Sim St Treas Fut Strat ETFTUAETF
13F holders, Q1 2026 (March 31)83holders −5
14new positions
19sold out
$21.07avg. 13F price*
At the end of Q1 2026, 83 institutions reported holding Sim St Treas Fut Strat ETF (TUA) in their 13F filings, down 5 from Q4 2025. 14 opened new positions and 19 sold out. The largest holders were Simplify Asset Management Inc. ($116.7M), Southern Farm Bureau Life Insurance ($62.6M) and GenTrust, LLC ($60.8M).
- Company
- Sim St Treas Fut Strat ETF
- Filed as
- SIMPLIFY EXCHANGE TRADED FUN (Q1 2026)
- CUSIP
- 82889N657
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $180.4M |
| Exits | 19 | $47.1M |
All 13F filers, Q4 2025 → Q1 2026: 9,757,938 shares bought and 3,857,091 shares sold, net +5,900,847 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 83 holders
| Simplify Asset Management Inc. | 1.80% | New | 5,528,700 | $116.7M |
| Southern Farm Bureau Life Insurance | 6.60% | No change | 2,967,492 | $62.6M |
| GenTrust, LLC | 2.60% | New | 2,883,134 | $60.8M |
| Ferguson Shapiro LLC | 14.95% | Add +4.1% | 2,326,522 | $49.1M |
| AE Wealth Management LLC | 0.22% | Add +2.1% | 1,917,668 | $40.5M |
| Mid-American Wealth Advisory Group, Inc. | 10.54% | No change | 1,139,443 | $25.0M |
| HighTower Advisors, LLC | 0.03% | Add +28.4% | 1,181,534 | $24.9M |
| Ancora Advisors LLC | 0.45% | Add +20.6% | 990,249 | $20.9M |
| LPL Financial LLC | 0.00% | Reduce -7.4% | 765,074 | $16.1M |
| Insight Wealth Strategies, LLC | 1.57% | Add +4.0% | 666,189 | $14.1M |
| Altfest L J & Co. Inc. | 1.50% | Reduce -22.3% | 663,501 | $14.0M |
| Financial Enhancement Group LLC | 1.68% | Add +54.8% | 633,652 | $13.5M |
| Heck Capital Advisors, LLC | 0.67% | Add +50.2% | 428,759 | $9.0M |
| Park Edge Advisors, LLC | 1.85% | Reduce -0.2% | 380,176 | $8.0M |
| Broussard Financial Group LLC | 6.28% | Add +7.5% | 372,250 | $7.9M |
| Authentikos Wealth Advisory, LLC | 3.55% | Add +3.0% | 249,065 | $5.3M |
| Aprio Wealth Management, LLC | 0.27% | Reduce -21.1% | 233,128 | $4.9M |
| Magnolia Private Wealth, LLC | 3.02% | Add +11.6% | 298,645 | $4.5M |
| Hollencrest Capital Management | 0.16% | Reduce -0.4% | 201,303 | $4.2M |
| Private Client Services, LLC | 1.26% | Reduce -4.4% | 199,112 | $4.2M |
| Professional Financial Management, Inc. | 4.35% | Add +7.7% | 198,092 | $4.2M |
| Elevated Capital Advisors, LLC | 0.88% | Add +48.1% | 165,802 | $3.5M |
| LifeWealth Investments, LLC | 1.03% | Add +6.7% | 163,258 | $3.4M |
| Principal Securities, Inc. | 0.05% | Add +17.6% | 152,411 | $3.2M |
| Howard Bailey Securities, LLC | 1.29% | Reduce -2.1% | 148,154 | $3.1M |
| B.O.S.S. Retirement Advisors, LLC | 0.87% | Reduce -6.1% | 135,491 | $2.9M |
| Great Lakes Retirement, Inc. | 0.27% | Reduce -8.4% | 123,290 | $2.6M |
| Gladstone Institutional Advisory LLC | 0.09% | Reduce -8.5% | 112,466 | $2.4M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +35.2% | 82,163 | $1.7M |
| Royal Bank of Canada | 0.00% | No change | 79,467 | $1.7M |
| Commonwealth Equity Services, LLC | 0.00% | Add +5.0% | 75,737 | $1.6M |
| Aegis Wealth Management, Inc. | 1.17% | Reduce -6.9% | 70,337 | $1.5M |
| IHT Wealth Management, LLC | 0.03% | Add +9.9% | 67,174 | $1.4M |
