Simplify Exchange Traded Funds - TUA

Sector: Funds · Industry: Investment Company
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Company profile

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Quarter snapshot

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Q1 2026 · Q4 2025
Value (USD)
Total reported value ($000)
$560.2M
QoQ value delta ($000)
+$107.7M (+23.81%)
Implied price effect (QoQ)
-3.78%
Shares
Total shares
26,586,454
QoQ shares delta
+5,924,255 (+28.67%)
Total shares held by funds (by quarter)

Market chart (TUA)

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Top holders (Q1 2026)

Top 25 only Full list
Manager Value ($000) Shares % of 13F
Simplify Asset Management Inc. 116,655 5,528,700 1.79%
Southern Farm Bureau Life Insurance 62,555 2,967,492 6.6%
GenTrust, LLC 60,834 2,883,134 2.6%
Ferguson Shapiro LLC 49,089 2,326,522 14.95%
AE Wealth Management LLC 40,462 1,917,668 0.22%
Mid-American Wealth Advisory Group, Inc. 24,957 1,139,443 10.54%
HighTower Advisors, LLC 24,930 1,181,534 0.03%
Ancora Advisors LLC 20,894 990,249 0.44%
LPL Financial LLC 16,143 765,074 0.0%
Insight Wealth Strategies, LLC 14,056 666,189 1.57%
ALTFEST L J & CO INC 13,999 663,501 1.5%
Financial Enhancement Group LLC 13,509 633,652 1.67%
Heck Capital Advisors, LLC 9,046 428,759 0.67%
Park Edge Advisors, LLC 8,021 380,176 1.85%
Broussard Financial Group LLC 7,854 372,250 6.28%
Authentikos Wealth Advisory, LLC 5,255 249,065 3.55%
Aprio Wealth Management, LLC 4,919 233,128 0.27%
Magnolia Private Wealth, LLC 4,529 298,645 3.02%
HOLLENCREST CAPITAL MANAGEMENT 4,247 201,303 0.16%
PRIVATE CLIENT SERVICES, LLC 4,201 199,112 1.26%
Professional Financial Management, Inc. 4,179 198,092 4.35%
Elevated Capital Advisors, LLC 3,498 165,802 0.88%
LifeWealth Investments, LLC 3,444 163,258 1.03%
PRINCIPAL SECURITIES, INC. 3,215 152,411 0.05%
HOWARD BAILEY SECURITIES, LLC 3,126 148,154 1.29%