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Disclosery

TUA SIMPLIFY EXCHANGE TRADED FUN

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N SHORT TERM TREA (fund)

89 managers (89 13F filers) reported a position in TUA shares at 2025-03-31, 18,991,293 shares in all. 22 filers opened a position and 18 filers sold out during the quarter.

Managers
89
13F filers
89
New
22
Added
42
Reduced
16
Sold out
18
Shares held by filers
18,991,293

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
SOUTHERN FARM BUREAU LIFE INSURANCE2,967,492$65M9.55%013F-HRTimeline
AE Wealth Management LLC2,004,010$44M0.37%+394,65213F-HRTimeline
Ferguson Shapiro LLC1,287,216$28.3M10.53%-22,93313F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT1,124,312$24.7M1.08%+5,22813F-HRTimeline
Mid-American Wealth Advisory Group, Inc.979,044$21.5M11.54%+288,48013F-HRTimeline
Aprio Wealth Management, LLC901,742$19.8M2.48%-304,25213F-HRTimeline
ALTFEST L J & CO INC836,796$18.4M2.31%+592,87813F-HRTimeline
Trek Financial, LLC828,162$18.2M1.32%+767,25513F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC821,290$18M0.4%+35,00013F-HRTimelineGroup
FOURPATH CAPITAL MANAGEMENT, LLC807,454$17.7M3.09%new13F-HRTimeline
Lloyd Advisory Services, LLC.652,580$14.3M7.2%+107,71013F-HRTimeline
LPL Financial LLC536,403$11.8M<0.01%+288,23113F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC360,268$7.92M0.27%-59013F-HRTimeline
Authentikos Wealth Advisory, LLC332,137$7.3M5.7%+263,71513F-HR/ATimeline
Magnolia Private Wealth, LLC470,074$6.96M5.89%+172,75713F-HRTimeline
B.O.S.S. Retirement Advisors, LLC267,770$5.88M1.71%+78,04813F-HRTimeline
Heck Capital Advisors, LLC256,909$5.64M0.63%+14,95613F-HRTimeline
Gladstone Institutional Advisory LLC247,711$5.44M0.25%-18,08413F-HRTimeline
Fortis Group Advisors, LLC244,229$5.37M1.04%new13F-HRTimeline
Park Edge Advisors, LLC243,868$5.36M1.49%new13F-HRTimeline
Cumberland Partners Ltdin group Cumberland Partners Ltd206,132$4.52M0.35%+7,75013F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC204,936$4.5M<0.01%-374,32713F-HRTimelineGroup
Great Lakes Retirement, Inc.166,847$3.67M0.48%+55,86313F-HRTimeline
HOWARD BAILEY SECURITIES, LLC164,278$3.61M1.2%+58,97013F-HR/ATimeline
CAPSTONE WEALTH MANAGEMENT GROUP, LLC151,560$3.33M1.9%new13F-HRTimeline
Belpointe Asset Management LLC131,956$2.9M0.15%+7,36913F-HRTimeline
Elevated Capital Advisors, LLC128,804$2.83M0.79%+3,78513F-HRTimeline
MML INVESTORS SERVICES, LLC127,219$2.79M0.01%new13F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.113,078$2.48M0.16%-8,98713F-HRTimelineGroup
LifeWealth Investments, LLC111,427$2.45M1.18%+19,23213F-HR/ATimeline
Pekin Hardy Strauss, Inc.92,217$2.03M0.25%-16,21913F-HRTimeline
FLOW TRADERS U.S. LLC89,575$1.97M0.08%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA88,640$1.95M<0.01%-24,91813F-HR/ATimelineGroup
Mutual Advisors, LLC87,134$1.93M0.06%new13F-HRTimeline
HighTower Advisors, LLC81,240$1.78M<0.01%+49,09113F-HRTimeline
Cambridge Investment Research Advisors,…80,522$1.77M0.01%+70,21813F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV58,770$1.31M0.69%-25,26913F-HRTimeline
GeoWealth Management, LLC53,508$1.18M0.05%+19,70513F-HRTimeline
