TYA institutional holders

Simplify Intermediate Term Treasury Futures Strategy ETF · 39 reporting institutions · $44.3M reported value

Funds that can replace TYA · TYA return decomposition

Institutional holdings

Institutions reporting TYA, largest first
InstitutionReported positionAdvisors at firmReport period
True Wealth Design, LLC$19M72026-06-30
Heck Capital Advisors, LLC$4.9M242026-06-30
Magnolia Private Wealth, LLC$4.6M42026-06-30
Stapp Wealth Management, PLLC$2.8M32026-06-30
Mid-American Wealth Advisory Group, Inc.$2.5M72026-06-30
Ae Wealth Management LLC$2.4M4712026-06-30
Continuum Advisory, LLC$2.2M402026-06-30
Dakota Wealth Management$1.7M02026-06-30
Private Client Services, LLC$690.6K662026-06-30
Creativeone Wealth, LLC$679.8K2212026-06-30
Lloyd Advisory Services, Llc.$322.5K72026-06-30
Authentikos Wealth Advisory, LLC$280.6K42026-06-30
Old Mission Capital LLC$277.6K02026-06-30
Great Lakes Retirement, Inc.$266.8K102026-06-30
Lane Brothers & Co Inc$241.7K22026-06-30
Rinkey Investments$229.8K102026-06-30
Ndvr, Inc.$216.7K02025-12-31
Straight Path Wealth Management$210.3K102026-06-30
Osaic Holdings, Inc.$148.7K02026-06-30
Pathstone Holdings, LLC$147.1K02026-06-30
Elevated Capital Advisors, LLC$142.3K202026-06-30
Rhs Financial, LLC$129.9K22026-06-30
Kingdom Financial Group Llc.$46.6K152026-06-30
Tounjian Advisory Partners, LLC$33.7K52026-06-30
Networth Advisors, LLC$17.7K62026-06-30
Optimum Investment Advisors$13.6K02025-09-30
Ifg Advisory, LLC$12.3K1102026-06-30
Decker Retirement Planning Inc.$9.6K102026-06-30
Geneos Wealth Management, Inc.$6.4K1932026-06-30
Integrated Wealth Concepts LLC$3.2K4802026-06-30
Virtus Advisers, LLC$2.8K02026-06-30
Quest 10 Wealth Builders, Inc.$2.5K32026-06-30
Compass Financial Management LLC$2.4K462026-06-30
Montgomery Financial Services LLC$2.1K42026-06-30
Northwestern Mutual Wealth Management Co$1.6K02026-06-30
Fyra Capital Management$92572025-09-30
Capital A Wealth Management, LLC$313122025-06-30
Assetmark, Inc$382202026-06-30
Morgan Stanley$3423,1852026-06-30

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-06-30 to 2026-06-30