TUA

SIM ST TREAS FUT STRAT ETF
USCUSIP 82889N657
Institutional Owners
27
+4 QoQ
13F Value Held
$195.4M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentMixed
BearishBullish
13F funds (latest Q)16 adding · 10 trimming
Insider net (180d)+$0
Price history not yet available for TUA.

Top institutional holders

27 13F filers
#FundPosition valueSharesLast moveAs of
1Simplify Asset Management Inc.
$116.7M
5.53MNewQ1 2026
2GenTrust, LLC
$60.8M
2.88MNewQ1 2026
3Aprio Wealth Management, LLC
$4.9M
233.1KNewQ1 2026
4PRINCIPAL SECURITIES, INC.
$3.2M
152.4KAddedQ1 2026
5Gladstone Institutional Advisory LLC
$2.4M
112.5KReducedQ1 2026
6KESTRA PRIVATE WEALTH SERVICES, LLC
$1.7M
82.2KAddedQ1 2026
7IHT Wealth Management, LLC
$1.4M
67.2KAddedQ1 2026
8EVERGREEN CAPITAL MANAGEMENT LLC
$1.2M
56.8KReducedQ1 2026
9Csenge Advisory Group
$917K
43.5KReducedQ1 2026
10EVOKE WEALTH, LLC
$697K
33.0KNewQ1 2026
11Equitable Holdings, Inc.
$570K
26.0KAddedQ1 2026
12CITADEL ADVISORS LLC
$483K
22.9KAddedQ1 2026
13GROUP ONE TRADING LLC
$191K
9.0KAddedQ1 2026
14Ancora Advisors LLC
$74K
3.5KHeldQ1 2026
15IFP Advisors, Inc
$69K
3.3KNewQ1 2026
16Geneos Wealth Management Inc.
$17K
781NewQ4 2025
17FLAGSHIP HARBOR ADVISORS, LLC
$12K
550NewQ4 2025
18Rockefeller Capital Management L.P.
$12K
550NewQ4 2025
19Aptus Capital Advisors, LLC
$11K
500NewQ1 2026
20Steward Partners Investment Advisory, LLC
$4K
211NewQ1 2026

Fund activity — latest quarter

Opened (NEW)
10
funds
Added
6
funds
Reduced
3
funds
Exited
7
funds

Insider activity (Form 4)

No Form 4 insider transactions on file yet.

Institutional ownership over time

24 funds+23 since Q2 2025
01224Q2 2025Q3 2025Q4 2025Q1 2026
funds holding aggregate valuelatest $217M

Funds that own TUA also own

CompanyCo-held byCombined value
Bershire Hathaway inc DelBRK/B26 funds$1.5B
LILLY ELI & CO COMLLY26 funds$1.2B
Tesla IncTSLA26 funds$1.1B
Johnson & JohnsonJNJ26 funds$861.5M
Mastercard Inc Cl AMA26 funds$532.2M
Lam Research CorpLRCX26 funds$282.7M
ISHARES BITCOIN TRUST ETFIBIT26 funds$177.7M
Intuit IncINTU26 funds$144.7M
ISHARES TR CORE S&P500 ETFIVV25 funds$5.5B
Microsoft CorpMSFT25 funds$5.1B
Amazon.com IncAMZN25 funds$3.9B
Broadcom IncAVGO25 funds$2.7B

Ranked by how many of TUA's institutional holders also hold each name — a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

13F holdings + Form 4 insider transactions + 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. Every panel above is one call to the Arkolith API & MCP server.