SIMPLIFY EXCHANGE TRADED FUN

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TUA·82889N657·US·ETF

TUA (SIMPLIFY EXCHANGE TRADED FUN) is held by 23 institutional investors as of Q2 2026. Largest holders: AE Wealth Management LLC ($41.6M), HighTower Advisors, LLC ($34.9M), LPL Financial LLC ($8.8M). Net institutional sentiment: Mixed.

23

Holders

(4 Elite)

$95.2M

Total Value

65% (20)

Consensus

13 buying - 7 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)34

Insider (Form 4)62

Activist (13D/13G)31

Congressional (STOCK Act)38

Holder Quality

89

★★★★★

Elite

53

★★★★

Strong

17

★★★

Solid

55

★★

Below

54

★

Weak

Held by 23 funds

4 elite

Who's Trading

Source dates: Price Oct 12, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for TUA.

Top Holders

Top Holders (23)History

AllNewIncreasedHeldDecreasedExitedFirst report

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
AE Wealth Management LLC	Increased	2M(+6.2%)	$41.6M	0.2%	-5.78%	37
HighTower Advisors, LLC	Increased	1.7M(+44.7%)	$34.9M	0.0%	-8.49%	39
LPL Financial LLC	Decreased	431,936(-43.5%)	$8.8M	0.0%	-9.54%	0
CITADEL ADVISORS LLC	New	139,754	$2.9M	0.0%	-5.34%	36
ENVESTNET ASSET MANAGEMENT INC	New	88,568	$1.8M	0.0%	-5.34%	36
ROYAL BANK OF CANADA	Unchanged	79,467	$1.6M	0.0%	-6.60%	0
GOLDMAN SACHS GROUP INC	Unchanged	41,000	$837,425	0.0%	-8.72%	0
HRT FINANCIAL LP	Increased	39,011(+19.7%)	$796,000	0.0%	-7.32%	29
Farther Finance Advisors, LLC	Increased	23,034(+10.1%)	$470,461	0.0%	-3.49%	26
COMMONWEALTH EQUITY SERVICES, LLC	Decreased	18,065(-76.2%)	$368,980	0.0%	-9.27%	0
MML INVESTORS SERVICES, LLC	New	16,320	$333,346	0.0%	-5.34%	33
OSAIC HOLDINGS, INC.	Decreased	12,734(-20.7%)	$260,173	0.0%	-9.08%	0
AQR CAPITAL MANAGEMENT LLC	New	10,670	$217,935	0.0%	-5.34%	32
GROUP ONE TRADING LLC	Increased	10,139(+12.2%)	$207,089	0.0%	-8.11%	26
SIMPLEX TRADING, LLC	Decreased	3,038(-49.7%)	$62,051	0.0%	-7.70%	0
US BANCORP \DE\	Unchanged	900	$18,383	0.0%	-9.75%	0
NATIONAL BANK OF CANADA /FI/	Unchanged	634	$12,946	0.0%	-12.64%	0
MORGAN STANLEY	Increased	536(+52.7%)	$10,967	0.0%	-3.48%	16
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	New	340	$6,945	0.0%	-5.34%	25
FMR LLC	New	270	$5,515	0.0%	-5.34%	23

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TUASIMPLIFY EXCHANGE TRADED FUN

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer