TYA Institutional Ownership
Simplify Intermediate Term Treasury Futures Strategy ETF
1W: -2.1%
1M: -9.1%
3M: -14.1%
YTD: -18.5%
1Y: -19.7%
3Y: -4.4%
$10.95
-0.11 (-0.99%)
Weekly Expected Move ±2.4%
$10
$11
$11
$11
$11
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — TYA
42
Institutional Holders
+6 vs prior quarter
0.0%
Ownership
+0.00pp
44M
Total Invested
12
New Positions
12
Increased
15
Reduced
7
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (47 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | True Wealth Design, LLC | 1,490,531 | $16M | +588,177 | +65.2% | 5Q | SEC ↗ |
| 2 | Magnolia Private Wealth, LLC | 481,039 | $5M | +42,986 | +9.8% | 6Q | SEC ↗ |
| 3 | Heck Capital Advisors, LLC | 384,111 | $4M | +18,560 | +5.1% | 6Q | SEC ↗ |
| 4 | STAPP WEALTH MANAGEMENT, PLLC | 217,408 | $2M | +1,052 | +0.5% | 16Q | SEC ↗ |
| 5 | Mid-American Wealth Advisory Group, In NEW | 198,552 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 6 | AE Wealth Management LLC | 191,818 | $2M | +40,560 | +26.8% | 13Q | SEC ↗ |
| 7 | Continuum Advisory, LLC | 173,093 | $2M | +17,964 | +11.6% | 4Q | SEC ↗ |
| 8 | Dakota Wealth Management NEW | 131,320 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 9 | PRIVATE CLIENT SERVICES, LLC | 54,090 | $592K | -29,830 | -35.5% | 4Q | SEC ↗ |
| 10 | CreativeOne Wealth, LLC | 53,242 | $583K | +18,958 | +55.3% | 5Q | SEC ↗ |
| 11 | Lloyd Advisory Services, LLC. | 25,258 | $277K | +20,859 | +474.2% | 11Q | SEC ↗ |
| 12 | Authentikos Wealth Advisory, LLC | 21,977 | $241K | +8,211 | +59.6% | 8Q | SEC ↗ |
| 13 | OLD MISSION CAPITAL LLC NEW | 21,742 | $238K | — | +0.0% | 1Q | SEC ↗ |
| 14 | Great Lakes Retirement, Inc. | 20,900 | $229K | -1,674 | -7.4% | 13Q | SEC ↗ |
| 15 | LANE BROTHERS & CO INC NEW | 18,930 | $207K | — | +0.0% | 1Q | SEC ↗ |
| 16 | Rinkey Investments | 18,000 | $197K | — | +0.0% | 8Q | SEC ↗ |
| 17 | Straight Path Wealth Management | 16,469 | $180K | -1,500 | -8.3% | 7Q | SEC ↗ |
| 18 | OSAIC HOLDINGS, INC. | 11,658 | $128K | +1,484 | +14.6% | 5Q | SEC ↗ |
| 19 | Pathstone Holdings, LLC NEW | 11,519 | $126K | — | +0.0% | 1Q | SEC ↗ |
| 20 | Elevated Capital Advisors, LLC | 11,144 | $122K | -839 | -7.0% | 9Q | SEC ↗ |
| 21 | RHS Financial, LLC | 10,178 | $111K | -1,616 | -13.7% | 2Q | SEC ↗ |
| 22 | Kingdom Financial Group LLC. | 3,648 | $40K | -751 | -17.1% | 6Q | SEC ↗ |
| 23 | TOUNJIAN ADVISORY PARTNERS, LLC NEW | 2,639 | $29K | — | +0.0% | 1Q | SEC ↗ |
| 24 | Networth Advisors, LLC | 1,386 | $15K | +646 | +87.3% | 3Q | SEC ↗ |
| 25 | IFG Advisory, LLC NEW | 964 | $11K | — | +0.0% | 1Q | SEC ↗ |
| 26 | Decker Retirement Planning Inc. NEW | 755 | $8K | — | +0.0% | 1Q | SEC ↗ |
| 27 | Geneos Wealth Management Inc. | 503 | $6K | +4 | +0.8% | 4Q | SEC ↗ |
| 28 | Integrated Wealth Concepts LLC NEW | 252 | $3K | — | +0.0% | 1Q | SEC ↗ |
| 29 | VIRTUS ADVISERS, LLC | 222 | $2K | -31 | -12.3% | 4Q | SEC ↗ |
| 30 | Quest 10 Wealth Builders, Inc. | 197 | $2K | — | +0.0% | 7Q | SEC ↗ |
| 31 | COMPASS FINANCIAL MANAGEMENT LLC NEW | 193 | $2K | — | +0.0% | 1Q | SEC ↗ |
| 32 | Montgomery Financial Services LLC NEW | 161 | $2K | — | +0.0% | 1Q | SEC ↗ |
| 33 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT NEW | 128 | $1K | — | +0.0% | 1Q | SEC ↗ |
| 34 | ASSETMARK, INC | 3 | $0K | -6 | -66.7% | 3Q | SEC ↗ |
| 35 | MORGAN STANLEY | 2 | $0K | — | +0.0% | 7Q | SEC ↗ |
| 36 | HOWARD BAILEY SECURITIES, LLC | 0 | $0K | -18,013 | -100.0% | 6Q | SEC ↗ |
