Who owns TUA?
Simplify Short Term Treasury Futures Strategy ETF · Simplify
88 institutions reported holding TUA, worth $543.2M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of TUA
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Simplify Asset Management Inc. | Las Vegas, NV | $98.3M | 4,810,740 | −717,960 shares |
| GenTrust, LLC | Miami, FL | $67.5M | 3,302,450 | +419,316 shares |
| Southern Farm Bureau Life Insurance | Jackson, MS | $60.7M | 2,967,492 | New position |
| AE Wealth Management LLC | Topeka, KS | $41.6M | 2,035,990 | +118,322 shares |
| HighTower Advisors, LLC | Chicago, IL | $34.9M | 1,709,228 | +527,694 shares |
| Mid-American Wealth Advisory Group, Inc. | Kansas City, MO | $30.7M | 1,505,044 | +365,601 shares |
| Trek Financial, LLC | Scottsdale, AZ | $25.5M | 1,248,306 | New position |
| Ancora Advisors LLC | Cleveland, OH | $20.4M | 996,922 | +6,673 shares |
| Financial Enhancement Group LLC | Anderson, IN | $17.3M | 844,724 | +211,072 shares |
| Lloyd Advisory Services, LLC. | Suwanee, GA | $13.9M | 679,397 | +641,136 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns TUA?
88 institutional managers reported holding TUA in Form 13F filings for June 30, 2026, worth $543.2M in total. The largest reported position was held by Simplify Asset Management Inc., at $98.3M.
Did institutions buy or sell TUA last quarter?
Reported 13F value rose 9.6% from March 31, 2026, which includes price moves as well as buying and selling. 20 firms reported a new position and 12 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is TUA ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.