Who Owns SIMPLIFY EXCHANGE TRADED FUN (TYA)? -- Institutional Holders (2026-06-30)
42 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 |
Source: SEC Form 13F filings · as of 2026-06-30