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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Anchor Investment Management, LlcSell-2,500-12.6%17,373$354.85KQ2 2026Sep 15, 2026
Citadel Advisors LlcBuy+139,754139,754$2.85MQ2 2026Sep 02, 2026
Fsa Advisors, Inc.Buy+857+6.4%14,288$291.82KQ2 2026Aug 17, 2026
Ifg Advisory, LlcBuy+34,48634,486$704.38KQ2 2026Aug 14, 2026
Iht Wealth Management, LlcSell-14,451-21.5%52,723$1.08MQ2 2026Aug 14, 2026
Authentikos Wealth Advisory, LlcBuy+13,733+5.5%262,798$5.37MQ2 2026Aug 14, 2026
Aqr Capital Management LlcBuy+10,67010,670$217.94KQ2 2026Aug 14, 2026
Hrt Financial LpBuy+6,410+19.7%39,011$796.00KQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Sell-3,333-20.7%12,734$260.17KQ2 2026Aug 14, 2026
Group One Trading LlcBuy+1,100+12.2%10,139$207.09KQ2 2026Aug 14, 2026
Trek Financial, LlcBuy+1,248,3061,248,306$25.50MQ2 2026Aug 13, 2026
Fmr LlcBuy+270270$5.51KQ2 2026Aug 13, 2026
Morgan StanleyBuy+185+52.7%536$10.97KQ2 2026Aug 13, 2026
Ubs Group AgBuy+9797$1.98KQ2 2026Aug 13, 2026
Steward Partners Investment Advisory, LlcSell-65-30.8%146$2.98KQ2 2026Aug 13, 2026
Simplex Trading, LlcSell-3,003-49.7%3,038$62.05KQ2 2026Aug 12, 2026
Integrated Wealth ManagementBuy+5,558+9.5%63,803$1.30MQ2 2026Aug 11, 2026
Brighton Jones LlcBuy+77+0.7%10,669$217.92KQ2 2026Aug 11, 2026
Virtus Advisers, LlcBuy+46+17.8%304$6.21KQ2 2026Aug 11, 2026
Csenge Advisory GroupSell-10,659-24.5%32,821$670.37KQ2 2026Aug 10, 2026
Howard Bailey Securities, LlcBuy+8,833+6.0%156,987$3.21MQ2 2026Aug 10, 2026
Lloyd Advisory Services, Llc.Buy+641,136+1675.7%679,397$13.88MQ2 2026Aug 07, 2026
Lpl Financial LlcSell-333,138-43.5%431,936$8.82MQ2 2026Aug 07, 2026
Tounjian Advisory Partners, LlcBuy+49,35849,358$1.01MQ2 2026Aug 07, 2026
Mml Investors Services, LlcBuy+16,32016,320$333.35KQ2 2026Aug 07, 2026
Kingdom Financial Group Llc.Buy+35+0.1%38,296$782.19KQ2 2026Aug 07, 2026
Gentrust, LlcBuy+419,316+14.5%3,302,450$67.45MQ2 2026Aug 06, 2026
Smart Wealth LlcSell-16,155-47.5%17,838$364.33KQ2 2026Aug 06, 2026
Cumberland Partners LtdBuy+64+0.3%19,232$392.81KQ2 2026Aug 06, 2026
Geneos Wealth Management Inc.Buy+5+0.6%790$16.15KQ2 2026Aug 06, 2026
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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.