| 37 | Hilltop Holdings Inc. | 0 | $0K | -58,318 | -100.0% | 5Q | SEC ↗ |
| 38 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0 | $0K | -69,000 | -100.0% | 3Q | SEC ↗ |
| 39 | UBS Group AG | 0 | $0K | -10 | -100.0% | 5Q | SEC ↗ |
| 40 | JANE STREET GROUP, LLC | 0 | $0K | -118,302 | -100.0% | 2Q | SEC ↗ |
| 41 | IFP Advisors, Inc | 0 | $0K | -5,190 | -100.0% | 7Q | SEC ↗ |
| 42 | HANTZ FINANCIAL SERVICES, INC. | 0 | $0K | -98 | -100.0% | 1Q | SEC ↗ |
| 43 | Professional Financial Advisors, LLC | 0 | $0K | -19,955 | -100.0% | 10Q | SEC ↗ |
| 44 | CITADEL ADVISORS LLC | 0 | $0K | -139,451 | -100.0% | 1Q | SEC ↗ |
| 45 | Legacy Wealth Managment, LLC/ID | 0 | $0K | -2,526 | -100.0% | 3Q | SEC ↗ |
| 46 | Inspire Advisors, LLC | 0 | $0K | -54,918 | -100.0% | 1Q | SEC ↗ |
| 47 | Whalen Wealth Management Inc. | 0 | $0K | -63,740 | -100.0% | 2Q | SEC ↗ |
Recent Activity
New Positions (12)
| Holder | Shares | Value |
|---|---|---|
| Mid-American Wealth Advisory Group, | 198,552 | $2M |
| Dakota Wealth Management | 131,320 | $1M |
| OLD MISSION CAPITAL LLC | 21,742 | $238K |
| LANE BROTHERS & CO INC | 18,930 | $207K |
| Pathstone Holdings, LLC | 11,519 | $126K |
| TOUNJIAN ADVISORY PARTNERS, LLC | 2,639 | $29K |
| IFG Advisory, LLC | 964 | $11K |
| Decker Retirement Planning Inc. | 755 | $8K |
| Integrated Wealth Concepts LLC | 252 | $3K |
| COMPASS FINANCIAL MANAGEMENT LLC | 193 | $2K |
| Montgomery Financial Services LLC | 161 | $2K |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | 128 | $1K |
Sold Out (12)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| CITADEL ADVISORS LLC | 139,451 | $2M |
| JANE STREET GROUP, LLC | 118,302 | $1M |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 69,000 | $756K |
| Whalen Wealth Management Inc. | 63,740 | $698K |
| Hilltop Holdings Inc. | 58,318 | $639K |
| Inspire Advisors, LLC | 54,918 | $601K |
| Professional Financial Advisors, LL | 19,955 | $219K |
| HOWARD BAILEY SECURITIES, LLC | 18,013 | $197K |
| IFP Advisors, Inc | 5,190 | $57K |
| Legacy Wealth Managment, LLC/ID | 2,526 | $28K |
| HANTZ FINANCIAL SERVICES, INC. | 98 | $1K |
| UBS Group AG | 10 | $0K |
Biggest Increases (12)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| True Wealth Design, LLC | +588,177 | +65.2% | 1,490,531 |
| Magnolia Private Wealth, LLC | +42,986 | +9.8% | 481,039 |
| AE Wealth Management LLC | +40,560 | +26.8% | 191,818 |
| Lloyd Advisory Services, LLC. | +20,859 | +474.2% | 25,258 |
| CreativeOne Wealth, LLC | +18,958 | +55.3% | 53,242 |
| Heck Capital Advisors, LLC | +18,560 | +5.1% | 384,111 |
| Continuum Advisory, LLC | +17,964 | +11.6% | 173,093 |
| Authentikos Wealth Advisory, LLC | +8,211 | +59.6% | 21,977 |
| OSAIC HOLDINGS, INC. | +1,484 | +14.6% | 11,658 |
| STAPP WEALTH MANAGEMENT, PLLC | +1,052 | +0.5% | 217,408 |
| Networth Advisors, LLC | +646 | +87.3% | 1,386 |
| Geneos Wealth Management Inc. | +4 | +0.8% | 503 |
Biggest Decreases (8)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| PRIVATE CLIENT SERVICES, LLC | -29,830 | -35.5% | 54,090 |
| Great Lakes Retirement, Inc. | -1,674 | -7.4% | 20,900 |
| RHS Financial, LLC | -1,616 | -13.7% | 10,178 |
| Straight Path Wealth Management | -1,500 | -8.3% | 16,469 |
| Elevated Capital Advisors, LLC | -839 | -7.0% | 11,144 |
| Kingdom Financial Group LLC. | -751 | -17.1% | 3,648 |
| VIRTUS ADVISERS, LLC | -31 | -12.3% | 222 |
| ASSETMARK, INC | -6 | -66.7% | 3 |