| Integrated Wealth Management | 1.41% | Reduce -2.0% | 58,245 | $1.2M |
| Hilltop Holdings Inc. | 0.11% | Reduce -60.6% | 57,302 | $1.2M |
| Evergreen Capital Management LLC | 0.03% | Reduce -83.6% | 56,780 | $1.2M |
| Centennial Advisors, LLC | 1.40% | Reduce -3.6% | 52,168 | $1.1M |
| Csenge Advisory Group | 0.04% | Reduce -1.4% | 43,480 | $917K |
| Goldman Sachs Group Inc. | 0.00% | Add +197.1% | 41,000 | $865K |
| Belpointe Asset Management LLC | 0.03% | Reduce -42.5% | 38,388 | $810K |
| Lloyd Advisory Services, LLC. | 0.23% | Reduce -94.5% | 38,261 | $807K |
| Kingdom Financial Group LLC. | 0.23% | Reduce -5.9% | 38,261 | $807K |
| SMART Wealth LLC | 0.21% | Add +1.2% | 33,993 | $717K |
| Evoke Wealth, LLC | 0.01% | New | 33,045 | $697K |
| HRT Financial LP | 0.00% | New | 32,601 | $687K |
| Straight Path Wealth Management | 0.18% | Add +3.2% | 32,447 | $685K |
| Golden Reserve Retirement LLC | 0.13% | Add +136.0% | 30,381 | $641K |
| Pekin Hardy Strauss, Inc. | 0.07% | Add +6.3% | 29,902 | $631K |
| Equitable Holdings, Inc. | 0.00% | Add +0.1% | 26,035 | $570K |
| 4WEALTH Advisors, Inc. | 0.40% | Reduce -24.0% | 22,471 | $473K |
| Legacy PCG, LLC | 2.53% | New | 22,004 | $464K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -42.6% | 20,927 | $441K |
| Anchor Investment Management, LLC | 0.04% | No change | 19,873 | $419K |
| Cumberland Partners Ltd | 0.03% | Reduce -92.8% | 19,168 | $404K |
| Evolution Wealth Management Inc. | 0.28% | Reduce -4.6% | 18,108 | $382K |
| Osaic Holdings, Inc. | 0.00% | Add +70.0% | 16,067 | $339K |
| CWC Advisors, LLC. | 0.15% | Reduce -9.4% | 14,622 | $309K |
| KPP Advisory Services LLC | 0.04% | New | 13,636 | $288K |
| FSA Advisors, Inc. | 0.19% | Add +10.1% | 13,431 | $283K |
| Welch Group, LLC | 0.01% | New | 12,758 | $269K |
| Wellment Financial | 0.31% | Add +4.5% | 11,781 | $249K |
| Brighton Jones LLC | 0.00% | New | 10,592 | $223K |
| Longview Financial Advisors, Inc. | 0.13% | Add +0.1% | 10,271 | $217K |
| Clarity Financial LLC | 0.02% | Reduce -24.5% | 10,030 | $212K |
| Group One Trading LLC | 0.01% | Add +50.1% | 9,039 | $191K |
| Networth Advisors, LLC | 0.13% | Reduce -11.2% | 8,763 | $185K |
| Quest 10 Wealth Builders, Inc. | 0.15% | Reduce -0.7% | 7,930 | $167K |
| Simplex Trading, LLC | 0.00% | New | 6,041 | $127K |
| Signaturefd, LLC | 0.00% | New | 4,644 | $98K |
| Key Capital Management, INC | 0.05% | Add +16.0% | 3,731 | $79K |
| IFP Advisors, Inc | 0.00% | Reduce -45.3% | 3,264 | $69K |
| Colonial Trust Co / SC | 0.01% | No change | 2,000 | $42K |
| US Bancorp \de | 0.00% | No change | 900 | $19K |
| Private Trust Co. NA | 0.00% | No change | 820 | $17K |
| Geneos Wealth Management Inc. | 0.00% | Add +0.5% | 785 | $17K |
| National Bank of Canada | 0.00% | No change | 634 | $13K |
| Aptus Capital Advisors, LLC | 0.00% | New | 500 | $11K |
| Morgan Stanley | 0.00% | Reduce -0.6% | 351 | $7K |
| Hantz Financial Services, Inc. | 0.00% | New | 315 | $7K |
| Virtus Advisers, LLC | 0.00% | Reduce -40.1% | 258 | $5K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 211 | $4K |
| Mosley Wealth Management | 0.00% | New | 93 | $2K |
| Wells Fargo & Company | 0.00% | Reduce -50.0% | 1 | $23 |
"% 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.