Vault-13

SIMPLIFY EXCHANGE TRADED FUN TYA

INTMD TERM TRSRY · ETP · CUSIP 82889N798

35 institutional holders +5 vs Q1 2026
3,569,4003.6m shares reported held*
$44.0mreported value*
10 new 12 added 8 reduced 6 sold out net bought ≈ $11.8m (+925.3k 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 ($59.1k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $12.33.

Trends to Q2 2026

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: 47Q3 25: 39Q4 25: 34Q1 26: 30Q2 26: 3535Q3 22Q3 23Q3 24Q3 25Q2 26
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
Q3 202539
Q4 202534
Q1 202630
Q2 202635

Buyers vs sellers

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

Bought or addedCut or sold out
40040Q3 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 25Q3 25: 15 bought or addedQ3 25: 34 cut or sold outQ4 25: 15 bought or addedQ4 25: 25 cut or sold outQ4 25Q1 26: 11 bought or addedQ1 26: 22 cut or sold outQ2 26: 22 bought or addedQ2 26: 14 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 2024227
Q4 20241812
Q1 2025357
Q2 20253214
Q3 20251534
Q4 20251525
Q1 20261122
Q2 20262214

Biggest buyers

True Wealth Design, LLC Added +588,177+588.2k
Mid-American Wealth Advisory Group, Inc. New +198,552+198.6k
Dakota Wealth Management New +131,320+131.3k
Magnolia Private Wealth, LLC Added +42,986+43.0k
AE Wealth Management LLC Added +40,560+40.6k
OLD MISSION CAPITAL LLC New +21,742+21.7k
Lloyd Advisory Services, LLC. Added +20,859+20.9k
CreativeOne Wealth, LLC Added +18,958+19.0k
LANE BROTHERS & CO INC New +18,930+18.9k
Heck Capital Advisors, LLC Added +18,560+18.6k

Biggest sellers

Whalen Wealth Management Inc. Sold out -63,740-63.7k
Hilltop Holdings Inc. Sold out -58,318-58.3k
Inspire Advisors, LLC Sold out -54,918-54.9k
PRIVATE CLIENT SERVICES, LLC Reduced -29,830-29.8k
IFP Advisors, Inc Sold out -5,190-5.2k
Legacy Wealth Managment, LLC/ID Sold out -2,526-2.5k
Great Lakes Retirement, Inc. Reduced -1,674-1.7k
RHS Financial, LLC Reduced -1,616-1.6k
Straight Path Wealth Management Reduced -1,500-1.5k
Elevated Capital Advisors, LLC Reduced -839-839

