TUA Institutional Ownership & Shareholders
SIM ST TREAS FUT STRAT ETF (TUA) is currently held by 76 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $252.12M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Gentrust, Llc is currently the largest disclosed institutional shareholder of TUA tracked by InsiderSet, reporting ownership valued at approximately $67.45M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $64.96M, representing an estimated loss of -3.70% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 77% of the total disclosed TUA value among the investors covered in this analysis. Major shareholders include Gentrust, Llc, Mid-American Wealth Advisory Group, Inc., True Wealth Design, Llc, and several other long-term asset managers with concentrated positions in SIM ST TREAS FUT STRAT ETF (TUA).
This page ranks the largest institutional TUA shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
76
Total Reported Value
$252.12M
Largest Holder
Gentrust, Llc
Largest Position
$67.45M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
116
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Gentrust, Llc | 2.59% | 3,302,450 | $67,452,549 | $64,959,192 | -$2,493,357 | -3.70% | |
| Mid-American Wealth Advisory Group, Inc. | 9.69% | 1,458,466 | $27,769,198 | $28,688,026 | +$918,828 | +3.31% | |
| True Wealth Design, Llc | 6.05% | 1,352,087 | $25,743,737 | $26,595,551 | +$851,814 | +3.31% | |
| Ancora Advisors Llc | 0.39% | 996,922 | $20,362,131 | $19,609,456 | -$752,675 | -3.70% | |
| Lloyd Advisory Services, Llc. | 4.88% | 674,905 | $12,850,193 | $13,275,381 | +$425,188 | +3.31% | |
| Altfest L J & Co Inc | 1.25% | 660,612 | $12,578,050 | $12,994,238 | +$416,188 | +3.31% | |
| Lpl Financial Llc | 0.00% | 431,936 | $8,822,298 | $8,496,181 | -$326,117 | -3.70% | |
| Park Edge Advisors, Llc | 1.50% | 369,724 | $7,039,545 | $7,272,471 | +$232,926 | +3.31% | |
| Heck Capital Advisors, Llc | 0.33% | 316,709 | $6,030,132 | $6,229,666 | +$199,534 | +3.31% | |
| Authentikos Wealth Advisory, Llc | 3.43% | 262,798 | $5,367,660 | $5,169,237 | -$198,423 | -3.70% | |
| Hollencrest Capital Management | 0.27% | 201,303 | $4,111,605 | $3,959,630 | -$151,975 | -3.70% | |
| Professional Financial Management, Inc. | 4.00% | 206,441 | $3,930,637 | $4,060,694 | +$130,057 | +3.31% | |
| Elevated Capital Advisors, Llc | 0.92% | 163,300 | $3,335,404 | $3,212,111 | -$123,293 | -3.70% | |
| Magnolia Private Wealth, Llc | 1.78% | 242,589 | $3,242,256 | $4,771,726 | +$1,529,470 | +47.17% | |
| Howard Bailey Securities, Llc | 1.10% | 150,076 | $2,857,455 | $2,951,995 | +$94,540 | +3.31% | |
| Citadel Advisors Llc | 0.00% | 139,754 | $2,854,475 | $2,748,961 | -$105,514 | -3.70% | |
| Principal Securities, Inc. | 0.03% | 135,797 | $2,773,654 | $2,671,127 | -$102,527 | -3.70% | |
| B.O.S.S. Retirement Advisors, Llc | 0.73% | 133,731 | $2,546,230 | $2,630,489 | +$84,259 | +3.31% | |
| Private Client Services, Llc | 0.68% | 133,354 | $2,539,060 | $2,623,073 | +$84,013 | +3.31% | |
| Great Lakes Retirement, Inc. | 0.19% | 111,838 | $2,129,397 | $2,199,853 | +$70,456 | +3.31% | |
| Gladstone Institutional Advisory Llc | 0.06% | 100,272 | $2,048,056 | $1,972,350 | -$75,706 | -3.70% | |
| Envestnet Asset Management Inc | 0.00% | 88,568 | $1,809,000 | $1,742,133 | -$66,867 | -3.70% | |
| Aprio Wealth Management, Llc | 0.08% | 87,970 | $1,674,947 | $1,730,370 | +$55,423 | +3.31% | |
| Ferguson Shapiro Llc | 0.49% | 87,224 | $1,660,743 | $1,715,696 | +$54,953 | +3.31% | |
| Royal Bank Of Canada | 0.00% | 79,467 | $1,623,000 | $1,563,116 | -$59,884 | -3.69% | |
| Aegis Wealth Management, Inc. | 0.82% | 73,022 | $1,390,339 | $1,436,343 | +$46,004 | +3.31% | |
