Simplify Intermediate Term
Top 10 Superinvestors by Shares Owned
This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 5 superinvestors own shares of Simplify Intermediate Term (TYA), although recent data may remain incomplete due to pending filings.
Quarter-over-Quarter Change (%)
This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Simplify Intermediate Term (TYA), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.
Superinvestors' Activity (%) Over the Last 4 Quarters
This chart shows superinvestors' activity with Simplify Intermediate Term (TYA) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.
Superinvestors' Past Actions
This chart displays superinvestors' past actions with Simplify Intermediate Term (TYA) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.
Superinvestors ownership
| Superinvestor | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
Kevin McCann@Mid-american Wealth Advisory Group, Inc.
| 1.72% | $2.92M 237,879 shares@ 12.28 avg price | New Position |
Elton Wilcox@Elevated Capital Advisors, Llc
| 0.23% | $816,617 66,530 shares@ 12.28 avg price | Increased 19.16% |
Aryn Sands@Professional Financial Advisors, Llc
| 0.07% | $239,889 19,544 shares@ 12.28 avg price | Increased 7.64% |
Marcus L. Ware@Harbour Capital Advisors, Llc
| 0.04% | $147,189 12,040 shares@ 12.23 avg price | Increased 1.48% |
Scott Boyce@Decker Retirement Planning Inc.
| 0.01% | $5,545 452 shares@ 12.27 avg price | New Position |