Who Owns TYA?
Simplify Intermediate Term Treasury Futures Strategy ETF — Institutional Ownership & 13F Holdings
$13.10
-0.10 (-0.76%)
Market Cap
$87.9M
Shares Outstanding
6,429,424
Institutional Holders
43
Total Inst. Value
$108.8M
% of Float Held
—
QoQ Holder Change
+33
Institutional data as of Q1 2025
New Positions
24
Closed Positions
5
Increased
12
Decreased
2
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Simplify Asset Management Inc. | $52.2M | 3,948,182 |
| 2 | AE Wealth Management LLC | $21.0M | 1,588,484 |
| 3 | Lloyd Advisory Services, LLC.New | $7.6M | 573,169 |
| 4 | Heck Capital Advisors, LLCNew | $4.5M | 341,039 |
| 5 | STAPP WEALTH MANAGEMENT, PLLCNew | $3.7M | 281,309 |
| 6 | Mid-American Wealth Advisory Group, Inc.New | $3.4M | 254,167 |
| 7 | B.O.S.S. Retirement Advisors, LLCNew | $2.3M | 172,301 |
| 8 | Cambridge Investment Research Advisors, Inc. | $1.9M | 146,201 |
| 9 | Authentikos Wealth Advisory, LLCNew | $1.6M | 117,932 |
| 10 | Great Lakes Retirement, Inc. | $1.5M | 113,372 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Simplify Asset Management Inc. | +105K | $52.2M |
| AE Wealth Management LLC | +571K | $21.0M |
| Lloyd Advisory Services, LLC.New | +573K | $7.6M |
| Heck Capital Advisors, LLCNew | +341K | $4.5M |
| STAPP WEALTH MANAGEMENT, PLLCNew | +281K | $3.7M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Capital A Wealth Management, LLC | -2K | $17K |
| MORGAN STANLEY | -1 | $0 |
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Frequently Asked Questions
How many institutional investors hold TYA?
As of Q1 2025, 43 institutional investors report holding TYA (Simplify Intermediate Term Treasury Futures Strategy ETF) in their 13F filings.
Which hedge fund owns the most TYA?
The largest institutional holder of TYA is Simplify Asset Management Inc. with $52.2M in shares.
Are institutions buying or selling TYA?
This quarter, 24 institutions opened new positions in TYA and 5 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.