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Disclosery

TUA SIMPLIFY EXCHANGE TRADED FUN

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N SHORT TERM TREA (fund)

82 managers (82 13F filers) reported a position in TUA shares at 2025-09-30, 17,248,021 shares in all. 9 filers opened a position and 19 filers sold out during the quarter.

Managers
82
13F filers
82
New
9
Added
35
Reduced
28
Sold out
19
Shares held by filers
17,248,021

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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$65M7.66%013F-HRTimeline
AE Wealth Management LLC1,976,802$43.2M0.28%+46,38513F-HRTimeline
Ferguson Shapiro LLC1,904,333$41.6M13.48%+23,97513F-HRTimeline
FOURPATH CAPITAL MANAGEMENT, LLC1,116,913$24.4M3.47%+61,55213F-HRTimeline
Mid-American Wealth Advisory Group, Inc.1,098,790$24M10.73%+54,26813F-HRTimeline
ALTFEST L J & CO INC840,646$18.4M2.05%+20,70413F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC821,290$18M0.36%013F-HRTimelineGroup
Lloyd Advisory Services, LLC.624,548$13.7M6.43%+2,66213F-HRTimeline
Park Edge Advisors, LLC385,828$8.44M1.95%+146,75613F-HRTimeline
LPL Financial LLC373,274$8.16M<0.01%-216,14613F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC341,208$7.46M0.18%-1,81813F-HRTimeline
Authentikos Wealth Advisory, LLC315,324$6.9M4.56%-95,98513F-HR/ATimeline
Magnolia Private Wealth, LLC317,275$6.7M4.92%+24,13313F-HRTimeline
Aprio Wealth Management, LLC303,909$6.65M0.66%-10,22513F-HRTimeline
Heck Capital Advisors, LLC267,408$5.85M0.45%+2,87813F-HRTimeline
B.O.S.S. Retirement Advisors, LLC258,021$5.64M1.35%-8,01413F-HRTimeline
Proficio Capital Partners LLC225,250$4.93M0.34%new13F-HR/ATimeline
Cumberland Partners Ltdin group Cumberland Partners Ltd217,780$4.77M0.31%+10,97713F-HRTimelineGroup
HOLLENCREST CAPITAL MANAGEMENT202,062$4.42M0.16%-3,08713F-HRTimeline
PRIVATE CLIENT SERVICES, LLC197,515$4.32M1.45%+183,46113F-HRTimeline
HOWARD BAILEY SECURITIES, LLC175,429$3.84M1.09%+12,49613F-HR/ATimeline
Whalen Wealth Management Inc.160,129$3.5M2.05%+107,79313F-HRTimeline
LifeWealth Investments, LLC156,466$3.42M1.13%+6,48013F-HR/ATimeline
Great Lakes Retirement, Inc.142,810$3.12M0.34%-6,78313F-HRTimeline
Gladstone Institutional Advisory LLC133,317$2.92M0.11%-26,17513F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC117,300$2.57M<0.01%-696,44713F-HRTimelineGroup
Elevated Capital Advisors, LLC114,700$2.51M0.62%-14,10413F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC103,622$2.27M0.04%+18,68813F-HRTimelineGroup
OLD MISSION CAPITAL LLC92,997$2.03M0.07%+17,61213F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.92,970$2.03M0.11%-13,77613F-HRTimelineGroup
Encompass More Asset Management89,937$1.97M0.38%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA80,467$1.76M<0.01%013F-HRTimelineGroup
HighTower Advisors, LLC78,560$1.72M<0.01%-71113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC73,959$1.62M<0.01%-5,68613F-HRTimeline
Summit Financial, LLC66,549$1.46M0.02%new13F-HRTimeline
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC58,493$1.28M0.02%+1,02913F-HRTimelineGroup
