SIM ST TREAS FUT STRAT ETF (TUA) Institutional Ownership Changes & 13F Activity
SIM ST TREAS FUT STRAT ETF (TUA). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Trek Financial, Llc, Lloyd Advisory Services, Llc., Gentrust, Llc, Lpl Financial Llc, and Citadel Advisors Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Anchor Investment Management, Llc | Sell | -2,500 | -12.6% | 17,373 | $354.85K | Q2 2026 | Sep 15, 2026 |
| Citadel Advisors Llc | Buy | +139,754 | — | 139,754 | $2.85M | Q2 2026 | Sep 02, 2026 |
| Fsa Advisors, Inc. | Buy | +857 | +6.4% | 14,288 | $291.82K | Q2 2026 | Aug 17, 2026 |
| Ifg Advisory, Llc | Buy | +34,486 | — | 34,486 | $704.38K | Q2 2026 | Aug 14, 2026 |
| Iht Wealth Management, Llc | Sell | -14,451 | -21.5% | 52,723 | $1.08M | Q2 2026 | Aug 14, 2026 |
| Authentikos Wealth Advisory, Llc | Buy | +13,733 | +5.5% | 262,798 | $5.37M | Q2 2026 | Aug 14, 2026 |
| Aqr Capital Management Llc | Buy | +10,670 | — | 10,670 | $217.94K | Q2 2026 | Aug 14, 2026 |
| Hrt Financial Lp | Buy | +6,410 | +19.7% | 39,011 | $796.00K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Sell | -3,333 | -20.7% | 12,734 | $260.17K | Q2 2026 | Aug 14, 2026 |
| Group One Trading Llc | Buy | +1,100 | +12.2% | 10,139 | $207.09K | Q2 2026 | Aug 14, 2026 |
| Trek Financial, Llc | Buy | +1,248,306 | — | 1,248,306 | $25.50M | Q2 2026 | Aug 13, 2026 |
| Fmr Llc | Buy | +270 | — | 270 | $5.51K | Q2 2026 | Aug 13, 2026 |
| Morgan Stanley | Buy | +185 | +52.7% | 536 | $10.97K | Q2 2026 | Aug 13, 2026 |
| Ubs Group Ag | Buy | +97 | — | 97 | $1.98K | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, Llc | Sell | -65 | -30.8% | 146 | $2.98K | Q2 2026 | Aug 13, 2026 |
| Simplex Trading, Llc | Sell | -3,003 | -49.7% | 3,038 | $62.05K | Q2 2026 | Aug 12, 2026 |
| Integrated Wealth Management | Buy | +5,558 | +9.5% | 63,803 | $1.30M | Q2 2026 | Aug 11, 2026 |
| Brighton Jones Llc | Buy | +77 | +0.7% | 10,669 | $217.92K | Q2 2026 | Aug 11, 2026 |
| Virtus Advisers, Llc | Buy | +46 | +17.8% | 304 | $6.21K | Q2 2026 | Aug 11, 2026 |
| Csenge Advisory Group | Sell | -10,659 | -24.5% | 32,821 | $670.37K | Q2 2026 | Aug 10, 2026 |
| Howard Bailey Securities, Llc | Buy | +8,833 | +6.0% | 156,987 | $3.21M | Q2 2026 | Aug 10, 2026 |
| Lloyd Advisory Services, Llc. | Buy | +641,136 | +1675.7% | 679,397 | $13.88M | Q2 2026 | Aug 07, 2026 |
| Lpl Financial Llc | Sell | -333,138 | -43.5% | 431,936 | $8.82M | Q2 2026 | Aug 07, 2026 |
| Tounjian Advisory Partners, Llc | Buy | +49,358 | — | 49,358 | $1.01M | Q2 2026 | Aug 07, 2026 |
| Mml Investors Services, Llc | Buy | +16,320 | — | 16,320 | $333.35K | Q2 2026 | Aug 07, 2026 |
| Kingdom Financial Group Llc. | Buy | +35 | +0.1% | 38,296 | $782.19K | Q2 2026 | Aug 07, 2026 |
| Gentrust, Llc | Buy | +419,316 | +14.5% | 3,302,450 | $67.45M | Q2 2026 | Aug 06, 2026 |
| Smart Wealth Llc | Sell | -16,155 | -47.5% | 17,838 | $364.33K | Q2 2026 | Aug 06, 2026 |
| Cumberland Partners Ltd | Buy | +64 | +0.3% | 19,232 | $392.81K | Q2 2026 | Aug 06, 2026 |
| Geneos Wealth Management Inc. | Buy | +5 | +0.6% | 790 | $16.15K | Q2 2026 | Aug 06, 2026 |
Frequently asked questions about TUA activity
Which institutional owners are buying TUA?
Institutional owners buying TUA include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in TUA activity?
"Buy" means an investor increased their reported position in TUA compared to the prior reporting period. This reflects growing exposure to SIM ST TREAS FUT STRAT ETF (TUA) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in TUA increasing?
Institutional interest in TUA can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.