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Simplify Short Term Treasury Futures Strategy ETF (TUA) Institutional Ownership

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$21.33
+0.09 (+0.42%)
(As of 05/14/2024 ET)
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Institutional Ownership Changes (13F Filings) for Simplify Short Term Treasury Futures Strategy ETF (NYSEARCA:TUA)

Number of
Institutional Buyers
(last 12 months)
50
Total
Institutional Inflows
(last 12 months)
$511.29M
Number of
Institutional Sellers
(last 12 months)
18
Total
Institutional Outflows
(last 12 months)
$373.29M
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TUA Institutional Buying and Selling by Quarter

Simplify Short Term Treasury Futures Strategy ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/14/2024 Herr Investment Group LLC535,395$11.71M3.1%-28.1%2.374%
5/10/2024 Cumberland Partners Ltd124,037$2.71M0.2%+77.2%0.550%
5/10/2024 Nwam LLC69,400$1.48M0.1%N/A0.308%
5/9/2024 Great Lakes Retirement Inc.69,461$1.52M0.2%+139.9%0.308%
5/3/2024 FDx Advisors Inc.41,508$908K0.1%-3.3%0.184%
5/3/2024 Proficio Capital Partners LLC524,024$11.46M1.3%N/A2.324%
5/2/2024 Almanack Investment Partners LLC.232,156$5.08M0.9%+32.9%1.030%
5/2/2024 Hollencrest Capital Management1,253,414$27.41M1.3%+4.6%5.558%
4/29/2024Commonwealth Equity Services LLC187,677$4.11M0.0%-0.7%0.832%
4/26/2024 Sage Advisory Services Ltd.Co.20,375$446K0.1%-4.1%0.094%
4/25/2024 Professional Financial Advisors LLC14,585$319K0.1%N/A0.067%
4/25/2024 GFS Advisors LLC9,700$212K0.0%-11.0%0.045%
4/24/2024 Dakota Wealth Management298,643$6.53M0.2%-35.8%1.378%
4/22/2024 Altfest L J & Co. Inc.132,259$2.89M0.4%+1.5%0.610%
4/17/2024 Municipal Employees Retirement System of Michigan634,568$13.88M0.2%-96.2%2.927%
4/16/2024 Cambridge Advisors Inc.25,755$563K0.1%+25.6%0.119%
4/15/2024 Financial Enhancement Group LLC1,332,545$28.36M4.7%N/A6.146%
4/12/2024 Peak Financial Advisors LLC296,043$6.47M3.9%-33.6%1.201%
4/10/2024 Ferguson Shapiro LLC199,419$4.36M2.0%N/A0.809%
4/10/2024 Aprio Wealth Management LLC856,987$18.74M3.7%N/A3.477%
4/10/2024 WJ Interests LLC290,578$6.36M3.4%+449.7%1.179%
4/8/2024 Mid American Wealth Advisory Group Inc.154,912$3.39M2.3%N/A0.628%
2/16/2024Bluefin Capital Management LLC50,000$1.15M0.1%N/A0.203%
2/15/2024 HAP Trading LLC84,343$1.95M0.3%N/A0.342%
2/14/2024Regal Investment Advisors LLC34,522$799K0.1%+148.9%0.140%
2/13/2024Stephens Inc. AR367,308$8.50M0.1%N/A1.490%
2/13/2024 Belpointe Asset Management LLC117,713$2.73M0.2%+375.4%0.478%
2/13/2024 Lloyd Advisory Services LLC.91,543$2.12M1.0%N/A0.371%
2/9/2024 Advisory Services Network LLC58,892$1.36M0.0%N/A0.239%
2/9/2024 BlackDiamond Wealth Management LLC13,726$309K0.2%-85.3%0.056%
2/9/2024Gladstone Institutional Advisory LLC123,615$2.86M0.2%N/A0.501%
2/7/2024 Almanack Investment Partners LLC.174,683$4.04M0.6%N/A0.709%
2/7/2024 Envestnet Portfolio Solutions Inc.23,554$545K0.0%N/A0.096%
2/7/2024 Principal Securities Inc.68,555$1.59M0.1%N/A0.278%
2/6/2024 Centric Wealth Management21,975$494K0.2%N/A0.089%
2/6/2024 Private Advisor Group LLC23,826$552K0.0%N/A0.097%
2/6/2024 National Bank of Canada FI2,506$58K0.0%-53.4%0.010%
2/5/2024 Pekin Hardy Strauss Inc.161,599$3.74M0.5%N/A0.656%
2/2/2024 Truist Financial Corp64,426$1.49M0.0%-64.7%0.261%
2/1/2024 Cumberland Partners Ltd70,000$1.62M0.1%N/A0.284%
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2/1/2024 New York State Common Retirement Fund443,494$10.27M0.0%N/A1.799%
2/1/2024 Sage Advisory Services Ltd.Co.21,254$492K0.1%N/A0.086%
1/30/2024 Dakota Wealth Management464,998$10.77M0.4%-17.4%1.886%
1/25/2024 International Assets Investment Management LLC13,821$320K0.0%N/A0.056%
