Sim St Treas Fut Strat ETFTUAETF
13F holders, Q4 2024 (December 31)82holders +12
17new positions
15sold out
1famous investor
$21.21avg. 13F price*
At the end of Q4 2024, 82 institutions reported holding Sim St Treas Fut Strat ETF (TUA) in their 13F filings, up 12 from Q3 2024. 17 opened new positions and 15 sold out. The largest holders were Southern Farm Bureau Life Insurance ($63.0M), AE Wealth Management LLC ($34.2M) and Ferguson Shapiro LLC ($27.8M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Sim St Treas Fut Strat ETF
- Filed as
- SIMPLIFY EXCHANGE TRADED FUN (Q4 2024)
- CUSIP
- 82889N657
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $98.4M |
| Exits | 15 | $14.5M |
All 13F filers, Q3 2024 → Q4 2024: 6,338,230 shares bought and 3,415,225 shares sold, net +2,923,005 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 82 holders
| Southern Farm Bureau Life Insurance | 8.95% | New | 2,967,492 | $63.0M |
| AE Wealth Management LLC | 0.29% | Add +16.2% | 1,609,358 | $34.2M |
| Ferguson Shapiro LLC | 10.30% | Reduce -9.6% | 1,310,149 | $27.8M |
| Aprio Wealth Management, LLC | 3.73% | Add +14.3% | 1,205,994 | $25.6M |
| Hollencrest Capital Management | 0.96% | Reduce -52.8% | 1,119,084 | $23.7M |
| Financial Enhancement Group LLC | 3.25% | New | 1,013,970 | $21.2M |
| Ancora Advisors LLC | 0.37% | Add +18.0% | 786,290 | $16.7M |
| Mid-American Wealth Advisory Group, Inc. | 8.62% | Add +68.5% | 690,564 | $14.7M |
| Citadel Advisors | 0.01% | Add +243.7% | 579,263 | $12.3M |
| Lloyd Advisory Services, LLC. | 5.48% | Add +35.9% | 544,870 | $11.6M |
| Evergreen Capital Management LLC | 0.25% | Add +0.4% | 360,858 | $7.7M |
| Magnolia Private Wealth, LLC | 5.62% | — | 297,317 | $6.3M |
| Gladstone Institutional Advisory LLC | 0.26% | Reduce -41.8% | 265,795 | $5.6M |
| LPL Financial LLC | 0.00% | Reduce -36.4% | 248,172 | $5.3M |
| Altfest L J & Co. Inc. | 0.66% | Add +4.6% | 243,918 | $5.2M |
| Heck Capital Advisors, LLC | 0.59% | New | 241,953 | $5.1M |
| Cumberland Partners Ltd | 0.29% | Add +7.8% | 198,382 | $4.2M |
| B.O.S.S. Retirement Advisors, LLC | 1.12% | Add +740.0% | 189,722 | $4.0M |
| Private Client Services, LLC | 2.09% | Add +5.4% | 183,665 | $3.9M |
| Simplify Asset Management Inc. | 0.25% | Add +2.9% | 170,383 | $3.6M |
| Almanack Investment Partners, LLC. | 0.55% | Add +4.8% | 167,815 | $3.6M |
| Ethos Financial Group, LLC | 0.47% | New | 167,815 | $3.6M |
| Belpointe Asset Management LLC | 0.17% | Reduce -0.1% | 124,587 | $2.8M |
| Elevated Capital Advisors, LLC | 0.72% | Add +34.1% | 125,019 | $2.7M |
| Hilltop Holdings Inc. | 0.16% | Add +11.2% | 122,065 | $2.6M |
| Longview Financial Advisors, Inc. | 1.92% | Reduce -70.6% | 114,611 | $2.4M |
| Royal Bank of Canada | 0.00% | Add +8.8% | 113,558 | $2.4M |
| Great Lakes Retirement, Inc. | 0.30% | Add +25.9% | 110,984 | $2.4M |
| Pekin Hardy Strauss, Inc. | 0.29% | Reduce -18.8% | 108,436 | $2.3M |
| Howard Bailey Securities, LLC | 0.83% | Add +6.4% | 105,308 | $2.2M |
| LifeWealth Investments, LLC | 1.30% | — | 92,195 | $2.0M |
| Compass Capital Corp. /Ma/ | 0.70% | — | 84,039 | $1.8M |
| M Holdings Securities, Inc. | 0.26% | New | 76,000 | $1.6M |
