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

$22.21 -0.01 (-0.05%)
Closing price 04/17/2025 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)
76
Total
Institutional Inflows
(last 12 months)
$322.21M
Number of
Institutional Sellers
(last 12 months)
25
Total
Institutional Outflows
(last 12 months)
$104.08M
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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
4/17/2025 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%
2/28/2025Park 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%
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%
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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%
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%
2/3/2025Longview Financial Advisors Inc.114,611$2.43M1.9%-70.6%0.508%
1/30/2025Csenge Advisory Group24,162$513K0.0%+34.7%0.107%
1/30/2025Principal 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%
1/29/2025POM Investment Strategies LLC4,983$106K0.1%N/A0.022%
1/29/2025FSR Wealth Management Ltd.12,665$269K0.3%N/A0.056%
1/28/2025Kestra Private Wealth Services LLC20,015$425K0.0%+3.5%0.089%
1/28/2025Almanack Investment Partners LLC.167,815$3.56M0.5%+4.8%0.744%
1/28/2025SMART Wealth LLC18,136$385K0.1%+15.6%0.080%
1/23/2025GFS Advisors LLC9,450$201K0.0%N/A0.042%
1/23/2025FSA Advisors Inc.12,434$264K0.3%N/A0.055%
1/23/2025Ferguson Shapiro LLC1,310,149$27.80M10.3%-9.5%5.810%
1/21/2025B.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%
1/16/2025Cambridge Advisors Inc.34,952$742K0.2%+3.8%0.155%
1/14/2025Financial Enhancement Group LLC1,013,970$21.23M3.2%N/A4.497%
1/14/2025Professional Financial Advisors LLC17,939$381K0.1%+8.1%0.080%
1/13/2025Elevated 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%
12/16/2024SMART 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%
11/15/2024HighTower Advisors LLC136,003$3.13M0.0%-67.3%0.603%
11/15/2024Hilltop Holdings Inc.109,764$2.52M0.2%+0.8%0.487%
11/13/2024Private Trust Co. NA4,045$93K0.0%N/A0.018%
11/12/2024Pekin Hardy Strauss Inc.133,608$3.07M0.4%-21.1%0.592%
11/6/2024Simplify Asset Management Inc.165,526$3.81M0.2%+63.1%0.734%
11/5/2024Cumberland Partners Ltd184,105$4.24M0.3%+48.5%0.816%
11/5/2024FDx Advisors Inc.30,164$693K0.2%-25.8%0.134%
11/1/2024Hollencrest Capital Management2,368,932$54.46M2.2%+1.7%10.505%
10/28/2024Gladstone Institutional Advisory LLC456,837$10.50M0.5%+76.5%2.026%
10/25/2024Andina Capital Management LLC50,218$1.16M0.9%-87.1%0.223%
10/23/2024CWC Advisors LLC.13,305$306K0.3%N/A0.059%
10/23/2024Dakota Wealth Management9,169$211K0.0%-95.7%0.041%
10/23/2024Cambridge Advisors Inc.33,684$774K0.2%+11.6%0.149%
10/23/2024 Great Lakes Retirement Inc.88,122$2.03M0.3%+7.6%0.391%
10/22/2024Elevated Capital Advisors LLC93,218$2.14M0.6%+112.2%0.413%
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10/22/2024Private Advisor Group LLC414,635$9.53M0.1%N/A1.839%
10/21/2024WJ Interests LLC313,386$7.21M3.2%+3.9%1.390%
10/19/2024Longview Financial Advisors Inc.390,073$8.97M6.6%-2.2%1.730%
10/16/2024B.O.S.S. Retirement Advisors LLC22,585$519K0.1%+102.7%0.100%
10/16/2024Longview Financial Advisors Inc.440,615$10.20M9.3%+10.5%1.954%
10/10/2024Professional Financial Advisors LLC16,595$382K0.1%+6.7%0.074%
10/10/2024 Lloyd Advisory Services LLC.400,843$9.22M4.5%+15.9%1.778%
10/9/2024Ferguson Shapiro LLC1,448,437$33.30M12.4%-1.1%6.423%
10/8/2024Brookstone Capital Management12,118$279K0.0%N/A0.054%
10/8/2024Aprio Wealth Management LLC1,055,142$24.26M3.9%+7.0%4.679%
(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, 109 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 ($27.80M), 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 104 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 37,830,536 shares in the last 24 months. This purchase volume represents approximately $842.54M in transactions.

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

Of the 35 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 Andina Capital Management LLC ($339.28K).

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

Institutional investors have sold a total of 21,439,378 shares in the last 24 months. This volume of shares sold represents approximately $469.06M in transactions.


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This page (NYSEARCA:TUA) was last updated on 4/18/2025 by MarketBeat.com Staff
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