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Disclosery

TUA SIMPLIFY EXCHANGE TRADED FUN

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N SHORT TERM TREA (fund)

83 managers (83 13F filers) reported a position in TUA shares at 2026-03-31, 26,527,746 shares in all. 14 filers opened a position and 19 filers sold out during the quarter.

Managers
83
13F filers
83
New
14
Added
30
Reduced
31
Sold out
19
Shares held by filers
26,527,746

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Simplify Asset Management Inc.5,528,700$117M1.8%new13F-HRTimeline
SOUTHERN FARM BUREAU LIFE INSURANCE2,967,492$62.6M6.6%013F-HRTimeline
GenTrust, LLC2,883,134$60.8M2.6%new13F-HRTimeline
Ferguson Shapiro LLC2,326,522$49.1M14.95%+90,73813F-HRTimeline
AE Wealth Management LLC1,917,668$40.5M0.22%+39,11813F-HRTimeline
Mid-American Wealth Advisory Group, Inc.1,139,443$25M10.54%013F-HRTimeline
HighTower Advisors, LLC1,181,534$24.9M0.03%+261,32813F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC990,249$20.9M0.45%+168,95913F-HRTimelineGroup
LPL Financial LLC765,074$16.1M<0.01%-60,74413F-HRTimeline
Insight Wealth Strategies, LLC666,189$14.1M1.57%+25,83313F-HRTimeline
ALTFEST L J & CO INC663,501$14M1.5%-189,82613F-HRTimeline
Financial Enhancement Group LLC633,652$13.5M1.68%+224,17313F-HRTimeline
Heck Capital Advisors, LLC428,759$9.05M0.67%+143,27613F-HRTimeline
Park Edge Advisors, LLC380,176$8.02M1.85%-71713F-HRTimeline
Broussard Financial Group LLC372,250$7.85M6.28%+26,10813F-HRTimeline
Authentikos Wealth Advisory, LLC249,065$5.26M3.55%+7,24813F-HRTimeline
Aprio Wealth Management, LLC233,128$4.92M0.27%-62,50713F-HRTimeline
Magnolia Private Wealth, LLC298,645$4.53M3.02%+30,97613F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT201,303$4.25M0.16%-75913F-HRTimeline
PRIVATE CLIENT SERVICES, LLC199,112$4.2M1.26%-9,08213F-HRTimeline
Professional Financial Management, Inc.198,092$4.18M4.35%+14,19713F-HRTimeline
Elevated Capital Advisors, LLC165,802$3.5M0.88%+53,87613F-HRTimeline
LifeWealth Investments, LLC163,258$3.44M1.03%+10,21613F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC152,411$3.22M0.05%+22,75613F-HRTimelineGroup
HOWARD BAILEY SECURITIES, LLC148,154$3.13M1.29%-3,22613F-HRTimeline
B.O.S.S. Retirement Advisors, LLC135,491$2.86M0.87%-8,84913F-HRTimeline
Great Lakes Retirement, Inc.123,290$2.6M0.27%-11,32313F-HRTimeline
Gladstone Institutional Advisory LLC112,466$2.37M0.09%-10,46913F-HRTimeline
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC82,163$1.73M0.02%+21,40813F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA79,467$1.68M<0.01%013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC75,737$1.6M<0.01%+3,61013F-HRTimeline
Aegis Wealth Management, Inc.70,337$1.48M1.17%-5,21513F-HRTimeline
IHT Wealth Management, LLC67,174$1.42M0.03%+6,03313F-HRTimeline
Integrated Wealth Management58,245$1.23M1.41%-1,20513F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.57,302$1.21M0.11%-88,00813F-HRTimelineGroup
EVERGREEN CAPITAL MANAGEMENT LLC56,780$1.2M0.03%-289,82613F-HRTimeline
Centennial Advisors, LLC52,168$1.1M1.4%-1,96513F-HRTimeline
Csenge Advisory Group43,480$917K0.04%-59713F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC41,000$865K<0.01%+27,19913F-HRTimelineGroup
Belpointe Asset Management LLC38,388$810K0.03%-28,37113F-HRTimeline
Lloyd Advisory Services, LLC.38,261$807K0.23%-653,15513F-HRTimeline
Kingdom Financial Group LLC.38,261$807K0.23%-2,38713F-HRTimeline
SMART Wealth LLC33,993$717K0.21%+41013F-HRTimeline
EVOKE WEALTH, LLC33,045$697K0.01%new13F-HRTimeline
HRT FINANCIAL LP32,601$687K<0.01%new13F-HRTimeline
Straight Path Wealth Management32,447$685K0.18%+1,00013F-HRTimeline
Golden Reserve Retirement LLC30,381$641K0.13%+17,50813F-HRTimeline
Pekin Hardy Strauss, Inc.29,902$631K0.07%+1,77313F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.26,035$570K<0.01%+2713F-HRTimelineGroup
4WEALTH ADVISORS, INC.22,471$473K0.4%-7,08613F-HRTimeline
Legacy PCG, LLC22,004$464K2.53%new13F-HRTimeline
Farther Finance Advisors, LLC20,927$441K<0.01%-15,53713F-HRTimeline
Anchor Investment Management, LLC19,873$419K0.03%013F-HRTimeline
Cumberland Partners Ltdin group Cumberland Partners Ltd19,168$404K0.03%-246,62713F-HRTimelineGroup
EVOLUTION WEALTH MANAGEMENT INC.18,108$382K0.28%-87113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.16,067$339K<0.01%+6,61613F-HRTimelineGroup
CWC Advisors, LLC.14,622$309K0.15%-1,52613F-HRTimeline
KPP Advisory Services LLC13,636$288K0.04%new13F-HRTimeline
FSA Advisors, Inc.13,431$283K0.19%+1,22913F-HRTimeline
Welch Group, LLC12,758$269K0.01%new13F-HRTimeline
Wellment Financial11,781$249K0.31%+50613F-HRTimeline
BRIGHTON JONES LLC10,592$223K<0.01%new13F-HR/ATimeline
Longview Financial Advisors, Inc.10,271$217K0.13%+813F-HRTimeline
Clarity Financial LLC10,030$212K0.02%-3,25013F-HRTimeline
GROUP ONE TRADING LLC9,039$191K0.01%+3,01713F-HRTimeline
Networth Advisors, LLC8,763$185K0.13%-1,10113F-HRTimeline
Quest 10 Wealth Builders, Inc.7,930$167K0.15%-5413F-HRTimeline
SIMPLEX TRADING, LLC6,041$127K<0.01%new13F-HRTimeline
SIGNATUREFD, LLC4,644$98K<0.01%new13F-HRTimeline
Key Capital Management, INC3,731$78.7K0.05%+51413F-HRTimeline
IFP Advisors, Inc3,264$68.9K<0.01%-2,70713F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors2,000$42.2K0.01%013F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\900$19K<0.01%013F-HRTimelineGroup
PRIVATE TRUST CO NA820$17.3K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.785$16.6K<0.01%+413F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/634$13.4K<0.01%013F-HRTimelineGroup
Aptus Capital Advisors, LLC500$10.6K<0.01%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY351$7.43K<0.01%-213F-HRTimelineGroup
HANTZ FINANCIAL SERVICES, INC.315$7K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
VIRTUS ADVISERS, LLCin group Virtus Investment Advisers, L…258$5.44K<0.01%-17313F-HRTimelineGroup
Steward Partners Investment Advisory, L…211$4.45K<0.01%new13F-HRTimeline
Mosley Wealth Management93$2.03K<0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$23<0.01%-113F-HR/ATimelineGroup