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

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Closing price 10/23/2025 04:10 PM Eastern
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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)
87
Total
Institutional Inflows
(last 12 months)
$291.15M
Number of
Institutional Sellers
(last 12 months)
37
Total
Institutional Outflows
(last 12 months)
$130.33M
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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
10/23/2025Evolution Wealth Management Inc.14,555$318K0.3%+185.2%0.049%
10/22/2025 Gladstone Institutional Advisory LLC133,317$2.92M0.1%-16.4%0.450%
10/22/2025 Geneos Wealth Management Inc.1,385$30K0.0%N/A0.005%
10/21/2025 Altfest L J & Co. Inc.840,646$18.39M2.1%+2.5%2.950%
10/20/2025 Mid American Wealth Advisory Group Inc.1,098,790$24.03M10.7%+5.2%3.855%
10/20/2025 LifeWealth Investments LLC156,257$3.42M1.0%+7.1%0.548%
10/17/2025 Encompass More Asset Management89,937$1.97M0.4%N/A0.316%
10/15/2025 Brookstone Capital Management12,634$276K0.0%-32.7%0.044%
10/14/2025 Fourpath Capital Management LLC1,116,913$24.43M3.5%+5.8%3.905%
10/14/2025 Farther Finance Advisors LLC39,882$872K0.0%+2.1%0.139%
10/14/2025 Private Client Services LLC197,515$4.32M1.4%+1,305.4%0.691%
10/10/2025 CWC Advisors LLC.15,768$345K0.2%+9.6%0.055%
10/9/2025 Park Edge Advisors LLC385,828$8.44M1.9%+61.4%1.349%
10/9/2025 Whalen Wealth Management Inc.160,129$3.50M2.0%+206.0%0.560%
9/4/2025Osaic Holdings Inc.3,240$71K0.0%N/A0.011%
8/29/2025Evolution Wealth Management Inc.5,103$112K0.1%N/A0.018%
8/18/2025Hollencrest Capital Management205,149$4.52M0.2%-81.8%0.709%
8/16/2025Evergreen Capital Management LLC343,026$7.56M0.2%-4.8%1.186%
8/15/2025IHT Wealth Management LLC54,788$1.21M0.0%+3.6%0.189%
8/15/2025Group One Trading LLC47,383$1.04M0.0%+147.0%0.164%
8/13/2025GeoWealth Management LLC60,371$1.33M0.1%+12.8%0.209%
8/12/2025JPMorgan Chase & Co.10,595$233K0.0%+105,850.0%0.037%
8/12/2025Cumberland Partners Ltd206,803$4.56M0.3%+0.3%0.715%
8/11/2025Kingdom Financial Group LLC.26,481$583K0.5%-13.5%0.089%
8/6/2025AE Wealth Management LLC1,930,417$42.53M0.3%-3.7%6.522%
8/6/2025Pekin Hardy Strauss Inc.131,212$2.89M0.3%+42.3%0.443%
8/6/2025Ethos Financial Group LLC11,671$257K0.0%-52.9%0.039%
8/4/2025Great Lakes Retirement Inc.149,593$3.30M0.4%-10.3%0.505%
8/4/20254WEALTH Advisors Inc.31,134$686K0.7%N/A0.105%
8/4/2025 Whalen Wealth Management Inc.52,336$1.15M0.7%N/A0.177%
8/1/2025FSA Advisors Inc.12,723$280K0.2%-9.2%0.043%
8/1/2025Ferguson Shapiro LLC1,880,358$41.42M14.0%+46.1%6.353%
8/1/2025Belvedere Trading LLC19,701$434K0.0%N/A0.067%
8/1/2025Envestnet Asset Management Inc.22,574$497K0.0%N/A0.076%
7/31/2025FSR Wealth Management Ltd.15,616$344K0.4%-5.4%0.053%
7/31/2025Longview Financial Advisors Inc.10,586$233K0.2%-7.8%0.036%
7/30/2025 LifeWealth Investments LLC145,964$3.22M1.0%+27.0%0.493%
7/30/2025 Brookstone Capital Management18,770$413K0.0%N/A0.063%
7/30/2025 Mid American Wealth Advisory Group Inc.1,044,522$23.01M10.9%+6.7%3.529%
