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

$20.81 +0.04 (+0.19%)
As of 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)
72
Total
Institutional Inflows
(last 12 months)
$308.37M
Number of
Institutional Sellers
(last 12 months)
45
Total
Institutional Outflows
(last 12 months)
$63.42M
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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
4/30/2026 Elevated Capital Advisors LLC165,802$3.50M0.9%+48.1%0.430%
4/29/2026 Broussard Financial Group LLC372,250$7.85M6.3%+7.5%0.965%
4/28/2026 B.O.S.S. Retirement Advisors LLC135,491$2.86M0.9%-6.1%0.347%
4/28/2026 Evolution Wealth Management Inc.18,108$382K0.3%-4.6%0.046%
4/27/2026 Simplify Asset Management Inc.5,528,700$116.66M1.8%N/A14.176%
4/27/2026 4WEALTH Advisors Inc.22,471$473K0.4%-24.0%0.058%
4/25/2026 KPP Advisory Services LLC13,636$288K0.0%N/A0.035%
4/24/2026 Ferguson Shapiro LLC2,326,522$49.09M15.0%+4.1%5.950%
4/23/2026 Networth Advisors LLC8,763$185K0.1%-11.2%0.022%
4/21/2026 Welch Group LLC12,758$269K0.0%N/A0.033%
4/21/2026 LifeWealth Investments LLC163,258$3.45M1.0%+6.7%0.418%
4/21/2026 Aegis Wealth Management Inc.70,337$1.48M1.2%-6.9%0.180%
4/20/2026 Kestra Private Wealth Services LLC82,163$1.73M0.0%+35.2%0.210%
4/20/2026 Financial Enhancement Group LLC633,652$13.51M1.7%+54.7%1.621%
4/20/2026 Park Edge Advisors LLC380,176$8.02M1.8%-0.2%0.972%
4/16/2026 CWC Advisors LLC.14,622$309K0.1%-9.5%0.037%
2/18/2026OLD Mission Capital LLC18,734$410K0.0%-79.9%0.064%
2/18/2026IHT Wealth Management LLC61,141$1.34M0.0%+4.8%0.208%
2/17/2026Hilltop Holdings Inc.145,310$3.18M0.2%+56.3%0.494%
2/17/2026Equitable Holdings Inc.26,008$570K0.0%N/A0.088%
2/17/2026Osaic Holdings Inc.9,451$207K0.0%+70.1%0.032%
2/17/2026 Private Advisor Group LLC873,195$19.13M0.1%N/A2.970%
2/17/2026Royal Bank of Canada79,467$1.74M0.0%-1.2%0.270%
2/16/2026 MML Investors Services LLC19,451$426K0.0%+12.9%0.066%
2/13/2026Summit Financial LLC53,836$1.18M0.0%-19.1%0.183%
2/12/2026 Commonwealth Equity Services LLC72,127$1.58M0.0%-2.5%0.245%
2/12/2026Great Lakes Retirement Inc.134,613$2.95M0.3%-5.7%0.458%
2/12/2026Bank of Montreal Can3,603$79K0.0%+22.3%0.012%
2/12/2026Principal Securities Inc.129,655$2.84M0.0%+25.1%0.441%
2/12/2026Group One Trading LLC6,022$132K0.0%-91.9%0.020%
2/11/2026 Howard Bailey Securities LLC151,380$3.32M1.3%+17.4%0.515%
2/11/2026LPL Financial LLC825,818$18.09M0.0%+121.2%2.809%
2/11/2026 Straight Path Wealth Management31,447$689K0.2%+5.5%0.107%
2/10/2026 Evolution Wealth Management Inc.18,979$416K0.3%+30.4%0.065%
2/10/2026Goldman Sachs Group Inc.13,801$302K0.0%N/A0.047%
2/10/2026Foundations Investment Advisors LLC12,746$279K0.0%+37.3%0.043%
2/6/2026Cumberland Partners Ltd265,795$5.82M0.4%+22.0%0.904%
2/6/2026Lloyd Advisory Services LLC.691,416$15.14M5.9%+10.7%2.352%
2/6/2026Kingdom Financial Group LLC.40,648$890K0.3%+66.2%0.138%
2/6/2026 Magnolia Private Wealth LLC267,669$5.86M4.1%-15.6%0.910%
2/6/2026Authentikos Wealth Advisory LLC241,817$5.30M3.5%-23.3%0.823%
2/6/2026 IFP Advisors Inc5,971$131K0.0%+11.9%0.020%
2/6/2026 Csenge Advisory Group44,077$965K0.0%-2.2%0.150%
2/6/2026HighTower Advisors LLC920,206$20.16M0.0%+1,071.3%3.130%
2/5/2026 Aegis Wealth Management Inc.75,552$1.66M1.3%N/A0.257%
2/4/2026Trek Financial LLC11,868$260K0.0%N/A0.040%
2/3/2026 Encompass More Asset Management92,398$2.02M0.4%+2.7%0.313%
