Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

SIMPLIFY EXCHANGE TRADED FUN (TYA)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -3
Streak
2Q ▼
Buyers last Q
38%

Smart Money Signals — TYA

Based on 31 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q
For 2 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 — 84% of 3.0Y peak

84% of all-time peak
31 funds currently hold this stock — 84% of the 3.0-year high of 37 funds (reached 2025 Q2). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +15% more funds vs a year ago

fund count last 6Q
+4 new funds entered over the past year (+15% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🔴

Heavy selling pressure — only 38% buying

14 buying23 selling
Last quarter: 23 funds sold vs only 14 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
➡️

Steady new buyers — ~4 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 10 → 7 → 7 → 4. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 35% long-term, 35% new

35% conviction (2yr+) 29% medium 35% new
Of the 31 current holders: 11 (35%) held >2 years, 9 held 1–2 years, and 11 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.
📊

Peak discovery — momentum slowing

6 → 10 → 7 → 7 → 4 new funds/Q
New funds entering each quarter: 10 → 7 → 7 → 4. TYA is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
📊

Mixed cohorts — 35% veterans, 45% new entrants

35% veterans 19% 1-2yr 45% new
Of 31 current holders: 11 (35%) held 2+ years, 6 held 1–2 years, 14 (45%) 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 31 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.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — 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.

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

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 0 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
0.9
/ 10
conviction
Hedge Fund Positioning: TYA
2026 Q1 Stats Unlock in 19 days 31 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 31 34 -8.82%
13F Shares 3M 3M -3.66%
Total Value $44M $46M -4.44%
New Positions 4 7 -3
Increased Positions 10 8 +2
Closed Positions 7 10 -3
Reduced Positions 16 16 -
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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Enterprise Value --
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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
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) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

31 + investors

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

Top 12 institutional holders of TYA — 2025 Q4 · 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 RHS Financial, LLC 0.07% 11,794 $155K
9 Straight Path Wealth Management 0.06% 17,969 $236K
10 Elevated Capital Advisors, LLC 0.04% 11,983 $157K
11 Networth Advisors, LLC 0.01% 740 $10K
12 IFP Advisors, Inc 0.00% 5,190 $68K
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 — 2 quarters in a row: For 2 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 38% buying: Last quarter: 23 funds sold vs only 14 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 31 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 — 35% long-term, 35% new: Of the 31 current holders: 11 (35%) held >2 years, 9 held 1–2 years, and 11 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.

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.