Security Name: SIMPLIFY INTERMEDIATE TERM
Ticker: TYA
Security Type: OTHER
Exchange: US
CUSIP: 82889N798

Historical Stats

Period Total Value Value Change Total Holders Holder Change
2024-06-30 $0.03B - 22 -
2024-09-30 $0.09B +233.4% 30 +36.4%
2024-12-31 $0.07B -24.6% 29 -3.3%

Current Major Holders for Period: 2024-12-31

Institution Value Shares % of Portfolio
SIMPLIFY ASSET MANAGEMENT INC. $47.2M 3,843K 2.3%
LLOYD ADVISORY SERVICES, LLC. $4.3M 351K 2.1%
AUTHENTIKOS WEALTH ADVISORY, LLC $0.6M 46K 0.6%
HOWARD BAILEY SECURITIES, LLC $0.9M 74K 0.3%
XY PLANNING NETWORK, INC. $0.3M 20K 0.2%
LIFEWEALTH INVESTMENTS, LLC $0.2M 17K 0.1%
AE WEALTH MANAGEMENT LLC $12.5M 1,017K 0.1%
GREAT LAKES RETIREMENT, INC. $0.8M 62K 0.1%
RINKEY INVESTMENTS $0.2M 18K 0.1%
SMART WEALTH LLC $0.2M 14K 0.1%
CAPITAL A WEALTH MANAGEMENT, LLC $0.0M 2K 0.1%
STRAIGHT PATH WEALTH MANAGEMENT $0.1M 10K 0.1%
PARK SQUARE FINANCIAL GROUP, LLC $0.0M 0K 0.0%
OPTIMUM INVESTMENT ADVISORS $0.0M 1K 0.0%
QUEST 10 WEALTH BUILDERS, INC. $0.0M 0K 0.0%
TRANSCE3ND, LLC $0.0M 2K 0.0%
CSENGE ADVISORY GROUP $0.1M 11K 0.0%
OSAIC HOLDINGS, INC. $0.0M 0K 0.0%
PINERIDGE ADVISORS LLC $0.0M 0K 0.0%
FMR LLC $0.0M 0K 0.0%
RICHARD W. PAUL & ASSOCIATES, LLC $0.0M 0K 0.0%
PRINCIPAL SECURITIES, INC. $0.0M 1K 0.0%
CWM, LLC $0.0M 0K 0.0%
IFP ADVISORS, INC $0.0M 1K 0.0%
MORGAN STANLEY $0.0M 0K 0.0%

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