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 2026-Q1 and 2026-Q2. 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 |
|---|---|---|---|
Robert Brooks@True Wealth Design, Llc
| 4.53% | $19.03M 1.491M shares@ 12.77 avg price | Increased 65.19% |
Donna Blamberg@Heck Capital Advisors, Llc
| 0.3% | $4.904M 384,111 shares@ 12.77 avg price | Increased 5.08% |
Joshua Frierdich@Mid-american Wealth Advisory Group, Inc.
| 0.92% | $2.535M 198,552 shares@ 12.77 avg price | New Position |
John Taylor - Jones@Private Client Services, Llc
| 0.19% | $690,573 54,090 shares@ 12.77 avg price | Decreased -35.54% |
Scott Boyce@Decker Retirement Planning Inc.
| 0.01% | $9,639 755 shares@ 12.77 avg price | New Position |
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