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

$22.00 -0.26 (-1.17%)
Closing price 05/2/2025 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)
81
Total
Institutional Inflows
(last 12 months)
$350.50M
Number of
Institutional Sellers
(last 12 months)
26
Total
Institutional Outflows
(last 12 months)
$104.20M
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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
5/2/2025Fortis 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%
5/1/2025 Quest 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$3.33M1.9%N/A0.464%
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%
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%
2/28/2025 Park Square Financial Group LLC1,504$32K0.0%N/A0.006%
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2/26/2025 LifeWealth Investments LLC92,195$1.96M1.3%N/A0.359%
2/26/2025Capital A Wealth Management LLC4,026$85K0.1%N/A0.016%
2/25/2025Heck Capital Advisors LLC257,508$5.46M0.3%N/A1.002%
2/17/2025Ancora Advisors LLC786,290$16.69M0.4%+18.0%3.487%
2/14/2025Jane Street Group LLC20,094$426K0.0%-38.4%0.089%
2/14/2025 Bolthouse Investments LLC24,119$512K0.5%N/A0.107%
2/14/2025Transce3nd LLC4,171$89K0.0%N/A0.018%
2/14/2025GeoWealth Management LLC33,803$717K0.0%+92.4%0.150%
2/13/2025NewEdge Advisors LLC9,914$210K0.0%-36.8%0.044%
2/13/2025Evergreen Capital Management LLC360,858$7.66M0.2%+0.4%1.600%
2/13/2025Anchor Investment Management LLC17,119$363K0.0%-12.7%0.076%
2/13/2025M Holdings Securities Inc.76,000$1.61M0.3%N/A0.337%
2/13/2025 Trek Financial LLC60,907$1.29M0.1%+15.5%0.270%
2/12/2025OLD Mission Capital LLC32,739$695K0.0%N/A0.145%
2/12/2025CIBC Private Wealth Group LLC1,431$30K0.0%N/A0.006%
2/12/2025Financial Engines Advisors L.L.C.28,489$605K0.0%N/A0.126%
2/11/2025LPL Financial LLC248,172$5.27M0.0%-36.4%1.101%
2/11/2025M Holdings Securities Inc.1,613$34K0.0%N/A0.007%
2/11/2025Simplify Asset Management Inc.170,383$3.62M0.2%+2.9%0.756%
2/10/2025BlackDiamond Wealth Management LLC56,608$1.20M0.7%+2.5%0.251%
2/10/2025 Kingdom Financial Group LLC.15,490$329K0.2%+37.5%0.069%
2/10/2025Commonwealth Equity Services LLC45,296$961K0.0%-76.9%0.201%
2/10/2025Hollencrest Capital Management1,119,084$23.75M0.9%-52.8%4.963%
2/7/2025HighTower Advisors LLC32,149$682K0.0%-76.4%0.143%
2/6/2025Ethos Financial Group LLC167,815$3.56M0.5%N/A0.744%
2/6/2025 Straight Path Wealth Management25,300$537K0.2%+42.7%0.112%
2/6/2025 J.Safra Asset Management Corp18,333$389K0.0%N/A0.081%
2/5/2025 Magnolia Private Wealth LLC297,317$6.31M3.6%N/A1.318%
2/3/2025 Lloyd Advisory Services LLC.544,870$11.56M5.5%+35.9%2.416%
2/3/2025 Compass Capital Corp MA ADV84,039$1.78M0.7%N/A0.373%
2/3/2025Cumberland Partners Ltd198,382$4.21M0.3%+7.8%0.880%
2/3/2025Private Advisor Group LLC10,564$224K0.0%-97.5%0.047%
2/3/2025 Longview Financial Advisors Inc.114,611$2.43M1.9%-70.6%0.508%
1/30/2025Csenge Advisory Group24,162$513K0.0%+34.7%0.107%
1/30/2025 Principal Securities Inc.27,135$576K0.0%-65.4%0.120%
1/30/2025Lord & Richards Wealth Management LLC12,328$262K0.6%N/A0.055%
1/29/2025 Howard Bailey Securities LLC105,308$2.24M0.8%+6.4%0.467%
1/29/2025 Great Lakes Retirement Inc.110,984$2.36M0.3%+25.9%0.492%
