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Simplify Intermediate Term Treasury Futures Strategy ETF (TYA) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for Simplify Intermediate Term Treasury Futures Strategy ETF (BATS:TYA)

Number of
Institutional Buyers
(last 12 months)
37
Total
Institutional Inflows
(last 12 months)
$102.14M
Number of
Institutional Sellers
(last 12 months)
5
Total
Institutional Outflows
(last 12 months)
$13.65M
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TYA Institutional Buying and Selling by Quarter

Simplify Intermediate Term Treasury Futures Strategy ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/4/2025 Osaic Holdings Inc.12,703$171K0.0%N/A0.112%
8/12/2025 CreativeOne Wealth LLC13,859$187K0.0%N/A0.122%
8/11/2025 Kingdom Financial Group LLC.25,439$343K0.3%+55.4%0.224%
8/7/2025 Simplify Asset Management Inc.3,022,182$40.77M2.1%-23.5%26.557%
8/6/2025 True Wealth Design LLC745,093$10.05M3.5%N/A6.547%
8/6/2025 AE Wealth Management LLC1,698,863$22.92M0.2%+6.9%14.928%
8/4/2025 Great Lakes Retirement Inc.114,539$1.55M0.2%+1.0%1.006%
8/1/2025 FSA Advisors Inc.11,000$148K0.1%-14.1%0.097%
7/30/2025 LifeWealth Investments LLC44,989$607K0.2%+11.0%0.395%
7/30/2025 Brookstone Capital Management14,861$200K0.0%N/A0.131%
7/30/2025 Mid American Wealth Advisory Group Inc.272,426$3.68M1.7%+7.2%2.394%
7/25/2025 RHS Financial LLC12,688$171K0.1%N/A0.111%
7/24/2025 IFP Advisors Inc11,998$162K0.0%+1,048.1%0.105%
7/23/2025 Heck Capital Advisors LLC348,052$4.70M0.4%+2.1%3.058%
7/18/2025 B.O.S.S. Retirement Advisors LLC178,626$2.41M0.6%+3.7%1.570%
7/18/2025 Magnolia Private Wealth LLC218,744$2.95M2.3%+124.9%1.922%
7/16/2025 Lloyd Advisory Services LLC.636,738$8.59M4.1%+11.1%5.595%
7/14/2025 Stapp Wealth Management Pllc279,978$3.78M5.4%-0.5%2.471%
5/19/2025Jane Street Group LLC42,534$563K0.0%+202.5%0.363%
5/15/2025OLD Mission Capital LLC16,430$217K0.0%N/A0.140%
5/13/2025Heck Capital Advisors LLC341,039$4.51M0.5%N/A2.907%
5/8/2025FSA Advisors Inc.12,807$169K0.1%N/A0.109%
5/6/2025AE Wealth Management LLC1,588,484$21.02M0.2%+56.1%13.462%
5/5/2025Csenge Advisory Group27,596$363K0.0%+132.7%0.234%
5/5/2025Transce3nd LLC3,714$49K0.0%+32.5%0.031%
5/2/2025Lord & Richards Wealth Management LLC4,742$63K0.1%N/A0.040%
5/1/2025Quest 10 Wealth Builders Inc.6,282$83K0.1%+779.8%0.053%
5/1/2025Park Square Financial Group LLC3,023$40K0.0%+238.9%0.026%
4/29/2025SMART Wealth LLC21,480$284K0.1%+45.6%0.182%
4/28/2025Straight Path Wealth Management11,769$156K0.1%+9.0%0.100%
4/28/2025FSR Wealth Management Ltd.12,923$171K0.2%N/A0.110%
4/24/2025Kingdom Financial Group LLC.16,371$217K0.2%N/A0.139%
4/23/2025Professional Financial Advisors LLC20,532$272K0.1%+5.1%0.174%
4/22/2025Cambridge Investment Research Advisors Inc.146,201$1.93M0.0%+1,182.5%1.239%
4/22/2025Stapp Wealth Management Pllc281,309$3.72M5.7%+7.1%2.384%
4/21/2025LifeWealth Investments LLC40,545$536K0.2%+132.8%0.344%
4/17/2025Great Lakes Retirement Inc.113,372$1.50M0.2%+80.3%0.982%
4/17/2025Authentikos Wealth Advisory LLC117,932$1.56M1.3%+153.4%1.021%
4/17/2025Howard Bailey Securities LLC104,563$1.38M0.6%+39.9%0.905%
4/15/2025Magnolia Private Wealth LLC97,283$1.29M0.7%N/A0.842%
4/14/2025Tounjian Advisory Partners LLC10,452$138K0.0%N/A0.090%
4/14/2025Lloyd Advisory Services LLC.573,169$7.58M3.8%+63.0%4.963%
4/9/2025Mid American Wealth Advisory Group Inc.254,167$3.36M1.8%+6.8%2.201%
2/27/2025XY Planning Network Inc.20,823$256K0.2%N/A0.233%
2/26/2025LifeWealth Investments LLC17,413$214K0.1%N/A0.195%
