Sim St Treas Fut Strat ETFTUAETF
13F holders, Q4 2025 (December 31)88holders +6
14new positions
14sold out
$21.90avg. 13F price*
At the end of Q4 2025, 88 institutions reported holding Sim St Treas Fut Strat ETF (TUA) in their 13F filings, up 6 from Q3 2025. 14 opened new positions and 14 sold out. The largest holders were Southern Farm Bureau Life Insurance ($65.0M), Ferguson Shapiro LLC ($49.0M) and AE Wealth Management LLC ($41.1M).
- Company
- Sim St Treas Fut Strat ETF
- Filed as
- SIMPLIFY EXCHANGE TRADED FUN (Q4 2025)
- CUSIP
- 82889N657
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $44.5M |
| Exits | 14 | $8.9M |
All 13F filers, Q3 2025 → Q4 2025: 3,996,979 shares bought and 1,350,257 shares sold, net +2,646,722 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 88 holders
| Southern Farm Bureau Life Insurance | 6.71% | No change | 2,967,492 | $65.0M |
| Ferguson Shapiro LLC | 15.07% | Add +17.4% | 2,235,784 | $49.0M |
| AE Wealth Management LLC | 0.24% | Reduce -5.0% | 1,878,550 | $41.1M |
| Mid-American Wealth Advisory Group, Inc. | 10.54% | Add +3.7% | 1,139,443 | $25.0M |
| HighTower Advisors, LLC | 0.02% | Add +1071.3% | 920,206 | $20.2M |
| Private Advisor Group, LLC | 0.09% | New | 873,195 | $19.1M |
| Fourpath Capital Management, LLC | 2.61% | Reduce -21.9% | 872,303 | $19.1M |
| Altfest L J & Co. Inc. | 2.05% | Add +1.5% | 853,327 | $18.7M |
| LPL Financial LLC | 0.00% | Add +121.2% | 825,818 | $18.1M |
| Ancora Advisors LLC | 0.37% | No change | 821,290 | $18.0M |
| Lloyd Advisory Services, LLC. | 5.88% | Add +10.7% | 691,416 | $15.1M |
| Insight Wealth Strategies, LLC | 1.61% | New | 640,356 | $14.0M |
| Financial Enhancement Group LLC | 1.15% | New | 409,479 | $8.9M |
| Park Edge Advisors, LLC | 1.89% | Reduce -1.3% | 380,893 | $8.3M |
| Evergreen Capital Management LLC | 0.17% | Add +1.6% | 346,606 | $7.6M |
| Broussard Financial Group LLC | 6.15% | — | 346,142 | $7.6M |
| Aprio Wealth Management, LLC | 0.37% | Reduce -2.7% | 295,635 | $6.5M |
| Heck Capital Advisors, LLC | 0.47% | Add +6.8% | 285,483 | $6.3M |
| Magnolia Private Wealth, LLC | 4.10% | Reduce -15.6% | 267,669 | $5.9M |
| Cumberland Partners Ltd | 0.36% | Add +22.1% | 265,795 | $5.8M |
| Authentikos Wealth Advisory, LLC | 3.50% | Reduce -23.3% | 241,817 | $5.3M |
| Private Client Services, LLC | 1.43% | Add +5.4% | 208,194 | $4.6M |
| Hollencrest Capital Management | 0.15% | No change | 202,062 | $4.4M |
| Professional Financial Management, Inc. | 4.57% | — | 183,895 | $4.0M |
| LifeWealth Investments, LLC | 1.06% | Reduce -2.2% | 153,042 | $3.4M |
| Howard Bailey Securities, LLC | 1.31% | Reduce -13.7% | 151,380 | $3.3M |
| Hilltop Holdings Inc. | 0.19% | Add +56.3% | 145,310 | $3.2M |
| B.O.S.S. Retirement Advisors, LLC | 0.99% | Reduce -44.1% | 144,340 | $3.2M |
| Great Lakes Retirement, Inc. | 0.31% | Reduce -5.7% | 134,613 | $2.9M |
| Principal Securities, Inc. | 0.04% | Add +25.1% | 129,655 | $2.8M |
| Gladstone Institutional Advisory LLC | 0.10% | Reduce -7.8% | 122,935 | $2.7M |
| Elevated Capital Advisors, LLC | 0.57% | Reduce -2.4% | 111,926 | $2.5M |
| Encompass More Asset Management | 0.38% | Add +2.7% | 92,398 | $2.0M |
| Royal Bank of Canada | 0.00% | Reduce -1.2% | 79,467 | $1.7M |
| Aegis Wealth Management, Inc. | 1.30% | — | 75,552 | $1.7M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -2.5% | 72,127 | $1.6M |
