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Simplify Intermediate Term (TYA)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Heck Capital Advisors, LLC
INCREASED
Shares423,305 from 384,111
Change+39,194 (+10%)
Value$4.6M (-$273.0K)
Filed 2026-10-14
Stapp Wealth Management, Pllc
INCREASED
Shares220,586 from 217,408
Change+3,178 (+1%)
Value$2.4M (-$362.5K)
Filed 2026-10-15
Mid-American Wealth Advisory Group, Inc.
DECREASED
Shares181,232 from 198,552
Change-17,320 (-9%)
Value$2.0M (-$552.3K)
Filed 2026-10-21
RHS Financial, LLC
INCREASED
Shares85,289 from 10,178
Change+75,111 (+738%)
Value$933.1K (+$803.1K)
Filed 2026-10-13
Private Client Services, LLC
INCREASED
Shares58,837 from 54,090
Change+4,747 (+9%)
Value$643.7K (-$46.9K)
Filed 2026-10-02
Lloyd Advisory Services, Llc.
INCREASED
Shares26,326 from 25,258
Change+1,068 (+4%)
Value$288.0K (-$34.5K)
Filed 2026-11-02
Great Lakes Retirement, Inc.
DECREASED
Shares19,246 from 20,900
Change-1,654 (-8%)
Value$210.5K (-$56.3K)
Filed 2026-10-26
Lane Brothers & Co Inc
DECREASED
Shares17,525 from 18,930
Change-1,405 (-7%)
Value$191.7K (-$50.0K)
Filed 2026-11-02
Straight Path Wealth Management
DECREASED
Shares15,469 from 16,469
Change-1,000 (-6%)
Value$169.2K (-$41.0K)
Filed 2026-10-23
Elevated Capital Advisors, LLC
DECREASED
Shares10,935 from 11,144
Change-209 (-2%)
Value$119.6K (-$22.6K)
Filed 2026-11-04
Kingdom Financial Group Llc.
DECREASED
Shares3,367 from 3,648
Change-281 (-8%)
Value$36.8K (-$9.7K)
Filed 2026-11-04
Tounjian Advisory Partners, LLC
DECREASED
Shares2,074 from 2,639
Change-565 (-21%)
Value$22.7K (-$11.0K)
Filed 2026-11-04
Networth Advisors, LLC
DECREASED
Shares1,356 from 1,386
Change-30 (-2%)
Value$14.8K (-$2.9K)
Filed 2026-11-03
Decker Retirement Planning Inc.
UNCHANGED
Shares755 from 755
Change0 (0%)
Value$8.3K (-$1.4K)
Filed 2026-10-19
Quest 10 Wealth Builders, Inc.
UNCHANGED
Shares197 from 197
Change0 (0%)
Value$2.2K (-$360)
Filed 2026-11-02
Compass Financial Management LLC
UNCHANGED
Shares193 from 193
Change0 (0%)
Value$2.1K (-$290)
Filed 2026-10-30
Montgomery Financial Services LLC
UNCHANGED
Shares161 from 161
Change0 (0%)
Value$1.8K (-$295)
Filed 2026-11-03
EverSource Wealth Advisors, LLC
NEW
Shares150
Change+150
Value$1.6K
Filed 2026-11-04
Assetmark, Inc
INCREASED
Shares62 from 3
Change+59 (+1967%)
Value$678 (+$640)
Filed 2026-10-21
True Wealth Design, LLC
CLOSED
Shares0 from 1,490,531
Change-1,490,531 (-100%)
Value$0 (-$19.0M)
Filed 2026-10-13
Rinkey Investments
CLOSED
Shares0 from 18,000
Change-18,000 (-100%)
Value$0 (-$229.8K)
Filed 2026-10-28
Magnolia Private Wealth, LLC
N/A
Shares— from 481,039
Change-481,039 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 191,818
Change-191,818 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 173,093
Change-173,093 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 131,320
Change-131,320 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 53,242
Change-53,242 (-100%)
Value—
Authentikos Wealth Advisory, LLC
N/A
Shares— from 21,977
Change-21,977 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 21,742
Change-21,742 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 11,658
Change-11,658 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 11,519
Change-11,519 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 964
Change-964 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 503
Change-503 (-100%)
Value—
Virtus Advisers, LLC
N/A
Shares— from 222
Change-222 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 128
Change-128 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 2
Change-2 (-100%)
Value—
Status
Heck Capital Advisors, LLC
INCREASED423,305384,111+39,194+10%$4.9M$4.6M-$273.0K2026-10-14
Stapp Wealth Management, Pllc
INCREASED220,586217,408+3,178+1%$2.8M$2.4M-$362.5K2026-10-15
Mid-American Wealth Advisory Group, Inc.
