Who owns Simplify Short Term Treasury Futures Strategy ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of TUA from SEC Form 13F filings across 88 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 88 institutions disclosed 26.7M shares of Simplify Short Term Treasury Futures Strategy ETF worth $543.6M — about 71.8% of shares outstanding; the largest disclosed holder is Simplify Asset Management Inc.. Source: SEC Form 13F filings, parsed by EvidInvest.
88
13F holders
$543.6M
value, 2026 filers
71.8%
of shares outstanding (26.7M sh)
20
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of TUA's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Simplify Asset Management Inc. | 4.8M | $98.3M | 1.4% | 12.9% | -13.0% |
| 2 | GenTrust, LLC | 3.3M | $67.5M | 2.6% | 8.9% | +14.5% |
| 3 | SOUTHERN FARM BUREAU LIFE INSURANCENEW | 3.0M | $60.7M | 5.8% | 8% | new |
| 4 | AE Wealth Management LLC | 2.0M | $41.6M | 0.2% | 5.5% | +6.2% |
| 5 | HighTower Advisors, LLC | 1.7M | $34.9M | 0.0% | 4.6% | +44.7% |
| 6 | Mid-American Wealth Advisory Group, Inc. | 1.5M | $30.7M | 11.1% | 4% | +32.1% |
| 7 | Trek Financial, LLCNEW | 1.2M | $25.5M | 1.3% | 3.4% | new |
| 8 | Ancora Advisors LLCNEW | 996,922 | $20.4M | 0.4% | 2.7% | new |
| 9 | Financial Enhancement Group LLC | 844,724 | $17.3M | 2.1% | 2.3% | +33.3% |
| 10 | Lloyd Advisory Services, LLC. | 679,397 | $13.9M | 5.4% | 1.8% | +1675.7% |
| 11 | Ferguson Shapiro LLC | 530,665 | $10.8M | 3.2% | 1.4% | -77.2% |
| 12 | ALTFEST L J & CO INC | 513,278 | $10.5M | 1.0% | 1.4% | -22.6% |
| 13 | Heck Capital Advisors, LLC | 447,209 | $9.1M | 0.5% | 1.2% | +4.3% |
| 14 | LPL Financial LLC | 431,936 | $8.8M | 0.0% | 1.2% | -43.5% |
| 15 | Encompass More Asset ManagementNEW | 426,294 | $8.7M | 1.3% | 1.1% | new |
| 16 | Park Edge Advisors, LLC | 354,937 | $7.2M | 1.5% | 1% | -6.6% |
| 17 | Broussard Financial Group LLC | 349,430 | $7.1M | 5.7% | 0.9% | -6.1% |
| 18 | Authentikos Wealth Advisory, LLC | 262,798 | $5.4M | 3.4% | 0.7% | +5.5% |
| 19 | Magnolia Private Wealth, LLC | 242,589 | $3.2M | 1.8% | 0.7% | -18.8% |
| 20 | Aprio Wealth Management, LLC | 210,655 | $4.3M | 0.2% | 0.6% | -9.6% |
| 21 | Professional Financial Management, Inc. | 206,219 | $4.2M | 4.3% | 0.6% | +4.1% |
| 22 | HOLLENCREST CAPITAL MANAGEMENT | 201,303 | $4.1M | 0.3% | 0.5% | 0.0% |
| 23 | LifeWealth Investments, LLC | 170,572 | $3.5M | 0.9% | 0.5% | +4.5% |
| 24 | Elevated Capital Advisors, LLC | 163,300 | $3.3M | 0.9% | 0.4% | -1.5% |
| 25 | HOWARD BAILEY SECURITIES, LLC | 156,987 | $3.2M | 1.2% | 0.4% | +6.0% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.