Sim St Treas Fut Strat ETFTUAETF
13F holders, Q1 2025 (March 31)88holders +6
22new positions
18sold out
2famous investors
$21.79avg. 13F price*
At the end of Q1 2025, 88 institutions reported holding Sim St Treas Fut Strat ETF (TUA) in their 13F filings, up 6 from Q4 2024. 22 opened new positions and 18 sold out. The largest holders were Southern Farm Bureau Life Insurance ($65.0M), AE Wealth Management LLC ($44.0M) and Ferguson Shapiro LLC ($28.3M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Sim St Treas Fut Strat ETF
- Filed as
- SIMPLIFY EXCHANGE TRADED FUN (Q1 2025)
- CUSIP
- 82889N657
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 22 | $42.6M |
| Exits | 18 | $35.9M |
All 13F filers, Q4 2024 → Q1 2025: 5,346,284 shares bought and 2,925,831 shares sold, net +2,420,453 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 88 holders
| Southern Farm Bureau Life Insurance | 9.55% | No change | 2,967,492 | $65.0M |
| AE Wealth Management LLC | 0.37% | Add +24.5% | 2,004,010 | $44.0M |
| Ferguson Shapiro LLC | 10.53% | Reduce -1.8% | 1,287,216 | $28.3M |
| Hollencrest Capital Management | 1.08% | Add +0.5% | 1,124,312 | $24.7M |
| Mid-American Wealth Advisory Group, Inc. | 11.54% | Add +41.8% | 979,044 | $21.5M |
| Aprio Wealth Management, LLC | 2.48% | Reduce -25.2% | 901,742 | $19.8M |
| Altfest L J & Co. Inc. | 2.31% | Add +243.1% | 836,796 | $18.4M |
| Trek Financial, LLC | 1.32% | Add +1259.7% | 828,162 | $18.2M |
| Ancora Advisors LLC | 0.40% | Add +4.5% | 821,290 | $18.0M |
| Fourpath Capital Management, LLC | 3.09% | New | 807,454 | $17.7M |
| Lloyd Advisory Services, LLC. | 7.20% | Add +19.8% | 652,580 | $14.3M |
| LPL Financial LLC | 0.00% | Add +116.1% | 536,403 | $11.8M |
| Evergreen Capital Management LLC | 0.27% | Reduce -0.2% | 360,268 | $7.9M |
| Authentikos Wealth Advisory, LLC | 5.70% | Add +385.4% | 332,137 | $7.3M |
| Magnolia Private Wealth, LLC | 5.89% | Add +58.1% | 470,074 | $7.0M |
| B.O.S.S. Retirement Advisors, LLC | 1.71% | Add +41.1% | 267,770 | $5.9M |
| Heck Capital Advisors, LLC | 0.63% | Add +6.2% | 256,909 | $5.6M |
| Gladstone Institutional Advisory LLC | 0.25% | Reduce -6.8% | 247,711 | $5.4M |
| Fortis Group Advisors, LLC | 1.04% | New | 244,229 | $5.4M |
| Park Edge Advisors, LLC | 1.49% | New | 243,868 | $5.4M |
| Cumberland Partners Ltd | 0.35% | Add +3.9% | 206,132 | $4.5M |
| Citadel Advisors | 0.00% | Reduce -64.6% | 204,936 | $4.5M |
| Great Lakes Retirement, Inc. | 0.48% | Add +50.3% | 166,847 | $3.7M |
| Howard Bailey Securities, LLC | 1.20% | Add +56.0% | 164,278 | $3.6M |
| Capstone Wealth Management Group, LLC | 1.90% | New | 151,560 | $3.3M |
| Belpointe Asset Management LLC | 0.15% | Add +5.9% | 131,956 | $2.9M |
| Elevated Capital Advisors, LLC | 0.79% | Add +3.0% | 128,804 | $2.8M |
| MML Investors Services, LLC | 0.01% | New | 127,219 | $2.8M |
| Hilltop Holdings Inc. | 0.16% | Reduce -7.4% | 113,078 | $2.5M |
| LifeWealth Investments, LLC | 1.18% | Add +20.9% | 111,427 | $2.4M |
| Pekin Hardy Strauss, Inc. | 0.25% | Reduce -15.0% | 92,217 | $2.0M |
| Flow Traders U.S. LLC | 0.08% | New | 89,575 | $2.0M |
| Royal Bank of Canada | 0.00% | Reduce -21.9% | 88,640 | $1.9M |
| Mutual Advisors, LLC | 0.06% | New | 87,134 | $1.9M |
| HighTower Advisors, LLC | 0.00% | Add +152.7% | 81,240 | $1.8M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +681.5% | 80,522 | $1.8M |
