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TYA — SIMPLIFY INTERMEDIATE TERM

Reported value held$1.89M
Funds holding (latest)6
Sector—
Funds holding (Q2 2026)1
Institutional value$34 · 2 sh
New / Add / Cut / Exit0 / 0 / 0 / 1
Top-5 / Top-10 concentration100.0% / 100.0%
Institutional holdings change Reducing -83.3% (-10 sh)
Institutional value change Down -78.8%

As of Q2 2026, 1 SEC-registered investment managers reported holding TYA (SIMPLIFY INTERMEDIATE TERM) in their latest 13F filings, with a combined reported value of $34 across 2 shares. That is -83.3% by share count (-10 shares) versus the previous quarter, while reported value moved -78.8%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.

Compared with the prior quarter, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

Q2 2026 — 1 funds

FundSharesValuePortfolio WeightChange
Morgan Stanley history 2 $34 0.00% Hold

Q1 2026 — 2 funds

FundSharesValuePortfolio WeightChange
UBS Group AG history 10 $131 0.00% Reduce
Morgan Stanley history 2 $29 0.00% Hold

Q4 2025 — 3 funds

FundSharesValuePortfolio WeightChange
Citadel Advisors history 139.45K $1.88M 0.00% New
UBS Group AG history 964 $13.01K 0.00% Hold
Morgan Stanley history 2 $37 0.00% Add

Q3 2025 — 2 funds

FundSharesValuePortfolio WeightChange
UBS Group AG history 960 $13.07K 0.00% Add
Morgan Stanley history 1 $27 0.00% Reduce

Q2 2025 — 3 funds

FundSharesValuePortfolio WeightChange
Citadel Advisors history 30.28K $408.44K 0.00% Reduce
UBS Group AG history 402 $5.42K 0.00% Reduce
Morgan Stanley history 2 $38 0.00% Add

Q1 2025 — 3 funds

FundSharesValuePortfolio WeightChange
Citadel Advisors history 73.01K $965.90K 0.00% New
UBS Group AG history 861 $11.39K 0.00% New
Morgan Stanley history 1 $17 0.00% Reduce

New Positions (Q2 2026)

No fund opened a new position this quarter.

Fully Exited (vs previous quarter)

Fund Position History — shares by quarter (top 6 funds)

FundQ2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022Q3 2022Q4 2021
Morgan Stanley 2 2 2 1 2 1 2 — 1 2 1 — — — — — —
Citadel Advisors — — 139.45K — 30.28K 73.01K — 23.12K 49.07K 36.12K 14.83K 13.20K — 16.12K 12.96K — —
UBS Group AG — 10 964 960 402 861 — 3.46K 223 411 704 1.56K 9.73K — 373 434 —
Fidelity Management & Research (FMR) — — — — — — 1 1 — — — — — — — 1 1
JPMorgan Chase & Co — — — — — — — — — — — — — 100 — 808 —
Bank of America Corp — — — — — — — — — — — — — — — 179 —

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