Free Trial
→ Alert: DOGE goes live (From Altimetry) (Ad) Buy TUA Stock  Free TUA Stock Alerts

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

$21.91 +0.18 (+0.83%)
Closing price 03/28/2025 04:10 PM Eastern
Extended Trading
$21.92 +0.00 (+0.02%)
As of 03/28/2025 05:11 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for Simplify Short Term Treasury Futures Strategy ETF (NYSEARCA:TUA)

Number of
Institutional Buyers
(last 12 months)
69
Total
Institutional Inflows
(last 12 months)
$339.00M
Number of
Institutional Sellers
(last 12 months)
26
Total
Institutional Outflows
(last 12 months)
$451.39M
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.

Skip Chart & View Institutional Buying and Selling Data

TUA Institutional Buying and Selling by Quarter

Remove Ads

Simplify Short Term Treasury Futures Strategy ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
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%
Now I look stupid. Real stupid... (Ad)

I thought what happened 25 years ago was a once- in-a-lifetime event… but how wrong I was. Because here we are, a quarter of a century later, almost to the exact day, and it’s happening again.

Here’s the full story for you.
1/29/2025 Authentikos Wealth Advisory LLC68,422$1.45M1.4%+13.7%0.303%
1/29/2025 POM Investment Strategies LLC4,983$106K0.1%N/A0.022%
1/29/2025 FSR Wealth Management Ltd.12,665$269K0.3%N/A0.056%
1/28/2025 Kestra Private Wealth Services LLC20,015$425K0.0%+3.5%0.089%
1/28/2025 Almanack Investment Partners LLC.167,815$3.56M0.5%+4.8%0.744%
1/28/2025 SMART Wealth LLC18,136$385K0.1%+15.6%0.080%
1/23/2025 GFS Advisors LLC9,450$201K0.0%N/A0.042%
1/23/2025 FSA Advisors Inc.12,434$264K0.3%N/A0.055%
1/23/2025 Ferguson Shapiro LLC1,310,149$27.80M10.3%-9.5%5.810%
1/21/2025 B.O.S.S. Retirement Advisors LLC189,722$4.03M1.1%+740.0%0.841%
1/17/2025 Southern Farm Bureau Life Insurance2,967,492$63M8.9%N/A13.160%
1/16/2025 Cambridge Advisors Inc.34,952$742K0.2%+3.8%0.155%
1/14/2025 Financial Enhancement Group LLC1,013,970$21.23M3.2%N/A4.497%
1/14/2025 Professional Financial Advisors LLC17,939$381K0.1%+8.1%0.080%
1/13/2025 Elevated 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%
1/13/2025 Aprio 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%
12/16/2024 SMART Wealth LLC15,693$361K0.1%N/A0.070%
11/21/2024 Anchor Investment Management LLC19,613$451K0.0%+13.3%0.087%
11/15/2024 Jane Street Group LLC32,636$750K0.0%-92.2%0.145%
11/15/2024 HighTower Advisors LLC136,003$3.13M0.0%-67.3%0.603%
11/15/2024 Hilltop Holdings Inc.109,764$2.52M0.2%+0.8%0.487%
11/13/2024 Private Trust Co. NA4,045$93K0.0%N/A0.018%
11/12/2024 Pekin Hardy Strauss Inc.133,608$3.07M0.4%-21.1%0.592%
11/6/2024 Simplify Asset Management Inc.165,526$3.81M0.2%+63.1%0.734%
11/5/2024 Cumberland Partners Ltd184,105$4.24M0.3%+48.5%0.816%
11/5/2024 FDx Advisors Inc.30,164$693K0.2%-25.8%0.134%
11/1/2024 Hollencrest Capital Management2,368,932$54.46M2.2%+1.7%10.505%
10/28/2024 Gladstone Institutional Advisory LLC456,837$10.50M0.5%+76.5%2.026%
10/25/2024 Andina Capital Management LLC50,218$1.16M0.9%-87.1%0.223%
10/23/2024CWC Advisors LLC.13,305$306K0.3%N/A0.059%
10/23/2024 Dakota Wealth Management9,169$211K0.0%-95.7%0.041%
10/23/2024 Cambridge 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%
10/22/2024 Elevated Capital Advisors LLC93,218$2.14M0.6%+112.2%0.413%
10/22/2024 Private Advisor Group LLC414,635$9.53M0.1%N/A1.839%
10/21/2024 WJ Interests LLC313,386$7.21M3.2%+3.9%1.390%
10/19/2024 Longview Financial Advisors Inc.390,073$8.97M6.6%-2.2%1.730%
10/16/2024 B.O.S.S. Retirement Advisors LLC22,585$519K0.1%+102.7%0.100%
10/16/2024 Longview Financial Advisors Inc.440,615$10.20M9.3%+10.5%1.954%
10/10/2024 Professional 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%
10/9/2024 Ferguson Shapiro LLC1,448,437$33.30M12.4%-1.1%6.423%
10/8/2024 Brookstone Capital Management12,118$279K0.0%N/A0.054%
10/8/2024 Aprio Wealth Management LLC1,055,142$24.26M3.9%+7.0%4.679%
10/3/2024 Private Client Services LLC174,271$4.01M2.2%N/A0.773%
10/2/2024 Mid American Wealth Advisory Group Inc.409,820$9.42M5.9%+66.9%1.817%
9/20/2024 Anchor Investment Management LLC17,308$369K0.0%+10.2%0.077%
8/21/2024 Truist Financial Corp35,356$754K0.0%-44.5%0.157%
Now I look stupid. Real stupid... (Ad)

