SIM ST TREAS FUT STRAT ETF (TUA) Institutional Shareholders
SIM ST TREAS FUT STRAT ETF (TUA) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $420.59M in TUA holdings during the latest filing period.
Simplify Asset Management Inc. is currently the largest disclosed institutional shareholder of TUA tracked by InsiderSet, reporting ownership valued at approximately $98.26M 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 $98.48M, representing an estimated gain of +0.22% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 76% of the total disclosed TUA value among the investors covered in this analysis. Major shareholders include Simplify Asset Management Inc., Gentrust, Llc, Hightower Advisors, 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
86
Total Reported Value
$420.59M
Largest Holder
Simplify Asset Management Inc.
Largest Position
$98.26M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
114
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Simplify Asset Management Inc. | 1.39% | 4,810,740 | $98,259,364 | $98,475,848 | +$216,484 | +0.22% | |
| Gentrust, Llc | 2.59% | 3,302,450 | $67,452,549 | $67,601,152 | +$148,603 | +0.22% | |
| Hightower Advisors, Llc | 0.03% | 1,709,228 | $34,910,985 | $34,987,897 | +$76,912 | +0.22% | |
| Mid-American Wealth Advisory Group, Inc. | 11.11% | 1,505,044 | $30,740,532 | $30,808,251 | +$67,719 | +0.22% | |
| Trek Financial, Llc | 1.27% | 1,248,306 | $25,496,661 | $25,552,824 | +$56,163 | +0.22% | |
| Financial Enhancement Group Llc | 2.06% | 844,724 | $17,253,486 | $17,291,500 | +$38,014 | +0.22% | |
| Lloyd Advisory Services, Llc. | 5.38% | 679,397 | $13,876,681 | $13,907,257 | +$30,576 | +0.22% | |
| Ferguson Shapiro Llc | 3.21% | 530,665 | $10,838,829 | $10,862,713 | +$23,884 | +0.22% | |
| Altfest L J & Co Inc | 1.02% | 513,278 | $10,483,700 | $10,506,801 | +$23,101 | +0.22% | |
| Heck Capital Advisors, Llc | 0.55% | 447,209 | $9,134,250 | $9,154,368 | +$20,118 | +0.22% | |
| Lpl Financial Llc | 0.00% | 431,936 | $8,822,298 | $8,841,730 | +$19,432 | +0.22% | |
| Encompass More Asset Management | 1.28% | 426,294 | $8,707,058 | $8,726,238 | +$19,180 | +0.22% | |
| Park Edge Advisors, Llc | 1.54% | 354,937 | $7,249,589 | $7,265,560 | +$15,971 | +0.22% | |
| Broussard Financial Group Llc | 5.72% | 349,430 | $7,137,108 | $7,152,832 | +$15,724 | +0.22% | |
| Authentikos Wealth Advisory, Llc | 3.43% | 262,798 | $5,367,660 | $5,379,475 | +$11,815 | +0.22% | |
| Aprio Wealth Management, Llc | 0.21% | 210,655 | $4,302,624 | $4,312,108 | +$9,484 | +0.22% | |
| Professional Financial Management, Inc. | 4.27% | 206,219 | $4,212,023 | $4,221,303 | +$9,280 | +0.22% | |
| Hollencrest Capital Management | 0.27% | 201,303 | $4,111,605 | $4,120,672 | +$9,067 | +0.22% | |
| Lifewealth Investments, Llc | 0.93% | 170,572 | $3,483,935 | $3,491,609 | +$7,674 | +0.22% | |
| Elevated Capital Advisors, Llc | 0.92% | 163,300 | $3,335,404 | $3,342,751 | +$7,347 | +0.22% | |
| Magnolia Private Wealth, Llc | 1.78% | 242,589 | $3,242,256 | $4,965,797 | +$1,723,541 | +53.16% | |
