.$349M AUM | 0.02% | $57,764 | 4.4K | Q1 2026 |
| Legacy Wealth Managment, LLC/ID$201M AUM | 0.02% | $33,167 | 2.5K | Q1 2026 |
| GeoWealth Management, LLC$2.8B AUM | 0.01% | $305,441 | 22.6K | Q2 2025OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.01% | $2M | 151.3K | Q1 2026 |
| CreativeOne Wealth, LLC$4.3B AUM | 0.01% | $450,154 | 34.3K | Q1 2026 |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.01% | $311,202 | 23.1K | Q4 2025OLDER |
| Networth Advisors, LLC$141M AUM | 0.01% | $9,716 | 740 | Q1 2026 |
| EVOLUTION WEALTH MANAGEMENT INC.$137M AUM | 0.01% | $5,975 | 439 | Q4 2025OLDER |
| OPTIMUM INVESTMENT ADVISORS$252M AUM | 0.01% | $13,610 | 1.0K | Q3 2025OLDER |
| Decker Retirement Planning Inc.$221M AUM | 0.01% | $9,343 | 687 | Q3 2025OLDER |
| Quest 10 Wealth Builders, Inc.$114M AUM | 0.00% | $2,587 | 197 | Q1 2026 |
| Brookstone Capital Management$8.7B AUM | 0.00% | $181,185 | 13.3K | Q3 2025OLDER |
| VIRTUS ADVISERS, LLC$215M AUM | 0.00% | $3,322 | 253 | Q1 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $68,145 | 5.2K | Q1 2026 |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $58,945 | 4.3K | Q3 2025OLDER |
| Richard W. Paul & Associates, LLC$297M AUM | 0.00% | $1,596 | 118 | Q2 2025OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $2M | 139.5K | Q4 2025OLDER |
| Pineridge Advisors LLC$350M AUM | 0.00% | $925 | 68 | Q3 2025OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $2M | 118.3K | Q4 2025OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $133,432 | 10.2K | Q1 2026 |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $6,551 | 499 | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $931,500 | 69.0K | Q4 2025OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $1,389 | 103 | Q2 2025OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $118 | 9 | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $131 | 10 | Q1 2026 |
| MORGAN STANLEY$1.67T AUM | 0.00% | $37 | 2 | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.