2/26/2025Capital A Wealth Management LLC2,842$35K0.1%N/A0.032%
2/14/2025Jane Street Group LLC14,063$173K0.0%-11.0%0.433%
2/14/2025Transce3nd LLC2,804$34K0.0%N/A0.086%
2/11/2025Simplify Asset Management Inc.3,843,182$47.17M2.3%-0.6%118.252%
2/6/2025Straight Path Wealth Management10,800$133K0.1%N/A0.332%
2/3/2025Lloyd Advisory Services LLC.351,733$4.32M2.0%+6.2%10.823%
1/29/2025Howard Bailey Securities LLC74,721$917K0.3%+23.4%2.299%
1/29/2025Great Lakes Retirement Inc.62,876$772K0.1%+8.2%1.935%
1/29/2025Authentikos Wealth Advisory LLC46,543$571K0.6%+73.7%1.432%
1/28/2025SMART Wealth LLC14,750$181K0.1%N/A0.454%
1/22/2025Stapp Wealth Management Pllc262,741$3.23M5.0%+6.7%8.084%
1/21/2025B.O.S.S. Retirement Advisors LLC140,121$1.72M0.5%N/A4.311%
1/14/2025Professional Financial Advisors LLC19,544$240K0.1%+7.6%0.601%
1/13/2025Elevated Capital Advisors LLC66,530$817K0.2%+19.2%2.047%
1/13/2025Mid American Wealth Advisory Group Inc.237,879$2.92M1.7%N/A7.319%
11/15/2024Jane Street Group LLC15,803$227K0.0%-77.0%0.486%
11/6/2024Simplify Asset Management Inc.3,866,164$55.56M2.6%+14,248.4%118.959%
10/23/2024Great Lakes Retirement Inc.58,105$835K0.1%+31.5%1.788%
10/22/2024Elevated Capital Advisors LLC55,835$802K0.2%+75.8%1.718%
10/21/2024WJ Interests LLC636,071$9.14M4.0%-0.9%19.571%
10/17/2024Harbour Capital Advisors LLC11,865$161K0.0%N/A0.365%
10/10/2024Lloyd Advisory Services LLC.331,121$4.76M2.3%+34.9%10.188%
10/8/2024Brookstone Capital Management16,258$234K0.0%N/A0.500%
8/13/2024AE Wealth Management LLC567,603$7.35M0.1%+21.9%17.465%
8/13/2024Simplify Asset Management Inc.26,945$349K0.0%-27.7%0.829%
8/6/2024Lloyd Advisory Services LLC.245,426$3.18M1.5%-61.5%7.552%
8/1/2024Elevated Capital Advisors LLC31,756$411K0.1%N/A0.977%
7/16/2024WJ Interests LLC641,656$8.31M4.1%-2.3%19.743%
5/9/2024Great Lakes Retirement Inc.45,165$603K0.1%-4.7%1.390%
4/25/2024Professional Financial Advisors LLC17,723$237K0.1%-71.1%0.545%
4/19/2024Stapp Wealth Management Pllc224,612$3.00M5.2%+6.6%6.911%
4/12/2024Lloyd Advisory Services LLC.637,328$8.51M1.7%+246.2%17.225%
4/10/2024WJ Interests LLC656,763$8.77M4.6%-6.3%17.750%
2/13/2024Lloyd Advisory Services LLC.184,079$2.62M1.2%N/A4.975%
2/9/2024BlackDiamond Wealth Management LLC85,606$1.16M0.9%N/A2.314%
1/26/2024B.O.S.S. Retirement Advisors LLC54,980$781K0.1%+1.9%1.486%
1/23/2024Stapp Wealth Management Pllc210,734$3.00M5.0%+4.6%5.696%
1/18/2024Great Lakes Retirement Inc.47,388$673K0.1%-12.2%1.281%
1/18/2024Professional Financial Advisors LLC61,332$872K0.3%+5.2%1.658%
1/17/2024WJ Interests LLC700,675$9.96M6.3%-12.4%18.937%
1/8/2024B.O.S.S. Retirement Advisors LLC50,913$723K0.2%-5.7%1.376%
11/15/2023Stapp Wealth Management Pllc201,395$2.56M4.9%+0.5%5.443%
11/13/2023Regal Investment Advisors LLC13,721$174K0.0%N/A0.371%
10/25/2023Professional Financial Advisors LLC58,300$741K0.3%N/A1.576%
10/23/2023Commonwealth Equity Services LLC23,619$300K0.0%-54.6%0.638%
10/17/2023B.O.S.S. Retirement Advisors LLC53,976$686K0.1%+5.3%1.459%
10/16/2023WJ Interests LLC799,453$10.16M7.1%+17.5%21.607%
10/11/2023AE Wealth Management LLC937,541$11.92M0.1%+12.5%25.339%
8/3/2023Great Lakes Retirement Inc.56,315$831K0.1%N/A1.522%
7/25/2023Stapp Wealth Management Pllc200,352$2.95M5.8%+2.3%5.565%
7/24/2023WJ Interests LLC680,450$10.17M6.7%-1.1%18.901%
7/21/2023RHS Financial LLC16,821$247K0.2%-5.9%0.467%
7/20/2023Authentikos Wealth Advisory LLC15,346$226K0.2%N/A0.426%
7/11/2023Brookstone Capital Management10,296$144K0.0%N/A0.286%
7/10/2023B.O.S.S. Retirement Advisors LLC51,244$753K0.2%N/A1.423%
(Data available from 1/1/2016 forward)

