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 (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Hilltop Holdings Inc., Heck Capital Advisors, Llc, Ae Wealth Management Llc, Magnolia Private Wealth, Llc, and Stapp Wealth Management, Pllc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Hilltop Holdings Inc. | Buy | +529,725 | — | 529,725 | $7.15M | Q4 2025 | Feb 17, 2026 |
| Citadel Advisors Llc | Buy | +139,451 | — | 139,451 | $1.88M | Q4 2025 | Feb 17, 2026 |
| Susquehanna International Group, Llp | Buy | +69,000 | — | 69,000 | $931.50K | Q4 2025 | Feb 17, 2026 |
| Old Mission Capital Llc | Buy | +23,052 | — | 23,052 | $311.20K | Q4 2025 | Feb 17, 2026 |
| Osaic Holdings, Inc. | Buy | +10,262 | — | 10,262 | $138.46K | Q4 2025 | Feb 17, 2026 |
| Creativeone Wealth, Llc | Buy | +18,110 | — | 18,110 | $244.49K | Q4 2025 | Feb 13, 2026 |
| Virtus Advisers, Llc | Buy | +247 | — | 247 | $3.33K | Q4 2025 | Feb 13, 2026 |
| Morgan Stanley | Buy | +2 | — | 2 | $37.00 | Q4 2025 | Feb 13, 2026 |
| Jane Street Group, Llc | Buy | +118,302 | — | 118,302 | $1.60M | Q4 2025 | Feb 12, 2026 |
| Great Lakes Retirement, Inc. | Buy | +25,475 | — | 25,475 | $343.92K | Q4 2025 | Feb 12, 2026 |
| Continuum Advisory, Llc | Buy | +84,056 | — | 84,056 | $1.13M | Q4 2025 | Feb 11, 2026 |
| Howard Bailey Securities, Llc | Buy | +18,013 | — | 18,013 | $243.17K | Q4 2025 | Feb 11, 2026 |
| Straight Path Wealth Management | Buy | +17,219 | — | 17,219 | $232.46K | Q4 2025 | Feb 11, 2026 |
| Magnolia Private Wealth, Llc | Buy | +283,513 | — | 283,513 | $3.83M | Q4 2025 | Feb 06, 2026 |
| Lloyd Advisory Services, Llc. | Buy | +130,585 | — | 130,585 | $1.76M | Q4 2025 | Feb 06, 2026 |
| Authentikos Wealth Advisory, Llc | Buy | +19,928 | — | 19,928 | $269.02K | Q4 2025 | Feb 06, 2026 |
| Ifp Advisors, Inc | Buy | +9,478 | — | 9,478 | $127.95K | Q4 2025 | Feb 06, 2026 |
| Kingdom Financial Group Llc. | Buy | +8,798 | — | 8,798 | $118.77K | Q4 2025 | Feb 06, 2026 |
| Rinkey Investments | Buy | +18,000 | — | 18,000 | $243.00K | Q4 2025 | Feb 04, 2026 |
| Legacy Wealth Managment, Llc/Id | Buy | +3,976 | — | 3,976 | $53.68K | Q4 2025 | Feb 03, 2026 |
| Quest 10 Wealth Builders, Inc. | Buy | +1,484 | — | 1,484 | $20.03K | Q4 2025 | Jan 29, 2026 |
| Ubs Group Ag | Buy | +964 | — | 964 | $13.01K | Q4 2025 | Jan 29, 2026 |
| Geneos Wealth Management Inc. | Buy | +496 | — | 496 | $6.70K | Q4 2025 | Jan 28, 2026 |
| Elevated Capital Advisors, Llc | Buy | +59,575 | — | 59,575 | $804.27K | Q4 2025 | Jan 27, 2026 |
| Ae Wealth Management Llc | Buy | +341,032 | — | 341,032 | $4.60M | Q4 2025 | Jan 26, 2026 |
| Assetmark, Inc | Buy | +98 | — | 98 | $1.32K | Q4 2025 | Jan 23, 2026 |
| Networth Advisors, Llc | Buy | +2,382 | — | 2,382 | $32.15K | Q4 2025 | Jan 22, 2026 |
| Stapp Wealth Management, Pllc | Buy | +261,639 | — | 261,639 | $3.53M | Q4 2025 | Jan 21, 2026 |
| Whalen Wealth Management Inc. | Buy | +44,140 | — | 44,140 | $595.89K | Q4 2025 | Jan 20, 2026 |
| Heck Capital Advisors, Llc | Buy | +372,775 | — | 372,775 | $5.03M | Q4 2025 | Jan 16, 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.