Vault-13

SIMPLIFY EXCHANGE TRADED FUN TYA

INTMD TERM TRSRY · ETP · CUSIP 82889N798

47 institutional holders +3 vs Q1 2025
8,433,5228.4m shares reported held*
$113.7mreported value*
6 new 26 added 10 reduced 4 sold out net bought ≈ $979.7k (+72.6k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($36.7k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $13.49.

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

0204060Q3 22: 15Q4 22: 15Q1 23: 12Q2 23: 19Q3 23: 20Q4 23: 25Q1 24: 18Q2 24: 22Q3 24: 31Q4 24: 36Q1 25: 44Q2 25: 4747Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 202215
Q4 202215
Q1 202312
Q2 202319
Q3 202320
Q4 202325
Q1 202418
Q2 202422
Q3 202431
Q4 202436
Q1 202544
Q2 202547

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
40040Q3 23: 11 bought or addedQ3 23: 9 cut or sold outQ4 23: 15 bought or addedQ4 23: 11 cut or sold outQ4 23Q1 24: 6 bought or addedQ1 24: 16 cut or sold outQ2 24: 10 bought or addedQ2 24: 10 cut or sold outQ2 24Q3 24: 22 bought or addedQ3 24: 7 cut or sold outQ4 24: 18 bought or addedQ4 24: 12 cut or sold outQ4 24Q1 25: 35 bought or addedQ1 25: 7 cut or sold outQ2 25: 32 bought or addedQ2 25: 14 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 2023119
Q4 20231511
Q1 2024616
Q2 20241010
Q3 2024227
Q4 20241812
Q1 2025357
Q2 20253214

Biggest buyers

True Wealth Design, LLC New +745,093+745.1k
Magnolia Private Wealth, LLC Added +121,461+121.5k
AE Wealth Management LLC Added +110,379+110.4k
Lloyd Advisory Services, LLC. Added +63,569+63.6k
Authentikos Wealth Advisory, LLC Added +46,826+46.8k
Mid-American Wealth Advisory Group, Inc. Added +18,259+18.3k
LifeWealth Investments, LLC Added +15,240+15.2k
Brookstone Capital Management New +14,861+14.9k
CreativeOne Wealth, LLC New +13,859+13.9k
OSAIC HOLDINGS, INC. New +12,703+12.7k

Biggest sellers

Simplify Asset Management Inc. Reduced -926,000-926.0k
Cambridge Investment Research Advisors, Inc. Sold out -146,201-146.2k
CITADEL ADVISORS LLC Reduced -42,731-42.7k
JANE STREET GROUP, LLC Sold out -42,534-42.5k
Lord & Richards Wealth Management, LLC Sold out -4,742-4.7k
Csenge Advisory Group Reduced -1,913-1.9k
FSA Advisors, Inc. Reduced -1,807-1.8k
STAPP WEALTH MANAGEMENT, PLLC Reduced -1,331-1.3k
Capital A Wealth Management, LLC Reduced -1,248-1.2k
Pineridge Advisors LLC Reduced -606-606

