Simplify Intermediate Term ETF (TYA): which funds own it

ETFData as of Jun 30, 2026 (Q2 2026) · updated on Nov 6, 2026

A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.

Follow TYA for free

Sections with a free account

No concentrated manager holds it.

Concentrated managers

—

All 13F: 34

Consensus

—

No score: it needs 5 or more concentrated managers

Price at Jun 30, 2026 (per 13F)

$12.77

-2.8% in the quarter · reported value ÷ shares, not the quote · See current quote ↗

Quarter flow (concentrated managers)

sold out 0 · trimmed 0added 0 · new 0

Concentrated managers holding it

None in the latest quarter.

Largest holders of TYA (all 13F filers)

True Wealth Design1.5 MWealth adviser+588 K
Magnolia Private Wealth481 KWealth adviser+43 K
Heck Capital Advisors384 KType not verified+19 K
Stapp Wealth Management, Pllc217 KWealth adviser+1,052
Mid-American Wealth Advisory Group199 KWealth adviser+199 K
AE Wealth Management192 KWealth adviser+41 K
Continuum Advisory173 KType not verified+18 K
Dakota Wealth Management131 KWealth adviser+131 K
Private Client Services54 KWealth adviser−30 K
CreativeOne Wealth53 KWealth adviser+19 K

Filer	Type
True Wealth Design	Wealth adviser	1.5 M	+588 K	$19.0M
Magnolia Private Wealth	Wealth adviser	481 K	+43 K	$4.6M
Heck Capital Advisors	Type not verified	384 K	+19 K	$4.9M
Stapp Wealth Management, Pllc	Wealth adviser	217 K	+1,052	$2.8M
Mid-American Wealth Advisory Group	Wealth adviser	199 K	+199 K	$2.5M
AE Wealth Management	Wealth adviser	192 K	+41 K	$2.4M
Continuum Advisory	Type not verified	173 K	+18 K	$2.2M
Dakota Wealth Management	Wealth adviser	131 K	+131 K	$1.7M
Private Client Services	Wealth adviser	54 K	−30 K	$691K
CreativeOne Wealth	Wealth adviser	53 K	+19 K	$680K

True Wealth Design
Shares
1.5 M
Change
+588 K
See more
Type
Wealth adviser
Value
$19.0M
Magnolia Private Wealth
Shares
481 K
Change
+43 K
See more
Type
Wealth adviser
Value
$4.6M
Heck Capital Advisors
Shares
384 K
Change
+19 K
See more
Type
Type not verified
Value
$4.9M
Stapp Wealth Management, Pllc
Shares
217 K
Change
+1,052
See more
Type
Wealth adviser
Value
$2.8M
Mid-American Wealth Advisory Group
Shares
199 K
Change
+199 K
See more
Type
Wealth adviser
Value
$2.5M
AE Wealth Management
Shares
192 K
Change
+41 K
See more
Type
Wealth adviser
Value
$2.4M
Continuum Advisory
Shares
173 K
Change
+18 K
See more
Type
Type not verified
Value
$2.2M
Dakota Wealth Management
Shares
131 K
Change
+131 K
See more
Type
Wealth adviser
Value
$1.7M
Private Client Services
Shares
54 K
Change
−30 K
See more
Type
Wealth adviser
Value
$691K
CreativeOne Wealth
Shares
53 K
Change
+19 K
See more
Type
Wealth adviser
Value
$680K

The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.

This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