7/29/2025Straight Path Wealth Management29,583$652K0.2%+6.1%0.100%
7/24/2025 Fourpath Capital Management LLC1,055,361$23.25M3.7%+30.7%3.565%
7/24/2025IFP Advisors Inc7,057$155K0.0%N/A0.024%
7/23/2025WESPAC Advisors LLC52,279$1.15M0.8%N/A0.177%
7/23/2025Heck Capital Advisors LLC264,530$5.83M0.5%+3.0%0.894%
7/22/2025Belpointe Asset Management LLC51,302$1.13M0.0%-61.1%0.173%
7/22/2025Wealthcare Advisory Partners LLC18,070$398K0.0%+54.7%0.061%
7/18/2025B.O.S.S. Retirement Advisors LLC266,035$5.86M1.5%-0.6%0.893%
7/18/2025Magnolia Private Wealth LLC293,142$6.46M5.0%-37.6%0.985%
7/16/2025Lloyd Advisory Services LLC.621,886$13.70M6.6%-4.7%2.092%
7/16/2025Magnus Financial Group LLC17,161$378K0.0%N/A0.058%
7/11/2025 Farther Finance Advisors LLC39,070$861K0.0%+180.0%0.132%
7/10/2025 CWC Advisors LLC.14,383$317K0.2%+8.0%0.049%
7/10/2025Professional Financial Advisors LLC22,458$495K0.1%+6.4%0.076%
7/9/2025Tounjian Advisory Partners LLC17,192$378K0.1%-3.4%0.058%
7/7/2025 Park Edge Advisors LLC239,072$5.27M1.4%-2.0%0.810%
7/1/2025 Private Client Services LLC14,054$310K0.1%-7.2%0.046%
5/21/2025Geneos Wealth Management Inc.2,297$50K0.0%N/A0.007%
5/20/2025Belpointe Asset Management LLC131,956$2.90M0.2%+5.9%0.376%
5/20/2025Anchor Investment Management LLC20,373$448K0.0%+19.0%0.058%
5/16/2025Ancora Advisors LLC821,290$18.04M0.4%+4.5%2.343%
5/16/2025Aprio Wealth Management LLC901,742$19.81M2.5%-25.2%2.573%
5/15/2025Royal Bank of Canada88,640$1.95M0.0%-21.9%0.253%
5/15/2025Evergreen Capital Management LLC360,268$7.92M0.3%-0.2%1.028%
5/14/2025Flow Traders U.S. LLC89,575$1.97M0.1%N/A0.256%
5/13/2025Ethos Financial Group LLC24,766$544K0.1%-85.2%0.071%
5/13/2025Heck Capital Advisors LLC256,909$5.64M0.6%-0.2%0.733%
5/13/2025HighTower Advisors LLC81,240$1.79M0.0%+152.7%0.232%
5/9/2025Altfest L J & Co. Inc.836,796$18.38M2.3%+243.1%2.561%
5/9/2025Cumberland Partners Ltd206,132$4.53M0.3%+3.9%0.631%
5/8/2025FSA Advisors Inc.14,016$308K0.2%+12.7%0.043%
5/7/2025LPL Financial LLC536,403$11.79M0.0%+116.1%1.641%
5/6/2025AE Wealth Management LLC2,004,010$44.03M0.4%+24.5%6.132%
5/5/2025Kestra Private Wealth Services LLC30,199$663K0.0%+50.9%0.092%
5/5/2025Csenge Advisory Group38,564$856K0.0%+59.6%0.118%
5/5/2025Hollencrest Capital Management1,124,312$24.70M1.1%+0.5%3.440%
5/5/2025Transce3nd LLC5,621$123K0.1%+34.8%0.017%
5/2/2025Fortis Group Advisors LLC244,229$5.37M1.0%N/A0.747%
5/2/2025Capital A Wealth Management LLC1,805$40K0.0%-55.2%0.006%
5/2/2025Larson Financial Group LLC3,750$82K0.0%N/A0.011%
5/2/2025Lord & Richards Wealth Management LLC16,920$372K0.4%+37.2%0.052%
5/1/2025Quest 10 Wealth Builders Inc.7,174$158K0.2%+730.3%0.022%
5/1/2025Park Square Financial Group LLC3,912$86K0.1%+160.1%0.012%
4/30/2025POM Investment Strategies LLC8,623$189K0.2%+73.0%0.026%
4/30/2025Trek Financial LLC828,162$18.20M1.3%+1,259.7%2.534%
4/30/2025Pekin Hardy Strauss Inc.92,217$2.03M0.2%-15.0%0.282%
4/29/2025SMART Wealth LLC27,513$604K0.2%+51.7%0.084%
4/28/2025Mutual Advisors LLC87,134$1.93M0.1%N/A0.267%
