TYA — SIMPLIFY EXCHANGE TRADED FUN

Ownership history in NDVR, Inc.  ·  4 quarters on record

This page tracks every 13F SEC filing in which NDVR, Inc. reported a position in SIMPLIFY EXCHANGE TRADED FUN (TYA). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.22% (2025 Q1)
Avg. % of fund
0.2%
First filed
2025 Q1
Last filed
2025 Q4
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 16,052 -448 -2.7% 0.18% $217K $13.45
2025 Q3 ADDED 16,500 +149 +0.9% 0.19% $225K $13.39
2025 Q2 ADDED 16,351 +165 +1.0% 0.21% $221K $13.16
2025 Q1 INITIATED 16,186 — — 0.22% $214K $12.78
% of Fund (quarterly)    TYA price (monthly, adj. close)

Other funds also holding TYA

As of 2025 Q4 — sorted by position size

STAPP WEALTH MANAGEMENT, PLLC 3Y 4.55% True Wealth Design, LLC 3Y 3.27% Lloyd Advisory Services, LLC. 3Y 0.68% Hilltop Holdings Inc. 3Y 7Y 0.42% Heck Capital Advisors, LLC 0.38% PRIVATE CLIENT SERVICES, LLC 0.33% Whalen Wealth Management Inc. 0.32% Elevated Capital Advisors, LLC 3Y 0.19% Authentikos Wealth Advisory, LLC 0.18% Continuum Advisory, LLC 3Y 0.11%
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