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Disclosery

TUA SIMPLIFY EXCHANGE TRADED FUN

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N SHORT TERM TREA (fund)

87 managers (87 13F filers) reported a position in TUA shares at 2026-06-30, 26,672,071 shares in all. 15 filers opened a position and 12 filers sold out during the quarter.

Managers
87
13F filers
87
New
15
Added
34
Reduced
25
Sold out
12
Shares held by filers
26,672,071

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Simplify Asset Management Inc.4,810,740$98.3M1.39%-717,96013F-HRTimeline
GenTrust, LLC3,302,450$67.5M2.59%+419,31613F-HRTimeline
SOUTHERN FARM BUREAU LIFE INSURANCE2,967,492$60.7M5.8%013F-HRTimeline
AE Wealth Management LLC2,035,990$41.6M0.19%+118,32213F-HRTimeline
HighTower Advisors, LLC1,709,228$34.9M0.03%+527,69413F-HRTimeline
Mid-American Wealth Advisory Group, Inc.1,505,044$30.7M11.11%+365,60113F-HRTimeline
Trek Financial, LLC1,248,306$25.5M1.27%new13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC996,922$20.4M0.39%+6,67313F-HRTimelineGroup
Financial Enhancement Group LLC844,724$17.3M2.06%+211,07213F-HRTimeline
Lloyd Advisory Services, LLC.679,397$13.9M5.38%+641,13613F-HRTimeline
Ferguson Shapiro LLC530,665$10.8M3.21%-1,795,85713F-HRTimeline
ALTFEST L J & CO INC513,278$10.5M1.02%-150,22313F-HRTimeline
Heck Capital Advisors, LLC447,209$9.13M0.55%+18,45013F-HRTimeline
LPL Financial LLC431,936$8.82M<0.01%-333,13813F-HRTimeline
Encompass More Asset Management426,294$8.71M1.28%new13F-HRTimeline
Park Edge Advisors, LLC354,937$7.25M1.54%-25,23913F-HRTimeline
Broussard Financial Group LLC349,430$7.14M5.72%-22,82013F-HRTimeline
Authentikos Wealth Advisory, LLC262,798$5.37M3.43%+13,73313F-HRTimeline
Aprio Wealth Management, LLC210,655$4.3M0.21%-22,47313F-HRTimeline
Professional Financial Management, Inc.206,219$4.21M4.27%+8,12713F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT201,303$4.11M0.27%013F-HRTimeline
LifeWealth Investments, LLC170,572$3.48M0.93%+7,31413F-HRTimeline
Elevated Capital Advisors, LLC163,300$3.34M0.92%-2,50213F-HRTimeline
Magnolia Private Wealth, LLC242,589$3.24M1.78%-56,05613F-HRTimeline
HOWARD BAILEY SECURITIES, LLC156,987$3.21M1.2%+8,83313F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC139,754$2.85M<0.01%new13F-HRTimelineGroup
B.O.S.S. Retirement Advisors, LLC139,720$2.85M0.77%+4,22913F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC135,797$2.77M0.03%-16,61413F-HRTimelineGroup
PRIVATE CLIENT SERVICES, LLC132,458$2.71M0.71%-66,65413F-HRTimeline
Great Lakes Retirement, Inc.121,629$2.48M0.22%-1,66113F-HRTimeline
Gladstone Institutional Advisory LLC100,272$2.05M0.06%-12,19413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC88,568$1.81M<0.01%new13F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA79,467$1.62M<0.01%013F-HRTimelineGroup
Aegis Wealth Management, Inc.74,953$1.53M0.99%+4,61613F-HRTimeline
Integrated Wealth Management63,803$1.3M1.38%+5,55813F-HRTimeline
Golden Reserve Retirement LLC58,630$1.2M0.19%+28,24913F-HRTimeline
Centennial Advisors, LLC57,089$1.17M1.39%+4,92113F-HRTimeline
