Who Owns TUA?
Simplify Short Term Treasury Futures Strategy ETF — Institutional Ownership & 13F Holdings
$21.08
-0.08 (-0.38%)
Market Cap
$694.2M
Shares Outstanding
32,890,138
Institutional Holders
86
Total Inst. Value
$313.4M
% of Float Held
—
QoQ Holder Change
+30
Institutional data as of Q1 2025
New Positions
45
Closed Positions
19
Increased
25
Decreased
11
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | AE Wealth Management LLC | $44.0M | 2,004,010 |
| 2 | Ferguson Shapiro LLCNew | $28.3M | 1,287,216 |
| 3 | HOLLENCREST CAPITAL MANAGEMENT | $24.7M | 1,124,312 |
| 4 | Mid-American Wealth Advisory Group, Inc.New | $21.5M | 979,044 |
| 5 | Aprio Wealth Management, LLC | $19.8M | 901,742 |
| 6 | ALTFEST L J & CO INC | $18.4M | 836,796 |
| 7 | Trek Financial, LLC | $18.2M | 828,162 |
| 8 | FOURPATH CAPITAL MANAGEMENT, LLCNew | $17.7M | 807,454 |
| 9 | Lloyd Advisory Services, LLC.New | $14.3M | 652,580 |
| 10 | EVERGREEN CAPITAL MANAGEMENT LLC | $7.9M | 360,268 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| AE Wealth Management LLC | +395K | $44.0M |
| Ferguson Shapiro LLCNew | +1.3M | $28.3M |
| HOLLENCREST CAPITAL MANAGEMENT | +5K | $24.7M |
| Mid-American Wealth Advisory Group, Inc.New | +979K | $21.5M |
| ALTFEST L J & CO INC | +593K | $18.4M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| CITADEL ADVISORS LLC | -374K | $5K |
| Aprio Wealth Management, LLC | -304K | $19.8M |
| Ethos Financial Group, LLC | -143K | $544K |
| ROYAL BANK OF CANADA | -25K | $1.9M |
| Gladstone Institutional Advisory LLC | -18K | $5.4M |
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Frequently Asked Questions
How many institutional investors hold TUA?
As of Q1 2025, 86 institutional investors report holding TUA (Simplify Short Term Treasury Futures Strategy ETF) in their 13F filings.
Which hedge fund owns the most TUA?
The largest institutional holder of TUA is AE Wealth Management LLC with $44.0M in shares.
Are institutions buying or selling TUA?
This quarter, 45 institutions opened new positions in TUA and 19 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.