IHT Wealth Management, LLC58,345$1.28M0.03%+3,55713F-HRTimeline
Belpointe Asset Management LLC55,210$1.21M0.05%+3,90813F-HRTimeline
WESPAC Advisors, LLC53,483$1.17M0.68%+1,20413F-HRTimeline
Csenge Advisory Group45,072$986K0.05%+2,31213F-HRTimeline
Farther Finance Advisors, LLC39,882$872K0.01%+81213F-HRTimeline
SMART Wealth LLC34,829$762K0.29%+7,68613F-HRTimeline
Pekin Hardy Strauss, Inc.32,965$721K0.07%-98,24713F-HRTimeline
Family Manage LLC32,727$716K0.1%-53213F-HRTimeline
Ausdal Financial Partners, Inc.31,995$700K0.03%-62613F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC31,564$690K<0.01%-160,80313F-HRTimelineGroup
4WEALTH ADVISORS, INC.30,373$664K0.61%-76113F-HRTimeline
Straight Path Wealth Management29,812$652K0.18%+22913F-HRTimeline
Professional Financial Advisors, LLC25,298$553K0.12%+2,84013F-HRTimeline
Kingdom Financial Group LLC.24,455$535K0.33%-2,02613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC23,832$521K<0.01%+1,25813F-HRTimelineGroup
GROUP ONE TRADING LLC21,105$462K0.01%-26,27813F-HRTimeline
Anchor Investment Management, LLC20,173$441K0.04%013F-HRTimeline
MML INVESTORS SERVICES, LLC17,235$377K<0.01%-1,42213F-HRTimeline
Magnus Financial Group LLC16,409$359K0.03%-75213F-HRTimeline
CWC Advisors, LLC.15,768$345K0.17%+1,38513F-HRTimeline
Wellment Financial14,983$328K0.39%-63313F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.14,555$318K0.33%+9,45213F-HR/ATimeline
Brookstone Capital Managementin group Brookstone Capital Management12,634$276K<0.01%-6,13613F-HRTimelineGroup
BRIGHTON JONES LLC10,452$229K0.01%+11413F-HRTimeline
Longview Financial Advisors, Inc.10,248$224K0.16%-33813F-HRTimeline
Foundations Investment Advisors, LLC9,285$203K<0.01%new13F-HRTimeline
SIMPLEX TRADING, LLC8,697$190K<0.01%-5,32313F-HRTimeline
Quest 10 Wealth Builders, Inc.7,730$169K0.16%+35713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.5,555$121K<0.01%+2,31513F-HRTimelineGroup
IFP Advisors, Inc5,337$117K<0.01%-1,72013F-HR/ATimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/2,946$64.4K<0.01%+18313F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/2,506$54.8K<0.01%013F-HRTimelineGroup
Colonial Trust Co / SCin group Colonial Trust Advisors2,000$43.7K0.01%013F-HRTimelineGroup
Geneos Wealth Management Inc.1,385$30.3K<0.01%new13F-HRTimeline
Decker Retirement Planning Inc.1,024$22.4K0.01%+1513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY903$19.8K<0.01%+4313F-HR/ATimelineGroup
US BANCORP \DE\in group US BANCORP \DE\900$19.7K<0.01%new13F-HRTimelineGroup
PRIVATE TRUST CO NA820$17.9K<0.01%-10813F-HRTimeline
Advisory Services Network, LLC469$10.3K<0.01%new13F-HRTimeline
VIRTUS ADVISERS, LLCin group Virtus Investment Advisers, L…449$9.82K0.01%new13F-HR/ATimelineGroup
Financial Life Planners353$7.72K0.01%new13F-HRTimeline
Painted Porch Advisors LLC285$6.23K<0.01%013F-HRTimeline
Richard W. Paul & Associates, LLC263$5.75K<0.01%+3013F-HRTimeline
Aspect Partners, LLC239$5.23K<0.01%013F-HRTimeline
Pineridge Advisors LLC97$2.12K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$12<0.01%013F-HRTimelineGroup