Simplify Intermediate Term Treasury Futures Strategy
TYA • BATS
Simplify Intermediate Term Treasury Futures Strategy is an exchange-traded fund on BATS. As of Q3 2025, 38 institutional investors hold shares in this ETF, with total holdings valued at $50.0M. True Wealth Design, LLC is the largest holder with a position valued at $10.5M.
Overview
Overview of institutional ownership in TYA as of Q3 2025
All Institutions
- Institutions
- 38
- Value Held
- $50.0M
- Shares Held
- 3.7M
- Avg Position
- $1.3M
- Median Position
- $259.3K
Hedge Funds
- Hedge Funds
- 0
- Value Held
- -
- Shares Held
- -
- Avg Position
- -
- Median Position
- -
Biggest Investors
Institutions with the largest positions in TYA as of Q3 2025
| Institution | Position Value |
|---|---|
 True Wealth Design, LLC RIA/Wealth | $10.5M 3.30% of portfolio |
 AE Wealth Management LLC RIA/Wealth | $9.3M 0.06% of portfolio |
H Heck Capital Advisors, LLC RIA/Wealth | $4.8M 0.38% of portfolio |
 Lloyd Advisory Services, LLC. RIA/Wealth | $4.3M 2.17% of portfolio |
 STAPP WEALTH MANAGEMENT, PLLC RIA/Wealth | $3.9M 5.89% of portfolio |
 Magnolia Private Wealth, LLC RIA/Wealth | $3.2M 2.36% of portfolio |
S Simplify Asset Management Inc. Institution | $2.2M 0.14% of portfolio |
 Continuum Advisory, LLC RIA/Wealth | $2.1M 0.22% of portfolio |
H Hilltop Holdings Inc. Institution | $1.2M 0.07% of portfolio |
J JANE STREET GROUP, LLC Institution | $1.2M 0.00% of portfolio |
Net Capital Flow
Institutional buying and selling activity for TYA in Q3 2025
- Traded
- −$22.1M
- Buyers
- 15
- Sellers
- 33
- Total Bought
- +$8.7M
- Total Sold
- −$30.8M
- Avg Position
- $981.3K
Biggest Buyers
| Institution | Net Bought |
|---|---|
S Simplify Asset Management Inc. Institution | +$2.2M +-2.9M shares |
Continuum Advisory, LLC RIA/Wealth | +$2.1M +153.9K shares |
J JANE STREET GROUP, LLC Institution | +$1.2M +85.5K shares |
 PRIVATE CLIENT SERVICES, LLC RIA/Wealth | +$1.0M +77.1K shares |
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | +$1.0M +75.2K shares |
Magnolia Private Wealth, LLC RIA/Wealth | +$571.5K +47.2K shares |
True Wealth Design, LLC RIA/Wealth | +$396.5K +29.1K shares |
 Change Path, LLC RIA/Wealth | +$132.4K +9.7K shares |
STAPP WEALTH MANAGEMENT, PLLC RIA/Wealth | +$52.1K +3.8K shares |
 Legacy Wealth Managment, LLC/ID RIA/Wealth | +$19.7K +1.5K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
AE Wealth Management LLC RIA/Wealth | −$13.9M −1.0M shares |
Lloyd Advisory Services, LLC. RIA/Wealth | −$4.4M −323.3K shares |
 Mid-American Wealth Advisory Group, Inc. RIA/Wealth | −$3.7M −272.4K shares |
 Authentikos Wealth Advisory, LLC RIA/Wealth | −$1.9M −141.1K shares |
B B.O.S.S. Retirement Advisors, LLC RIA/Wealth | −$1.9M −140.9K shares |
 HOWARD BAILEY SECURITIES, LLC RIA/Wealth | −$926.3K −68.1K shares |
G Great Lakes Retirement, Inc. Institution | −$830.8K −61.0K shares |
L LifeWealth Investments, LLC Institution | −$470.6K −34.6K shares |
 CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | −$408.4K −30.3K shares |
 Csenge Advisory Group RIA/Wealth | −$335.2K −25.7K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited TYA in Q3 2025
- New Positions
- 5
- New Value
- $3.2M
- Exited Positions
- 13
- Exited Value
- $5.7M
New Positions
| Institution | Position Value |
|---|---|
Continuum Advisory, LLC RIA/Wealth | $2.1M 153.9K shares |
PRIVATE CLIENT SERVICES, LLC RIA/Wealth | $1.0M 77.1K shares |
Legacy Wealth Managment, LLC/ID RIA/Wealth | $19.7K 1.5K shares |
 Geneos Wealth Management Inc. RIA/Wealth | $10.9K 800.0 shares |
 Virtus ETF Advisers LLC Long Only Manager | $3.8K 281.0 shares |
Exited Positions
| Institution | Previous Position |
|---|---|
Mid-American Wealth Advisory Group, Inc. RIA/Wealth | $3.7M 272.4K shares |
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $408.4K 30.3K shares |
Csenge Advisory Group RIA/Wealth | $335.2K 25.7K shares |
 GeoWealth Management, LLC RIA/Wealth | $305.4K 22.6K shares |
O OLD MISSION CAPITAL LLC Institution | $226.1K 16.8K shares |
F FSR Wealth Management Ltd. Institution | $182.9K 13.6K shares |
 RHS Financial, LLC RIA/Wealth | $171.2K 12.7K shares |
F FSA Advisors, Inc. Institution | $148.4K 11.0K shares |
 TOUNJIAN ADVISORY PARTNERS, LLC Family Office | $134.3K 10.2K shares |
 Park Square Financial Group, LLC RIA/Wealth | $56.6K 4.2K shares |
Options Activity
Institutions with the largest Call and Put options positions in TYA as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with TYA as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
STAPP WEALTH MANAGEMENT, PLLC RIA/Wealth | 5.89% $3.9M |
True Wealth Design, LLC RIA/Wealth | 3.30% $10.5M |
Magnolia Private Wealth, LLC RIA/Wealth | 2.36% $3.2M |
Lloyd Advisory Services, LLC. RIA/Wealth | 2.17% $4.3M |
H Heck Capital Advisors, LLC RIA/Wealth | 0.38% $4.8M |
PRIVATE CLIENT SERVICES, LLC RIA/Wealth | 0.35% $1.0M |
HOWARD BAILEY SECURITIES, LLC RIA/Wealth | 0.25% $596.0K |
Continuum Advisory, LLC RIA/Wealth | 0.22% $2.1M |
Authentikos Wealth Advisory, LLC RIA/Wealth | 0.21% $289.1K |
E Elevated Capital Advisors, LLC RIA/Wealth | 0.21% $834.8K |