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 True Wealth Design, LLC 4.53% of their portfolio AKRON, OH 1,490,5311.5m $19.0m $19.0m 4.53% Added +588.2k +588,177
2 Magnolia Private Wealth, LLC 2.52% of their portfolio PHILADELPHIA, PA 481,039481.0k $4.6m $4.6m 2.52% Added +43.0k +42,986
3 Heck Capital Advisors, LLC 0.29% of their portfolio Rhinelander, WI 384,111384.1k $4.9m $4.9m 0.29% Added +18.6k +18,560
4 STAPP WEALTH MANAGEMENT, PLLC 3.63% of their portfolio OLYMPIA, WA 217,408217.4k $2.8m $2.8m 3.63% Added +1.1k +1,052
5 Mid-American Wealth Advisory Group, Inc. 0.92% of their portfolio KANSAS CITY, MO 198,552198.6k $2.5m $2.5m 0.92% New
6 AE Wealth Management LLC 0.01% of their portfolio TOPEKA, KS 191,818191.8k $2.4m $2.4m 0.01% Added +40.6k +40,560
7 Continuum Advisory, LLC 0.18% of their portfolio EAGLE, ID 173,093173.1k $2.2m $2.2m 0.18% Added +18.0k +17,964
8 Dakota Wealth Management 0.03% of their portfolio PALM BEACH GARDENS, FL 131,320131.3k $1.7m $1.7m 0.03% New
9 PRIVATE CLIENT SERVICES, LLC 0.18% of their portfolio LOUISVILLE, KY 54,09054.1k $690.6k $690.6k 0.18% Reduced -29.8k -29,830
10 CreativeOne Wealth, LLC 0.01% of their portfolio OVERLAND PARK, KS 53,24253.2k $679.8k $679.8k 0.01% Added +19.0k +18,958
11 Lloyd Advisory Services, LLC. 0.12% of their portfolio SUWANEE, GA 25,25825.3k $322.5k $322.5k 0.12% Added +20.9k +20,859
12 Authentikos Wealth Advisory, LLC 0.18% of their portfolio MORGAN HILL, CA 21,97722.0k $280.6k $280.6k 0.18% Added +8.2k +8,211
13 OLD MISSION CAPITAL LLC 0.01% of their portfolio CHICAGO, IL 21,74221.7k $277.6k $277.6k 0.01% New
14 Great Lakes Retirement, Inc. 0.02% of their portfolio SANDUSKY, OH 20,90020.9k $266.8k $266.8k 0.02% Reduced -1.7k -1,674
15 LANE BROTHERS & CO INC 0.16% of their portfolio PRESCOTT, AZ 18,93018.9k $241.7k $241.7k 0.16% New
16 Rinkey Investments 0.05% of their portfolio San Diego, CA 18,00018.0k $229.8k $229.8k 0.05% Unchanged
17 Straight Path Wealth Management 0.05% of their portfolio Jenison, MI 16,46916.5k $210.3k $210.3k 0.05% Reduced -1.5k -1,500
18 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 11,65811.7k $148.7k $148.7k 0.00% Added +1.5k +1,484
19 Pathstone Holdings, LLC 0.00% of their portfolio ENGLEWOOD, NJ 11,51911.5k $147.1k $147.1k 0.00% New
20 Elevated Capital Advisors, LLC 0.04% of their portfolio SANDY, UT 11,14411.1k $142.3k $142.3k 0.04% Reduced -839 -839
21 RHS Financial, LLC 0.05% of their portfolio SAN FRANCISCO, CA 10,17810.2k $129.9k $129.9k 0.05% Reduced -1.6k -1,616
22 Kingdom Financial Group LLC. 0.01% of their portfolio PEORIA, AZ 3,6483.6k $46.6k $46.6k 0.01% Reduced -751 -751
23 TOUNJIAN ADVISORY PARTNERS, LLC 0.01% of their portfolio FORT MYERS, FL 2,6392.6k $33.7k $33.7k 0.01% New
24 Networth Advisors, LLC 0.01% of their portfolio CANONSBURG, PA 1,3861.4k $17.7k $17.7k 0.01% Added +646 +646
25 IFG Advisory, LLC 0.00% of their portfolio ATLANTA, GA 964964 $12.3k $12.3k 0.00% New
26 Decker Retirement Planning Inc. 0.00% of their portfolio LEVI, UT 755755 $9.6k $9.6k 0.00% New
27 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 503503 $6.4k $6.4k 0.00% Added +4 +4
28 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 252252 $3.2k $3.2k 0.00% New
29 VIRTUS ADVISERS, LLC 0.00% of their portfolio HARTFORD, CT 222222 $2.8k $2.8k 0.00% Reduced -31 -31
30 Quest 10 Wealth Builders, Inc. 0.00% of their portfolio Fuquay-Varina, VA 197197 $2.5k $2.5k 0.00% Unchanged
31 COMPASS FINANCIAL MANAGEMENT LLC 0.00% of their portfolio TAMPA, FL 193193 $2.4k $2.4k 0.00% First filing
32 Montgomery Financial Services LLC 0.00% of their portfolio OCEAN CITY, MD 161161 $2.1k $2.1k 0.00% First filing
33 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 128128 $1.6k $1.6k 0.00% New
34 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 33 $38 $38 0.00% Reduced -6 -6
35 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 22 $34 $34 0.00% Unchanged