Skip to content
Disclosery

TUA SIMPLIFY EXCHANGE TRADED FUN

Follow

N SHORT TERM TREA (fund)

94 managers (94 13F filers) reported a position in TUA shares at 2025-06-30, 18,239,711 shares in all. 18 filers opened a position and 15 filers sold out during the quarter.

Managers
94
13F filers
94
New
18
Added
32
Reduced
36
Sold out
15
Shares held by filers
18,239,711

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
SOUTHERN FARM BUREAU LIFE INSURANCE2,967,492$65.3M8.35%013F-HRTimeline
AE Wealth Management LLC1,930,417$42.5M0.31%-73,59313F-HRTimeline
Ferguson Shapiro LLC1,880,358$41.4M13.97%+593,14213F-HRTimeline
FOURPATH CAPITAL MANAGEMENT, LLC1,055,361$23.2M3.66%+247,90713F-HRTimeline
Mid-American Wealth Advisory Group, Inc.1,044,522$23M10.95%+65,47813F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC821,290$18.1M0.38%013F-HRTimelineGroup
ALTFEST L J & CO INC819,942$18.1M2.13%-16,85413F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC813,747$17.9M0.02%+608,81113F-HRTimelineGroup
Lloyd Advisory Services, LLC.621,886$13.7M6.62%-30,69413F-HRTimeline
LPL Financial LLC589,420$13M<0.01%+53,01713F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…460,933$10.2M0.02%new13F-HRTimelineGroup
Authentikos Wealth Advisory, LLC411,309$9.06M6.3%+79,17213F-HR/ATimeline
EVERGREEN CAPITAL MANAGEMENT LLC343,026$7.56M0.23%-17,24213F-HRTimeline
Aprio Wealth Management, LLC314,134$6.92M0.78%-587,60813F-HRTimeline
Magnolia Private Wealth, LLC293,142$6.46M5.01%-176,93213F-HRTimeline
B.O.S.S. Retirement Advisors, LLC266,035$5.86M1.47%-1,73513F-HRTimeline
Heck Capital Advisors, LLC264,530$5.83M0.5%+7,62113F-HRTimeline
Park Edge Advisors, LLC239,072$5.27M1.35%-4,79613F-HRTimeline
Cumberland Partners Ltdin group Cumberland Partners Ltd206,803$4.55M0.32%+67113F-HRTimelineGroup
HOLLENCREST CAPITAL MANAGEMENT205,149$4.52M0.19%-919,16313F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC192,367$4.24M0.01%new13F-HRTimelineGroup
HOWARD BAILEY SECURITIES, LLC162,933$3.59M1.11%-1,34513F-HR/ATimeline
Gladstone Institutional Advisory LLC159,492$3.51M0.15%-88,21913F-HRTimeline
LifeWealth Investments, LLC149,986$3.3M1.2%+38,55913F-HR/ATimeline
Great Lakes Retirement, Inc.149,593$3.3M0.39%-17,25413F-HRTimeline
Pekin Hardy Strauss, Inc.131,212$2.89M0.33%+38,99513F-HRTimeline
Elevated Capital Advisors, LLC128,804$2.83M0.79%013F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.106,746$2.35M0.15%-6,33213F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC84,934$1.87M0.04%+57,79913F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA80,467$1.77M<0.01%-8,17313F-HR/ATimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC79,645$1.75M<0.01%+37,36713F-HRTimeline
HighTower Advisors, LLC79,271$1.75M<0.01%-1,96913F-HRTimeline
OLD MISSION CAPITAL LLC75,385$1.66M0.04%new13F-HRTimeline
GeoWealth Management, LLC60,371$1.33M0.05%+6,86313F-HRTimeline
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC57,464$1.27M0.02%+27,26513F-HRTimelineGroup
IHT Wealth Management, LLC54,788$1.21M0.03%+1,89513F-HRTimeline
Whalen Wealth Management Inc.52,336$1.15M0.72%new13F-HRTimeline
WESPAC Advisors, LLC52,279$1.15M0.81%new13F-HRTimeline
Belpointe Asset Management LLC51,302$1.13M0.05%-80,65413F-HRTimeline
GROUP ONE TRADING LLC47,383$1.04M0.03%+28,19613F-HRTimeline
Csenge Advisory Group42,760$931K0.05%+4,19613F-HRTimeline
Farther Finance Advisors, LLC39,070$861K0.02%+25,11813F-HRTimeline
Family Manage LLC33,259$733K0.11%new13F-HRTimeline
