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

$12.92 +1.15 (+9.77%)
Closing price 06/16/2025 03:56 PM Eastern
Extended Trading
$12.91 -0.01 (-0.08%)
As of 06/16/2025 04:04 PM Eastern
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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)
32
Total
Institutional Inflows
(last 12 months)
$88.37M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$6.55M
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TYA Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/19/2025 Jane Street Group LLC42,534$563K0.0%+202.5%0.363%
5/15/2025 OLD Mission Capital LLC16,430$217K0.0%N/A0.140%
5/13/2025 Heck Capital Advisors LLC341,039$4.51M0.5%N/A2.907%
5/8/2025 FSA Advisors Inc.12,807$169K0.1%N/A0.109%
5/6/2025 AE Wealth Management LLC1,588,484$21.02M0.2%+56.1%13.462%
5/5/2025 Csenge Advisory Group27,596$363K0.0%+132.7%0.234%
5/5/2025 Transce3nd LLC3,714$49K0.0%+32.5%0.031%
5/2/2025 Lord & Richards Wealth Management LLC4,742$63K0.1%N/A0.040%
5/1/2025 Quest 10 Wealth Builders Inc.6,282$83K0.1%+779.8%0.053%
5/1/2025 Park Square Financial Group LLC3,023$40K0.0%+238.9%0.026%
4/29/2025 SMART Wealth LLC21,480$284K0.1%+45.6%0.182%
4/28/2025 Straight Path Wealth Management11,769$156K0.1%+9.0%0.100%
4/28/2025 FSR Wealth Management Ltd.12,923$171K0.2%N/A0.110%
4/24/2025 Kingdom Financial Group LLC.16,371$217K0.2%N/A0.139%
4/23/2025 Professional Financial Advisors LLC20,532$272K0.1%+5.1%0.174%
4/22/2025 Cambridge Investment Research Advisors Inc.146,201$1.93M0.0%+1,182.5%1.239%
4/22/2025 Stapp Wealth Management Pllc281,309$3.72M5.7%+7.1%2.384%
4/21/2025 LifeWealth Investments LLC40,545$536K0.2%+132.8%0.344%
4/17/2025 Great Lakes Retirement Inc.113,372$1.50M0.2%+80.3%0.982%
4/17/2025 Authentikos Wealth Advisory LLC117,932$1.56M1.3%+153.4%1.021%
4/17/2025 Howard Bailey Securities LLC104,563$1.38M0.6%+39.9%0.905%
4/15/2025 Magnolia Private Wealth LLC97,283$1.29M0.7%N/A0.842%
4/14/2025 Tounjian Advisory Partners LLC10,452$138K0.0%N/A0.090%
4/14/2025 Lloyd Advisory Services LLC.573,169$7.58M3.8%+63.0%4.963%
4/9/2025 Mid American Wealth Advisory Group Inc.254,167$3.36M1.8%+6.8%2.201%
2/27/2025 XY Planning Network Inc.20,823$256K0.2%N/A0.233%
2/26/2025 LifeWealth Investments LLC17,413$214K0.1%N/A0.195%
2/26/2025 Capital A Wealth Management LLC2,842$35K0.1%N/A0.032%
2/14/2025 Jane Street Group LLC14,063$173K0.0%-11.0%0.433%
2/14/2025 Transce3nd LLC2,804$34K0.0%N/A0.086%
2/11/2025 Simplify Asset Management Inc.3,843,182$47.17M2.3%-0.6%118.252%
2/6/2025 Straight Path Wealth Management10,800$133K0.1%N/A0.332%
2/3/2025 Lloyd Advisory Services LLC.351,733$4.32M2.0%+6.2%10.823%
1/29/2025 Howard Bailey Securities LLC74,721$917K0.3%+23.4%2.299%
1/29/2025 Great Lakes Retirement Inc.62,876$772K0.1%+8.2%1.935%
1/29/2025 Authentikos Wealth Advisory LLC46,543$571K0.6%+73.7%1.432%
1/28/2025 SMART Wealth LLC14,750$181K0.1%N/A0.454%
1/22/2025 Stapp Wealth Management Pllc262,741$3.23M5.0%+6.7%8.084%
1/21/2025 B.O.S.S. Retirement Advisors LLC140,121$1.72M0.5%N/A4.311%