| Compass Capital Corp. /Ma/ | 0.69% | Reduce -30.1% | 58,770 | $1.3M |
| GeoWealth Management, LLC | 0.05% | Add +58.3% | 53,508 | $1.2M |
| IHT Wealth Management, LLC | 0.04% | New | 52,893 | $1.2M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -6.7% | 42,278 | $929K |
| Csenge Advisory Group | 0.05% | Add +59.6% | 38,564 | $856K |
| Renaissance Technologies | 0.00% | New | 33,644 | $739K |
| Ausdal Financial Partners, Inc. | 0.05% | New | 32,826 | $721K |
| Kingdom Financial Group LLC. | 0.49% | Add +97.5% | 30,600 | $672K |
| Cambridge Advisors Inc. | 0.15% | Reduce -13.0% | 30,393 | $668K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +50.9% | 30,199 | $663K |
| Straight Path Wealth Management | 0.25% | Add +10.2% | 27,883 | $613K |
| SMART Wealth LLC | 0.22% | Add +51.7% | 27,513 | $604K |
| Principal Securities, Inc. | 0.01% | No change | 27,135 | $576K |
| Ethos Financial Group, LLC | 0.05% | Reduce -85.2% | 24,766 | $544K |
| Professional Financial Advisors, LLC | 0.12% | Add +17.6% | 21,098 | $464K |
| Anchor Investment Management, LLC | 0.04% | Add +19.0% | 20,373 | $448K |
| Group One Trading LLC | 0.02% | Add +1924.0% | 19,187 | $422K |
| Tounjian Advisory Partners, LLC | 0.07% | — | 17,790 | $391K |
| Lord & Richards Wealth Management, LLC | 0.42% | Add +37.3% | 16,920 | $372K |
| Wellment Financial | 0.48% | Add +30.3% | 16,507 | $363K |
| Private Client Services, LLC | 0.16% | Reduce -91.8% | 15,142 | $333K |
| FSA Advisors, Inc. | 0.24% | Add +12.7% | 14,016 | $308K |
| Farther Finance Advisors, LLC | 0.01% | New | 13,952 | $307K |
| Private Trust Co. NA | 0.03% | New | 13,672 | $300K |
| CWC Advisors, LLC. | 0.17% | Add +3.6% | 13,312 | $292K |
| Wealthcare Advisory Partners LLC | 0.01% | New | 11,682 | $257K |
| Longview Financial Advisors, Inc. | 0.22% | Reduce -90.0% | 11,478 | $252K |
| Brighton Jones LLC | 0.01% | New | 10,217 | $224K |
| Signal Advisors Wealth, LLC | 0.02% | New | 9,808 | $215K |
| GFS Advisors, LLC | 0.04% | No change | 9,450 | $208K |
| POM Investment Strategies, LLC | 0.22% | Add +73.0% | 8,623 | $189K |
| Quest 10 Wealth Builders, Inc. | 0.17% | Add +730.3% | 7,174 | $158K |
| Simplex Trading, LLC | 0.00% | Add +337.4% | 6,053 | $132K |
| Transce3nd, LLC | 0.06% | Add +34.8% | 5,621 | $123K |
| Park Square Financial Group, LLC | 0.07% | Add +160.1% | 3,912 | $86K |
| Larson Financial Group LLC | 0.00% | New | 3,750 | $82K |
| National Bank of Canada | 0.00% | No change | 2,506 | $55K |
| Bank of Montreal | 0.00% | New | 2,458 | $54K |
| Geneos Wealth Management Inc. | 0.00% | New | 2,297 | $50K |
| Colonial Trust Co / SC | 0.01% | No change | 2,000 | $44K |
| Capital A Wealth Management, LLC | 0.04% | Reduce -55.2% | 1,805 | $40K |
| Pineridge Advisors LLC | 0.01% | Add +44.2% | 1,253 | $28K |
| Morgan Stanley | 0.00% | Reduce -0.3% | 858 | $19K |
| Decker Retirement Planning Inc. | 0.01% | Add +42.9% | 693 | $15K |
| Allworth Financial LP | 0.00% | New | 677 | $15K |
| Wells Fargo & Company | 0.00% | Add +31100.0% | 312 | $7K |
| Richard W. Paul & Associates, LLC | 0.00% | Add +35.6% | 244 | $5K |
| Painted Porch Advisors LLC | 0.00% | No change | 150 | $3K |
| Copia Wealth Management | 0.00% | New | 121 | $3K |
| PNC Financial Services Group, Inc. | 0.00% | New | 120 | $3K |
| Cwm, LLC | 0.00% | No change | 48 | $1K |
| JPMorgan Chase & Co. | 0.00% | New | 10 | $220 |
"% 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.