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

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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)
83
Total
Institutional Inflows
(last 12 months)
$362.24M
Number of
Institutional Sellers
(last 12 months)
30
Total
Institutional Outflows
(last 12 months)
$110.00M
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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
5/21/2025 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%
5/2/2025 Capital 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%
5/1/2025 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$3.33M2.7%N/A0.432%
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%
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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%
2/26/2025 LifeWealth Investments LLC92,195$1.96M1.3%N/A0.359%
2/26/2025 Capital A Wealth Management LLC4,026$85K0.1%N/A0.016%
2/25/2025 Heck Capital Advisors LLC257,508$5.46M0.3%N/A1.002%
2/17/2025 Ancora Advisors LLC786,290$16.69M0.4%+18.0%3.487%
2/14/2025 Jane Street Group LLC20,094$426K0.0%-38.4%0.089%
2/14/2025 Bolthouse Investments LLC24,119$512K0.5%N/A0.107%
2/14/2025 Transce3nd LLC4,171$89K0.0%N/A0.018%
2/14/2025 GeoWealth Management LLC33,803$717K0.0%+92.4%0.150%
2/13/2025 NewEdge Advisors LLC9,914$210K0.0%-36.8%0.044%
2/13/2025 Evergreen Capital Management LLC360,858$7.66M0.2%+0.4%1.600%
2/13/2025 Anchor Investment Management LLC17,119$363K0.0%-12.7%0.076%
2/13/2025 M 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%
2/12/2025 OLD Mission Capital LLC32,739$695K0.0%N/A0.145%
2/12/2025 CIBC Private Wealth Group LLC1,431$30K0.0%N/A0.006%
2/12/2025 Financial Engines Advisors L.L.C.28,489$605K0.0%N/A0.126%
2/11/2025 LPL Financial LLC248,172$5.27M0.0%-36.4%1.101%
2/11/2025 M Holdings Securities Inc.1,613$34K0.0%N/A0.007%
2/11/2025 Simplify Asset Management Inc.170,383$3.62M0.2%+2.9%0.756%
2/10/2025 BlackDiamond 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%
2/10/2025 Commonwealth Equity Services LLC45,296$961K0.0%-76.9%0.201%
2/10/2025 Hollencrest Capital Management1,119,084$23.75M0.9%-52.8%4.963%
2/7/2025 HighTower Advisors LLC32,149$682K0.0%-76.4%0.143%
2/6/2025 Ethos 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%
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2/3/2025 Cumberland Partners Ltd198,382$4.21M0.3%+7.8%0.880%
2/3/2025 Private 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%
1/30/2025 Csenge Advisory Group24,162$513K0.0%+34.7%0.107%
1/30/2025 Principal Securities Inc.27,135$576K0.0%-65.4%0.120%
1/30/2025 Lord & 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%
1/29/2025 Gladstone 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%
(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, 116 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 TUA's institutional investors.

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

Of the 108 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), AE Wealth Management LLC ($1.29M), Aprio Wealth Management LLC ($1.21M), and Hollencrest Capital Management ($1.18M).

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

Institutional investors have bought a total of 39,650,976 shares in the last 24 months. This purchase volume represents approximately $878.80M in transactions.

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

Of the 43 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 22,087,120 shares in the last 24 months. This volume of shares sold represents approximately $483.29M in transactions.


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This page (NYSEARCA:TUA) was last updated on 5/23/2025 by MarketBeat.com Staff
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