SIMPLIFY INTERMEDIATE TERM (TYA) Institutional Shareholders
SIMPLIFY INTERMEDIATE TERM (TYA) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $42.46M in TYA holdings during the latest filing period.
True Wealth Design, Llc is currently the largest disclosed institutional shareholder of TYA tracked by InsiderSet, reporting ownership valued at approximately $19.03M in its June 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 $18.54M, representing an estimated loss of -2.57% 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 True Wealth Design, Llc, Heck Capital Advisors, Llc, Magnolia Private Wealth, Llc, 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
31
Total Reported Value
$42.46M
Largest Holder
True Wealth Design, Llc
Largest Position
$19.03M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
39
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| True Wealth Design, Llc | 4.53% | 1,490,531 | $19,029,761 | $18,540,268 | -$489,493 | -2.57% | |
| Heck Capital Advisors, Llc | 0.29% | 384,111 | $4,903,988 | $4,777,841 | -$126,147 | -2.57% | |
| Magnolia Private Wealth, Llc | 2.77% | 438,053 | $4,150,474 | $5,448,810 | +$1,298,336 | +31.28% | |
| Stapp Wealth Management, Pllc | 3.63% | 217,408 | $2,775,672 | $2,704,273 | -$71,399 | -2.57% | |
| Mid-American Wealth Advisory Group, Inc. | 0.92% | 198,552 | $2,534,934 | $2,469,729 | -$65,205 | -2.57% | |
| Continuum Advisory, Llc | 0.20% | 155,129 | $2,036,844 | $1,929,603 | -$107,241 | -5.27% | |
| Ae Wealth Management Llc | 0.01% | 151,258 | $1,986,018 | $1,881,453 | -$104,565 | -5.27% | |
| Whalen Wealth Management Inc. | 0.45% | 63,740 | $836,906 | $792,843 | -$44,063 | -5.27% | |
| Hilltop Holdings Inc. | 0.07% | 58,318 | $765,715 | $725,400 | -$40,315 | -5.26% | |
| Inspire Advisors, Llc | 0.06% | 54,918 | $721,078 | $683,109 | -$37,969 | -5.27% | |
| Private Client Services, Llc | 0.18% | 54,090 | $690,573 | $672,809 | -$17,764 | -2.57% | |
| Creativeone Wealth, Llc | 0.01% | 34,284 | $450,154 | $426,448 | -$23,706 | -5.27% | |
| Great Lakes Retirement, Inc. | 0.03% | 22,574 | $296,401 | $280,791 | -$15,610 | -5.27% | |
| Straight Path Wealth Management | 0.06% | 17,969 | $235,933 | $223,511 | -$12,422 | -5.27% | |
| Rinkey Investments | 0.05% | 18,000 | $229,808 | $223,897 | -$5,911 | -2.57% | |
| Authentikos Wealth Advisory, Llc | 0.12% | 13,766 | $180,747 | $171,231 | -$9,516 | -5.26% | |
| Elevated Capital Advisors, Llc | 0.04% | 11,983 | $157,336 | $149,053 | -$8,283 | -5.26% | |
| Rhs Financial, Llc | 0.07% | 11,794 | $154,855 | $146,702 | -$8,153 | -5.26% | |
| Osaic Holdings, Inc. | 0.00% | 10,174 | $133,432 | $126,551 | -$6,881 | -5.16% | |
| Kingdom Financial Group Llc. | 0.02% | 4,399 | $57,764 | $54,718 | -$3,046 | -5.27% | |
| Lloyd Advisory Services, Llc. | 0.02% | 4,399 | $57,764 | $54,718 | -$3,046 | -5.27% | |
| Legacy Wealth Managment, Llc/Id | 0.02% | 2,526 | $33,167 | $31,420 | -$1,747 | -5.27% | |
| Networth Advisors, Llc | 0.01% | 1,386 | $17,700 | $17,240 | -$460 | -2.60% | |
| Decker Retirement Planning Inc. | 0.00% | 755 | $9,639 | $9,391 | -$248 | -2.57% | |
| Geneos Wealth Management Inc. | 0.00% | 499 | $6,551 | $6,207 | -$344 | -5.25% | |
| Virtus Advisers, Llc | 0.00% | 253 | $3,322 | $3,147 | -$175 | -5.27% | |
| Quest 10 Wealth Builders, Inc. | 0.00% | 197 | $2,515 | $2,450 | -$65 | -2.57% | |
| Ubs Group Ag | 0.00% | 10 | $131 | $124 | -$7 | -5.05% | |
| Assetmark, Inc | 0.00% | 9 | $118 | $112 | -$6 | -5.13% | |
| Morgan Stanley | 0.00% | 2 | $29 | $25 | -$4 | -14.22% | |
| Hantz Financial Services, Inc. | 0.00% | 98 | $1 | $1,219 | +$1,218 | +121799.26% |
Frequently asked questions about TYA
Who owns the most TYA stock?
The largest holders of TYA are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for SIMPLIFY INTERMEDIATE TERM (TYA).
Is TYA widely held by superinvestors?
Many widely followed stocks like TYA appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly TYA is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.