1/14/2025 Professional Financial Advisors LLC19,544$240K0.1%+7.6%0.601%
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1/13/2025 Elevated Capital Advisors LLC66,530$817K0.2%+19.2%2.047%
1/13/2025 Mid American Wealth Advisory Group Inc.237,879$2.92M1.7%N/A7.319%
11/15/2024 Jane Street Group LLC15,803$227K0.0%-77.0%0.486%
11/6/2024 Simplify Asset Management Inc.3,866,164$55.56M2.6%+14,248.4%118.959%
10/23/2024 Great Lakes Retirement Inc.58,105$835K0.1%+31.5%1.788%
10/22/2024 Elevated Capital Advisors LLC55,835$802K0.2%+75.8%1.718%
10/21/2024 WJ Interests LLC636,071$9.14M4.0%-0.9%19.571%
10/17/2024 Harbour Capital Advisors LLC11,865$161K0.0%N/A0.365%
10/10/2024 Lloyd Advisory Services LLC.331,121$4.76M2.3%+34.9%10.188%
10/8/2024 Brookstone Capital Management16,258$234K0.0%N/A0.500%
8/13/2024 AE Wealth Management LLC567,603$7.35M0.1%+21.9%17.465%
8/13/2024 Simplify Asset Management Inc.26,945$349K0.0%-27.7%0.829%
8/6/2024 Lloyd Advisory Services LLC.245,426$3.18M1.5%-61.5%7.552%
8/1/2024 Elevated Capital Advisors LLC31,756$411K0.1%N/A0.977%
7/16/2024 WJ Interests LLC641,656$8.31M4.1%-2.3%19.743%
5/9/2024 Great Lakes Retirement Inc.45,165$603K0.1%-4.7%1.390%
4/25/2024 Professional Financial Advisors LLC17,723$237K0.1%-71.1%0.545%
4/19/2024 Stapp Wealth Management Pllc224,612$3.00M5.2%+6.6%6.911%
4/12/2024 Lloyd Advisory Services LLC.637,328$8.51M1.7%+246.2%17.225%
4/10/2024 WJ Interests LLC656,763$8.77M4.6%-6.3%17.750%
2/13/2024 Lloyd Advisory Services LLC.184,079$2.62M1.2%N/A4.975%
2/9/2024 BlackDiamond Wealth Management LLC85,606$1.16M0.9%N/A2.314%
1/26/2024 B.O.S.S. Retirement Advisors LLC54,980$781K0.1%+1.9%1.486%
1/23/2024 Stapp Wealth Management Pllc210,734$3.00M5.0%+4.6%5.696%
1/18/2024 Great Lakes Retirement Inc.47,388$673K0.1%-12.2%1.281%
1/18/2024 Professional Financial Advisors LLC61,332$872K0.3%+5.2%1.658%
1/17/2024 WJ Interests LLC700,675$9.96M6.3%-12.4%18.937%
1/8/2024 B.O.S.S. Retirement Advisors LLC50,913$723K0.2%-5.7%1.376%
11/15/2023 Stapp Wealth Management Pllc201,395$2.56M4.9%+0.5%5.443%
11/13/2023 Regal Investment Advisors LLC13,721$174K0.0%N/A0.371%
10/25/2023 Professional Financial Advisors LLC58,300$741K0.3%N/A1.576%
10/23/2023 Commonwealth Equity Services LLC23,619$300K0.0%-54.6%0.638%
10/17/2023 B.O.S.S. Retirement Advisors LLC53,976$686K0.1%+5.3%1.459%
10/16/2023 WJ Interests LLC799,453$10.16M7.1%+17.5%21.607%
10/11/2023 AE Wealth Management LLC937,541$11.92M0.1%+12.5%25.339%
8/3/2023 Great Lakes Retirement Inc.56,315$831K0.1%N/A1.522%
7/25/2023 Stapp Wealth Management Pllc200,352$2.95M5.8%+2.3%5.565%
7/24/2023 WJ Interests LLC680,450$10.17M6.7%-1.1%18.901%
7/21/2023 RHS Financial LLC16,821$247K0.2%-5.9%0.467%
7/20/2023 Authentikos Wealth Advisory LLC15,346$226K0.2%N/A0.426%
7/11/2023 Brookstone Capital Management10,296$144K0.0%N/A0.286%
7/10/2023 B.O.S.S. Retirement Advisors LLC51,244$753K0.2%N/A1.423%
7/10/2023 AE Wealth Management LLC833,581$12.25M0.1%N/A23.155%
5/10/2023 Resources Investment Advisors LLC.194,315$3.16M0.1%+21.8%8.096%
