Simplify Exchange Traded Funds - TUA

Sector: Funds · Industry: Investment Company

Website: No information yet · Social: No information yet

Company profile

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Q1 2026 · Q4 2025

Value (USD)

Total reported value ($000)

$562.6M

QoQ value delta ($000)

+$110.2M (+24.36%)

Implied price effect (QoQ)

-3.35%

Total shares

26,586,454

QoQ shares delta

+5,924,255 (+28.67%)

Total shares held by funds (by quarter)

Interactive chart by TradingView.

Top 25 only Full list

Partial Q1 2026 data: 83 holders have filed so far. Prior holders are carried forward until their next 13F confirms a change.

Manager	Value ($000)	Shares	% of 13F
Simplify Asset Management Inc.	116,655	5,528,700	1.79%
Southern Farm Bureau Life Insurance	65,018	2,967,492	6.71%
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%