Who owns Simplify Intermediate Term Treasury Futures Strategy ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of TYA from SEC Form 13F filings across 34 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 34 institutions disclosed 3.6M shares of Simplify Intermediate Term Treasury Futures Strategy ETF worth $44.1M — about 65.5% of shares outstanding; the largest disclosed holder is True Wealth Design, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
34
13F holders
$44.1M
value, 2026 filers
65.5%
of shares outstanding (3.6M sh)
11
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of TYA's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | True Wealth Design, LLC | 1.5M | $19.0M | 4.5% | 27.3% | +65.2% |
| 2 | Magnolia Private Wealth, LLC | 481,039 | $4.6M | 2.5% | 8.8% | +9.8% |
| 3 | Heck Capital Advisors, LLC | 384,111 | $4.9M | 0.3% | 7% | +5.1% |
| 4 | STAPP WEALTH MANAGEMENT, PLLC | 217,408 | $2.8M | 3.6% | 4% | +0.5% |
| 5 | Mid-American Wealth Advisory Group, Inc.NEW | 198,552 | $2.5M | 0.9% | 3.6% | new |
| 6 | AE Wealth Management LLC | 191,818 | $2.4M | 0.0% | 3.5% | +26.8% |
| 7 | Continuum Advisory, LLC | 173,093 | $2.2M | 0.2% | 3.2% | +11.6% |
| 8 | Dakota Wealth ManagementNEW | 131,320 | $1.7M | 0.0% | 2.4% | new |
| 9 | PRIVATE CLIENT SERVICES, LLC | 54,090 | $690,573 | 0.2% | 1% | -35.5% |
| 10 | CreativeOne Wealth, LLC | 53,242 | $679,751 | 0.0% | 1% | +55.3% |
| 11 | Lloyd Advisory Services, LLC. | 25,258 | $322,468 | 0.1% | 0.5% | +474.2% |
| 12 | Authentikos Wealth Advisory, LLC | 21,977 | $280,581 | 0.2% | 0.4% | +59.6% |
| 13 | OLD MISSION CAPITAL LLCNEW | 21,742 | $277,582 | 0.0% | 0.4% | new |
| 14 | Great Lakes Retirement, Inc. | 20,900 | $266,828 | 0.0% | 0.4% | -7.4% |
| 15 | LANE BROTHERS & CO INCNEW | 18,930 | $241,681 | 0.2% | 0.3% | new |
| 16 | Rinkey Investments | 18,000 | $229,808 | 0.1% | 0.3% | 0.0% |
| 17 | Straight Path Wealth Management | 16,469 | $210,261 | 0.0% | 0.3% | -8.3% |
| 18 | OSAIC HOLDINGS, INC. | 11,658 | $148,733 | 0.0% | 0.2% | +14.6% |
| 19 | Pathstone Holdings, LLCNEW | 11,519 | $147,064 | 0.0% | 0.2% | new |
| 20 | Elevated Capital Advisors, LLC | 11,144 | $142,271 | 0.0% | 0.2% | -7.0% |
| 21 | RHS Financial, LLC | 10,178 | $129,944 | 0.1% | 0.2% | -13.7% |
| 22 | Kingdom Financial Group LLC. | 3,648 | $46,576 | 0.0% | 0.1% | -17.1% |
| 23 | TOUNJIAN ADVISORY PARTNERS, LLCNEW | 2,639 | $33,697 | 0.0% | 0% | new |
| 24 | Networth Advisors, LLC | 1,386 | $17,700 | 0.0% | 0% | +87.3% |
| 25 | IFG Advisory, LLCNEW | 964 | $12,308 | 0.0% | 0% | new |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.