5/10/2023 Simplify Asset Management Inc.155,708$2.53M0.4%-59.8%6.488%
4/27/2023 RHS Financial LLC17,884$291K0.2%-4.3%0.745%
4/21/2023 Stapp Wealth Management Pllc195,842$3.19M4.4%+1,303.9%8.160%
4/13/2023 WJ Interests LLC687,803$11.31M7.8%+7.2%29.268%
3/6/2023 OLD Mission Capital LLC38,750$587K0.0%N/A0.000%
2/10/2023 Simplify Asset Management Inc.387,447$5.87M0.9%-60.3%0.000%
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2/2/2023 Resources Investment Advisors LLC.159,527$2.42M0.1%+672.5%0.000%
1/24/2023Atlas Financial Advisors Inc.14,265$216K0.3%N/A0.000%
1/24/2023 RHS Financial LLC18,679$283K0.2%-62.9%0.000%
1/19/2023 WJ Interests LLC641,767$9.73M8.1%+8.3%0.000%
11/8/2022 Resources Investment Advisors LLC.20,650$315K0.0%N/A0.000%
11/8/2022 IFP Advisors Inc1,869$47K0.0%N/A0.000%
11/7/2022Advanced Research Investment Solutions LLC3,057$47K0.0%N/A0.000%
10/24/2022 Smith Anglin Financial LLC13,352$204K0.0%-22.6%0.000%
10/21/2022 RHS Financial LLC50,382$769K0.7%+72.9%0.000%
10/20/2022 WJ Interests LLC592,692$9.05M8.1%+75.2%0.000%
(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, 37 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. ($47.17M), AE Wealth Management LLC ($21.02M), WJ Interests LLC ($9.14M), Lloyd Advisory Services LLC. ($7.58M), Heck Capital Advisors LLC ($4.51M), Stapp Wealth Management Pllc ($3.72M), and Mid American Wealth Advisory Group Inc. ($3.36M).Learn more on TYA's institutional investors.

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

Of the 35 institutional investors that purchased Simplify Intermediate Term Treasury Futures Strategy ETF 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), AE Wealth Management LLC ($1.61M), Lloyd Advisory Services LLC. ($965.07K), Heck Capital Advisors LLC ($341.04K), Mid American Wealth Advisory Group Inc. ($254.17K), B.O.S.S. Retirement Advisors LLC ($195.10K), and Cambridge Investment Research Advisors Inc. ($134.80K).

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

Institutional investors have bought a total of 8,390,808 shares in the last 24 months. This purchase volume represents approximately $116.71M in transactions.

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

Of the 9 institutional investors that sold Simplify Intermediate Term Treasury Futures Strategy ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Lloyd Advisory Services LLC. ($391.90K), WJ Interests LLC ($170.74K), Jane Street Group LLC ($54.58K), Professional Financial Advisors LLC ($43.61K), Simplify Asset Management Inc. ($33.29K), Commonwealth Equity Services LLC ($28.37K), and Great Lakes Retirement Inc. ($8.82K).

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

Institutional investors have sold a total of 735,421 shares in the last 24 months. This volume of shares sold represents approximately $9.77M in transactions.



This page (BATS:TYA) was last updated on 6/17/2025 by MarketBeat.com Staff
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