IHT Wealth Management, LLC52,893$1.16M0.04%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC42,278$929K<0.01%-3,01813F-HRTimeline
Csenge Advisory Group38,564$856K0.05%+14,40213F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC33,644$739K<0.01%new13F-HRTimeline
Ausdal Financial Partners, Inc.32,826$721K0.05%new13F-HRTimeline
Kingdom Financial Group LLC.30,600$672K0.49%+15,11013F-HRTimeline
Cambridge Advisors Inc.30,393$668K0.15%-4,55913F-HRTimeline
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC30,199$663K0.01%+10,18413F-HRTimelineGroup
Straight Path Wealth Management27,883$613K0.25%+2,58313F-HRTimeline
SMART Wealth LLC27,513$604K0.22%+9,37713F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC27,135$576K0.01%013F-HRTimelineGroup
Ethos Financial Group, LLC24,766$544K0.05%-143,04913F-HRTimeline
Professional Financial Advisors, LLC21,098$464K0.12%+3,15913F-HRTimeline
Anchor Investment Management, LLC20,373$448K0.04%+3,25413F-HRTimeline
GROUP ONE TRADING LLC19,187$422K0.02%+18,23913F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC17,790$391K0.07%13F-HRTimeline
Lord & Richards Wealth Management, LLC16,920$372K0.42%+4,59213F-HRTimeline
Wellment Financial16,507$363K0.48%+3,84213F-HRTimeline
PRIVATE CLIENT SERVICES, LLC15,142$333K0.16%-168,52313F-HRTimeline
FSA Advisors, Inc.14,016$308K0.24%+1,58213F-HRTimeline
Farther Finance Advisors, LLC13,952$307K0.01%new13F-HRTimeline
PRIVATE TRUST CO NA13,672$300K0.03%new13F-HRTimeline
CWC Advisors, LLC.13,312$292K0.17%+45713F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …11,682$257K0.01%new13F-HRTimelineGroup
Longview Financial Advisors, Inc.11,478$252K0.22%-103,13313F-HRTimeline
BRIGHTON JONES LLC10,217$224K0.01%new13F-HRTimeline
Signal Advisors Wealth, LLC9,808$215K0.02%new13F-HRTimeline
GFS Advisors, LLC9,450$208K0.04%013F-HRTimeline
POM Investment Strategies, LLC8,623$189K0.22%+3,64013F-HRTimeline
Quest 10 Wealth Builders, Inc.7,174$158K0.17%+6,31013F-HRTimeline
SIMPLEX TRADING, LLC6,053$132K<0.01%+4,66913F-HRTimeline
Transce3nd, LLC5,621$123K0.06%+1,45013F-HRTimeline
Park Square Financial Group, LLC3,912$85.9K0.07%+2,40813F-HRTimeline
Larson Financial Group LLC3,750$82.4K<0.01%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/2,506$55K<0.01%013F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/2,458$54K<0.01%new13F-HRTimelineGroup
Geneos Wealth Management Inc.2,297$50.5K<0.01%new13F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors2,000$43.9K0.01%013F-HRTimelineGroup
Capital A Wealth Management, LLC1,805$39.7K0.04%-2,22113F-HRTimeline
Pineridge Advisors LLC1,253$27.5K0.01%+38413F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY858$18.9K<0.01%-313F-HRTimelineGroup
Decker Retirement Planning Inc.693$15.2K0.01%+20813F-HRTimeline
Allworth Financial LP677$15K<0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN312$6.86K<0.01%+31113F-HRTimelineGroup
Richard W. Paul & Associates, LLC244$5.36K<0.01%+6413F-HRTimeline
Painted Porch Advisors LLC150$3.3K<0.01%013F-HRTimeline
Copia Wealth Management121$2.66K<0.01%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…120$2.65K<0.01%new13F-HRTimelineGroup
CWM, LLCin group CWM, LLC48$1K<0.01%013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO10$220<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.