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 (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Lloyd Advisory Services, Llc., Evergreen Capital Management Llc, Cumberland Partners Ltd, Ancora Advisors Llc, and Hilltop Holdings Inc..
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Brighton Jones Llc | Buy | +10,592 | — | 10,592 | $223.50K | Q1 2026 | Aug 07, 2026 |
| Wells Fargo & Company/Mn | Sell | -1 | -50.0% | 1 | $23.00 | Q1 2026 | Jul 08, 2026 |
| Ancora Advisors Llc | Buy | +168,959 | +20.6% | 990,249 | $20.89M | Q1 2026 | May 15, 2026 |
| Evoke Wealth, Llc | Buy | +33,045 | — | 33,045 | $697.27K | Q1 2026 | May 15, 2026 |
| Goldman Sachs Group Inc | Buy | +27,199 | +197.1% | 41,000 | $865.10K | Q1 2026 | May 15, 2026 |
| Legacy Pcg, Llc | Buy | +22,004 | — | 22,004 | $464.28K | Q1 2026 | May 15, 2026 |
| Osaic Holdings, Inc. | Buy | +6,616 | +70.0% | 16,067 | $339.04K | Q1 2026 | May 15, 2026 |
| Iht Wealth Management, Llc | Buy | +6,033 | +9.9% | 67,174 | $1.42M | Q1 2026 | May 15, 2026 |
| Equitable Holdings, Inc. | Buy | +27 | +0.1% | 26,035 | $570.25K | Q1 2026 | May 15, 2026 |
| Morgan Stanley | Sell | -2 | -0.6% | 351 | $7.43K | Q1 2026 | May 15, 2026 |
| Evergreen Capital Management Llc | Sell | -289,826 | -83.6% | 56,780 | $1.20M | Q1 2026 | May 14, 2026 |
| Cumberland Partners Ltd | Sell | -246,627 | -92.8% | 19,168 | $404.44K | Q1 2026 | May 14, 2026 |
| Hilltop Holdings Inc. | Sell | -88,008 | -60.6% | 57,302 | $1.21M | Q1 2026 | May 14, 2026 |
| Hrt Financial Lp | Buy | +32,601 | — | 32,601 | $687.00K | Q1 2026 | May 14, 2026 |
| Gladstone Institutional Advisory Llc | Sell | -10,469 | -8.5% | 112,466 | $2.37M | Q1 2026 | May 14, 2026 |
| Simplex Trading, Llc | Buy | +6,041 | — | 6,041 | $127.47K | Q1 2026 | May 14, 2026 |
| Virtus Advisers, Llc | Sell | -173 | -40.1% | 258 | $5.44K | Q1 2026 | May 14, 2026 |
| Lloyd Advisory Services, Llc. | Sell | -653,155 | -94.5% | 38,261 | $807.31K | Q1 2026 | May 13, 2026 |
| Ae Wealth Management Llc | Buy | +39,118 | +2.1% | 1,917,668 | $40.46M | Q1 2026 | May 13, 2026 |
| Principal Securities, Inc. | Buy | +22,756 | +17.6% | 152,411 | $3.22M | Q1 2026 | May 13, 2026 |
| Group One Trading Llc | Buy | +3,017 | +50.1% | 9,039 | $190.72K | Q1 2026 | May 13, 2026 |
| Kingdom Financial Group Llc. | Sell | -2,387 | -5.9% | 38,261 | $807.31K | Q1 2026 | May 13, 2026 |
| Professional Financial Management, Inc. | Buy | +14,197 | +7.7% | 198,092 | $4.18M | Q1 2026 | May 12, 2026 |
| Aprio Wealth Management, Llc | Sell | -62,507 | -21.1% | 233,128 | $4.92M | Q1 2026 | May 11, 2026 |
| Aptus Capital Advisors, Llc | Buy | +500 | — | 500 | $10.55K | Q1 2026 | May 11, 2026 |
| Steward Partners Investment Advisory, Llc | Buy | +211 | — | 211 | $4.45K | Q1 2026 | May 08, 2026 |
| Authentikos Wealth Advisory, Llc | Buy | +7,248 | +3.0% | 249,065 | $5.26M | Q1 2026 | May 07, 2026 |
| Pekin Hardy Strauss, Inc. | Buy | +1,773 | +6.3% | 29,902 | $630.93K | Q1 2026 | May 07, 2026 |
| Hollencrest Capital Management | Sell | -759 | -0.4% | 201,303 | $4.25M | Q1 2026 | May 07, 2026 |
| Key Capital Management, Inc | Buy | +514 | +16.0% | 3,731 | $78.72K | Q1 2026 | May 07, 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.