Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Simplify Exchange Traded Fun (TYA)

30 + Investors. Track Smart Money conviction in TYA. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -4
Streak
3Q ▼
Buyers last Q
34%

Smart Money Signals — TYA

Based on 30 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds reduced or closed their TYA positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 70% of 3.0Y peak

70% of all-time peak
30 funds currently hold this stock — 70% of the 3.0-year high of 43 funds (reached 2025 Q2). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 25% fewer funds vs a year ago

fund count last 6Q
10 fewer hedge funds hold TYA compared to a year ago (-25% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🔴

Heavy selling pressure — only 34% buying

12 buying23 selling
Last quarter: 23 funds sold vs only 12 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
➡️

Steady new buyers — ~3 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 7 → 8 → 5 → 3. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 30% long-term, 33% new

■ 30% conviction (2yr+) ■ 37% medium ■ 33% new
Of the 30 current holders: 9 (30%) held >2 years, 11 held 1–2 years, and 10 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
⚠️

Saturation — most institutions already know this story

12 → 7 → 8 → 5 → 3 new funds/Q
New funds entering each quarter: 7 → 8 → 5 → 3. Far fewer institutions are entering now vs. a year ago. When the pool of potential new buyers shrinks this fast, future price support from institutional inflows weakens significantly.
📊

Mixed cohorts — 33% veterans, 50% new entrants

■ 33% veterans ■ 17% 1-2yr ■ 50% new
Of 30 current holders: 10 (33%) held 2+ years, 5 held 1–2 years, 15 (50%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 0% AUM from top-100

0% from top-100 AUM funds
2 of 30 holders rank in the top 100 by AUM, but together hold only 0% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.1
out of 10
Low Exit Risk
Exit risk score 3.1/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — TYA

In 2026 Q1, 12 hedge funds were net buyers of TYA (3 opened a new position, 9 added to an existing one), while 23 reduced or exited (16 trimmed, 7 sold completely) — a 34% buyer ratio, indicating net institutional distribution. This extends a 3-quarter selling streak, suggesting sustained institutional caution. Net fund flow last quarter: -4 funds (more exits than new entries). Total institutional holders: 30.

Hedge Fund Ownership: TYA

How many hedge funds hold TYA — quarterly history vs. share price
Quarterly hedge fund ownership of TYA vs. share price

Market Analysis: TYA

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: TYA

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Simplify Exchange Traded Fun (TYA) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much TYA has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 79d ago
TYA
-3.9%
SPY
+13.9%

TYA outperformed SPY by -17.8% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
TYA
+1.3%
SPY
+0.2%

Since the filing became public, TYA outperformed SPY by +1.1% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

1 top-rated funds 1 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
1.4
/ 10
conviction
Hedge Fund Positioning: TYA
30 + Investors

Track Smart Money conviction in TYA. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 30 34 -11.76%
13F Shares 3M 4M -25.42%
Total Value $33M $48M -30.81%
New Positions 3 5 -2
Increased Positions 9 11 -2
Closed Positions 7 10 -3
Reduced Positions 16 17 -1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: TYA

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
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Total Cash (mrq) --
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Institutional Holders (2026 Q1)

30 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in TYA. Verified SEC 13F-HR filings.

QUARTER:
Top 25 TYA holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Stapp Wealth Management, Pllc 3.63% 216,356 $2.8M
2 True Wealth Design, LLC 3.29% 902,354 $11.8M
3 Magnolia Private Wealth, LLC 2.77% 438,053 $4.2M
4 Whalen Wealth Management Inc. 0.45% 63,740 $837K
5 Heck Capital Advisors, LLC 0.36% 365,551 $4.8M
6 Private Client Services, LLC 0.33% 83,920 $1.1M
7 Continuum Advisory, LLC 0.20% 155,129 $2.0M
8 Authentikos Wealth Advisory, LLC 0.12% 13,766 $181K
9 RHS Financial, LLC 0.07% 11,794 $155K
10 Hilltop Holdings Inc. 0.07% 58,318 $766K
11 Straight Path Wealth Management 0.06% 17,969 $236K
12 Rinkey Investments 0.06% 18,000 $236K
13 Inspire Advisors, LLC 0.06% 54,918 $721K
14 Elevated Capital Advisors, LLC 0.04% 11,983 $157K
15 Great Lakes Retirement, Inc. 0.03% 22,574 $296K
16 Lloyd Advisory Services, LLC. 0.02% 4,399 $58K
17 Kingdom Financial Group LLC. 0.02% 4,399 $58K
18 Legacy Wealth Managment, LLC/ID 0.02% 2,526 $33K
19 AE Wealth Management LLC 0.01% 151,258 $2.0M
20 CreativeOne Wealth, LLC 0.01% 34,284 $450K
21 Networth Advisors, LLC 0.01% 740 $10K
22 Quest 10 Wealth Builders, Inc. 0.00% 197 $3K
23 Virtus Advisers, LLC 0.00% 253 $3K
24 IFP Advisors, Inc 0.00% 5,190 $68K
25 Osaic Holdings, INC. 0.00% 10,174 $133K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Simplify Exchange Traded Fun (TYA)

What does the Smart Money Trend signal show for TYA?

Selling streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds reduced or closed their TYA positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for TYA?

Heavy selling pressure — only 34% buying: Last quarter: 23 funds sold vs only 12 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

What is the fund quality score for TYA holders?

Smaller funds dominant — 0% AUM from top-100: 2 of 30 holders rank in the top 100 by AUM, but together hold only 0% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held TYA?

Mixed — 30% long-term, 33% new: Of the 30 current holders: 9 (30%) held >2 years, 11 held 1–2 years, and 10 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Is it too late to buy Simplify Exchange Traded Fun (TYA) following the 2026 Q1 hedge fund 13F filings?

As of today, TYA has moved +1.3% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of +1.1%. Since the quarter end (March 31, 2026), TYA has gained -3.9% vs +13.9% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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