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

$21.71 +0.09 (+0.42%)
As of 07/18/2025 04:10 PM Eastern
Compare

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)
$349.11M
Number of
Institutional Sellers
(last 12 months)
35
Total
Institutional Outflows
(last 12 months)
$114.76M
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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
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%
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%
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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%
4/24/2025 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%
4/24/2025Kingdom 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%
4/23/2025 Professional 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%
4/21/2025LifeWealth Investments LLC114,910$2.53M1.0%+24.6%0.352%
4/17/2025Great Lakes Retirement Inc.166,847$3.67M0.5%+50.3%0.533%
4/17/2025Authentikos Wealth Advisory LLC310,163$6.81M5.6%+353.3%0.990%
4/17/2025Howard Bailey Securities LLC133,968$2.94M1.2%+27.2%0.428%
4/17/2025Brighton Jones LLC10,217$224K0.0%N/A0.033%
4/15/2025 Magnolia Private Wealth LLC470,074$10.33M5.8%+58.1%1.500%
4/15/2025Wealthcare Advisory Partners LLC11,682$257K0.0%N/A0.037%
4/15/2025Fourpath 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%
4/9/2025Mid 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%
2/28/2025Park Square Financial Group LLC1,504$32K0.0%N/A0.006%
2/26/2025LifeWealth 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%
2/14/2025Bolthouse 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%
2/13/2025Trek 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%
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2/10/2025Kingdom 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%
2/6/2025Straight Path Wealth Management25,300$537K0.2%+42.7%0.112%
2/6/2025J.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%
2/3/2025Compass Capital Corp MA ADV84,039$1.78M0.7%N/A0.373%
(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, 117 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 ($44.03M), Ferguson Shapiro LLC ($28.28M), Hollencrest Capital Management ($24.70M), Mid American Wealth Advisory Group Inc. ($21.51M), 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 108 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: 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 ($1.18M), 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 16,140,980 shares in the last 24 months. This purchase volume represents approximately $349.11M in transactions.

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

Of the 35 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 ($1.25M), Private Advisor Group LLC ($404.07K), Jane Street Group LLC ($399.75K), Longview Financial Advisors Inc. ($387.37K), 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 5,262,816 shares in the last 24 months. This volume of shares sold represents approximately $114.76M in transactions.


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This page (NYSEARCA:TUA) was last updated on 7/20/2025 by MarketBeat.com Staff
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