15 institutions reported holding $33.3M of SIMPLIFY EXCHANGE TRADED FUN (TYA) in SEC 13F filings for 2026-06-30. Largest institutional holders: True Wealth Design, LLC ($19.0M), Heck Capital Advisors, LLC ($4.9M), STAPP WEALTH MANAGEMENT, PLLC ($2.8M), Mid-American Wealth Advisory Group, Inc. ($2.5M), AE Wealth Management LLC ($2.4M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | True Wealth Design, LLC | $19.0M | 1.5M | Added |
| 2 | Heck Capital Advisors, LLC | $4.9M | 384,111 | Added |
| 3 | STAPP WEALTH MANAGEMENT, PLLC | $2.8M | 217,408 | Added |
| 4 | Mid-American Wealth Advisory Group, Inc. | $2.5M | 198,552 | New |
| 5 | AE Wealth Management LLC | $2.4M | 191,818 | Added |
| 6 | PRIVATE CLIENT SERVICES, LLC | $690,573 | 54,090 | Trimmed |
| 7 | Great Lakes Retirement, Inc. | $266,828 | 20,900 | Trimmed |
| 8 | Rinkey Investments | $229,808 | 18,000 | Hold |
| 9 | Straight Path Wealth Management | $210,261 | 16,469 | Trimmed |
| 10 | Elevated Capital Advisors, LLC | $142,271 | 11,144 | Trimmed |
| 11 | Networth Advisors, LLC | $17,700 | 1,386 | Added |
| 12 | Decker Retirement Planning Inc. | $9,639 | 755 | New |
| 13 | Quest 10 Wealth Builders, Inc. | $2,515 | 197 | Hold |
| 14 | ASSETMARK, INC | $38 | 3 | Trimmed |
| 15 | IFP Advisors, Inc | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30