SIMPLIFY EXCHANGE TRADED FUN

Ticker: TYA CUSIP: 82889N798 Class: INTMD TERM TRSRY

Holders for Q4 2025 Position Changes for Q4 2025

Note: Option positions (PUT/CALL) are excluded.

InstitutionSharesValue ($000)
True Wealth Design, LLC825,844$11,149
Hilltop Holdings Inc.529,725$7,151
Heck Capital Advisors, LLC372,775$5,032
AE Wealth Management LLC341,032$4,604
Magnolia Private Wealth, LLC283,513$3,827
STAPP WEALTH MANAGEMENT, PLLC261,639$3,532
CITADEL ADVISORS LLC139,451$1,883
Lloyd Advisory Services, LLC.130,585$1,763
JANE STREET GROUP, LLC118,302$1,597
Continuum Advisory, LLC84,056$1,135
PRIVATE CLIENT SERVICES, LLC77,673$1,049
SUSQUEHANNA INTERNATIONAL GROUP, LLP69,000$932
Elevated Capital Advisors, LLC59,575$804
Whalen Wealth Management Inc.44,140$596
Great Lakes Retirement, Inc.25,475$344
OLD MISSION CAPITAL LLC23,052$311
Professional Financial Advisors, LLC19,955$269
Authentikos Wealth Advisory, LLC19,928$269
CreativeOne Wealth, LLC18,110$244
HOWARD BAILEY SECURITIES, LLC18,013$243
Rinkey Investments18,000$243
Straight Path Wealth Management17,219$232
NDVR, Inc.16,052$217
OSAIC HOLDINGS, INC.10,262$138
IFP Advisors, Inc9,478$128
Kingdom Financial Group LLC.8,798$119
Legacy Wealth Managment, LLC/ID3,976$54
Networth Advisors, LLC2,382$32
Quest 10 Wealth Builders, Inc.1,484$20
UBS Group AG964$13
Geneos Wealth Management Inc.496$7
Virtus ETF Advisers LLC247$3
ASSETMARK, INC98$1
MORGAN STANLEY2$0
Total (34 institutions)3,551,301$47,943