TYA

Simplify Intermediate Term$12.50 1.55%
UnclassifiedUSCUSIP 82889N798· EOD Aug 25, 2026◍ Confluence graph
Tracked 13F Holders
29
-6 QoQ
13F Value (tracked)
$38.9M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentMixed
BearishBullish
13F funds (latest Q)9 adding · 6 trimming
Insider net (180d)$0

Price & smart-money activity

$12.50 1.55%5Y -50.0%
$11.04$14.88$18.71$22.55$26.3920212022202320242025202622323223223224254993212562634
Hover for who · click for detailEnd-of-day closing prices52w $12.22 – $14.11

Who owns TYA?

29 tracked 13F filers

29 tracked 13F filers disclose a position in TYA as of the latest SEC 13F filings, a combined $38.9M in reported value. 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.

#FundPosition valueSharesLast moveAs ofHistory
1True Wealth Design, LLC
$19.0M
1.5M
+65%
Added · +588K sh
Q2 2026
2Magnolia Private Wealth, LLC
$4.6M
481K
+9.8%
Added · +43K sh
Q2 2026
3Heck Capital Advisors, LLC
$4.9M
384K
+5.1%
Added · +19K sh
Q2 2026
4Mid-American Wealth Advisory Group, Inc.
$2.5M
199K
Added
Added · +199K sh
Q2 2026
5Continuum Advisory, LLC
$2.2M
173K
+12%
Added · +18K sh
Q2 2026
6AE Wealth Management LLC
$2.0M
151K
−56%
Reduced · −190K sh
Q1 2026
7Inspire Advisors, LLC
$721K
55K
New
+55K sh
Q1 2026
8PRIVATE CLIENT SERVICES, LLC
$691K
54K
−36%
Reduced · −30K sh
Q2 2026
9CreativeOne Wealth, LLC
$680K
53K
+55%
Added · +19K sh
Q2 2026
10Lloyd Advisory Services, LLC.
$322K
25K
+474%
Added · +21K sh
Q2 2026
11Great Lakes Retirement, Inc.
$267K
21K
−7.4%
Reduced · −2K sh
Q2 2026
12Rinkey Investments
$230K
18K
Held
Q2 2026
13Straight Path Wealth Management
$210K
16K
−8.3%
Reduced · −2K sh
Q2 2026
14Elevated Capital Advisors, LLC
$142K
11K
−7.0%
Reduced · −839 sh
Q2 2026
15RHS Financial, LLC
$130K
10K
−14%
Reduced · −2K sh
Q2 2026
16OSAIC HOLDINGS, INC.
$133K
10K
−0.8%
Reduced · −88 sh
Q1 2026
17Kingdom Financial Group LLC.
$47K
4K
−17%
Reduced · −751 sh
Q2 2026
18TOUNJIAN ADVISORY PARTNERS, LLC
$34K
3K
Added
Added · +3K sh
Q2 2026
19Networth Advisors, LLC
$18K
1K
+87%
Added · +646 sh
Q2 2026
20Decker Retirement Planning Inc.
$10K
755
Added
Added · +755 sh
Q2 2026
21Geneos Wealth Management Inc.
$6K
503
+0.8%
Added · +4 sh
Q2 2026
22Integrated Wealth Concepts LLC
$3K
252
New
+252 sh
Q2 2026
23VIRTUS ADVISERS, LLC
$3K
247
−12%
Reduced · −34 sh
Q4 2025
24Quest 10 Wealth Builders, Inc.
$3K
197
Held
Q2 2026
25COMPASS FINANCIAL MANAGEMENT LLC
$2K
193
New
+193 sh
Q2 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.

Is TYA being bought or sold by institutions?

Last quarter, 3 funds opened a new position in TYA and 6 added to an existing one, while 6 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
3
funds
Added
6
funds
Reduced
6
funds
Exited
0
funds

Funds that own TYA also own

CompanyCo-held byCombined value
APPLE INCAAPL16 funds$169.7M
NVIDIA CORPNVDA16 funds$148.8M
MICROSOFT CORPMSFT16 funds$90.4M
AMAZON.COM INCAMZN16 funds$88.2M
ALPHABET INC-CL AGOOGL16 funds$85.3M
MICRON TECHNOLOGY INCMU16 funds$76.3M
META PLATFORMS INC-CLASS AMETA16 funds$24.5M
ISHARES CORE S&P 500 ETFIVV15 funds$339.7M
VANGUARD TOTAL STOCK MKT ETFVTI15 funds$221.6M
ADVANCED MICRO DEVICESAMD15 funds$62.9M
INVESCO QQQ TRUST SERIES 1QQQ15 funds$50.9M
BROADCOM INCAVGO15 funds$43.0M

Ranked by how many of TYA's institutional holders also hold each name, a cross-fund conviction signal.

Insider activity (Form 4)

No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.

Institutional ownership over time

12 funds-5 since Q3 2024
01325Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $28.0M

Share classes

Class13F holdersValue held
CTAmc222 funds$964.7M
MTBAcommon138 funds$970.8M
AGGHUIT EXCHANGE TRADED84 funds$349.8M
BUCKTREASURY OPT INC84 funds$217.6M
CDXMF Closed and MF Open83 funds$273.8M
HEQTMF Closed and MF Open78 funds$200.4M
TUASHORT TERM TREA72 funds$450.7M
PINKmc70 funds$177.4M

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

Recent filings

0 shown

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

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Connected entities for TYA

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Ask your agent what changed in TYA

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/TYA/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for TYA.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

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.