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

$21.18 -0.06 (-0.28%)
As of 01/3/2025 04:39 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)
58
Total
Institutional Inflows
(last 12 months)
$258.78M
Number of
Institutional Sellers
(last 12 months)
24
Total
Institutional Outflows
(last 12 months)
$402.01M
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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
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%
10/23/2024Great 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%
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%
10/10/2024Lloyd 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%
10/3/2024Private Client Services LLC174,271$4.01M2.2%N/A0.773%
10/2/2024Mid American Wealth Advisory Group Inc.409,820$9.42M5.9%+66.9%1.817%
9/20/2024Anchor Investment Management LLC17,308$369K0.0%+10.2%0.077%
8/21/2024Truist Financial Corp35,356$754K0.0%-44.5%0.157%
8/16/2024Regal Investment Advisors LLC23,834$508K0.0%-18.6%0.106%
8/16/2024Straight Path Wealth Management17,725$378K0.2%+37.7%0.079%
8/14/2024Evergreen Capital Management LLC511,065$10.90M0.4%N/A2.266%
8/14/2024Harmony Asset Management LLC36,605$780K0.3%N/A0.162%
8/13/2024AE Wealth Management LLC1,011,889$21.57M0.2%+41.5%4.487%
8/13/2024Simplify Asset Management Inc.101,484$2.16M0.1%-45.5%0.450%
8/13/2024Hollencrest Capital Management2,328,439$49.64M2.2%+85.8%10.326%
8/9/2024Pekin Hardy Strauss Inc.169,299$3.61M0.5%-6.6%0.751%
8/8/2024Envestnet Asset Management Inc.184,299$3.93M0.0%+2.0%0.817%
8/6/2024Sage Advisory Services Ltd.Co.22,121$472K0.1%+8.6%0.098%
8/6/2024Lloyd Advisory Services LLC.345,751$7.37M3.5%N/A1.533%
8/2/2024FDx Advisors Inc.40,661$867K0.2%-2.0%0.180%
8/2/2024Belpointe Asset Management LLC123,976$2.64M0.2%+3.6%0.550%
8/2/2024Financial Enhancement Group LLC1,348,110$30.14M4.3%+1.2%5.978%
8/2/2024Ferguson Shapiro LLC1,464,386$31.22M12.3%+634.3%6.494%
8/1/2024Elevated Capital Advisors LLC43,929$937K0.3%N/A0.195%
7/31/2024Commonwealth Equity Services LLC192,113$4.10M0.0%+2.4%0.852%
7/27/2024AlphaQ Advisors LLC10,905$232K0.7%-17.0%0.048%
7/26/2024Bank of New York Mellon Corp287,577$6.13M0.0%-0.8%1.275%
7/22/2024Dakota Wealth Management214,268$4.57M0.1%-28.3%0.950%
7/19/2024Raymond James & Associates60,922$1.30M0.0%+58.0%0.270%
7/18/2024Professional Financial Advisors LLC15,557$332K0.1%+6.7%0.069%
7/16/2024Envestnet Portfolio Solutions Inc.23,826$508K0.0%+2.6%0.106%
7/16/2024WJ Interests LLC301,512$6.43M3.2%+3.8%1.337%
7/16/2024Andina Capital Management LLC389,494$8.30M6.2%N/A1.727%
7/11/2024Cambridge Advisors Inc.30,192$644K0.1%+17.2%0.134%
7/10/2024Csenge Advisory Group13,314$284K0.0%N/A0.059%
7/10/2024Mid American Wealth Advisory Group Inc.245,490$5.23M3.3%+58.5%1.089%
7/10/2024Aprio Wealth Management LLC986,396$21.03M3.8%+15.1%4.374%
5/16/2024Jane Street Group LLC249,514$5.46M0.0%+286.1%1.106%
5/16/2024Ancora Advisors LLC483,500$10.57M0.2%+26.1%2.144%
5/14/2024Herr Investment Group LLC535,395$11.71M3.1%-28.1%2.374%
5/10/2024Cumberland Partners Ltd124,037$2.71M0.2%+77.2%0.550%
5/10/2024Nwam LLC69,400$1.48M0.1%N/A0.308%
5/9/2024Great Lakes Retirement Inc.69,461$1.52M0.2%+139.9%0.308%
5/3/2024FDx Advisors Inc.41,508$908K0.1%-3.3%0.184%
5/3/2024Proficio Capital Partners LLC524,024$11.46M1.3%N/A2.324%
5/2/2024Almanack Investment Partners LLC.232,156$5.08M0.9%+32.9%1.030%
5/2/2024Hollencrest Capital Management1,253,414$27.41M1.3%+4.6%5.558%
4/29/2024Commonwealth Equity Services LLC187,677$4.11M0.0%-0.7%0.832%
4/26/2024Sage Advisory Services Ltd.Co.20,375$446K0.1%-4.1%0.094%
