TYA

Simplify Intermediate Term

-$14.8M

Net Activity

Institutions Holding

30

Popularity Rank

#7279

Avg Weight

0.39%

Total Value

$33.2M

Ownership Trend

30 institutions currently hold TYA, with 12 net buyers and 22 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Majority Decreased

Based on recent trading activity

Net Selling Institutions

22

Net Buying Institutions

12

Key Holders

Key Holders

Top 5 by Value

TW
True Wealth Design, LLC
$11.8M
HC
Heck Capital Advisors, LLC
$4.8M
MP
Magnolia Private Wealth, LLC
$4.2M
SW
Stapp Wealth Management, Pllc
$2.8M
CA
Continuum Advisory, LLC
$2.0M

Top 5 by Conviction

SW
Stapp Wealth Management, Pllc
3.63%
TW
True Wealth Design, LLC
3.29%
MP
Magnolia Private Wealth, LLC
2.77%
WW
Whalen Wealth Management Inc.
0.45%
HC
Heck Capital Advisors, LLC
0.36%
View all 30 holding institutions

Quarterly Activity

Recent Activity

+$21.5M

Total Buy Value

$29.2M

Total Sell Value

New buy3
Trim16
Add9
Sold out6

12

Net Buyers

22

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding SIMPLIFY INTERMEDIATE TERM (TYA)?
Major stakeholders currently include True Wealth Design, LLC ($11.8M), Heck Capital Advisors, LLC ($4.8M), Magnolia Private Wealth, LLC ($4.2M). Based on the latest 13F filings, there are a total of 30 tracked investment funds and institutions maintaining positions in TYA.
What is the overall institutional sentiment toward TYA recently?
Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $14.8M, driven by 12 managers accumulating shares while 22 reduced their exposure.
Which institutions have been selling or reducing their TYA positions?
In the latest period, 16 funds trimmed their holdings, and 6 managers completely exited their positions. The aggregate reported sell value was $29.2M.
Are there any notable investors adding TYA to their portfolios?
Yes, buying activity remains notable. 3 institutions opened new positions in {ticker}, and 9 existing holders added to their shares. The total reported buy value for the quarter amounted to $21.5M.

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