Who Owns SIMPLIFY EXCHANGE TRADED FUN (TYA)? -- Institutional Holders (2026-06-30)

41 institutions reported holding $44.1M 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), Magnolia Private Wealth, LLC ($4.6M), STAPP WEALTH MANAGEMENT, PLLC ($2.8M), Mid-American Wealth Advisory Group, Inc. ($2.5M). 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	Magnolia Private Wealth, LLC	$4.6M	481,039	Added
4	STAPP WEALTH MANAGEMENT, PLLC	$2.8M	217,408	Added
5	Mid-American Wealth Advisory Group, Inc.	$2.5M	198,552	New
6	AE Wealth Management LLC	$2.4M	191,818	Added
7	Continuum Advisory, LLC	$2.2M	173,093	Added
8	Dakota Wealth Management	$1.7M	131,320	New
9	PRIVATE CLIENT SERVICES, LLC	$690,573	54,090	Trimmed
10	CreativeOne Wealth, LLC	$679,751	53,242	Added
11	Lloyd Advisory Services, LLC.	$322,468	25,258	Added
12	Authentikos Wealth Advisory, LLC	$280,581	21,977	Added
13	OLD MISSION CAPITAL LLC	$277,582	21,742	New
14	Great Lakes Retirement, Inc.	$266,828	20,900	Trimmed
15	LANE BROTHERS & CO INC	$241,681	18,930	New
16	Rinkey Investments	$229,808	18,000	Hold
17	Straight Path Wealth Management	$210,261	16,469	Trimmed
18	OSAIC HOLDINGS, INC.	$148,733	11,658	Added
19	Pathstone Holdings, LLC	$147,064	11,519	New
20	Elevated Capital Advisors, LLC	$142,271	11,144	Trimmed
21	RHS Financial, LLC	$129,944	10,178	Trimmed
22	Kingdom Financial Group LLC.	$46,576	3,648	Trimmed
23	TOUNJIAN ADVISORY PARTNERS, LLC	$33,697	2,639	New
24	Networth Advisors, LLC	$17,700	1,386	Added
25	IFG Advisory, LLC	$12,308	964	New

来源：SEC 13F 申报文件 · 截至 2026-06-30