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

Simplify Short Term Treasury Futures Strategy ETF logo
$21.23 -0.05 (-0.23%)
(As of 11/22/2024 ET)
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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)
57
Total
Institutional Inflows
(last 12 months)
$258.42M
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
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%
10/23/2024 CWC 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%
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%
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8/6/2024 Sage Advisory Services Ltd.Co.22,121$472K0.1%+8.6%0.098%
8/6/2024 Lloyd Advisory Services LLC.345,751$7.37M3.5%N/A1.533%
8/2/2024 FDx Advisors Inc.40,661$867K0.2%-2.0%0.180%
8/2/2024 Belpointe Asset Management LLC123,976$2.64M0.2%+3.6%0.550%
8/2/2024 Financial Enhancement Group LLC1,348,110$30.14M4.3%+1.2%5.978%
8/2/2024 Ferguson Shapiro LLC1,464,386$31.22M12.3%+634.3%6.494%
8/1/2024 Elevated Capital Advisors LLC43,929$937K0.3%N/A0.195%
7/31/2024Commonwealth Equity Services LLC192,113$4.10M0.0%+2.4%0.852%
7/27/2024 AlphaQ Advisors LLC10,905$232K0.7%-17.0%0.048%
7/26/2024 Bank of New York Mellon Corp287,577$6.13M0.0%-0.8%1.275%
7/22/2024 Dakota Wealth Management214,268$4.57M0.1%-28.3%0.950%
7/19/2024Raymond James & Associates60,922$1.30M0.0%+58.0%0.270%
7/18/2024 Professional Financial Advisors LLC15,557$332K0.1%+6.7%0.069%
7/16/2024 Envestnet Portfolio Solutions Inc.23,826$508K0.0%+2.6%0.106%
7/16/2024 WJ Interests LLC301,512$6.43M3.2%+3.8%1.337%
7/16/2024 Andina Capital Management LLC389,494$8.30M6.2%N/A1.727%
7/11/2024 Cambridge Advisors Inc.30,192$644K0.1%+17.2%0.134%
7/10/2024 Csenge Advisory Group13,314$284K0.0%N/A0.059%
7/10/2024 Mid American Wealth Advisory Group Inc.245,490$5.23M3.3%+58.5%1.089%
7/10/2024 Aprio Wealth Management LLC986,396$21.03M3.8%+15.1%4.374%
5/16/2024 Jane Street Group LLC249,514$5.46M0.0%+286.1%1.106%
5/16/2024 Ancora Advisors LLC483,500$10.57M0.2%+26.1%2.144%
5/14/2024Herr Investment Group LLC535,395$11.71M3.1%-28.1%2.374%
5/10/2024 Cumberland Partners Ltd124,037$2.71M0.2%+77.2%0.550%
5/10/2024 Nwam LLC69,400$1.48M0.1%N/A0.308%
5/9/2024 Great Lakes Retirement Inc.69,461$1.52M0.2%+139.9%0.308%
5/3/2024 FDx Advisors Inc.41,508$908K0.1%-3.3%0.184%
5/3/2024 Proficio Capital Partners LLC524,024$11.46M1.3%N/A2.324%
5/2/2024 Almanack Investment Partners LLC.232,156$5.08M0.9%+32.9%1.030%
5/2/2024 Hollencrest 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%
4/26/2024 Sage Advisory Services Ltd.Co.20,375$446K0.1%-4.1%0.094%
4/25/2024 Professional Financial Advisors LLC14,585$319K0.1%N/A0.067%
4/25/2024 GFS Advisors LLC9,700$212K0.0%-11.0%0.045%
4/24/2024 Dakota Wealth Management298,643$6.53M0.2%-35.8%1.378%
4/22/2024 Altfest L J & Co. Inc.132,259$2.89M0.4%+1.5%0.610%
4/17/2024 Municipal Employees Retirement System of Michigan634,568$13.88M0.2%-96.2%2.927%
4/16/2024 Cambridge Advisors Inc.25,755$563K0.1%+25.6%0.119%
4/15/2024 Financial Enhancement Group LLC1,332,545$28.36M4.7%N/A6.146%
4/12/2024 Peak Financial Advisors LLC296,043$6.47M3.9%-33.6%1.201%
4/10/2024 Ferguson Shapiro LLC199,419$4.36M2.0%N/A0.809%
4/10/2024 Aprio Wealth Management LLC856,987$18.74M3.7%N/A3.477%
4/10/2024 WJ Interests LLC290,578$6.36M3.4%+449.7%1.179%
4/8/2024 Mid American Wealth Advisory Group Inc.154,912$3.39M2.3%N/A0.628%
2/16/2024 Bluefin Capital Management LLC50,000$1.15M0.1%N/A0.203%
2/15/2024 HAP Trading LLC84,343$1.95M0.3%N/A0.342%
2/14/2024 Regal Investment Advisors LLC34,522$799K0.1%+148.9%0.140%
2/13/2024 Stephens Inc. AR367,308$8.50M0.1%N/A1.490%
2/13/2024 Belpointe Asset Management LLC117,713$2.73M0.2%+375.4%0.478%
2/13/2024 Lloyd Advisory Services LLC.91,543$2.12M1.0%N/A0.371%
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2/9/2024 Advisory Services Network LLC58,892$1.36M0.0%N/A0.239%
2/9/2024 BlackDiamond Wealth Management LLC13,726$309K0.2%-85.3%0.056%
2/9/2024 Gladstone Institutional Advisory LLC123,615$2.86M0.2%N/A0.501%
2/7/2024 Almanack Investment Partners LLC.174,683$4.04M0.6%N/A0.709%
2/7/2024 Envestnet Portfolio Solutions Inc.23,554$545K0.0%N/A0.096%
2/7/2024 Principal Securities Inc.68,555$1.59M0.1%N/A0.278%
2/6/2024 Centric Wealth Management21,975$494K0.2%N/A0.089%
2/6/2024 Private Advisor Group LLC23,826$552K0.0%N/A0.097%
2/6/2024 National Bank of Canada FI2,506$58K0.0%-53.4%0.010%
2/5/2024 Pekin Hardy Strauss Inc.161,599$3.74M0.5%N/A0.656%
(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, 77 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 73 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 30,712,545 shares in the last 24 months. This purchase volume represents approximately $693.72M 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 11/23/2024 by MarketBeat.com Staff
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