4/28/2025Capstone Wealth Management Group LLC151,560$3.33M2.4%N/A0.510%
4/28/2025Straight Path Wealth Management27,883$613K0.2%+10.2%0.085%
4/28/2025FSR Wealth Management Ltd.16,507$363K0.5%+30.3%0.051%
4/28/2025Private Trust Co. NA13,672$300K0.0%N/A0.042%
4/28/2025Longview Financial Advisors Inc.11,478$252K0.2%-90.0%0.035%
4/24/2025Cambridge Advisors Inc.30,393$668K0.1%-13.0%0.093%
4/24/2025CWC Advisors LLC.13,312$292K0.2%+3.6%0.041%
4/24/2025Elevated Capital Advisors LLC128,804$2.83M0.8%+3.0%0.394%
4/24/2025Kingdom Financial Group LLC.30,600$672K0.5%+97.5%0.094%
4/23/2025Ferguson Shapiro LLC1,287,216$28.28M10.5%-1.8%3.939%
4/23/2025Professional Financial Advisors LLC21,098$464K0.1%+17.6%0.065%
4/22/2025Cambridge Investment Research Advisors Inc.80,522$1.77M0.0%+681.5%0.246%
4/21/2025Compass Capital Corp MA ADV58,770$1.31M0.7%-30.1%0.180%
(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, 125 institutional investors and hedge funds held shares of Simplify Short Term Treasury Futures Strategy ETF. The most heavily invested institutionals were Southern Farm Bureau Life Insurance ($63M), AE Wealth Management LLC ($42.53M), Ferguson Shapiro LLC ($41.42M), Fourpath Capital Management LLC ($24.43M), Mid American Wealth Advisory Group Inc. ($24.03M), Financial Enhancement Group LLC ($21.23M), and Aprio Wealth Management LLC ($19.81M).Learn more on Simplify Short Term Treasury Futures Strategy ETF's institutional investors.

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

Of the 115 institutional investors that purchased Simplify Short Term Treasury Futures Strategy ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Southern Farm Bureau Life Insurance ($2.97M), Financial Enhancement Group LLC ($2.36M), Ferguson Shapiro LLC ($2.06M), Aprio Wealth Management LLC ($1.21M), Hollencrest Capital Management ($1.18M), Fourpath Capital Management LLC ($1.12M), and Mid American Wealth Advisory Group Inc. ($1.10M).

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

Institutional investors have bought a total of 13,443,581 shares in the last 24 months. This purchase volume represents approximately $291.15M in transactions.

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

Of the 36 institutional investors that sold Simplify Short Term Treasury Futures Strategy ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Hollencrest Capital Management ($2.17M), Private Advisor Group LLC ($404.07K), Jane Street Group LLC ($399.75K), HighTower Advisors LLC ($383.91K), Longview Financial Advisors Inc. ($379.49K), Andina Capital Management LLC ($339.28K), and Aprio Wealth Management LLC ($304.25K).

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

Institutional investors have sold a total of 5,973,104 shares in the last 24 months. This volume of shares sold represents approximately $130.33M in transactions.


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This page (NYSEARCA:TUA) was last updated on 10/24/2025 by MarketBeat.com Staff
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