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Disclosery

TUA SIMPLIFY EXCHANGE TRADED FUN

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N SHORT TERM TREA (fund)

88 managers (88 13F filers) reported a position in TUA shares at 2025-12-31, 20,626,899 shares in all. 14 filers opened a position and 14 filers sold out during the quarter.

Managers
88
13F filers
88
New
14
Added
30
Reduced
31
Sold out
14
Shares held by filers
20,626,899

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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$65M6.71%013F-HRTimeline
Ferguson Shapiro LLC2,235,784$49M15.07%+331,45113F-HRTimeline
AE Wealth Management LLC1,878,550$41.1M0.24%-98,25213F-HRTimeline
Mid-American Wealth Advisory Group, Inc.1,139,443$25M10.54%+40,65313F-HRTimeline
HighTower Advisors, LLC920,206$20.2M0.02%+841,64613F-HRTimeline
Private Advisor Group, LLC873,195$19.1M0.09%new13F-HRTimeline
FOURPATH CAPITAL MANAGEMENT, LLC872,303$19.1M2.61%-244,61013F-HRTimeline
ALTFEST L J & CO INC853,327$18.7M2.05%+12,68113F-HRTimeline
LPL Financial LLC825,818$18.1M<0.01%+452,54413F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC821,290$18M0.37%013F-HRTimelineGroup
Lloyd Advisory Services, LLC.691,416$15.1M5.88%+66,86813F-HRTimeline
Insight Wealth Strategies, LLC640,356$14M1.61%new13F-HRTimeline
Financial Enhancement Group LLC409,479$8.88M1.15%new13F-HRTimeline
Park Edge Advisors, LLC380,893$8.34M1.89%-4,93513F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC346,606$7.59M0.17%+5,39813F-HRTimeline
Broussard Financial Group LLC346,142$7.58M6.15%13F-HRTimeline
Aprio Wealth Management, LLC295,635$6.48M0.37%-8,27413F-HRTimeline
Heck Capital Advisors, LLC285,483$6.25M0.47%+18,07513F-HRTimeline
Magnolia Private Wealth, LLC267,669$5.86M4.1%-49,60613F-HRTimeline
Cumberland Partners Ltdin group Cumberland Partners Ltd265,795$5.82M0.36%+48,01513F-HRTimelineGroup
Authentikos Wealth Advisory, LLC241,817$5.3M3.5%-73,50713F-HRTimeline
PRIVATE CLIENT SERVICES, LLC208,194$4.56M1.43%+10,67913F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT202,062$4.43M0.15%013F-HRTimeline
Professional Financial Management, Inc.183,895$4.03M4.57%13F-HRTimeline
LifeWealth Investments, LLC153,042$3.35M1.06%-3,42413F-HRTimeline
HOWARD BAILEY SECURITIES, LLC151,380$3.32M1.31%-24,04913F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.145,310$3.18M0.19%+52,34013F-HRTimelineGroup
B.O.S.S. Retirement Advisors, LLC144,340$3.16M1%-113,68113F-HRTimeline
Great Lakes Retirement, Inc.134,613$2.95M0.31%-8,19713F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC129,655$2.84M0.04%+26,03313F-HRTimelineGroup
Gladstone Institutional Advisory LLC122,935$2.69M0.1%-10,38213F-HRTimeline
Elevated Capital Advisors, LLC111,926$2.45M0.57%-2,77413F-HRTimeline
Encompass More Asset Management92,398$2.02M0.37%+2,46113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA79,467$1.74M<0.01%-1,00013F-HRTimelineGroup
Aegis Wealth Management, Inc.75,552$1.65M1.3%13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC72,127$1.58M<0.01%-1,83213F-HRTimeline
Belpointe Asset Management LLC66,759$1.46M0.05%+11,54913F-HRTimeline
Proficio Capital Partners LLC61,713$1.35M0.09%-163,53713F-HRTimeline
IHT Wealth Management, LLC61,141$1.34M0.03%+2,79613F-HRTimeline
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC60,755$1.33M0.02%+2,26213F-HRTimelineGroup
Integrated Wealth Management59,450$1.3M1.46%13F-HRTimeline
Centennial Advisors, LLC54,133$1.19M1.54%13F-HRTimeline
Summit Financial, LLC53,836$1.18M0.02%-12,71313F-HRTimeline
Csenge Advisory Group44,077$965K0.04%-99513F-HRTimeline
WESPAC Advisors, LLC42,338$927K0.5%-11,14513F-HRTimeline
Kingdom Financial Group LLC.40,648$890K0.28%+16,19313F-HRTimeline
Farther Finance Advisors, LLC36,464$799K0.01%-3,41813F-HRTimeline
SMART Wealth LLC33,583$736K0.22%-1,24613F-HRTimeline
Straight Path Wealth Management31,447$689K0.19%+1,63513F-HRTimeline
4WEALTH ADVISORS, INC.29,557$647K0.56%-81613F-HRTimeline
Pekin Hardy Strauss, Inc.28,129$616K0.06%-4,83613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC26,381$578K<0.01%+2,54913F-HRTimelineGroup
Professional Financial Advisors, LLC26,250$575K0.12%+95213F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.26,008$570K<0.01%new13F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…20,040$439K<0.01%new13F-HRTimelineGroup
Anchor Investment Management, LLC19,873$435K0.04%-30013F-HRTimeline
MML INVESTORS SERVICES, LLC19,451$426K<0.01%+2,21613F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.18,979$416K0.34%+4,42413F-HRTimeline
OLD MISSION CAPITAL LLC18,734$410K0.02%-74,26313F-HRTimeline
CWC Advisors, LLC.16,148$354K0.17%+38013F-HRTimeline
Magnus Financial Group LLC13,910$305K0.02%-2,49913F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC13,801$302K<0.01%new13F-HR/ATimelineGroup
Clarity Financial LLC13,280$291K0.03%new13F-HRTimeline
Golden Reserve Retirement LLC12,873$282K0.05%new13F-HRTimeline
Foundations Investment Advisors, LLC12,746$279K<0.01%+3,46113F-HRTimeline
FSA Advisors, Inc.12,202$267K0.19%new13F-HRTimeline
Trek Financial, LLC11,868$260K0.02%new13F-HRTimeline
Wellment Financial11,275$247K0.29%-3,70813F-HRTimeline
Longview Financial Advisors, Inc.10,263$225K0.15%+1513F-HRTimeline
Networth Advisors, LLC9,864$216K0.16%13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.9,451$207K<0.01%+3,89613F-HRTimelineGroup
Quest 10 Wealth Builders, Inc.7,984$175K0.16%+25413F-HRTimeline
GROUP ONE TRADING LLC6,022$132K<0.01%-15,08313F-HRTimeline
IFP Advisors, Inc5,971$131K<0.01%+63413F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/3,603$78.9K<0.01%+65713F-HRTimelineGroup
Key Capital Management, INC3,217$70.5K0.07%13F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors2,000$43.8K0.01%013F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\900$19.7K<0.01%013F-HRTimelineGroup
PRIVATE TRUST CO NA820$18K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.781$17.1K<0.01%-60413F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/634$13.9K<0.01%-1,87213F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC550$12.1K<0.01%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…550$12K<0.01%new13F-HR/ATimelineGroup
VIRTUS ADVISERS, LLCin group Virtus Investment Advisers, L…431$9.44K<0.01%-1813F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY353$7.73K<0.01%-55013F-HR/ATimelineGroup
ASSETMARK, INCin group ASSETMARK, INC58$1.27K<0.01%new13F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2$40<0.01%+113F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1$22<0.01%new13F-HRTimelineGroup