Who Owns Simplify Short Term Treasury Futures Strategy ETF (TUA)?Hedge Fund & Institutional Holders

$21.29+0.01 (+0.02%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$4.3528965018489706e+194T

% of Float Held

—

QoQ Change in Holders

+15 / -3

Price History

$20.94$21.55$22.15$22.75$23.36Sep 24Jun 25Mar 26

TUA — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
AE Wealth Management LLCNew Position+1.9M+$41.1M
Mid-American Wealth Advisory Group, Inc.New Position+1.1M+$25.0M
Private Advisor Group, LLCNew Position+873K+$19.0M
ALTFEST L J & CO INCNew Position+853K+$18.7M
Lloyd Advisory Services, LLC.New Position+691K+$15.1M
Insight Wealth Strategies, LLCNew Position+640K+$14.0M
Financial Enhancement Group LLCNew Position+409K+$8.9M
EVERGREEN CAPITAL MANAGEMENT LLCNew Position+347K+$7.6M
Broussard Financial Group LLCNew Position+346K+$7.6M
Heck Capital Advisors, LLCNew Position+285K+$6.3M
Magnolia Private Wealth, LLCNew Position+268K+$5.9M
Authentikos Wealth Advisory, LLCNew Position+242K+$5.3M
HOLLENCREST CAPITAL MANAGEMENTNew Position+202K+$4.0M
LifeWealth Investments, LLCNew Position+153K+$3.4M
HOWARD BAILEY SECURITIES, LLCNew Position+151K+$3.3M

TUA — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
FOURPATH CAPITAL MANAGEMENT, LLCDecreased-245K-$24.4B
Park Edge Advisors, LLCDecreased-5K-$8.4B
Aprio Wealth Management, LLCDecreased-8K-$6.6B
Proficio Capital Partners LLCDecreased-164K-$4.9B
Whalen Wealth Management Inc.Closed Position-160K-$3.5B
Great Lakes Retirement, Inc.Decreased-8K-$3.1B
CITADEL ADVISORS LLCClosed Position-117K-$2.6B
Elevated Capital Advisors, LLCDecreased-3K-$2.5B
OLD MISSION CAPITAL LLCDecreased-74K-$2.0B
ROYAL BANK OF CANADADecreased-1K-$1.8B
Summit Financial, LLCDecreased-13K-$1.5B
Farther Finance Advisors, LLCDecreased-3K-$871.4M
SMART Wealth LLCDecreased-1K-$761.0M
Pekin Hardy Strauss, Inc.Decreased-5K-$720.3M
Family Manage LLCClosed Position-33K-$715.7M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Anchor Investment Management, LLC19,873$435.3M0.04%Share
2Southern Farm Bureau Life Insurance2,967,492$65.0M6.71%Share
3Ferguson Shapiro LLC2,235,784$49.0M15.07%Share
4AE Wealth Management LLC1,866,801$40.9M0.23%Share
5Mid-American Wealth Advisory Group, Inc.1,139,443$25.0M10.54%Share
6HighTower Advisors, LLC920,206$20.0M0.02%Share
7FOURPATH CAPITAL MANAGEMENT, LLC872,303$19.1M2.61%Share
8Private Advisor Group, LLC873,195$19.0M0.09%Share
9ALTFEST L J & CO INC853,327$18.7M2.05%Share
10LPL Financial LLC825,818$18.0M0.00%Share
11Lloyd Advisory Services, LLC.691,416$15.1M5.88%Share
12Insight Wealth Strategies, LLC640,356$14.0M1.61%Share
13Financial Enhancement Group LLC409,479$8.9M1.15%Share
14Park Edge Advisors, LLC380,893$8.3M1.89%Share
15EVERGREEN CAPITAL MANAGEMENT LLC346,606$7.6M0.17%Share
16Broussard Financial Group LLC346,142$7.6M6.15%Share
17Aprio Wealth Management, LLC295,635$6.5M0.37%Share
18Heck Capital Advisors, LLC285,483$6.3M0.47%Share
19Magnolia Private Wealth, LLC267,669$5.9M4.10%Share
20Cumberland Partners Ltd247,925$5.4M0.33%Share
21Authentikos Wealth Advisory, LLC241,817$5.3M3.50%Share
22PRIVATE CLIENT SERVICES, LLC208,194$4.6M1.43%Share
23HOLLENCREST CAPITAL MANAGEMENT202,062$4.0M0.14%Share
24LifeWealth Investments, LLC153,042$3.4M1.06%Share
25HOWARD BAILEY SECURITIES, LLC151,380$3.3M1.31%Share
26B.O.S.S. Retirement Advisors, LLC144,340$3.2M0.99%Share
27Hilltop Holdings Inc.145,310$3.0M0.18%Share
28Elevated Capital Advisors, LLC111,926$2.5M0.57%Share
29Encompass More Asset Management92,398$2.0M0.37%Share
30PRINCIPAL SECURITIES, INC.129,655$2.0M0.03%Share
31Great Lakes Retirement, Inc.134,613$2.0M0.21%Share
32Gladstone Institutional Advisory LLC122,935$2.0M0.08%Share
33Aegis Wealth Management, Inc.75,425$1.7M1.30%Share
34Belpointe Asset Management LLC66,759$1.5M0.05%Share
35Proficio Capital Partners LLC61,713$1.4M0.09%Share
36KESTRA PRIVATE WEALTH SERVICES, LLC60,755$1.3M0.02%Share
37Centennial Advisors, LLC54,133$1.2M1.54%Share
38IHT Wealth Management, LLC61,141$1.0M0.02%Share
39COMMONWEALTH EQUITY SERVICES, LLC72,127$1.0M0.00%Share
40ROYAL BANK OF CANADA75,055$1.0M0.00%Share
41Summit Financial, LLC53,836$1.0M0.01%Share
42Csenge Advisory Group44,077$965K0.04%Share
43WESPAC Advisors, LLC42,338$927K0.50%Share
44Kingdom Financial Group LLC.40,648$890K0.28%Share
45Farther Finance Advisors, LLC36,464$798K0.01%Share
46SMART Wealth LLC33,583$735K0.22%Share
47Straight Path Wealth Management31,447$688K0.19%Share
484WEALTH ADVISORS, INC.29,557$647K0.55%Share
49Pekin Hardy Strauss, Inc.28,129$616K0.06%Share
50Professional Financial Advisors, LLC26,250$574K0.12%Share

TUA Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202585$854.8M+37
Q3 202548$136.2B-36
Q2 202584$310.5B-2
Q1 202586$324.8B+26
Q4 202460$7.3T+17
Q3 202443$109.2T-9
Q2 202452$112.9T-4
Q1 202456$114.1T—

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As of Q4 2025, 50 institutional investors hold TUA (Simplify Short Term Treasury Futures Strategy ETF). The largest holder is Anchor Investment Management, LLC with $435.3M in shares. This quarter, 15 institutions opened new positions and 3 closed their positions.

Frequently Asked Questions

How many hedge funds own TUA?

As of Q4 2025, 50 institutional investors report holding TUA (Simplify Short Term Treasury Futures Strategy ETF) in their 13F filings.

Who is the largest institutional holder of TUA?

The largest institutional holder of TUA is Anchor Investment Management, LLC with $435.3M in shares.

Is institutional ownership of TUA increasing or decreasing?

This quarter, 15 institutions opened new positions in TUA and 3 closed their positions.