1/25/2024 Carlton Hofferkamp & Jenks Wealth Management LLC13,534$308K0.1%N/A0.055%
1/24/2024 GFS Advisors LLC10,900$252K0.0%N/A0.044%
1/24/2024 International Assets Investment Management LLC13,821$320K0.0%N/A0.056%
1/19/2024 SFG Wealth Management LLC.35,192$815K0.5%N/A0.143%
1/18/2024 Evanson Asset Management LLC10,096$234K0.0%N/A0.041%
1/18/2024 Great Lakes Retirement Inc.28,956$670K0.1%-19.1%0.117%
1/18/2024 Altfest L J & Co. Inc.130,364$3.02M0.4%-29.4%0.529%
1/17/2024 Smith Anglin Financial LLC13,282$307K0.0%N/A0.054%
1/17/2024 WJ Interests LLC52,866$1.22M0.8%N/A0.214%
1/17/2024 Cambridge Advisors Inc.20,502$475K0.1%N/A0.083%
1/16/2024 Raymond James & Associates34,508$799K0.0%N/A0.140%
1/11/2024 Brookstone Capital Management14,397$333K0.0%N/A0.058%
1/11/2024 1834 Investment Advisors Co.35,500$822K0.1%N/A0.144%
1/10/2024 Peak Financial Advisors LLC445,615$10.32M6.9%-1.3%1.808%
1/8/2024 B.O.S.S. Retirement Advisors LLC40,132$876K0.2%-5.2%0.163%
11/16/2023 Belpointe Asset Management LLC24,760$541K0.1%N/A0.100%
11/15/2023Toroso Investments LLC55,077$1.20M0.0%-30.2%0.223%
11/14/2023Ancora Advisors LLC343,593$7.50M0.2%+649.2%1.394%
11/8/2023 HighTower Advisors LLC22,350$488K0.0%-33.2%0.091%
10/27/2023 AlphaQ Advisors LLC16,130$352K0.3%N/A0.065%
10/26/2023 Altfest L J & Co. Inc.184,590$4.03M0.6%N/A0.749%
10/24/2023 Dakota Wealth Management562,629$12.29M0.5%+42.2%2.282%
10/23/2023Commonwealth Equity Services LLC176,894$3.86M0.0%-8.8%0.718%
10/17/2023 B.O.S.S. Retirement Advisors LLC42,344$925K0.2%+4.6%0.172%
10/17/2023 Financial Enhancement Group LLC628,011$13.67M2.6%+0.1%2.548%
10/11/2023AE Wealth Management LLC599,361$13.09M0.1%+9.9%2.431%
10/10/2023 Peak Financial Advisors LLC451,583$9.86M10.7%+62.0%1.832%
8/11/2023Regal Investment Advisors LLC13,870$315K0.0%N/A0.056%
8/10/2023Commonwealth Equity Services LLC193,933$4.40M0.0%-37.4%0.787%
8/9/2023 Coastal Investment Advisors Inc.3,505$79K0.0%N/A0.014%
8/4/2023IFP Advisors Inc11,379$285K0.0%-5.2%0.046%
8/3/2023 Municipal Employees Retirement System of Michigan14,296,810$324.25M4.6%N/A57.999%
8/3/2023 Great Lakes Retirement Inc.37,801$861K0.2%N/A0.153%
8/1/2023 Truist Financial Corp194,759$4.42M0.0%N/A0.790%
7/31/2023 Dakota Wealth Management395,773$8.98M0.4%N/A7.196%
7/31/2023 BlackDiamond Wealth Management Inc.97,026$2.19M1.9%-43.3%1.764%
7/20/2023 Authentikos Wealth Advisory LLC14,875$337K0.3%N/A0.270%
7/11/2023 Peak Financial Advisors LLC278,719$6.32M5.0%N/A5.068%
7/10/2023 B.O.S.S. Retirement Advisors LLC40,487$918K0.2%N/A0.736%
7/10/2023AE Wealth Management LLC545,601$12.37M0.1%N/A9.920%
5/23/2023Toroso Investments LLC96,206$2.44M0.1%N/A2.105%
5/15/2023Trek Financial LLC37,725$957K0.1%N/A0.825%
5/12/2023NewEdge Advisors LLC393,019$9.97M0.1%+219.2%8.600%
5/11/2023Commonwealth Equity Services LLC309,877$7.86M0.0%+1.4%6.781%
5/10/2023 Herr Investment Group LLC522,092$13.25M1.0%+56.0%11.424%
5/10/2023 Simplify Asset Management Inc.245,168$6.22M0.9%+33.4%5.365%
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5/5/2023TMD Wealth Management LLC322,628$8.19M2.3%N/A7.060%
5/2/2023 BlackDiamond Wealth Management Inc.171,210$4.38M4.5%N/A3.746%
4/26/2023 James Investment Research Inc.31,932$810K0.1%N/A0.699%
4/18/2023IFP Advisors Inc12,006$300K0.0%N/A0.263%
4/12/2023 National Bank of Canada FI5,372$136K0.0%N/A0.151%
4/11/2023 Smith Anglin Financial LLC11,546$293K0.0%N/A0.325%
2/10/2023 Simplify Asset Management Inc.183,831$4.56M0.7%N/A5.178%
2/8/2023 Herr Investment Group LLC334,756$8.30M0.5%N/A9.430%
2/7/2023Commonwealth Equity Services LLC305,631$7.58M0.0%N/A8.609%
2/7/2023 Hollencrest Capital Management201,200$4.99M0.6%N/A5.668%
(Data available from 1/1/2016 forward)