Ausdal Financial Partners, Inc.32,621$719K0.05%-20513F-HRTimeline
4WEALTH ADVISORS, INC.31,134$686K0.71%new13F-HRTimeline
Cambridge Advisors Inc.30,579$674K0.14%+18613F-HRTimeline
Straight Path Wealth Management29,583$652K0.22%+1,70013F-HRTimeline
Cambridge Investment Research Advisors,…27,401$604K<0.01%-53,12113F-HRTimeline
SMART Wealth LLC27,143$598K0.19%-37013F-HRTimeline
Kingdom Financial Group LLC.26,481$583K0.51%-4,11913F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV26,531$579K0.27%-32,23913F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC24,700$544K<0.01%-8,94413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC22,574$497K<0.01%new13F-HRTimelineGroup
Professional Financial Advisors, LLC22,458$495K0.11%+1,36013F-HRTimeline
Anchor Investment Management, LLC20,173$444K0.04%-20013F-HRTimeline
OneDigital Investment Advisors LLC20,070$442K<0.01%new13F-HRTimeline
Belvedere Trading LLC19,701$434K0.03%new13F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management18,770$413K0.01%new13F-HRTimelineGroup
MML INVESTORS SERVICES, LLC18,657$411K<0.01%-108,56213F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …18,070$398K0.01%+6,38813F-HRTimelineGroup
Magnus Financial Group LLC17,161$378K0.03%new13F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC17,192$378K0.07%-59813F-HRTimeline
Wellment Financial15,616$344K0.44%-89113F-HRTimeline
CWC Advisors, LLC.14,383$317K0.16%+1,07113F-HRTimeline
PRIVATE CLIENT SERVICES, LLC14,054$310K0.12%-1,08813F-HRTimeline
SIMPLEX TRADING, LLC14,020$308K0.01%+7,96713F-HRTimeline
FSA Advisors, Inc.12,723$280K0.23%-1,29313F-HRTimeline
Ethos Financial Group, LLC11,671$257K0.02%-13,09513F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO10,595$233K<0.01%+10,58513F-HRTimelineGroup
Longview Financial Advisors, Inc.10,586$233K0.2%-89213F-HRTimeline
BRIGHTON JONES LLC10,338$228K0.01%+12113F-HRTimeline
UBS Group AGin group UBS Group AG9,995$220K<0.01%new13F-HRTimelineGroup
Quest 10 Wealth Builders, Inc.7,373$162K0.16%+19913F-HRTimeline
IFP Advisors, Inc7,057$155K<0.01%new13F-HRTimeline
Transce3nd, LLC5,484$121K0.05%-13713F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.5,103$112K0.14%13F-HRTimeline
Park Square Financial Group, LLC4,650$102K0.07%+73813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.3,240$71.4K<0.01%new13F-HR/ATimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/2,763$60.9K<0.01%+30513F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/2,506$55.2K<0.01%013F-HR/ATimelineGroup
Colonial Trust Co / SCin group Colonial Trust Advisors2,000$44.1K0.01%013F-HRTimelineGroup
Decker Retirement Planning Inc.1,009$22.2K0.01%+31613F-HRTimeline
PRIVATE TRUST CO NA928$20.4K<0.01%-12,74413F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY860$18.9K<0.01%+213F-HRTimelineGroup
Painted Porch Advisors LLC285$6.28K<0.01%+13513F-HRTimeline
Aspect Partners, LLC239$5.26K<0.01%new13F-HRTimeline
Richard W. Paul & Associates, LLC233$5.13K<0.01%-1113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC228$5.02K<0.01%new13F-HRTimelineGroup
Global Retirement Partners, LLC205$4.52K<0.01%13F-HRTimeline
Pineridge Advisors LLC97$2.14K<0.01%-1,15613F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.35$771<0.01%new13F-HRTimelineGroup
Capital A Wealth Management, LLC20$4630.01%-1,78513F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$27<0.01%-31113F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.