Sim St Treas Fut Strat ETFTUAETF
13F holders, Q2 2026 (June 30)87holders +4
14new positions
11sold out
2famous investors
$20.36avg. 13F price*
At the end of Q2 2026, 87 institutions reported holding Sim St Treas Fut Strat ETF (TUA) in their 13F filings, up 4 from Q1 2026. 14 opened new positions and 11 sold out. The largest holders were Simplify Asset Management Inc. ($98.3M), GenTrust, LLC ($67.5M) and Southern Farm Bureau Life Insurance ($60.7M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Sim St Treas Fut Strat ETF
- Filed as
- SIMPLIFY EXCHANGE TRADED FUN (Q2 2026)
- CUSIP
- 82889N657
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $41.6M |
| Exits | 11 | $19.4M |
All 13F filers, Q1 2026 → Q2 2026: 4,446,944 shares bought and 4,269,975 shares sold, net +176,969 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 87 holders
| Simplify Asset Management Inc. | 1.39% | Reduce -13.0% | 4,810,740 | $98.3M |
| GenTrust, LLC | 2.59% | Add +14.5% | 3,302,450 | $67.5M |
| Southern Farm Bureau Life Insurance | 5.80% | No change | 2,967,492 | $60.7M |
| AE Wealth Management LLC | 0.19% | Add +6.2% | 2,035,990 | $41.6M |
| HighTower Advisors, LLC | 0.03% | Add +44.7% | 1,709,228 | $34.9M |
| Mid-American Wealth Advisory Group, Inc. | 11.11% | Add +32.1% | 1,505,044 | $30.7M |
| Trek Financial, LLC | 1.27% | New | 1,248,306 | $25.5M |
| Ancora Advisors LLC | 0.39% | Add +0.7% | 996,922 | $20.4M |
| Financial Enhancement Group LLC | 2.06% | Add +33.3% | 844,724 | $17.3M |
| Lloyd Advisory Services, LLC. | 5.38% | Add +1675.7% | 679,397 | $13.9M |
| Ferguson Shapiro LLC | 3.21% | Reduce -77.2% | 530,665 | $10.8M |
| Altfest L J & Co. Inc. | 1.02% | Reduce -22.6% | 513,278 | $10.5M |
| Heck Capital Advisors, LLC | 0.55% | Add +4.3% | 447,209 | $9.1M |
| LPL Financial LLC | 0.00% | Reduce -43.5% | 431,936 | $8.8M |
| Encompass More Asset Management | 1.28% | New | 426,294 | $8.7M |
| Park Edge Advisors, LLC | 1.54% | Reduce -6.6% | 354,937 | $7.2M |
| Broussard Financial Group LLC | 5.72% | Reduce -6.1% | 349,430 | $7.1M |
| Authentikos Wealth Advisory, LLC | 3.43% | Add +5.5% | 262,798 | $5.4M |
| Aprio Wealth Management, LLC | 0.21% | Reduce -9.6% | 210,655 | $4.3M |
| Professional Financial Management, Inc. | 4.27% | Add +4.1% | 206,219 | $4.2M |
| Hollencrest Capital Management | 0.27% | No change | 201,303 | $4.1M |
| LifeWealth Investments, LLC | 0.93% | Add +4.5% | 170,572 | $3.5M |
| Elevated Capital Advisors, LLC | 0.92% | Reduce -1.5% | 163,300 | $3.3M |
| Magnolia Private Wealth, LLC | 1.78% | Reduce -18.8% | 242,589 | $3.2M |
| Howard Bailey Securities, LLC | 1.20% | Add +6.0% | 156,987 | $3.2M |
| Citadel Advisors | 0.00% | New | 139,754 | $2.9M |
| B.O.S.S. Retirement Advisors, LLC | 0.77% | Add +3.1% | 139,720 | $2.9M |
| Principal Securities, Inc. | 0.03% | Reduce -10.9% | 135,797 | $2.8M |
| Private Client Services, LLC | 0.71% | Reduce -33.5% | 132,458 | $2.7M |
| Great Lakes Retirement, Inc. | 0.22% | Reduce -1.4% | 121,629 | $2.5M |
| Gladstone Institutional Advisory LLC | 0.06% | Reduce -10.8% | 100,272 | $2.0M |
| Envestnet Asset Management Inc. | 0.00% | New | 88,568 | $1.8M |
| Royal Bank of Canada | 0.00% | No change | 79,467 | $1.6M |
| Aegis Wealth Management, Inc. | 0.99% | Add +6.6% | 74,953 | $1.5M |
| Integrated Wealth Management | 1.38% | Add +9.5% | 63,803 | $1.3M |
| Golden Reserve Retirement LLC | 0.19% | Add +93.0% | 58,630 | $1.2M |
