TUA institutional holders

SIMPLIFY EXCHANGE TRADED FUN · 13F, 2026Q2

Managers holding88
Shares held26,687,311
Reported value$543.2m
Quarter flows18 new, 34 added, 25 trimmed, 13 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
Simplify Asset Management Inc.4,810,740$98.3m1.4%
GenTrust, LLC3,302,450$67.5m2.6%
SOUTHERN FARM BUREAU LIFE INSURANCE2,967,492$60.7m5.8%
AE Wealth Management LLC2,035,990$41.6m0.2%
HighTower Advisors, LLC1,709,228$34.9m0.0%
Mid-American Wealth Advisory Group, Inc.1,505,044$30.7m11.1%
Trek Financial, LLC1,248,306$25.5m1.3%
Ancora Advisors LLC996,922$20.4m0.4%
Financial Enhancement Group LLC844,724$17.3m2.1%
Lloyd Advisory Services, LLC.679,397$13.9m5.4%
Ferguson Shapiro LLC530,665$10.8m3.2%
ALTFEST L J & CO INC513,278$10.5m1.0%
Heck Capital Advisors, LLC447,209$9.1m0.5%
LPL Financial LLC431,936$8.8m0.0%
Encompass More Asset Management426,294$8.7m1.3%
Park Edge Advisors, LLC354,937$7.2m1.5%
Broussard Financial Group LLC349,430$7.1m5.7%
Authentikos Wealth Advisory, LLC262,798$5.4m3.4%
Aprio Wealth Management, LLC210,655$4.3m0.2%
Professional Financial Management, Inc.206,219$4.2m4.3%
HOLLENCREST CAPITAL MANAGEMENT201,303$4.1m0.3%
LifeWealth Investments, LLC170,572$3.5m0.9%
Elevated Capital Advisors, LLC163,300$3.3m0.9%
Magnolia Private Wealth, LLC242,589$3.2m1.8%
HOWARD BAILEY SECURITIES, LLC156,987$3.2m1.2%

Every holder, line by line, and the full history since 2013: yf.Client().holders("TUA"). TUA price history · All 13F data

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