TYA

Simplify Intermediate Term

Latest period2026 - Q1Total superinvestors30

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2025-Q4 and 2026-Q1. According to the most recent SEC 13F filing, 30 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

SuperinvestorPortfolio %Reported Value
Robert Brooks@True Wealth Design, Llc
Recent Activity
Increased 9.27%
3.29%
$11.848M
902,354 shares@ 13.14 avg price
Larry G. Peery, II@Magnolia Private Wealth, Llc
Recent Activity
Increased 54.51%
2.77%
$4.15M
438,053 shares@ 9.48 avg price
Donna Blamberg@Heck Capital Advisors, Llc
Recent Activity
Decreased -1.93%
0.36%
$4.8M
365,551 shares@ 13.14 avg price
Rebecca Stapp@Stapp Wealth Management, Pllc
Recent Activity
Decreased -17.3%
3.63%
$2.841M
216,356 shares@ 13.13 avg price
Ruth M Miller@Continuum Advisory, Llc
Recent Activity
Increased 84.56%
0.2%
$2.037M
155,129 shares@ 13.14 avg price
Shawn Scholz@Ae Wealth Management Llc
Recent Activity
Decreased -55.64%
0.02%
$1.986M
151,258 shares@ 13.14 avg price
John Taylor-Jones@Private Client Services, Llc
Recent Activity
Increased 8.05%
0.33%
$1.102M
83,920 shares@ 13.14 avg price
John Urosevich@Whalen Wealth Management Inc.
Recent Activity
Increased 44.41%
0.45%
$836,906
63,740 shares@ 13.13 avg price
Corey G. Prestidge@Hilltop Holdings Inc.
Recent Activity
Decreased -88.99%
0.07%
$765,715
58,318 shares@ 13.13 avg price
Aaron Moon@Inspire Advisors, Llc
Recent Activity
New Position
0.06%
$721,078
54,918 shares@ 13.14 avg price

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