TYA

Simplify Intermediate Term$12.53 1.38%
UnclassifiedUSCUSIP 82889N798· EOD Jun 5, 2026◍ Confluence graph
Tracked 13F Holders
8
-4 QoQ
13F Value (tracked)
$2.6M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentBearish
BearishBullish
13F funds (latest Q)0 adding · 1 trimming
Insider net (180d)$0

Price & smart-money activity

$12.53 1.38%5Y -49.9%
$11.04$14.88$18.71$22.55$26.3920212022202320242025202622323232232242244363
Hover for who · click for detailEnd-of-day closing prices52w $12.34 – $14.11
Build

Use TYA data in an agent

The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.

Build

Ask your agent who owns TYA

This stock page is the Follow view. The Build view lets your agent query TYA owners, fund changes, insider filings, and source links through REST or MCP.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/TYA"
Ask your agent
Use Arkolith to show who owns TYA,
which funds added or reduced it, and which
SEC filings prove each claim.

Top institutional holders

8 tracked 13F filers
#FundPosition valueSharesLast moveAs ofHistory
1AE Wealth Management LLC
$2.0M
151K
−56%
Reduced · −190K sh
Q1 2026
2CreativeOne Wealth, LLC
$450K
34K
+89%
Added · +16K sh
Q1 2026
3OSAIC HOLDINGS, INC.
$133K
10K
−0.8%
Reduced · −88 sh
Q1 2026
4IFP Advisors, Inc
$68K
5K
−45%
Reduced · −4K sh
Q1 2026
5Geneos Wealth Management Inc.
$7K
499
+0.6%
Added · +3 sh
Q1 2026
6UBS Group AG
$131
10
−99%
Reduced · −954 sh
Q1 2026
7ASSETMARK, INC
$118
9
−91%
Reduced · −89 sh
Q1 2026
8MORGAN STANLEY
$29
2
Held
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Fund activity: latest quarter

Opened (NEW)
0
funds
Added
0
funds
Reduced
1
funds
Exited
0
funds

Insider activity (Form 4)

No Form 4 insider transactions on file yet.

Institutional ownership over time

8 funds+6 since Q2 2022
0713Q2 2022Q1 2023Q4 2023Q3 2024Q2 2025Q1 2026
funds holding aggregate valuelatest $2.6M

Share classes

Class13F holdersValue held
CTAmc110 funds$755.5M
MTBAcommon81 funds$654.3M
HEQTHEDGED EQUITY49 funds$147.9M
CDXHIGH YIELD PLUS46 funds$203.1M
AGGHFUND44 funds$219.9M
SVOLmc42 funds$28.9M
BUCKTREASURY OPT INC39 funds$132.7M
PINKmc35 funds$99.4M

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Funds that own TYA also own

CompanyCo-held byCombined value
VANGUARD MEGA CAP GROWTH ETFMGK4 funds$3.1B
VANGUARD S&P 500 ETFVOO4 funds$2.4B
VANGUARD MEGA CAP VALUE ETFMGV4 funds$2.3B
NVIDIA CORPNVDA4 funds$1.3B
APPLE INCAAPL4 funds$1.0B
PIMCO ENHANCED SHORT MATURITMINT4 funds$990.7M
MICROSOFT CORPMSFT4 funds$906.5M
VANGUARD SMALL-CAP VALUE ETFVBR4 funds$898.1M
ALPHABET INC-CL AGOOGL4 funds$856.6M
ISHARES CORE MSCI EAFE ETFIEFA4 funds$851.6M
VANGUARD MID-CAP VALUE ETFVOE4 funds$822.7M
ISHARES CORE MSCI EMERGINGIEMG4 funds$684.7M

Ranked by how many of TYA's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

Browse more

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for TYA. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.