4/25/2024Professional Financial Advisors LLC14,585$319K0.1%N/A0.067%
4/25/2024GFS Advisors LLC9,700$212K0.0%-11.0%0.045%
4/24/2024Dakota Wealth Management298,643$6.53M0.2%-35.8%1.378%
4/22/2024Altfest L J & Co. Inc.132,259$2.89M0.4%+1.5%0.610%
4/17/2024Municipal Employees Retirement System of Michigan634,568$13.88M0.2%-96.2%2.927%
4/16/2024Cambridge Advisors Inc.25,755$563K0.1%+25.6%0.119%
4/15/2024Financial Enhancement Group LLC1,332,545$28.36M4.7%N/A6.146%
4/12/2024Peak Financial Advisors LLC296,043$6.47M3.9%-33.6%1.201%
4/10/2024Ferguson Shapiro LLC199,419$4.36M2.0%N/A0.809%
4/10/2024Aprio Wealth Management LLC856,987$18.74M3.7%N/A3.477%
4/10/2024WJ Interests LLC290,578$6.36M3.4%+449.7%1.179%
4/8/2024Mid American Wealth Advisory Group Inc.154,912$3.39M2.3%N/A0.628%
2/16/2024Bluefin Capital Management LLC50,000$1.15M0.1%N/A0.203%
2/15/2024HAP Trading LLC84,343$1.95M0.3%N/A0.342%
2/14/2024Regal Investment Advisors LLC34,522$799K0.1%+148.9%0.140%
2/13/2024Stephens Inc. AR367,308$8.50M0.1%N/A1.490%
2/13/2024Belpointe Asset Management LLC117,713$2.73M0.2%+375.4%0.478%
2/13/2024Lloyd Advisory Services LLC.91,543$2.12M1.0%N/A0.371%
2/9/2024Advisory Services Network LLC58,892$1.36M0.0%N/A0.239%
2/9/2024BlackDiamond Wealth Management LLC13,726$309K0.2%-85.3%0.056%
2/9/2024Gladstone Institutional Advisory LLC123,615$2.86M0.2%N/A0.501%
2/7/2024Almanack Investment Partners LLC.174,683$4.04M0.6%N/A0.709%
2/7/2024Envestnet Portfolio Solutions Inc.23,554$545K0.0%N/A0.096%
2/7/2024Principal Securities Inc.68,555$1.59M0.1%N/A0.278%
2/6/2024Centric Wealth Management21,975$494K0.2%N/A0.089%
2/6/2024Private Advisor Group LLC23,826$552K0.0%N/A0.097%
2/6/2024National Bank of Canada FI2,506$58K0.0%-53.4%0.010%
(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, 78 institutional investors and hedge funds held shares of Simplify Short Term Treasury Futures Strategy ETF. The most heavily invested institutionals were Hollencrest Capital Management ($54.46M), Ferguson Shapiro LLC ($33.30M), Financial Enhancement Group LLC ($30.14M), Aprio Wealth Management LLC ($24.26M), AE Wealth Management LLC ($21.57M), Municipal Employees Retirement System of Michigan ($13.88M), and Herr Investment Group LLC ($11.71M).Learn more on TUA's institutional investors.

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

Of the 74 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), Ferguson Shapiro LLC ($1.46M), Hollencrest Capital Management ($1.37M), Financial Enhancement Group LLC ($1.35M), Aprio Wealth Management LLC ($1.06M), AE Wealth Management LLC ($896.15K), and Dakota Wealth Management ($562.63K).

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

Institutional investors have bought a total of 30,728,238 shares in the last 24 months. This purchase volume represents approximately $694.08M in transactions.

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

Of the 27 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), Dakota Wealth Management ($553.46K), Jane Street Group LLC ($387.21K), Andina Capital Management LLC ($339.28K), HighTower Advisors LLC ($291.15K), Herr Investment Group LLC ($208.84K), and Peak Financial Advisors LLC ($155.54K).

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

Institutional investors have sold a total of 18,543,086 shares in the last 24 months. This volume of shares sold represents approximately $407.48M in transactions.


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This page (NYSEARCA:TUA) was last updated on 1/5/2025 by MarketBeat.com Staff
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