TYA Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of TYA shares?

During the previous two years, 41 institutional investors and hedge funds held shares of Simplify Intermediate Term Treasury Futures Strategy ETF. The most heavily invested institutionals were Simplify Asset Management Inc. ($40.77M), AE Wealth Management LLC ($22.92M), True Wealth Design LLC ($10.05M), WJ Interests LLC ($9.14M), Lloyd Advisory Services LLC. ($8.59M), Heck Capital Advisors LLC ($4.70M), and Stapp Wealth Management Pllc ($3.78M).Learn more on Simplify Intermediate Term Treasury Futures Strategy ETF's institutional investors.

Which institutional investors have been buying Simplify Intermediate Term Treasury Futures Strategy ETF's stock?

Of the 40 institutional investors that purchased Simplify Intermediate Term Treasury Futures Strategy ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Simplify Asset Management Inc. ($3.84M), Lloyd Advisory Services LLC. ($1.03M), AE Wealth Management LLC ($887.27K), True Wealth Design LLC ($745.09K), Heck Capital Advisors LLC ($348.05K), Mid American Wealth Advisory Group Inc. ($272.43K), and Magnolia Private Wealth LLC ($218.74K).

How much institutional buying is happening at Simplify Intermediate Term Treasury Futures Strategy ETF?

Institutional investors have bought a total of 7,388,756 shares in the last 24 months. This purchase volume represents approximately $102.14M in transactions.

Which of Simplify Intermediate Term Treasury Futures Strategy ETF's major shareholders have been selling company stock?

The following institutional investors have sold Simplify Intermediate Term Treasury Futures Strategy ETF stock in the last 24 months: Simplify Asset Management Inc. ($948.98K), Jane Street Group LLC ($54.58K), WJ Interests LLC ($5.59K), FSA Advisors Inc. ($1.81K), and Stapp Wealth Management Pllc ($1.33K).

How much institutional selling is happening at Simplify Intermediate Term Treasury Futures Strategy ETF?

Institutional investors have sold a total of 1,012,280 shares in the last 24 months. This volume of shares sold represents approximately $13.65M in transactions.


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This page (BATS:TYA) was last updated on 9/19/2025 by MarketBeat.com Staff
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