IHT Wealth Management, LLC52,723$1.08M0.02%-14,45113F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC49,358$1.01M0.43%new13F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC44,036$899K0.02%-12,74413F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC41,000$837K<0.01%013F-HRTimelineGroup
HRT FINANCIAL LP39,011$796K<0.01%+6,41013F-HRTimeline
Kingdom Financial Group LLC.38,296$782K0.2%+3513F-HRTimeline
IFG Advisory, LLC34,486$704K0.02%new13F-HRTimeline
Csenge Advisory Group32,821$670K0.03%-10,65913F-HRTimeline
Straight Path Wealth Management31,697$647K0.15%-75013F-HRTimeline
Farther Finance Advisors, LLC23,034$470K<0.01%+2,10713F-HRTimeline
Legacy PCG, LLC22,004$447K2.22%013F-HRTimeline
4WEALTH ADVISORS, INC.21,061$432K0.33%-1,41013F-HRTimeline
Cumberland Partners Ltdin group Cumberland Partners Ltd19,232$393K0.03%+6413F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC18,065$369K<0.01%-57,67213F-HRTimeline
SMART Wealth LLC17,838$364K0.08%-16,15513F-HRTimeline
Montgomery Financial Services LLC17,341$354K0.31%13F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.16,426$336K0.2%-1,68213F-HRTimeline
MML INVESTORS SERVICES, LLC16,320$333K<0.01%new13F-HRTimeline
CWC Advisors, LLC.14,691$300K0.13%+6913F-HRTimeline
FSA Advisors, Inc.14,288$292K0.13%+85713F-HR/ATimeline
KPP Advisory Services LLC13,636$279K0.04%013F-HRTimeline
Welch Group, LLC13,482$275K0.01%+72413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.12,734$260K<0.01%-3,33313F-HRTimelineGroup
Wellment Financial12,040$246K0.28%+25913F-HRTimeline
Astoria Portfolio Advisors LLC.11,420$233K0.04%new13F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC10,670$218K<0.01%new13F-HRTimelineGroup
BRIGHTON JONES LLC10,669$218K<0.01%+7713F-HRTimeline
GROUP ONE TRADING LLC10,139$207K0.01%+1,10013F-HRTimeline
Networth Advisors, LLC10,095$206K0.12%+1,33213F-HRTimeline
Harbour Capital Advisors, LLC10,110$206K0.04%new13F-HRTimeline
Clarity Financial LLC10,030$205K0.02%013F-HRTimeline
SIGNATUREFD, LLC5,314$109K<0.01%+67013F-HRTimeline
Key Capital Management, INC4,242$86.6K0.04%+51113F-HRTimeline
SIMPLEX TRADING, LLC3,038$62.1K<0.01%-3,00313F-HRTimeline
Decker Retirement Planning Inc.2,355$48.1K0.02%new13F-HRTimeline
Quest 10 Wealth Builders, Inc.2,099$42.9K0.03%-5,83113F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\900$18.4K<0.01%013F-HRTimelineGroup
PRIVATE TRUST CO NA820$16.7K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.790$16.1K<0.01%+513F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/634$12.9K<0.01%013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY536$11K<0.01%+18513F-HRTimelineGroup
Mosley Wealth Management394$8.05K<0.01%+30113F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…340$6.95K<0.01%new13F-HRTimelineGroup
VIRTUS ADVISERS, LLCin group Virtus Investment Advisers, L…304$6.21K<0.01%+4613F-HRTimelineGroup
FMR LLCin group FMR LLC270$5.51K<0.01%new13F-HRTimelineGroup
Integrated Wealth Concepts LLC234$4.78K<0.01%new13F-HRTimeline
COMPASS FINANCIAL MANAGEMENT LLC199$4.06K<0.01%13F-HRTimeline
Steward Partners Investment Advisory, L…146$2.98K<0.01%-6513F-HRTimeline
UBS Group AGin group UBS Group AG97$1.98K<0.01%new13F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$14<0.01%013F-HRTimelineGroup