| Howard Bailey Securities, Llc | 1.20% | 156,987 | $3,206,466 | $3,213,524 | +$7,058 | +0.22% | |
| Citadel Advisors Llc | 0.00% | 139,754 | $2,854,475 | $2,860,764 | +$6,289 | +0.22% | |
| B.O.S.S. Retirement Advisors, Llc | 0.77% | 139,720 | $2,853,787 | $2,860,068 | +$6,281 | +0.22% | |
| Principal Securities, Inc. | 0.03% | 135,797 | $2,773,654 | $2,779,765 | +$6,111 | +0.22% | |
| Private Client Services, Llc | 0.71% | 132,458 | $2,705,455 | $2,711,415 | +$5,960 | +0.22% | |
| Great Lakes Retirement, Inc. | 0.22% | 121,629 | $2,484,259 | $2,489,746 | +$5,487 | +0.22% | |
| Gladstone Institutional Advisory Llc | 0.06% | 100,272 | $2,048,056 | $2,052,568 | +$4,512 | +0.22% | |
| Envestnet Asset Management Inc | 0.00% | 88,568 | $1,809,000 | $1,812,987 | +$3,987 | +0.22% | |
| Royal Bank Of Canada | 0.00% | 79,467 | $1,623,000 | $1,626,689 | +$3,689 | +0.23% | |
| Aegis Wealth Management, Inc. | 0.99% | 74,953 | $1,530,915 | $1,534,288 | +$3,373 | +0.22% | |
| Integrated Wealth Management | 1.38% | 63,803 | $1,303,168 | $1,306,047 | +$2,879 | +0.22% | |
| Golden Reserve Retirement Llc | 0.19% | 58,630 | $1,197,523 | $1,200,156 | +$2,633 | +0.22% | |
| Centennial Advisors, Llc | 1.39% | 57,089 | $1,166,033 | $1,168,612 | +$2,579 | +0.22% | |
| Iht Wealth Management, Llc | 0.02% | 52,723 | $1,076,870 | $1,079,240 | +$2,370 | +0.22% | |
| Tounjian Advisory Partners, Llc | 0.43% | 49,358 | $1,008,128 | $1,010,358 | +$2,230 | +0.22% | |
| Evergreen Capital Management Llc | 0.02% | 44,036 | $899,433 | $901,417 | +$1,984 | +0.22% | |
| Goldman Sachs Group Inc | 0.00% | 41,000 | $837,425 | $839,270 | +$1,845 | +0.22% | |
| Kingdom Financial Group Llc. | 0.20% | 38,296 | $782,191 | $783,919 | +$1,728 | +0.22% | |
| Ifg Advisory, Llc | 0.02% | 34,486 | $704,376 | $705,928 | +$1,552 | +0.22% | |
| Csenge Advisory Group | 0.03% | 32,821 | $670,372 | $671,846 | +$1,474 | +0.22% | |
| Straight Path Wealth Management | 0.15% | 31,697 | $647,411 | $648,838 | +$1,427 | +0.22% | |
| Equitable Holdings, Inc. | 0.00% | 26,035 | $570,245 | $532,936 | -$37,309 | -6.54% | |
| Farther Finance Advisors, Llc | 0.00% | 23,034 | $470,461 | $471,506 | +$1,045 | +0.22% | |
| Legacy Pcg, Llc | 2.22% | 22,004 | $447,121 | $450,422 | +$3,301 | +0.74% | |
| 4Wealth Advisors, Inc. | 0.33% | 21,061 | $432,164 | $431,119 | -$1,045 | -0.24% | |
| Anchor Investment Management, Llc | 0.03% | 19,873 | $419,330 | $406,800 | -$12,530 | -2.99% | |
| Cumberland Partners Ltd | 0.03% | 19,232 | $392,814 | $393,679 | +$865 | +0.22% | |
| Commonwealth Equity Services, Llc | 0.00% | 18,065 | $368,980 | $369,791 | +$811 | +0.22% | |
| Smart Wealth Llc | 0.08% | 17,838 | $364,332 | $365,144 | +$812 | +0.22% |
Frequently asked questions about TUA
Who owns the most TUA stock?
The largest holders of TUA are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for SIM ST TREAS FUT STRAT ETF (TUA).
Is TUA widely held by superinvestors?
Many widely followed stocks like TUA appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly TUA is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.