| Belpointe Asset Management LLC | 0.05% | Add +20.9% | 66,759 | $1.5M |
| Proficio Capital Partners LLC | 0.09% | Reduce -72.6% | 61,713 | $1.4M |
| IHT Wealth Management, LLC | 0.03% | Add +4.8% | 61,141 | $1.3M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +3.9% | 60,755 | $1.3M |
| Integrated Wealth Management | 1.46% | — | 59,450 | $1.3M |
| Centennial Advisors, LLC | 1.54% | — | 54,133 | $1.2M |
| Summit Financial, LLC | 0.02% | Reduce -19.1% | 53,836 | $1.2M |
| Csenge Advisory Group | 0.04% | Reduce -2.2% | 44,077 | $965K |
| WESPAC Advisors, LLC | 0.50% | Reduce -20.8% | 42,338 | $927K |
| Kingdom Financial Group LLC. | 0.28% | Add +66.2% | 40,648 | $890K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -8.6% | 36,464 | $799K |
| SMART Wealth LLC | 0.22% | Reduce -3.6% | 33,583 | $736K |
| Straight Path Wealth Management | 0.19% | Add +5.5% | 31,447 | $689K |
| 4WEALTH Advisors, Inc. | 0.56% | Reduce -2.7% | 29,557 | $647K |
| Pekin Hardy Strauss, Inc. | 0.06% | Reduce -14.7% | 28,129 | $616K |
| Envestnet Asset Management Inc. | 0.00% | Add +10.7% | 26,381 | $578K |
| Professional Financial Advisors, LLC | 0.12% | Add +3.8% | 26,250 | $575K |
| Equitable Holdings, Inc. | 0.00% | New | 26,008 | $570K |
| Susquehanna International Group, LLP | 0.00% | New | 20,040 | $439K |
| Anchor Investment Management, LLC | 0.04% | Reduce -1.5% | 19,873 | $435K |
| MML Investors Services, LLC | 0.00% | Add +12.9% | 19,451 | $426K |
| Evolution Wealth Management Inc. | 0.34% | Add +30.4% | 18,979 | $416K |
| Old Mission Capital LLC | 0.02% | Reduce -79.9% | 18,734 | $410K |
| CWC Advisors, LLC. | 0.17% | Add +2.4% | 16,148 | $354K |
| Magnus Financial Group LLC | 0.02% | Reduce -15.2% | 13,910 | $305K |
| Goldman Sachs Group Inc. | 0.00% | New | 13,801 | $302K |
| Clarity Financial LLC | 0.03% | New | 13,280 | $291K |
| Golden Reserve Retirement LLC | 0.05% | New | 12,873 | $282K |
| Foundations Investment Advisors, LLC | 0.00% | Add +37.3% | 12,746 | $279K |
| FSA Advisors, Inc. | 0.19% | New | 12,202 | $267K |
| Trek Financial, LLC | 0.02% | New | 11,868 | $260K |
| Wellment Financial | 0.29% | Reduce -24.8% | 11,275 | $247K |
| Longview Financial Advisors, Inc. | 0.15% | Add +0.1% | 10,263 | $225K |
| Networth Advisors, LLC | 0.16% | — | 9,864 | $216K |
| Osaic Holdings, Inc. | 0.00% | Add +70.1% | 9,451 | $207K |
| Quest 10 Wealth Builders, Inc. | 0.16% | Add +3.3% | 7,984 | $175K |
| Group One Trading LLC | 0.00% | Reduce -71.5% | 6,022 | $132K |
| IFP Advisors, Inc | 0.00% | Add +11.9% | 5,971 | $131K |
| Bank of Montreal | 0.00% | Add +22.3% | 3,603 | $79K |
| Key Capital Management, INC | 0.07% | — | 3,217 | $70K |
| Colonial Trust Co / SC | 0.01% | No change | 2,000 | $44K |
| US Bancorp \de | 0.00% | No change | 900 | $20K |
| Private Trust Co. NA | 0.00% | No change | 820 | $18K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -43.6% | 781 | $17K |
| National Bank of Canada | 0.00% | Reduce -74.7% | 634 | $14K |
| Flagship Harbor Advisors, LLC | 0.00% | New | 550 | $12K |
| Rockefeller Capital Management L.P. | 0.00% | New | 550 | $12K |
| Virtus Advisers, LLC | 0.00% | Reduce -4.0% | 431 | $9K |
| Morgan Stanley | 0.00% | Reduce -60.9% | 353 | $8K |
| Assetmark, Inc. | 0.00% | New | 58 | $1K |
| Wells Fargo & Company | 0.00% | Add +100.0% | 2 | $40 |
| JPMorgan Chase & Co. | 0.00% | New | 1 | $22 |
"% 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.