73 tracked 13F filers disclose a position in TUA as of the latest SEC 13F filings, a combined $456.0M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Simplify Asset Management Inc. | $98.3M | 4.8M | ▼−13% Reduced · −718K sh | Q2 2026 | |
| 2 | GenTrust, LLC | $67.5M | 3.3M | ▲+15% Added · +419K sh | Q2 2026 | |
| 3 | AE Wealth Management LLC | $40.5M | 1.9M | ▲+2.1% Added · +39K sh | Q1 2026 | |
| 4 | Mid-American Wealth Advisory Group, Inc. | $30.7M | 1.5M | ▲+32% Added · +366K sh | Q2 2026 | |
| 5 | Trek Financial, LLC | $25.5M | 1.2M | ▲Added Added · +1.2M sh | Q2 2026 | |
| 6 | HighTower Advisors, LLC | $24.9M | 1.2M | ▲+28% Added · +261K sh | Q1 2026 | |
| 7 | Ancora Advisors LLC | $20.4M | 997K | ▲+0.7% Added · +7K sh | Q2 2026 | |
| 8 | Financial Enhancement Group LLC | $17.3M | 845K | ▲+33% Added · +211K sh | Q2 2026 | |
| 9 | LPL Financial LLC | $16.1M | 765K | ▼−7.3% Reduced · −61K sh | Q1 2026 | |
| 10 | Lloyd Advisory Services, LLC. | $13.9M | 679K | ▲18× Added · +641K sh | Q2 2026 | |
| 11 | ALTFEST L J & CO INC | $10.5M | 513K | ▼−23% Reduced · −150K sh | Q2 2026 | |
| 12 | Heck Capital Advisors, LLC | $9.1M | 447K | ▲+4.3% Added · +18K sh | Q2 2026 | |
| 13 | Encompass More Asset Management | $8.7M | 426K | ▲+817% Added · +380K sh | Q2 2026 | |
| 14 | Park Edge Advisors, LLC | $7.2M | 355K | ▼−6.6% Reduced · −25K sh | Q2 2026 | |
| 15 | Broussard Financial Group LLC | $7.1M | 349K | ▼−6.1% Reduced · −23K sh | Q2 2026 | |
| 16 | Authentikos Wealth Advisory, LLC | $5.4M | 263K | ▲+5.5% Added · +14K sh | Q2 2026 | |
| 17 | Magnolia Private Wealth, LLC | $3.2M | 243K | ▼−19% Reduced · −56K sh | Q2 2026 | |
| 18 | Aprio Wealth Management, LLC | $4.3M | 211K | ▼−9.6% Reduced · −22K sh | Q2 2026 | |
| 19 | HOLLENCREST CAPITAL MANAGEMENT | $4.2M | 201K | ▼−0.4% Reduced · −759 sh | Q1 2026 | |
| 20 | LifeWealth Investments, LLC | $3.5M | 171K | ▲+4.5% Added · +7K sh | Q2 2026 | |
| 21 | Elevated Capital Advisors, LLC | $3.3M | 163K | ▼−1.5% Reduced · −3K sh | Q2 2026 | |
| 22 | HOWARD BAILEY SECURITIES, LLC | $3.2M | 157K | ▲+6.0% Added · +9K sh | Q2 2026 | |
| 23 | B.O.S.S. Retirement Advisors, LLC | $2.9M | 140K | ▲+3.1% Added · +4K sh | Q2 2026 | |
| 24 | PRINCIPAL SECURITIES, INC. | $2.8M | 136K | ▼−11% Reduced · −17K sh | Q2 2026 | |
| 25 | PRIVATE CLIENT SERVICES, LLC | $2.7M | 132K | ▼−33% Reduced · −67K sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 7 funds opened a new position in TUA and 20 added to an existing one, while 15 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 42 funds | $1.3B |
| MICROSOFT CORPMSFT | 42 funds | $1.3B |
| ALPHABET INC-CL AGOOGL | 42 funds | $784.7M |
| BROADCOM INCAVGO | 42 funds | $543.8M |
| APPLE INCAAPL | 41 funds | $1.9B |
| AMAZON.COM INCAMZN | 41 funds | $1.7B |
| JPMORGAN CHASE & COJPM | 41 funds | $510.5M |
| TESLA INCTSLA | 41 funds | $346.8M |
| JOHNSON & JOHNSONJNJ | 41 funds | $344.1M |
| META PLATFORMS INC-CLASS AMETA | 41 funds | $328.1M |
| ISHARES CORE S&P 500 ETFIVV | 40 funds | $2.4B |
| ALPHABET INC-CL CGOOG | 40 funds | $611.8M |
Ranked by how many of TUA's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| CTAmc | 229 funds | $996.7M |
| MTBAcommon | 140 funds | $973.0M |
| BUCKTREASURY OPT INC | 88 funds | $222.8M |
| AGGHUIT EXCHANGE TRADED | 86 funds | $352.3M |
| CDXMF Closed and MF Open | 83 funds | $273.8M |
| HEQTMF Closed and MF Open | 80 funds | $201.0M |
| TUAthis pageSHORT TERM TREA | 73 funds | $456.1M |
| SVOLmc | 72 funds | $64.6M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for TUA
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/TUA/capital-change-brief"
Use Arkolith's capital_change_brief for TUA. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for TUA. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.