| Authentikos Wealth Advisory, LLC | 1.44% | Add +13.7% | 68,422 | $1.5M |
| Goldman Sachs Group Inc. | 0.00% | New | 65,600 | $1.4M |
| Trek Financial, LLC | 0.10% | Add +15.5% | 60,907 | $1.3M |
| BlackDiamond Wealth Management, LLC | 0.69% | Add +2.5% | 56,608 | $1.2M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -76.9% | 45,296 | $961K |
| Cambridge Advisors Inc. | 0.17% | Add +3.8% | 34,952 | $742K |
| GeoWealth Management, LLC | 0.02% | Add +92.4% | 33,803 | $717K |
| Old Mission Capital LLC | 0.02% | New | 32,739 | $695K |
| HighTower Advisors, LLC | 0.00% | Reduce -76.4% | 32,149 | $682K |
| Financial Engines Advisors L.L.C. | 0.00% | New | 28,489 | $605K |
| Principal Securities, Inc. | 0.01% | Reduce -65.4% | 27,135 | $576K |
| Straight Path Wealth Management | 0.21% | Add +42.7% | 25,300 | $537K |
| Csenge Advisory Group | 0.03% | Add +34.7% | 24,162 | $513K |
| Bolthouse Investments, LLC | 0.47% | — | 24,119 | $512K |
| Jane Street Group, LLC | 0.00% | Reduce -38.4% | 20,094 | $426K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +3.5% | 20,015 | $425K |
| J.Safra Asset Management Corp | 0.03% | New | 18,333 | $389K |
| SMART Wealth LLC | 0.14% | Add +15.6% | 18,136 | $385K |
| Professional Financial Advisors, LLC | 0.10% | Add +8.1% | 17,939 | $381K |
| Anchor Investment Management, LLC | 0.03% | Reduce -12.7% | 17,119 | $363K |
| Kingdom Financial Group LLC. | 0.22% | Add +37.5% | 15,490 | $329K |
| CWC Advisors, LLC. | 0.27% | Reduce -3.4% | 12,855 | $273K |
| Wellment Financial | 0.34% | — | 12,665 | $269K |
| FSA Advisors, Inc. | 0.32% | New | 12,434 | $264K |
| Lord & Richards Wealth Management, LLC | 0.55% | — | 12,328 | $262K |
| Private Advisor Group, LLC | 0.00% | Reduce -97.5% | 10,564 | $224K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -69.2% | 10,304 | $219K |
| NewEdge Advisors, LLC | 0.00% | Reduce -36.8% | 9,914 | $210K |
| HRT Financial LP | 0.00% | New | 9,586 | $203K |
| GFS Advisors, LLC | 0.03% | New | 9,450 | $201K |
| POM Investment Strategies, LLC | 0.08% | New | 4,983 | $106K |
| Transce3nd, LLC | 0.03% | — | 4,171 | $89K |
| Capital A Wealth Management, LLC | 0.14% | — | 4,026 | $85K |
| National Bank of Canada | 0.00% | No change | 2,506 | $53K |
| Colonial Trust Co / SC | 0.01% | No change | 2,000 | $42K |
| Park Square Financial Group, LLC | 0.02% | — | 1,504 | $32K |
| CIBC Private Wealth Group LLC | 0.00% | New | 1,431 | $30K |
| Simplex Trading, LLC | 0.00% | Reduce -79.3% | 1,384 | $29K |
| Group One Trading LLC | 0.00% | New | 948 | $20K |
| Pineridge Advisors LLC | 0.01% | Reduce -31.0% | 869 | $18K |
| Quest 10 Wealth Builders, Inc. | 0.02% | — | 864 | $18K |
| Morgan Stanley | 0.00% | Reduce -20.9% | 861 | $18K |
| Decker Retirement Planning Inc. | 0.01% | — | 485 | $10K |
| Richard W. Paul & Associates, LLC | 0.00% | Add +13.2% | 180 | $4K |
| Painted Porch Advisors LLC | 0.00% | No change | 150 | $3K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 100 | $2K |
| Cwm, LLC | 0.00% | No change | 48 | $1K |
| FMR LLC | 0.00% | Reduce -50.0% | 1 | $21 |
| Wells Fargo & Company | 0.00% | No change | 1 | $15 |
"% 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.