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Simplify Asset Management Inc. 2.47% of their portfolio Las Vegas, NV 3,022,1823.0m $40.8m $40.8m 2.47% Reduced -926.0k -926,000
2 AE Wealth Management LLC 0.17% of their portfolio TOPEKA, KS 1,698,8631.7m $22.9m $22.9m 0.17% Added +110.4k +110,379
3 True Wealth Design, LLC 3.54% of their portfolio AKRON, OH 745,093745.1k $10.1m $10.1m 3.54% New
4 Lloyd Advisory Services, LLC. 4.15% of their portfolio SUWANEE, GA 636,738636.7k $8.6m $8.6m 4.15% Added +63.6k +63,569
5 Heck Capital Advisors, LLC 0.40% of their portfolio Rhinelander, WI 348,052348.1k $4.7m $4.7m 0.40% Added +7.0k +7,013
6 STAPP WEALTH MANAGEMENT, PLLC 5.43% of their portfolio OLYMPIA, WA 279,978280.0k $3.8m $3.8m 5.43% Reduced -1.3k -1,331
7 Mid-American Wealth Advisory Group, Inc. 1.75% of their portfolio KANSAS CITY, MO 272,426272.4k $3.7m $3.7m 1.75% Added +18.3k +18,259
8 Magnolia Private Wealth, LLC 2.29% of their portfolio PHILADELPHIA, PA 218,744218.7k $3.0m $3.0m 2.29% Added +121.5k +121,461
9 B.O.S.S. Retirement Advisors, LLC 0.61% of their portfolio Lehi, UT 178,626178.6k $2.4m $2.4m 0.61% Added +6.3k +6,325
10 Authentikos Wealth Advisory, LLC 1.65% of their portfolio MORGAN HILL, CA 176,098176.1k $2.4m $2.4m 1.65% Added +46.8k +46,826
11 HOWARD BAILEY SECURITIES, LLC 0.54% of their portfolio FORT WAYNE, IN 130,830130.8k $1.8m $1.8m 0.54% Added +10.2k +10,166
12 Great Lakes Retirement, Inc. 0.18% of their portfolio SANDUSKY, OH 114,539114.5k $1.5m $1.5m 0.18% Added +1.2k +1,167
13 Hilltop Holdings Inc. 0.09% of their portfolio DALLAS, TX 105,991106.0k $1.4m $1.4m 0.09% Added +488 +488
14 LifeWealth Investments, LLC 0.22% of their portfolio WINTER GARDEN, FL 95,60195.6k $1.3m $1.3m 0.22% Added +15.2k +15,240
15 Elevated Capital Advisors, LLC 0.25% of their portfolio SANDY, UT 66,72966.7k $882.8k $882.8k 0.25% Unchanged
16 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 30,27730.3k $408.4k $408.4k 0.00% Reduced -42.7k -42,731
17 Csenge Advisory Group 0.02% of their portfolio CLEARWATER, FL 25,68325.7k $335.2k $335.2k 0.02% Reduced -1.9k -1,913
18 Kingdom Financial Group LLC. 0.30% of their portfolio PEORIA, AZ 25,43925.4k $343.2k $343.2k 0.30% Added +9.1k +9,068
19 SMART Wealth LLC 0.10% of their portfolio Omaha, NE 23,22623.2k $313.3k $313.3k 0.10% Added +1.7k +1,746
20 GeoWealth Management, LLC 0.01% of their portfolio CHICAGO, IL 22,64222.6k $305.4k $305.4k 0.01% Added +2.3k +2,288
21 Professional Financial Advisors, LLC 0.06% of their portfolio NORTH PLATTE, NE 20,75220.8k $279.9k $279.9k 0.06% Added +220 +220
22 Rinkey Investments 0.07% of their portfolio San Diego, CA 18,00018.0k $242.8k $242.8k 0.07% Unchanged
23 OLD MISSION CAPITAL LLC 0.01% of their portfolio CHICAGO, IL 16,76016.8k $226.1k $226.1k 0.01% Added +330 +330
24 NDVR, Inc. 0.21% of their portfolio Boston, MA 16,35116.4k $220.6k $220.6k 0.21% Added +165 +165
25 Brookstone Capital Management 0.00% of their portfolio WHEATON, IL 14,86114.9k $200.5k $200.5k 0.00% New
26 CreativeOne Wealth, LLC 0.00% of their portfolio OVERLAND PARK, KS 13,85913.9k $187.0k $187.0k 0.00% New
27 Wellment Financial 0.23% of their portfolio ELMHURST, IL 13,55913.6k $182.9k $182.9k 0.23% Added +636 +636
28 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 12,70312.7k $171.2k $171.2k 0.00% New
29 RHS Financial, LLC 0.10% of their portfolio SAN FRANCISCO, CA 12,68812.7k $171.2k $171.2k 0.10% New
30 Straight Path Wealth Management 0.06% of their portfolio Jenison, MI 12,26912.3k $165.5k $165.5k 0.06% Added +500 +500
31 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 11,99812.0k $161.9k $161.9k 0.00% Added +11.0k +10,953
32 FSA Advisors, Inc. 0.12% of their portfolio TROY, MI 11,00011.0k $148.4k $148.4k 0.12% Reduced -1.8k -1,807
33 TOUNJIAN ADVISORY PARTNERS, LLC 0.03% of their portfolio FORT MYERS, FL 10,15210.2k $134.3k $134.3k 0.03% Reduced -300 -300
34 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 10,04510.0k $135.5k $135.5k 0.00% New
35 Quest 10 Wealth Builders, Inc. 0.10% of their portfolio Fuquay-Varina, VA 7,6547.7k $103.3k $103.3k 0.10% Added +1.4k +1,372
36 PRINCIPAL SECURITIES, INC. 0.00% of their portfolio DES MOINES, IA 4,5374.5k $61.2k $61.2k 0.00% Added +3.1k +3,112
37 Park Square Financial Group, LLC 0.04% of their portfolio ROSWELL, GA 4,1944.2k $56.6k $56.6k 0.04% Added +1.2k +1,171
38 Transce3nd, LLC 0.02% of their portfolio BUDA, TX 3,9804.0k $53.7k $53.7k 0.02% Added +266 +266
39 Decker Retirement Planning Inc. 0.01% of their portfolio LEVI, UT 1,3511.4k $18.2k $18.2k 0.01% Added +555 +555
40 OPTIMUM INVESTMENT ADVISORS 0.01% of their portfolio Chicago, IL 1,0001.0k $13.5k $13.5k 0.01% Unchanged
41 UBS Group AG 0.00% of their portfolio ZURICH, V8 402402 $5.4k $5.4k 0.00% Reduced -459 -459
42 Pineridge Advisors LLC 0.00% of their portfolio ST. CHARLES, MO 129129 $1.7k $1.7k 0.00% Reduced -606 -606
43 Richard W. Paul & Associates, LLC 0.00% of their portfolio NOVI, MI 118118 $1.6k $1.6k 0.00% Reduced -4 -4
44 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 103103 $1.4k $1.4k 0.00% First filing
45 Capital A Wealth Management, LLC 0.00% of their portfolio CRANBERRY TWP, PA 2222 $313 $313 0.00% Reduced -1.2k -1,248
46 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 22 $38 $38 0.00% Added +1 +1
47 CONCOURSE FINANCIAL GROUP SECURITIES, INC. — of their portfolio BIRMINGHAM, AL 00 $0 $0 — Unchanged