2/2/2026FSA Advisors Inc.12,202$267K0.0%N/A0.041%
2/2/2026 B.O.S.S. Retirement Advisors LLC144,340$3.16M1.0%-44.1%0.489%
2/2/2026 Broussard Financial Group LLC346,142$7.58M6.1%N/A1.173%
1/30/2026Pekin Hardy Strauss Inc.28,129$616K0.1%-14.7%0.095%
1/29/2026Aprio Wealth Management LLC295,635$6.48M0.4%-2.7%0.988%
1/29/2026 Kestra Private Wealth Services LLC60,755$1.33M0.0%+3.9%0.203%
1/29/2026 Golden Reserve Retirement LLC12,873$282K0.1%N/A0.043%
1/28/2026 Clarity Financial LLC13,280$291K0.0%N/A0.044%
1/27/2026Evergreen Capital Management LLC346,606$7.59M0.2%+1.6%1.158%
1/27/2026 Belpointe Asset Management LLC66,759$1.46M0.1%+20.9%0.223%
1/27/2026 FSR Wealth Management Ltd.11,275$247K0.3%-24.7%0.038%
1/27/2026 Elevated Capital Advisors LLC111,926$2.45M0.6%-2.4%0.374%
1/26/2026 LifeWealth Investments LLC153,042$3.35M1.1%-2.2%0.510%
1/26/2026 SMART Wealth LLC33,583$736K0.2%-3.6%0.112%
1/26/2026AE Wealth Management LLC1,878,550$41.15M0.2%-5.0%6.258%
1/26/2026 Ferguson Shapiro LLC2,235,784$48.97M15.1%+17.4%7.448%
1/26/2026Key Capital Management INC3,217$70K0.1%N/A0.011%
1/23/2026 Farther Finance Advisors LLC36,464$799K0.0%-8.6%0.121%
1/23/2026 Financial Enhancement Group LLC409,479$8.88M1.2%N/A1.364%
1/23/2026 Fourpath Capital Management LLC872,303$19.11M2.6%-21.9%2.906%
1/23/2026 Altfest L J & Co. Inc.853,327$18.69M2.0%+1.5%2.843%
1/23/2026 Mid American Wealth Advisory Group Inc.1,139,443$24.96M10.5%+3.7%3.796%
1/22/2026 Networth Advisors LLC9,864$216K0.2%N/A0.033%
1/22/2026 Centennial Advisors LLC54,133$1.19M1.5%N/A0.180%
1/21/2026 4WEALTH Advisors Inc.29,557$647K0.6%-2.7%0.098%
1/16/2026 Park Edge Advisors LLC380,893$8.34M1.9%-1.3%1.243%
1/16/2026 Heck Capital Advisors LLC285,483$6.25M0.5%+6.8%0.931%
1/15/2026 Professional Financial Advisors LLC26,250$575K0.1%+3.8%0.086%
1/14/2026 WESPAC Advisors LLC42,338$927K0.5%-20.8%0.138%
1/7/2026 Magnus Financial Group LLC13,910$305K0.0%-15.2%0.047%
1/7/2026 Private Client Services LLC208,194$4.56M1.4%+5.4%0.698%
1/2/2026 Insight Wealth Strategies LLC640,356$14.03M1.6%N/A2.147%
12/2/2025 IFP Advisors Inc5,337$117K0.0%-24.4%0.018%
11/17/2025 Kestra Private Wealth Services LLC58,493$1.28M0.0%+1.8%0.197%
11/17/2025Proficio Capital Partners LLC225,250$4.93M0.1%N/A0.758%
11/17/2025Hilltop Holdings Inc.92,970$2.03M0.1%-12.9%0.313%
11/17/2025Ausdal Financial Partners Inc.31,995$700K0.0%-1.9%0.108%
11/13/2025Family Management Corp32,727$716K0.1%-1.6%0.110%
11/12/2025Great Lakes Retirement Inc.142,810$3.12M0.3%-4.5%0.481%
11/12/2025Aprio Wealth Management LLC303,909$6.65M0.7%-3.3%1.023%
11/10/2025 Ferguson Shapiro LLC1,904,333$41.65M13.5%+1.3%6.412%
11/10/2025Pekin Hardy Strauss Inc.32,965$721K0.1%-74.9%0.111%
11/7/2025Cumberland Partners Ltd217,780$4.77M0.3%+5.3%0.733%
11/7/2025 SMART Wealth LLC34,829$762K0.3%+28.3%0.117%
11/7/2025HighTower Advisors LLC78,560$1.72M0.0%-0.9%0.265%
11/6/2025 Magnolia Private Wealth LLC317,275$6.70M4.2%+8.2%1.068%
11/5/2025 B.O.S.S. Retirement Advisors LLC258,021$5.64M1.3%-3.0%0.862%
11/5/2025Authentikos Wealth Advisory LLC315,324$6.90M4.6%-18.0%1.054%
11/5/2025 Envestnet Asset Management Inc.23,832$521K0.0%+5.6%0.080%
11/3/2025Foundations Investment Advisors LLC9,285$203K0.0%N/A0.031%
11/3/2025Hollencrest Capital Management202,062$4.42M0.2%-1.5%0.675%
11/3/2025AE Wealth Management LLC1,976,802$43.23M0.3%+2.4%6.607%
11/3/2025 Belpointe Asset Management LLC55,210$1.21M0.0%+7.6%0.185%