I thought what happened 25 years ago was a once- in-a-lifetime event… but how wrong I was. Because here we are, a quarter of a century later, almost to the exact day, and it’s happening again.

Here’s the full story for you.
8/16/2024 Regal Investment Advisors LLC23,834$508K0.0%-18.6%0.106%
8/16/2024 Straight Path Wealth Management17,725$378K0.2%+37.7%0.079%
8/14/2024 Evergreen Capital Management LLC511,065$10.90M0.4%N/A2.266%
8/14/2024 Harmony Asset Management LLC36,605$780K0.3%N/A0.162%
8/13/2024 AE Wealth Management LLC1,011,889$21.57M0.2%+41.5%4.487%
8/13/2024 Simplify Asset Management Inc.101,484$2.16M0.1%-45.5%0.450%
8/13/2024 Hollencrest Capital Management2,328,439$49.64M2.2%+85.8%10.326%
8/9/2024 Pekin Hardy Strauss Inc.169,299$3.61M0.5%-6.6%0.751%
8/8/2024 Envestnet Asset Management Inc.184,299$3.93M0.0%+2.0%0.817%
8/6/2024 Sage Advisory Services Ltd.Co.22,121$472K0.1%+8.6%0.098%
(Data available from 1/1/2016 forward)

Remove Ads

TUA Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of TUA shares?

During the previous two years, 102 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), Financial Enhancement Group LLC ($21.23M), and Ancora Advisors LLC ($16.69M).Learn more on TUA's institutional investors.

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

Of the 98 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 AE Wealth Management LLC ($896.15K).

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

Institutional investors have bought a total of 35,837,472 shares in the last 24 months. This purchase volume represents approximately $798.81M in transactions.

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

Of the 34 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 21,270,855 shares in the last 24 months. This volume of shares sold represents approximately $465.36M in transactions.


Related Companies

This page (NYSEARCA:TUA) was last updated on 3/29/2025 by MarketBeat.com Staff
From Our Partners
A market crash is coming—here’s when
The stock market cycle I've used to identify the most likely day of the next market crash is the exact same in...
Chaikin Analytics | Sponsored
Your Wealth is Under Attack
Please don't wait—this is your moment to take action. Download your Wealth Protection Guide now, claim your fr...
American Alternative | Sponsored
A brutally honest economic warning for 2025 (see proof)
New York Times best-selling financial author and world-renowned economist Addison Wiggin (a man who’s worked s...
Banyan Hill Publishing | Sponsored
$2 Trillion Disappears Because of Fed's Secretive New Move
$2 trillion has disappeared from the US government's books. The reason why is a new, secretive move being c...
Stansberry Research | Sponsored
Has Trump finally met his match?
Dylan Jovine predicted the 2008 crash over a year before it happened. Folks who listened to him had the chance...
Behind the Markets | Sponsored
Collect $7k per month from Tesla’s SECRET dividend
Tesla doesn't pay a traditional dividend.... But I just discovered a secret backdoor to collect a secret 69...
Investors Alley | Sponsored
Ex CIA predicts 40% “double crash” – April 11
The scientists here don’t study deadly viruses… directed energy weapons… or even weather control technology… ...
Paradigm Press | Sponsored
Just Revealed: The chip company making AI look primitive
In his just-released video presentation, this renowned market strategist — who's been called "one of the most ...
InvestorPlace | Sponsored