TUA Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of TUA shares?

During the previous two years, 63 institutional investors and hedge funds held shares of Simplify Short Term Treasury Futures Strategy ETF. The most heavily invested institutionals were Financial Enhancement Group LLC ($28.36M), Hollencrest Capital Management ($27.41M), Aprio Wealth Management LLC ($18.74M), Municipal Employees Retirement System of Michigan ($13.88M), AE Wealth Management LLC ($13.09M), Herr Investment Group LLC ($11.71M), and Proficio Capital Partners LLC ($11.46M).Learn more on TUA's institutional investors.

Which institutional investors have been buying Simplify Short Term Treasury Futures Strategy ETF stock?

Of the 60 institutional investors that purchased Simplify Short Term Treasury Futures Strategy ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Municipal Employees Retirement System of Michigan ($14.30M), Financial Enhancement Group LLC ($1.33M), Aprio Wealth Management LLC ($856.99K), AE Wealth Management LLC ($599.36K), Dakota Wealth Management ($562.63K), Proficio Capital Partners LLC ($524.02K), and Herr Investment Group LLC ($522.09K).

How much institutional buying is happening at Simplify Short Term Treasury Futures Strategy ETF?

Institutional investors have bought a total of 24,757,674 shares in the last 24 months. This purchase volume represents approximately $564.27M in transactions.

Which Simplify Short Term Treasury Futures Strategy ETF major shareholders have been selling company stock?

Of the 18 institutional investors that sold Simplify Short Term Treasury Futures Strategy ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Municipal Employees Retirement System of Michigan ($15.90M), Dakota Wealth Management ($263.99K), Herr Investment Group LLC ($208.84K), Peak Financial Advisors LLC ($155.54K), Commonwealth Equity Services LLC ($134.26K), Truist Financial Corp ($118.03K), and BlackDiamond Wealth Management LLC ($79.70K).

How much institutional selling is happening at Simplify Short Term Treasury Futures Strategy ETF?

Institutional investors have sold a total of 17,040,147 shares in the last 24 months. This volume of shares sold represents approximately $373.29M in transactions.


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This page (NYSEARCA:TUA) was last updated on 5/14/2024 by MarketBeat.com Staff

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