Simplify Exchange Traded Funds - TUA

Sector: Funds · Industry: Investment Company
Website: No information yet · Social: No information yet

Company profile

Powered by TradingView

Quarter snapshot

Latest / Compare
Q3 2026 · Q2 2026
Value (USD)
Total reported value ($000)
$545.2M
QoQ value delta ($000)
-$166K (-0.03%)
Implied price effect (QoQ)
-0.03%
Shares
Total shares
26,797,046
QoQ shares delta
+896 (+0.0%)
Total shares held by funds (by quarter)
Shares (left)

Fund holders include prior positions carried forward until a new 13F confirms a change. Reported holders have reported a position in this security for that quarter; this is not the total number of 13F filers.

Market chart (TUA)

Powered by TradingView
Interactive chart by TradingView.

Top holders (Q3 2026)

Top 25 only Full list
Partial Q3 2026 data: 1 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. 98,259 4,810,740 1.37%
GenTrust, LLC 67,452 3,302,450 2.59%
Southern Farm Bureau Life Insurance 60,685 2,967,492 5.8%
AE Wealth Management LLC 41,585 2,035,990 0.19%
HighTower Advisors, LLC 34,910 1,709,228 0.03%
Mid-American Wealth Advisory Group, Inc. 30,740 1,505,044 11.11%
Trek Financial, LLC 25,496 1,248,306 1.27%
Ancora Advisors LLC 20,362 996,922 0.39%
Financial Enhancement Group LLC 17,253 844,724 2.06%
Lloyd Advisory Services, LLC. 13,876 679,397 5.38%
Ferguson Shapiro LLC 10,838 530,665 3.17%
ALTFEST L J & CO INC 10,483 513,278 1.02%
Heck Capital Advisors, LLC 9,134 447,209 0.55%
LPL Financial LLC 8,822 431,936 0.0%
Encompass More Asset Management 8,707 426,294 1.27%
Park Edge Advisors, LLC 7,249 354,937 1.53%
Broussard Financial Group LLC 7,137 349,430 5.72%
Authentikos Wealth Advisory, LLC 5,367 262,798 3.43%
CITADEL ADVISORS LLC 4,727 231,454 0.0%
Aprio Wealth Management, LLC 4,302 210,655 0.21%
Professional Financial Management, Inc. 4,212 206,219 4.27%
HOLLENCREST CAPITAL MANAGEMENT 4,111 201,303 0.27%
LifeWealth Investments, LLC 3,483 170,572 0.93%
Elevated Capital Advisors, LLC 3,335 163,300 0.92%
Magnolia Private Wealth, LLC 3,242 242,589 1.78%