Who owns TYA?
Simplify Intermediate Term Treasury Futures Strategy ETF · Simplify
35 institutions reported holding TYA, worth $44.1M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of TYA
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| True Wealth Design, LLC | Akron, OH | $19.0M | 1,490,531 | +588,177 shares |
| Heck Capital Advisors, LLC | Rhinelander, WI | $4.9M | 384,111 | +18,560 shares |
| Magnolia Private Wealth, LLC | Philadelphia, PA | $4.6M | 481,039 | +42,986 shares |
| Stapp Wealth Management, PLLC | Olympia, WA | $2.8M | 217,408 | +1,052 shares |
| Mid-American Wealth Advisory Group, Inc. | Kansas City, MO | $2.5M | 198,552 | New position |
| AE Wealth Management LLC | Topeka, KS | $2.4M | 191,818 | +40,560 shares |
| Continuum Advisory, LLC | Eagle, ID | $2.2M | 173,093 | +17,964 shares |
| Dakota Wealth Management | Palm Beach Gardens, FL | $1.7M | 131,320 | New position |
| Private Client Services, LLC | Louisville, KY | $691K | 54,090 | −29,830 shares |
| CreativeOne Wealth, LLC | Overland Park, KS | $680K | 53,242 | +18,958 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns TYA?
35 institutional managers reported holding TYA in Form 13F filings for June 30, 2026, worth $44.1M in total. The largest reported position was held by True Wealth Design, LLC, at $19.0M.
Did institutions buy or sell TYA last quarter?
Reported 13F value rose 32.9% from March 31, 2026, which includes price moves as well as buying and selling. 12 firms reported a new position and 7 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is TYA ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.