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

$21.98 +0.05 (+0.23%)
Closing price 08/29/2025 04:10 PM Eastern
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$21.98 +0.00 (+0.02%)
As of 08/29/2025 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)
88
Total
Institutional Inflows
(last 12 months)
$299.70M
Number of
Institutional Sellers
(last 12 months)
36
Total
Institutional Outflows
(last 12 months)
$134.91M
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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
8/29/2025Evolution Wealth Management Inc.5,103$112K0.1%N/A0.018%
8/18/2025 Hollencrest Capital Management205,149$4.52M0.2%-81.8%0.709%
8/16/2025 Evergreen Capital Management LLC343,026$7.56M0.2%-4.8%1.186%
8/15/2025 IHT Wealth Management LLC54,788$1.21M0.0%+3.6%0.189%
8/15/2025 Group One Trading LLC47,383$1.04M0.0%+147.0%0.164%
8/13/2025 GeoWealth Management LLC60,371$1.33M0.1%+12.8%0.209%
8/12/2025 JPMorgan Chase & Co.10,595$233K0.0%+105,850.0%0.037%
8/12/2025 Cumberland Partners Ltd206,803$4.56M0.3%+0.3%0.715%
8/11/2025 Kingdom Financial Group LLC.26,481$583K0.5%-13.5%0.089%
8/6/2025 AE Wealth Management LLC1,930,417$42.53M0.3%-3.7%6.522%
8/6/2025 Pekin Hardy Strauss Inc.131,212$2.89M0.3%+42.3%0.443%
8/6/2025 Ethos Financial Group LLC11,671$257K0.0%-52.9%0.039%
8/4/2025 Great Lakes Retirement Inc.149,593$3.30M0.4%-10.3%0.505%
8/4/2025 4WEALTH Advisors Inc.31,134$686K0.7%N/A0.105%
8/4/2025 Whalen Wealth Management Inc.52,336$1.15M0.7%N/A0.177%
8/1/2025 FSA Advisors Inc.12,723$280K0.2%-9.2%0.043%
8/1/2025 Ferguson Shapiro LLC1,880,358$41.42M14.0%+46.1%6.353%
8/1/2025 Belvedere Trading LLC19,701$434K0.0%N/A0.067%
8/1/2025 Envestnet Asset Management Inc.22,574$497K0.0%N/A0.076%
7/31/2025 FSR Wealth Management Ltd.15,616$344K0.4%-5.4%0.053%
7/31/2025 Longview 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%
7/29/2025 Straight 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%
7/24/2025 IFP Advisors Inc7,057$155K0.0%N/A0.024%
7/23/2025 WESPAC Advisors LLC52,279$1.15M0.8%N/A0.177%
7/23/2025 Heck Capital Advisors LLC264,530$5.83M0.5%+3.0%0.894%
7/22/2025 Belpointe Asset Management LLC51,302$1.13M0.0%-61.1%0.173%
7/22/2025 Wealthcare Advisory Partners LLC18,070$398K0.0%+54.7%0.061%
7/18/2025 B.O.S.S. Retirement Advisors LLC266,035$5.86M1.5%-0.6%0.893%
7/18/2025 Magnolia Private Wealth LLC293,142$6.46M5.0%-37.6%0.985%
7/16/2025 Lloyd Advisory Services LLC.621,886$13.70M6.6%-4.7%2.092%
7/16/2025 Magnus 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%
7/10/2025 Professional Financial Advisors LLC22,458$495K0.1%+6.4%0.076%
7/9/2025 Tounjian 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%
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7/1/2025 Private Client Services LLC14,054$310K0.1%-7.2%0.046%
5/21/2025 Geneos Wealth Management Inc.2,297$50K0.0%N/A0.007%
5/20/2025 Belpointe Asset Management LLC131,956$2.90M0.2%+5.9%0.376%
5/20/2025 Anchor Investment Management LLC20,373$448K0.0%+19.0%0.058%
5/16/2025 Ancora Advisors LLC821,290$18.04M0.4%+4.5%2.343%
5/16/2025 Aprio Wealth Management LLC901,742$19.81M2.5%-25.2%2.573%
5/15/2025 Royal Bank of Canada88,640$1.95M0.0%-21.9%0.253%
5/15/2025 Evergreen Capital Management LLC360,268$7.92M0.3%-0.2%1.028%
5/14/2025 Flow Traders U.S. LLC89,575$1.97M0.1%N/A0.256%
5/13/2025 Ethos Financial Group LLC24,766$544K0.1%-85.2%0.071%
5/13/2025 Heck Capital Advisors LLC256,909$5.64M0.6%-0.2%0.733%
5/13/2025 HighTower Advisors LLC81,240$1.79M0.0%+152.7%0.232%
5/9/2025 Altfest L J & Co. Inc.836,796$18.38M2.3%+243.1%2.561%
5/9/2025 Cumberland Partners Ltd206,132$4.53M0.3%+3.9%0.631%
5/8/2025 FSA Advisors Inc.14,016$308K0.2%+12.7%0.043%
5/7/2025 LPL Financial LLC536,403$11.79M0.0%+116.1%1.641%
5/6/2025 AE Wealth Management LLC2,004,010$44.03M0.4%+24.5%6.132%
5/5/2025 Kestra Private Wealth Services LLC30,199$663K0.0%+50.9%0.092%
5/5/2025 Csenge Advisory Group38,564$856K0.0%+59.6%0.118%
5/5/2025 Hollencrest Capital Management1,124,312$24.70M1.1%+0.5%3.440%
5/5/2025 Transce3nd LLC5,621$123K0.1%+34.8%0.017%
5/2/2025 Fortis Group Advisors LLC244,229$5.37M1.0%N/A0.747%
5/2/2025Capital A Wealth Management LLC1,805$40K0.0%-55.2%0.006%
5/2/2025 Larson Financial Group LLC3,750$82K0.0%N/A0.011%
5/2/2025 Lord & 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%
5/1/2025 Park Square Financial Group LLC3,912$86K0.1%+160.1%0.012%
4/30/2025 POM Investment Strategies LLC8,623$189K0.2%+73.0%0.026%
4/30/2025 Trek Financial LLC828,162$18.20M1.3%+1,259.7%2.534%
4/30/2025 Pekin Hardy Strauss Inc.92,217$2.03M0.2%-15.0%0.282%
4/29/2025 SMART Wealth LLC27,513$604K0.2%+51.7%0.084%
4/28/2025 Mutual Advisors LLC87,134$1.93M0.1%N/A0.267%
4/28/2025 Capstone Wealth Management Group LLC151,560$3.33M2.4%N/A0.510%
4/28/2025 Straight Path Wealth Management27,883$613K0.2%+10.2%0.085%
4/28/2025 FSR Wealth Management Ltd.16,507$363K0.5%+30.3%0.051%
4/28/2025 Private Trust Co. NA13,672$300K0.0%N/A0.042%
4/28/2025 Longview Financial Advisors Inc.11,478$252K0.2%-90.0%0.035%
4/24/2025 Cambridge Advisors Inc.30,393$668K0.1%-13.0%0.093%
4/24/2025 CWC Advisors LLC.13,312$292K0.2%+3.6%0.041%
4/24/2025 Elevated Capital Advisors LLC128,804$2.83M0.8%+3.0%0.394%
4/24/2025 Kingdom Financial Group LLC.30,600$672K0.5%+97.5%0.094%
4/23/2025 Ferguson Shapiro LLC1,287,216$28.28M10.5%-1.8%3.939%
4/23/2025 Professional Financial Advisors LLC21,098$464K0.1%+17.6%0.065%
4/22/2025 Cambridge Investment Research Advisors Inc.80,522$1.77M0.0%+681.5%0.246%
4/21/2025 Compass Capital Corp MA ADV58,770$1.31M0.7%-30.1%0.180%
4/21/2025 LifeWealth Investments LLC114,910$2.53M1.0%+24.6%0.352%
4/17/2025 Great Lakes Retirement Inc.166,847$3.67M0.5%+50.3%0.533%
4/17/2025 Authentikos Wealth Advisory LLC310,163$6.81M5.6%+353.3%0.990%
4/17/2025 Howard Bailey Securities LLC133,968$2.94M1.2%+27.2%0.428%
4/17/2025 Brighton Jones LLC10,217$224K0.0%N/A0.033%
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4/15/2025 Magnolia Private Wealth LLC470,074$10.33M5.8%+58.1%1.500%
4/15/2025 Wealthcare Advisory Partners LLC11,682$257K0.0%N/A0.037%
4/15/2025 Fourpath Capital Management LLC807,454$17.74M3.1%N/A2.577%
4/14/2025 Tounjian Advisory Partners LLC17,790$391K0.1%N/A0.057%
4/14/2025 Farther Finance Advisors LLC13,952$307K0.0%N/A0.045%
4/14/2025 Lloyd Advisory Services LLC.652,580$14.34M7.2%+19.8%2.083%
4/11/2025 Signal Advisors Wealth LLC9,808$215K0.0%N/A0.031%
4/10/2025 Park Edge Advisors LLC243,868$5.36M1.5%N/A0.778%
4/9/2025 Mid American Wealth Advisory Group Inc.979,044$21.51M11.5%+41.8%3.125%
4/8/2025 Private Client Services LLC15,142$333K0.2%-91.8%0.048%
(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, 123 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 ($23.25M), Mid American Wealth Advisory Group Inc. ($23.01M), 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 114 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 ($1.06M), and Mid American Wealth Advisory Group Inc. ($1.04M).

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

Institutional investors have bought a total of 13,781,782 shares in the last 24 months. This purchase volume represents approximately $299.70M 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), Longview Financial Advisors Inc. ($388.27K), HighTower Advisors LLC ($383.91K), 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 6,170,620 shares in the last 24 months. This volume of shares sold represents approximately $134.91M in transactions.


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This page (NYSEARCA:TUA) was last updated on 8/30/2025 by MarketBeat.com Staff
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