Simplify Short Term Treasury Futures Strategy ETF (TUA) Institutional Ownership $20.51 0.00 (0.00%) As of 05/22/2026 04:10 PM Eastern Add Compare Share Share Ownership Stock AnalysisChartDividendHoldingsOwnershipRatingsShort InterestBuy This Stock Institutional Ownership Changes (13F Filings) for Simplify Short Term Treasury Futures Strategy ETF (NYSEARCA:TUA)Number ofInstitutional Buyers(last 12 months)68TotalInstitutional Inflows(last 12 months)$276.52MNumber ofInstitutional Sellers(last 12 months)45TotalInstitutional Outflows(last 12 months)$60.10M Get TUA Insider Trade Alerts Want to know when executives and insiders are buying or selling Simplify Short Term Treasury Futures Strategy ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. 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Skip Chart & View Institutional Buying and Selling Data TUA Institutional Buying and Selling by Quarter Simplify Short Term Treasury Futures Strategy ETF Major Shareholders & Ownership History ExportReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails5/15/2026 Legacy PCG LLC22,004$464K2.5%N/A0.057% 5/15/2026 Cumberland Partners Ltd19,168$404K0.0%-92.8%0.050% 5/14/2026 Hilltop Holdings Inc.57,302$1.21M0.1%-60.6%0.149% 5/7/2026 Hollencrest Capital Management201,303$4.25M0.2%-0.4%0.522% 5/6/2026 FSA Advisors Inc.13,431$283K0.2%+10.1%0.035% 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% Get the Latest News and Ratings for TUA and Related StocksEnter your email address below to receive the latest news and analysts' ratings for Simplify Short Term Treasury Futures Strategy ETF and its competitors with MarketBeat's FREE daily newsletter. 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% 2/18/2026 OLD Mission Capital LLC18,734$410K0.0%-79.9%0.064% 2/18/2026 IHT Wealth Management LLC61,141$1.34M0.0%+4.8%0.208% 2/17/2026 Hilltop Holdings Inc.145,310$3.18M0.2%+56.3%0.494% 2/17/2026 Equitable Holdings Inc.26,008$570K0.0%N/A0.088% 2/17/2026 Osaic Holdings Inc.9,451$207K0.0%+70.1%0.032% 2/17/2026 Private Advisor Group LLC873,195$19.13M0.1%N/A2.970% 2/17/2026 Royal 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% 2/13/2026 Summit 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% 2/12/2026 Great Lakes Retirement Inc.134,613$2.95M0.3%-5.7%0.458% 2/12/2026 Bank of Montreal Can3,603$79K0.0%+22.3%0.012% 2/12/2026 Principal Securities Inc.129,655$2.84M0.0%+25.1%0.441% 2/12/2026 Group 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% 2/11/2026 LPL 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% 2/10/2026 Goldman Sachs Group Inc.13,801$302K0.0%N/A0.047% $30 stock to buy before Starlink goes public (WATCH NOW!) 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No credit card is required to get the ticker.Watch the free video to get the ticker today.2/10/2026 Foundations Investment Advisors LLC12,746$279K0.0%+37.3%0.043% 2/6/2026 Cumberland Partners Ltd265,795$5.82M0.4%+22.0%0.904% 2/6/2026 Lloyd Advisory Services LLC.691,416$15.14M5.9%+10.7%2.352% 2/6/2026 Kingdom 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% 2/6/2026 Authentikos 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% 2/6/2026 HighTower 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% 2/4/2026 Trek Financial LLC11,868$260K0.0%N/A0.040% 2/3/2026 Encompass More Asset Management92,398$2.02M0.4%+2.7%0.313% 2/2/2026 FSA 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% 1/30/2026 Pekin Hardy Strauss Inc.28,129$616K0.1%-14.7%0.095% 1/29/2026 Aprio 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% 1/27/2026 Evergreen 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% 1/26/2026 AE 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% 1/26/2026 Key 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% 11/17/2025 Proficio Capital Partners LLC225,250$4.93M0.1%N/A0.758% 11/17/2025 Hilltop Holdings Inc.92,970$2.03M0.1%-12.9%0.313% 11/17/2025 Ausdal Financial Partners Inc.31,995$700K0.0%-1.9%0.108% 11/13/2025 Family Management Corp32,727$716K0.1%-1.6%0.110% Elon Musk’s $1 Quadrillion AI IPO (Ad)$1 quadrillion would be enough to send a $2.8 million check to every man, woman, and child in America. That is the scale of what analysts are calling the biggest AI IPO in history.And right now, you can claim a stake before the company goes public, starting with just $500.Elon Musk is predicting this investment could climb 1,000x from here. Early access is available today.Claim Your Stake Now11/12/2025 Great Lakes Retirement Inc.142,810$3.12M0.3%-4.5%0.481% 11/12/2025 Aprio 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% 11/10/2025 Pekin Hardy Strauss Inc.32,965$721K0.1%-74.9%0.111% 11/7/2025 Cumberland Partners Ltd217,780$4.77M0.3%+5.3%0.733% 11/7/2025 SMART Wealth LLC34,829$762K0.3%+28.3%0.117% 11/7/2025 HighTower 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% 11/5/2025 Authentikos Wealth Advisory LLC315,324$6.90M4.6%-18.0%1.054% TUA Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of TUA shares? During the previous two years, 126 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 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: 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 12,839,766 shares in the last 24 months. This purchase volume represents approximately $276.52M 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 ($923.01K), Cumberland Partners Ltd ($246.63K), Fourpath Capital Management LLC ($244.61K), Magnolia Private Wealth LLC ($226.54K), AE Wealth Management LLC ($171.85K), Authentikos Wealth Advisory LLC ($142.63K), and B.O.S.S. Retirement Advisors LLC ($132.28K). How much institutional selling is happening at Simplify Short Term Treasury Futures Strategy ETF? Institutional investors have sold a total of 2,749,854 shares in the last 24 months. This volume of shares sold represents approximately $60.10M in transactions. Related Companies XBIL Major Shareholders XONE Major Shareholders SGVT Major Shareholders IBTK Major Shareholders SCHQ Major Shareholders VGUS Major Shareholders FLGV Major Shareholders BILZ Major Shareholders IBTL Major Shareholders XTEN Major Shareholders This page (NYSEARCA:TUA) was last updated on 5/25/2026 by MarketBeat.com Staff. From Our PartnersElon Musk’s $1 Quadrillion AI IPO$1 quadrillion would be enough to send a $2.8 million check to every man, woman, and child in America. That is...Brownstone Research | SponsoredWhy this tiny stock may move before the SpaceX IPO dropsThe projected SpaceX and xAI S-1 filing hits the SEC on June 1st - and analyst Dylan Jovine says $1.75 trillio...Behind the Markets | SponsoredSpaceX IPO hides a much bigger storyThe SpaceX IPO could be the biggest in history at $1.75 trillion - but the real story isn't the IPO itself. ...Weiss Ratings | SponsoredHey, it's Jon Najarian. The SpaceX IPO is right around the corner. 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