| Integrated Wealth Management | 1.18% | 63,119 | $1,201,784 | $1,241,551 | +$39,767 | +3.31% | |
| Golden Reserve Retirement Llc | 0.16% | 58,722 | $1,118,063 | $1,155,062 | +$36,999 | +3.31% | |
| Iht Wealth Management, Llc | 0.02% | 52,723 | $1,076,870 | $1,037,061 | -$39,809 | -3.70% | |
| Centennial Advisors, Llc | 1.22% | 53,463 | $1,017,937 | $1,051,617 | +$33,680 | +3.31% | |
| Tounjian Advisory Partners, Llc | 0.43% | 49,358 | $1,008,128 | $970,872 | -$37,256 | -3.70% | |
| Goldman Sachs Group Inc | 0.00% | 41,000 | $837,425 | $806,470 | -$30,955 | -3.70% | |
| Hrt Financial Lp | 0.00% | 39,011 | $796,000 | $767,346 | -$28,654 | -3.60% | |
| Kingdom Financial Group Llc. | 0.20% | 38,296 | $782,191 | $753,282 | -$28,909 | -3.70% | |
| Lifewealth Investments, Llc | 0.20% | 38,098 | $725,380 | $749,388 | +$24,008 | +3.31% | |
| Ifg Advisory, Llc | 0.02% | 34,486 | $704,376 | $678,340 | -$26,036 | -3.70% | |
| Csenge Advisory Group | 0.03% | 32,821 | $670,372 | $645,589 | -$24,783 | -3.70% | |
| Straight Path Wealth Management | 0.13% | 30,597 | $582,567 | $601,843 | +$19,276 | +3.31% | |
| Sky Investment Group Llc | 0.05% | 25,700 | $489,328 | $505,519 | +$16,191 | +3.31% | |
| Simplify Asset Management Inc. | 0.01% | 23,740 | $452,010 | $466,966 | +$14,956 | +3.31% | |
| Legacy Pcg, Llc | 2.22% | 22,004 | $447,121 | $432,819 | -$14,302 | -3.20% | |
| 4Wealth Advisors, Inc. | 0.27% | 20,714 | $393,990 | $407,444 | +$13,454 | +3.41% | |
| Cumberland Partners Ltd | 0.03% | 19,232 | $392,814 | $378,293 | -$14,521 | -3.70% | |
| Smart Wealth Llc | 0.08% | 17,838 | $364,332 | $350,873 | -$13,459 | -3.69% | |
| Anchor Investment Management, Llc | 0.03% | 17,373 | $354,853 | $341,727 | -$13,126 | -3.70% | |
| Mml Investors Services, Llc | 0.00% | 16,320 | $333,346 | $321,014 | -$12,332 | -3.70% | |
| Evolution Wealth Management Inc. | 0.18% | 16,206 | $308,562 | $318,772 | +$10,210 | +3.31% | |
| Welch Group, Llc | 0.01% | 15,793 | $300,706 | $310,648 | +$9,942 | +3.31% | |
| Fsa Advisors, Inc. | 0.13% | 14,288 | $291,824 | $281,045 | -$10,779 | -3.69% | |
| Broussard Financial Group Llc | 0.20% | 13,975 | $266,084 | $274,888 | +$8,804 | +3.31% |
Frequently asked questions about TUA
Who are the largest institutional holders of TUA?
The largest institutional holders of TUA reported in the latest SEC Form 13F filings include Gentrust, Llc, Mid-American Wealth Advisory Group, Inc., True Wealth Design, Llc, Ancora Advisors Llc, and Lloyd Advisory Services, Llc.. InsiderSet ranks institutional holders by their latest reported TUA position.
What is TUA institutional ownership?
This page tracks TUA positions reported by institutional investment managers through SEC Form 13F. SIM ST TREAS FUT STRAT ETF (TUA) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own TUA?
InsiderSet currently tracks 76 institutional managers reporting TUA holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of TUA shareholders.
How much TUA stock do institutions own?
Institutional investment managers disclosed approximately $252.12M in TUA holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was TUA institutional ownership last updated?
The latest TUA institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional TUA holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its TUA position after the reporting date.
Are institutions buying or selling TUA?
Institutional buying and selling can be analyzed by comparing TUA positions across consecutive 13F reporting periods. InsiderSet's TUA Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View TUA ownership changes.
How has TUA institutional ownership changed over time?
InsiderSet tracks TUA institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.