SIMPLIFY INTERMEDIATE TERM (TYA) Institutional Ownership Changes & 13F Activity
SIMPLIFY INTERMEDIATE TERM (TYA). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include True Wealth Design, Llc, Mid-American Wealth Advisory Group, Inc., Ae Wealth Management Llc, Dakota Wealth Management, and Hilltop Holdings Inc..
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Old Mission Capital Llc | Buy | +21,742 | — | 21,742 | $277.58K | Q2 2026 | Aug 14, 2026 |
| Authentikos Wealth Advisory, Llc | Buy | +8,211 | +59.6% | 21,977 | $280.58K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +1,484 | +14.6% | 11,658 | $148.73K | Q2 2026 | Aug 14, 2026 |
| Ifg Advisory, Llc | Buy | +964 | — | 964 | $12.31K | Q2 2026 | Aug 14, 2026 |
| Creativeone Wealth, Llc | Buy | +18,958 | +55.3% | 53,242 | $679.75K | Q2 2026 | Aug 13, 2026 |
| Virtus Advisers, Llc | Sell | -31 | -12.3% | 222 | $2.83K | Q2 2026 | Aug 11, 2026 |
| Dakota Wealth Management | Buy | +131,320 | — | 131,320 | $1.68M | Q2 2026 | Aug 07, 2026 |
| Lloyd Advisory Services, Llc. | Buy | +20,859 | +474.2% | 25,258 | $322.47K | Q2 2026 | Aug 07, 2026 |
| Tounjian Advisory Partners, Llc | Buy | +2,639 | — | 2,639 | $33.70K | Q2 2026 | Aug 07, 2026 |
| Kingdom Financial Group Llc. | Sell | -751 | -17.1% | 3,648 | $46.58K | Q2 2026 | Aug 07, 2026 |
| Continuum Advisory, Llc | Buy | +17,964 | +11.6% | 173,093 | $2.21M | Q2 2026 | Aug 06, 2026 |
| Geneos Wealth Management Inc. | Buy | +4 | +0.8% | 503 | $6.42K | Q2 2026 | Aug 06, 2026 |
| Magnolia Private Wealth, Llc | Buy | +42,986 | +9.8% | 481,039 | $4.59M | Q2 2026 | Aug 05, 2026 |
| Lane Brothers & Co Inc | Buy | +18,930 | — | 18,930 | $241.68K | Q2 2026 | Aug 05, 2026 |
| Elevated Capital Advisors, Llc | Sell | -839 | -7.0% | 11,144 | $142.27K | Q2 2026 | Aug 03, 2026 |
| Great Lakes Retirement, Inc. | Sell | -1,674 | -7.4% | 20,900 | $266.83K | Q2 2026 | Jul 30, 2026 |
| Assetmark, Inc | Sell | -6 | -66.7% | 3 | $38.00 | Q2 2026 | Jul 30, 2026 |
| Straight Path Wealth Management | Sell | -1,500 | -8.3% | 16,469 | $210.26K | Q2 2026 | Jul 27, 2026 |
| Stapp Wealth Management, Pllc | Buy | +1,052 | +0.5% | 217,408 | $2.78M | Q2 2026 | Jul 22, 2026 |
| Networth Advisors, Llc | Buy | +646 | +87.3% | 1,386 | $17.70K | Q2 2026 | Jul 22, 2026 |
| True Wealth Design, Llc | Buy | +588,177 | +65.2% | 1,490,531 | $19.03M | Q2 2026 | Jul 16, 2026 |
| Mid-American Wealth Advisory Group, Inc. | Buy | +198,552 | — | 198,552 | $2.53M | Q2 2026 | Jul 16, 2026 |
| Decker Retirement Planning Inc. | Buy | +755 | — | 755 | $9.64K | Q2 2026 | Jul 16, 2026 |
| Heck Capital Advisors, Llc | Buy | +18,560 | +5.1% | 384,111 | $4.90M | Q2 2026 | Jul 10, 2026 |
| Private Client Services, Llc | Sell | -29,830 | -35.5% | 54,090 | $690.57K | Q2 2026 | Jul 06, 2026 |
| Inspire Advisors, Llc | Sell | -54,918 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
| Hilltop Holdings Inc. | Sell | -58,318 | -100.0% | 0 | $0.00 | Q2 2026 | May 14, 2026 |
| Ae Wealth Management Llc | Sell | -151,258 | -100.0% | 0 | $0.00 | Q2 2026 | May 13, 2026 |
| Legacy Wealth Managment, Llc/Id | Sell | -2,526 | -100.0% | 0 | $0.00 | Q2 2026 | May 07, 2026 |
| Ubs Group Ag | Sell | -10 | -100.0% | 0 | $0.00 | Q2 2026 | May 05, 2026 |
Frequently asked questions about TYA activity
Which institutional owners are buying TYA?
Institutional owners buying TYA include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in TYA activity?
"Buy" means an investor increased their reported position in TYA compared to the prior reporting period. This reflects growing exposure to SIMPLIFY INTERMEDIATE TERM (TYA) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in TYA increasing?
Institutional interest in TYA can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.