TUA

Simplify Short Term Treasury Futures Strategy ETF
$21.29+0.01 (+0.02%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Shares Held

1.987329674922236e+274B

Total Value

$4.3528965018489706e+194T

% of Float

Price History

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

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
30Gladstone Institutional Advisory LLC122,935$2.0M0.08%Share
31Great Lakes Retirement, Inc.134,613$2.0M0.21%Share
32PRINCIPAL SECURITIES, INC.129,655$2.0M0.03%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
39Summit Financial, LLC53,836$1.0M0.01%Share
40ROYAL BANK OF CANADA75,055$1.0M0.00%Share
41COMMONWEALTH EQUITY SERVICES, LLC72,127$1.0M0.00%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