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TUA·82889N657·US·ETF·Unknown - Unknown

TUA (SIMPLIFY EXCHANGE TRADED FUN) is held by 18 institutional investors as of Q1 2026. Largest holders: AE Wealth Management LLC ($40.5M), HighTower Advisors, LLC ($24.9M), LPL Financial LLC ($16.1M). Net institutional sentiment: Mixed.

13F: Mar 31, 2026Insider & Congress: Updated regularly

Positions (18)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
AE Wealth Management LLC	Increased	1.9M(+2.1%)	$40.5M	0.2%	-2.21%	35
HighTower Advisors, LLC	Increased	1.2M(+28.4%)	$24.9M	0.0%	-6.91%	36
LPL Financial LLC	Decreased	765,074(-7.4%)	$16.1M	0.0%	-6.03%	0
ROYAL BANK OF CANADA	Unchanged	79,467	$1.7M	0.0%	-0.39%	0
COMMONWEALTH EQUITY SERVICES, LLC	Increased	75,737(+5.0%)	$1.6M	0.0%	-5.61%	27
GOLDMAN SACHS GROUP INC	Increased	41,000(+197.1%)	$865,100	0.0%	-6.84%	40
Equitable Holdings, Inc.	Increased	26,035(+0.1%)	$570,245	0.0%	-7.29%	24
Farther Finance Advisors, LLC	Decreased	20,927(-42.6%)	$440,726	0.0%	-5.01%	0
OSAIC HOLDINGS, INC.	Increased	16,067(+70.0%)	$339,036	0.0%	-6.45%	35
GROUP ONE TRADING LLC	Increased	9,039(+50.1%)	$190,723	0.0%	-5.45%	31
SIMPLEX TRADING, LLC	New	6,041	$127,465	0.0%	-6.61%	31
US BANCORP \DE\	Unchanged	900	$18,990	0.0%	-5.92%	0
NATIONAL BANK OF CANADA /FI/	Unchanged	634	$13,371	0.0%	-8.67%	0
Aptus Capital Advisors, LLC	New	500	$10,550	0.0%	-6.61%	24
MORGAN STANLEY	Decreased	351(-0.6%)	$7,427	0.0%	+1.48%	0
Steward Partners Investment Advisory, LLC	New	211	$4,452	0.0%	-6.61%	22
HRT FINANCIAL LP	New	32,601	$687	0.0%	-6.61%	15
WELLS FARGO & COMPANY/MN	Decreased	1(-50.0%)	$23	0.0%	-5.72%	0
Private Advisor Group, LLC	Exited	0(-100.0%)	$19.1M	0.0%	-0.73%	0
ENVESTNET ASSET MANAGEMENT INC	Exited	0(-100.0%)	$577,813	0.0%	+1.00%	0

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Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer