Simplify Intermediate Term (TYA)

CUSIP: 82889N798 | NYSE | 95 institutional holders

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

Institutional Holders — Q3 2026

Sort by

Heck Capital Advisors, LLC423,305

0.3% of portfolio$4.6M

Stapp Wealth Management, Pllc220,586

3.1% of portfolio$2.4M

Mid-American Wealth Advisory Group, Inc.181,232

0.7% of portfolio$2.0M

RHS Financial, LLC85,289

0.3% of portfolio$933.1K

Private Client Services, LLC58,837

0.2% of portfolio$643.7K

Lloyd Advisory Services, Llc.26,326

0.1% of portfolio$288.0K

Great Lakes Retirement, Inc.19,246

0.0% of portfolio$210.5K

Lane Brothers & Co Inc17,525

0.2% of portfolio$191.7K

Straight Path Wealth Management15,469

0.0% of portfolio$169.2K

Elevated Capital Advisors, LLC10,935

0.0% of portfolio$119.6K

Kingdom Financial Group Llc.3,367

0.0% of portfolio$36.8K

Tounjian Advisory Partners, LLC2,074

0.0% of portfolio$22.7K

Networth Advisors, LLC1,356

0.0% of portfolio$14.8K

Decker Retirement Planning Inc.755

0.0% of portfolio$8.3K

Quest 10 Wealth Builders, Inc.197

0.0% of portfolio$2.2K

Compass Financial Management LLC193

0.0% of portfolio$2.1K

Montgomery Financial Services LLC161

0.0% of portfolio$1.8K

EverSource Wealth Advisors, LLC150

0.0% of portfolio$1.6K

Assetmark, Inc62

0.0% of portfolio$678

				Style	Turnover	Location	Filed
Heck Capital Advisors, LLC	423,305	$4.6M	0.3%	ETF	Medium	Rhinelander, WI	2026-10-14
Stapp Wealth Management, Pllc	220,586	$2.4M	3.1%	ETF	Medium	Olympia, WA	2026-10-15
Mid-American Wealth Advisory Group, Inc.	181,232	$2.0M	0.7%	ETF	Medium	Kansas City, MO	2026-10-21
RHS Financial, LLC	85,289	$933.1K	0.3%	ETF	Medium	San Francisco, CA	2026-10-13
Private Client Services, LLC	58,837	$643.7K	0.2%	ETF	Medium	Louisville, KY	2026-10-02
Lloyd Advisory Services, Llc.	26,326	$288.0K	0.1%	ETF	Very High	Suwanee, GA	2026-11-02
Great Lakes Retirement, Inc.	19,246	$210.5K	0.0%	Growth	Low	Sandusky, OH	2026-10-26
Lane Brothers & Co Inc	17,525	$191.7K	0.2%	ETF	Low	Prescott, AZ	2026-11-02
Straight Path Wealth Management	15,469	$169.2K	0.0%	ETF	Low	Jenison, MI	2026-10-23
Elevated Capital Advisors, LLC	10,935	$119.6K	0.0%	ETF	Medium	Sandy, UT	2026-11-04
Kingdom Financial Group Llc.	3,367	$36.8K	0.0%	ETF	Medium	Peoria, AZ	2026-11-04
Tounjian Advisory Partners, LLC	2,074	$22.7K	0.0%	Growth	High	Fort Myers, FL	2026-11-04
Networth Advisors, LLC	1,356	$14.8K	0.0%	ETF	Medium	Canonsburg, PA	2026-11-03
Decker Retirement Planning Inc.	755	$8.3K	0.0%	Agg Growth	Very High	Levi, UT	2026-10-19
Quest 10 Wealth Builders, Inc.	197	$2.2K	0.0%	ETF	Low	Fuquay-Varina, VA	2026-11-02
Compass Financial Management LLC	193	$2.1K	0.0%	Core	N/A	Tampa, FL	2026-10-30
Montgomery Financial Services LLC	161	$1.8K	0.0%	ETF	N/A	Ocean City, MD	2026-11-03
EverSource Wealth Advisors, LLC	150	$1.6K	0.0%	Core	Medium	Birmingham, AL	2026-11-04
Assetmark, Inc	62	$678	0.0%	ETF	Low	Concord, CA	2026-10-21