| Centennial Advisors, LLC | 1.39% | Add +9.4% | 57,089 | $1.2M |
| IHT Wealth Management, LLC | 0.02% | Reduce -21.5% | 52,723 | $1.1M |
| Tounjian Advisory Partners, LLC | 0.43% | New | 49,358 | $1.0M |
| Evergreen Capital Management LLC | 0.02% | Reduce -22.4% | 44,036 | $899K |
| Goldman Sachs Group Inc. | 0.00% | No change | 41,000 | $837K |
| HRT Financial LP | 0.00% | Add +19.7% | 39,011 | $796K |
| Kingdom Financial Group LLC. | 0.20% | Add +0.1% | 38,296 | $782K |
| IFG Advisory, LLC | 0.02% | New | 34,486 | $704K |
| Csenge Advisory Group | 0.03% | Reduce -24.5% | 32,821 | $670K |
| Straight Path Wealth Management | 0.15% | Reduce -2.3% | 31,697 | $647K |
| Farther Finance Advisors, LLC | 0.00% | Add +10.1% | 23,034 | $470K |
| Legacy PCG, LLC | 2.22% | No change | 22,004 | $447K |
| 4WEALTH Advisors, Inc. | 0.33% | Reduce -6.3% | 21,061 | $432K |
| Cumberland Partners Ltd | 0.03% | Add +0.3% | 19,232 | $393K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -76.2% | 18,065 | $369K |
| SMART Wealth LLC | 0.08% | Reduce -47.5% | 17,838 | $364K |
| Anchor Investment Management, LLC | 0.03% | Reduce -12.6% | 17,373 | $355K |
| Montgomery Financial Services LLC | 0.31% | — | 17,341 | $354K |
| Evolution Wealth Management Inc. | 0.20% | Reduce -9.3% | 16,426 | $336K |
| MML Investors Services, LLC | 0.00% | New | 16,320 | $333K |
| CWC Advisors, LLC. | 0.13% | Add +0.5% | 14,691 | $300K |
| FSA Advisors, Inc. | 0.13% | Add +6.4% | 14,288 | $292K |
| KPP Advisory Services LLC | 0.04% | No change | 13,636 | $279K |
| Welch Group, LLC | 0.01% | Add +5.7% | 13,482 | $275K |
| Osaic Holdings, Inc. | 0.00% | Reduce -20.7% | 12,734 | $260K |
| Wellment Financial | 0.28% | Add +2.2% | 12,040 | $246K |
| Astoria Portfolio Advisors LLC. | 0.04% | New | 11,420 | $233K |
| AQR Capital Management | 0.00% | New | 10,670 | $218K |
| Brighton Jones LLC | 0.00% | Add +0.7% | 10,669 | $218K |
| Group One Trading LLC | 0.01% | Add +12.2% | 10,139 | $207K |
| Networth Advisors, LLC | 0.12% | Add +15.2% | 10,095 | $206K |
| Harbour Capital Advisors, LLC | 0.04% | New | 10,110 | $206K |
| Clarity Financial LLC | 0.02% | No change | 10,030 | $205K |
| Signaturefd, LLC | 0.00% | Add +14.4% | 5,314 | $109K |
| Key Capital Management, INC | 0.04% | Add +13.7% | 4,242 | $87K |
| Simplex Trading, LLC | 0.00% | Reduce -49.7% | 3,038 | $62K |
| Decker Retirement Planning Inc. | 0.02% | New | 2,355 | $48K |
| Quest 10 Wealth Builders, Inc. | 0.03% | Reduce -73.5% | 2,099 | $43K |
| US Bancorp \de | 0.00% | No change | 900 | $18K |
| Private Trust Co. NA | 0.00% | No change | 820 | $17K |
| Geneos Wealth Management Inc. | 0.00% | Add +0.6% | 790 | $16K |
| National Bank of Canada | 0.00% | No change | 634 | $13K |
| Morgan Stanley | 0.00% | Add +52.7% | 536 | $11K |
| Mosley Wealth Management | 0.00% | Add +323.7% | 394 | $8K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 340 | $7K |
| Virtus Advisers, LLC | 0.00% | Add +17.8% | 304 | $6K |
| FMR LLC | 0.00% | New | 270 | $6K |
| Compass Financial Management LLC | 0.00% | — | 199 | $4K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -30.8% | 146 | $3K |
| UBS Group AG | 0.00% | New | 97 | $2K |
| Wells Fargo & Company | 0.00% | No change | 1 | $14 |
"% of holder's portfolio" is TUA's weight in each manager's 13F, not the share of Sim St Treas Fut Strat ETF the manager owns.