TUA Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of TUA shares?

During the previous two years, 127 institutional investors and hedge funds held shares of Simplify Short Term Treasury Futures Strategy ETF. The most heavily invested institutionals were Simplify Asset Management Inc. ($116.66M), Southern Farm Bureau Life Insurance ($63M), Ferguson Shapiro LLC ($49.09M), AE Wealth Management LLC ($41.15M), Mid American Wealth Advisory Group Inc. ($24.96M), HighTower Advisors LLC ($20.16M), and Private Advisor Group LLC ($19.13M).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: Simplify Asset Management Inc. ($5.60M), Southern Farm Bureau Life Insurance ($2.97M), Ferguson Shapiro LLC ($2.30M), Financial Enhancement Group LLC ($1.66M), Private Advisor Group LLC ($1.29M), Hollencrest Capital Management ($1.12M), and Fourpath Capital Management LLC ($1.12M).

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

Institutional investors have bought a total of 14,288,212 shares in the last 24 months. This purchase volume represents approximately $308.37M in transactions.

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

Of the 45 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 ($922.25K), Aprio Wealth Management LLC ($322.75K), Fourpath Capital Management LLC ($244.61K), Magnolia Private Wealth LLC ($226.54K), AE Wealth Management LLC ($171.85K), Ethos Financial Group LLC ($156.14K), and Authentikos Wealth Advisory LLC ($142.63K).

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

Institutional investors have sold a total of 2,887,868 shares in the last 24 months. This volume of shares sold represents approximately $63.42M in transactions.


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This page (NYSEARCA:TUA) was last updated on 5/5/2026 by MarketBeat.com Staff.
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