DECREASED181,232198,552-17,320-9%$2.5M$2.0M-$552.3K2026-10-21
RHS Financial, LLC
INCREASED85,28910,178+75,111+738%$129.9K$933.1K+$803.1K2026-10-13
Private Client Services, LLC
INCREASED58,83754,090+4,747+9%$690.6K$643.7K-$46.9K2026-10-02
Lloyd Advisory Services, Llc.
INCREASED26,32625,258+1,068+4%$322.5K$288.0K-$34.5K2026-11-02
Great Lakes Retirement, Inc.
DECREASED19,24620,900-1,654-8%$266.8K$210.5K-$56.3K2026-10-26
Lane Brothers & Co Inc
DECREASED17,52518,930-1,405-7%$241.7K$191.7K-$50.0K2026-11-02
Straight Path Wealth Management
DECREASED15,46916,469-1,000-6%$210.3K$169.2K-$41.0K2026-10-23
Elevated Capital Advisors, LLC
DECREASED10,93511,144-209-2%$142.3K$119.6K-$22.6K2026-11-04
Kingdom Financial Group Llc.
DECREASED3,3673,648-281-8%$46.6K$36.8K-$9.7K2026-11-04
Tounjian Advisory Partners, LLC
DECREASED2,0742,639-565-21%$33.7K$22.7K-$11.0K2026-11-04
Networth Advisors, LLC
DECREASED1,3561,386-30-2%$17.7K$14.8K-$2.9K2026-11-03
Decker Retirement Planning Inc.
UNCHANGED75575500%$9.6K$8.3K-$1.4K2026-10-19
Quest 10 Wealth Builders, Inc.
UNCHANGED19719700%$2.5K$2.2K-$3602026-11-02
Compass Financial Management LLC
UNCHANGED19319300%$2.4K$2.1K-$2902026-10-30
Montgomery Financial Services LLC
UNCHANGED16116100%$2.1K$1.8K-$2952026-11-03
EverSource Wealth Advisors, LLC
NEW150—+150——$1.6K—2026-11-04
Assetmark, Inc
INCREASED623+59+1967%$38$678+$6402026-10-21
True Wealth Design, LLC
CLOSED01,490,531-1,490,531-100%$19.0M$0-$19.0M2026-10-13
Rinkey Investments
CLOSED018,000-18,000-100%$229.8K$0-$229.8K2026-10-28
Magnolia Private Wealth, LLC
N/A—481,039-481,039-100%$4.6M———
AE Wealth Management LLC
N/A—191,818-191,818-100%$2.4M———
Continuum Advisory, LLC
N/A—173,093-173,093-100%$2.2M———
Dakota Wealth Management
N/A—131,320-131,320-100%$1.7M———
CreativeOne Wealth, LLC
N/A—53,242-53,242-100%$679.8K———
Authentikos Wealth Advisory, LLC
N/A—21,977-21,977-100%$280.6K———
Old Mission Capital LLC
N/A—21,742-21,742-100%$277.6K———
Osaic Holdings, Inc.
N/A—11,658-11,658-100%$148.7K———
Pathstone Holdings, LLC
N/A—11,519-11,519-100%$147.1K———
IFG Advisory, LLC
N/A—964-964-100%$12.3K———
Geneos Wealth Management Inc.
N/A—503-503-100%$6.4K———
Virtus Advisers, LLC
N/A—222-222-100%$2.8K———
Northwestern Mutual Wealth Management Co
N/A—128-128-100%$1.6K———
Morgan Stanley
N/A—2-2-100%$34———
Showing 35 of 35 institutions