1/29/2025Gladstone Institutional Advisory LLC265,795$5.64M0.3%-41.8%1.179%
1/29/2025 Authentikos Wealth Advisory LLC68,422$1.45M1.4%+13.7%0.303%
1/29/2025 POM Investment Strategies LLC4,983$106K0.1%N/A0.022%
1/29/2025 FSR Wealth Management Ltd.12,665$269K0.3%N/A0.056%
1/28/2025Kestra Private Wealth Services LLC20,015$425K0.0%+3.5%0.089%
1/28/2025 Almanack Investment Partners LLC.167,815$3.56M0.5%+4.8%0.744%
1/28/2025 SMART Wealth LLC18,136$385K0.1%+15.6%0.080%
1/23/2025 GFS Advisors LLC9,450$201K0.0%N/A0.042%
1/23/2025FSA Advisors Inc.12,434$264K0.3%N/A0.055%
1/23/2025 Ferguson Shapiro LLC1,310,149$27.80M10.3%-9.5%5.810%
1/21/2025 B.O.S.S. Retirement Advisors LLC189,722$4.03M1.1%+740.0%0.841%
1/17/2025Southern Farm Bureau Life Insurance2,967,492$63M8.9%N/A13.160%
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1/16/2025 Cambridge Advisors Inc.34,952$742K0.2%+3.8%0.155%
1/14/2025 Financial Enhancement Group LLC1,013,970$21.23M3.2%N/A4.497%
1/14/2025 Professional Financial Advisors LLC17,939$381K0.1%+8.1%0.080%
1/13/2025 Elevated Capital Advisors LLC125,019$2.65M0.7%+34.1%0.554%
1/13/2025 Mid American Wealth Advisory Group Inc.690,564$14.65M8.6%+68.5%3.062%
1/13/2025Aprio Wealth Management LLC1,205,994$25.59M3.7%+14.3%5.348%
1/8/2025 Private Client Services LLC183,665$3.90M2.1%+5.4%0.814%
12/16/2024 SMART Wealth LLC15,693$361K0.1%N/A0.070%
11/21/2024Anchor Investment Management LLC19,613$451K0.0%+13.3%0.087%
11/15/2024Jane Street Group LLC32,636$750K0.0%-92.2%0.145%
(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, 114 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), Ferguson Shapiro LLC ($28.28M), Aprio Wealth Management LLC ($25.59M), Hollencrest Capital Management ($23.75M), AE Wealth Management LLC ($21.57M), Mid American Wealth Advisory Group Inc. ($21.51M), and Financial Enhancement Group LLC ($21.23M).Learn more on TUA's institutional investors.

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

Of the 107 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), Southern Farm Bureau Life Insurance ($2.97M), Financial Enhancement Group LLC ($2.36M), Ferguson Shapiro LLC ($1.46M), Aprio Wealth Management LLC ($1.21M), Hollencrest Capital Management ($1.17M), and Mid American Wealth Advisory Group Inc. ($979.04K).

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

Institutional investors have bought a total of 39,031,184 shares in the last 24 months. This purchase volume represents approximately $868.18M in transactions.

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

Of the 38 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), Hollencrest Capital Management ($1.25M), Dakota Wealth Management ($553.46K), Private Advisor Group LLC ($404.07K), Jane Street Group LLC ($399.75K), HighTower Advisors LLC ($395.01K), and Longview Financial Advisors Inc. ($387.37K).

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

Institutional investors have sold a total of 21,613,712 shares in the last 24 months. This volume of shares sold represents approximately $472.89M in transactions.


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This page (NYSEARCA:TUA) was last updated on 5/3/2025 by MarketBeat.com Staff
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