§ EQUITY
USDTYA
SIMPLIFY INTERMEDIATE TERM
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
24 increased/new, 8 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| True Wealth Design, LLC | 902K | 3.3% | +9% |
| Heck Capital Advisors, LLC | 366K | 0.4% | −2% |
| Magnolia Private Wealth, LLC | 438K | 2.8% | +55% |
| STAPP WEALTH MANAGEMENT, PLLC | 216K | 3.6% | −17% |
| Continuum Advisory, LLC | 155K | 0.2% | +85% |
| AE Wealth Management LLC | 151K | 0.0% | −56% |
◇ AC INTELLIGENCE
Top institutional owners for TYA as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER99.1% · 27 holders
INCOME / DEFENSIVE0.9% · 1 holder
DEALER / BANK0.0% · 2 holders
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for TYA in the last 180 days.