Who Owns SIMPLIFY EXCHANGE TRADED FUN (TYA)? -- Institutional Holders (2026-03-31)
36 institutions reported holding $33.2M of SIMPLIFY EXCHANGE TRADED FUN (TYA) in SEC 13F filings for 2026-03-31. Largest institutional holders: True Wealth Design, LLC ($11.8M), Heck Capital Advisors, LLC ($4.8M), Magnolia Private Wealth, LLC ($4.2M), STAPP WEALTH MANAGEMENT, PLLC ($2.8M), Continuum Advisory, LLC ($2.0M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | True Wealth Design, LLC | $11.8M | 902,354 | Added |
| 2 | Heck Capital Advisors, LLC | $4.8M | 365,551 | Trimmed |
| 3 | Magnolia Private Wealth, LLC | $4.2M | 438,053 | Added |
| 4 | STAPP WEALTH MANAGEMENT, PLLC | $2.8M | 216,356 | Trimmed |
| 5 | Continuum Advisory, LLC | $2.0M | 155,129 | Added |
| 6 | AE Wealth Management LLC | $2.0M | 151,258 | Trimmed |
| 7 | PRIVATE CLIENT SERVICES, LLC | $1.1M | 83,920 | Added |
| 8 | Whalen Wealth Management Inc. | $836,906 | 63,740 | Added |
| 9 | Hilltop Holdings Inc. | $765,715 | 58,318 | Trimmed |
| 10 | Inspire Advisors, LLC | $721,078 | 54,918 | New |
| 11 | CreativeOne Wealth, LLC | $450,154 | 34,284 | Added |
| 12 | Great Lakes Retirement, Inc. | $296,401 | 22,574 | Trimmed |
| 13 | Rinkey Investments | $236,340 | 18,000 | Hold |
| 14 | Straight Path Wealth Management | $235,933 | 17,969 | Added |
| 15 | Authentikos Wealth Advisory, LLC | $180,747 | 13,766 | Trimmed |
| 16 | Elevated Capital Advisors, LLC | $157,336 | 11,983 | Trimmed |
| 17 | RHS Financial, LLC | $154,855 | 11,794 | New |
| 18 | OSAIC HOLDINGS, INC. | $133,432 | 10,174 | Trimmed |
| 19 | IFP Advisors, Inc | $68,145 | 5,190 | Trimmed |
| 20 | Lloyd Advisory Services, LLC. | $57,764 | 4,399 | Trimmed |
| 21 | Kingdom Financial Group LLC. | $57,764 | 4,399 | Trimmed |
| 22 | Legacy Wealth Managment, LLC/ID | $33,167 | 2,526 | Trimmed |
| 23 | Networth Advisors, LLC | $9,716 | 740 | Trimmed |
| 24 | Geneos Wealth Management Inc. | $6,551 | 499 | Added |
| 25 | VIRTUS ADVISERS, LLC | $3,322 | 253 | Added |
Source: SEC Form 13F filings · as of 2026-03-31