SIM ST TREAS FUT STRAT ETF TUA
$20.49
+0.5% 52w: $20.22 – $21.83
Latest 13F among current holders filed 33 days ago (Jun 2, 2026)
Price — last 12 months
research preview data20.2221.0221.83
Jun 20, 2025 Jul 2, 2026
Institutional holders
82
-6 QoQ
13F value
$558.8M
+23.7% QoQ
Smart-money holders
1
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
2.0×
$979K calls / $483K puts
Institutional value by quarter
Number of holders
Who owns TUA?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Simplify Asset Management Inc. | Wealth advisor | 5.5M | $116.7M | 1.8% | New |
| Southern Farm Bureau Life Insurance | Wealth advisor | 3.0M | $62.6M | 6.6% | Held |
| GenTrust, LLC | Wealth advisor | 2.9M | $60.8M | 2.6% | New |
| Ferguson Shapiro LLC | Wealth advisor | 2.3M | $49.1M | 15.0% | +4.1% |
| AE Wealth Management LLC | Wealth advisor | 1.9M | $40.5M | 0.2% | +2.1% |
| Mid-American Wealth Advisory Group, Inc. | Wealth advisor | 1.1M | $25.0M | 10.5% | Held |
| HighTower Advisors, LLC | Diversified mechanical | 1.2M | $24.9M | 0.0% | +28.4% |
| Ancora Advisors LLC | Diversified mechanical | 990.2K | $20.9M | 0.4% | +20.6% |
| LPL Financial LLC | Bank broker | 765.1K | $16.1M | 0.0% | -7.4% |
| Insight Wealth Strategies, LLC | Wealth advisor | 666.2K | $14.1M | 1.6% | +4.0% |
| ALTFEST L J & CO INC | Wealth advisor | 663.5K | $14.0M | 1.5% | -22.2% |
| Financial Enhancement Group LLC | Wealth advisor | 633.7K | $13.5M | 1.7% | +54.7% |
| Heck Capital Advisors, LLC | Wealth advisor | 428.8K | $9.0M | 0.7% | +50.2% |
| Park Edge Advisors, LLC | Other | 380.2K | $8.0M | 1.8% | -0.2% |
| Broussard Financial Group LLC | Wealth advisor | 372.3K | $7.9M | 6.3% | +7.5% |
| Authentikos Wealth Advisory, LLC | Wealth advisor | 249.1K | $5.3M | 3.5% | +3.0% |
| Aprio Wealth Management, LLC | Wealth advisor | 233.1K | $4.9M | 0.3% | -21.1% |
| Magnolia Private Wealth, LLC | Wealth advisor | 298.6K | $4.5M | 3.0% | +11.6% |
| HOLLENCREST CAPITAL MANAGEMENT | Wealth advisor | 201.3K | $4.2M | 0.2% | -0.4% |
| PRIVATE CLIENT SERVICES, LLC | Wealth advisor | 199.1K | $4.2M | 1.3% | -4.4% |
| Professional Financial Management, Inc. | Wealth advisor | 198.1K | $4.2M | 4.4% | +7.7% |
| Elevated Capital Advisors, LLC | Wealth advisor | 165.8K | $3.5M | 0.9% | +48.1% |
| LifeWealth Investments, LLC | Wealth advisor | 163.3K | $3.4M | 1.0% | +6.7% |
| PRINCIPAL SECURITIES, INC. | Wealth advisor | 152.4K | $3.2M | 0.0% | +17.6% |
| HOWARD BAILEY SECURITIES, LLC | Wealth advisor | 148.2K | $3.1M | 1.3% | -2.1% |
| B.O.S.S. Retirement Advisors, LLC | Wealth advisor | 135.5K | $2.9M | 0.9% | -6.1% |
| Great Lakes Retirement, Inc. | Other | 123.3K | $2.6M | 0.3% | -8.4% |
| Gladstone Institutional Advisory LLC | Wealth advisor | 112.5K | $2.4M | 0.1% | -8.5% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | Diversified mechanical | 82.2K | $1.7M | 0.0% | +35.2% |
| ROYAL BANK OF CANADA | Bank broker | 79.5K | $1.7M | 0.0% | Held |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 75.7K | $1.6M | 0.0% | +5.0% |
| Aegis Wealth Management, Inc. | Wealth advisor | 70.3K | $1.5M | 1.2% | -6.9% |
| IHT Wealth Management, LLC | Wealth advisor | 67.2K | $1.4M | 0.0% | +9.9% |
| Integrated Wealth Management | Wealth advisor | 58.2K | $1.2M | 1.4% | -2.0% |
| Hilltop Holdings Inc. | Other | 57.3K | $1.2M | 0.1% | -60.6% |
| EVERGREEN CAPITAL MANAGEMENT LLC | Diversified mechanical | 56.8K | $1.2M | 0.0% | -83.6% |
| Centennial Advisors, LLC | Wealth advisor | 52.2K | $1.1M | 1.4% | -3.6% |
| Csenge Advisory Group | Wealth advisor | 43.5K | $917K | 0.0% | -1.4% |
| GOLDMAN SACHS GROUP INC | Bank broker | 41.0K | $865K | 0.0% | +197.1% |
| Belpointe Asset Management LLC | Wealth advisor | 38.4K | $810K | 0.0% | -42.5% |
| Kingdom Financial Group LLC. | Wealth advisor | 38.3K | $807K | 0.2% | -5.9% |
| Lloyd Advisory Services, LLC. | Wealth advisor | 38.3K | $807K | 0.2% | -94.5% |
| SMART Wealth LLC | Wealth advisor | 34.0K | $717K | 0.2% | +1.2% |
| EVOKE WEALTH, LLC | Wealth advisor | 33.0K | $697K | 0.0% | New |
| HRT FINANCIAL LP | Diversified mechanical | 32.6K | $687K | 0.0% | New |
| Straight Path Wealth Management | Wealth advisor | 32.4K | $685K | 0.2% | +3.2% |
| Golden Reserve Retirement LLC | Wealth advisor | 30.4K | $641K | 0.1% | +136.0% |
| Pekin Hardy Strauss, Inc. | Other | 29.9K | $631K | 0.1% | +6.3% |
| Equitable Holdings, Inc. | Wealth advisor | 26.0K | $570K | 0.0% | +0.1% |
| 4WEALTH ADVISORS, INC. | Wealth advisor | 22.5K | $473K | 0.4% | -24.0% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.