TYA Institutional Ownership & Shareholders
SIMPLIFY INTERMEDIATE TERM (TYA) is currently held by 26 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $19.92M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Heck Capital Advisors, Llc is currently the largest disclosed institutional shareholder of TYA tracked by InsiderSet, reporting ownership valued at approximately $4.63M in its September 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $4.98M, representing an estimated gain of +7.59% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 94% of the total disclosed TYA value among the investors covered in this analysis. Major shareholders include Heck Capital Advisors, Llc, Magnolia Private Wealth, Llc, Stapp Wealth Management, Pllc, and several other long-term asset managers with concentrated positions in SIMPLIFY INTERMEDIATE TERM (TYA).
This page ranks the largest institutional TYA shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
26
Total Reported Value
$19.92M
Largest Holder
Heck Capital Advisors, Llc
Largest Position
$4.63M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
42
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Heck Capital Advisors, Llc | 0.25% | 423,305 | $4,630,961 | $4,982,300 | +$351,339 | +7.59% | |
| Magnolia Private Wealth, Llc | 2.52% | 481,039 | $4,588,221 | $5,661,829 | +$1,073,608 | +23.40% | |
| Stapp Wealth Management, Pllc | 3.12% | 220,586 | $2,413,212 | $2,596,297 | +$183,085 | +7.59% | |
| Continuum Advisory, Llc | 0.18% | 173,093 | $2,209,896 | $2,037,305 | -$172,591 | -7.81% | |
| Mid-American Wealth Advisory Group, Inc. | 0.69% | 181,232 | $1,982,674 | $2,133,101 | +$150,427 | +7.59% | |
| Rhs Financial, Llc | 0.32% | 85,289 | $933,062 | $1,003,852 | +$70,790 | +7.59% | |
| Creativeone Wealth, Llc | 0.01% | 53,242 | $679,751 | $626,658 | -$53,093 | -7.81% | |
| Private Client Services, Llc | 0.17% | 58,837 | $643,677 | $692,511 | +$48,834 | +7.59% | |
| Lloyd Advisory Services, Llc. | 0.11% | 26,326 | $288,002 | $309,857 | +$21,855 | +7.59% | |
| Authentikos Wealth Advisory, Llc | 0.18% | 21,977 | $280,581 | $258,669 | -$21,912 | -7.81% | |
| Old Mission Capital Llc | 0.01% | 21,742 | $277,582 | $255,903 | -$21,679 | -7.81% | |
| Great Lakes Retirement, Inc. | 0.02% | 19,246 | $210,546 | $226,525 | +$15,979 | +7.59% | |
| Lane Brothers & Co Inc | 0.19% | 17,525 | $191,724 | $206,269 | +$14,545 | +7.59% | |
| Straight Path Wealth Management | 0.04% | 15,469 | $169,231 | $182,070 | +$12,839 | +7.59% | |
| Osaic Holdings, Inc. | 0.00% | 11,658 | $148,733 | $137,215 | -$11,518 | -7.74% | |
| Elevated Capital Advisors, Llc | 0.04% | 11,144 | $142,271 | $131,165 | -$11,106 | -7.81% | |
| Kingdom Financial Group Llc. | 0.01% | 3,648 | $46,576 | $42,937 | -$3,639 | -7.81% | |
| Tounjian Advisory Partners, Llc | 0.01% | 2,639 | $33,697 | $31,061 | -$2,636 | -7.82% | |
| Networth Advisors, Llc | 0.01% | 1,386 | $17,700 | $16,313 | -$1,387 | -7.83% | |
| Ifg Advisory, Llc | 0.00% | 964 | $12,308 | $11,346 | -$962 | -7.81% | |
| Decker Retirement Planning Inc. | 0.00% | 755 | $8,260 | $8,886 | +$626 | +7.58% | |
| Geneos Wealth Management Inc. | 0.00% | 503 | $6,420 | $5,920 | -$500 | -7.78% | |
| Virtus Advisers, Llc | 0.00% | 222 | $2,834 | $2,613 | -$221 | -7.80% | |
| Quest 10 Wealth Builders, Inc. | 0.00% | 197 | $2,155 | $2,319 | +$164 | +7.60% | |
| Assetmark, Inc | 0.00% | 62 | $678 | $730 | +$52 | +7.63% | |
| Morgan Stanley | 0.00% | 2 | $34 | $24 | -$10 | -30.76% |
Frequently asked questions about TYA
Who are the largest institutional holders of TYA?
The largest institutional holders of TYA reported in the latest SEC Form 13F filings include Heck Capital Advisors, Llc, Magnolia Private Wealth, Llc, Stapp Wealth Management, Pllc, Continuum Advisory, Llc, and Mid-American Wealth Advisory Group, Inc.. InsiderSet ranks institutional holders by their latest reported TYA position.
What is TYA institutional ownership?
This page tracks TYA positions reported by institutional investment managers through SEC Form 13F. SIMPLIFY INTERMEDIATE TERM (TYA) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own TYA?
InsiderSet currently tracks 26 institutional managers reporting TYA holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of TYA shareholders.
How much TYA stock do institutions own?
Institutional investment managers disclosed approximately $19.92M in TYA holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was TYA institutional ownership last updated?
The latest TYA institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional TYA holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its TYA position after the reporting date.
Are institutions buying or selling TYA?
Institutional buying and selling can be analyzed by comparing TYA positions across consecutive 13F reporting periods. InsiderSet's TYA Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View TYA ownership changes.
How has TYA institutional ownership changed over time?
InsiderSet tracks TYA institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.