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SIM ST Treas FUT Strat ETF (TUA)

CUSIP: 82889N657 | NYSE | 227 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Mid-American Wealth Advisory Group, Inc.1,458,466
9.7% of portfolio›$27.8M
True Wealth Design, LLC1,352,087
6.0% of portfolio›$25.7M
Lloyd Advisory Services, Llc.674,905
4.9% of portfolio›$12.9M
Altfest L J & Co Inc660,612
1.2% of portfolio›$12.6M
Park Edge Advisors, LLC369,724
1.5% of portfolio›$7.0M
Heck Capital Advisors, LLC316,709
0.3% of portfolio›$6.0M
Professional Financial Management, Inc.206,441
4.0% of portfolio›$3.9M
Elevated Capital Advisors, LLC162,457
1.0% of portfolio›$3.1M
Howard Bailey Securities, LLC150,076
1.1% of portfolio›$2.9M
Cambridge Investment Research Advisors, Inc.140,967
0.0% of portfolio›$2.7K
B.O.S.S. Retirement Advisors, LLC133,731
0.7% of portfolio›$2.5M
Private Client Services, LLC133,354
0.7% of portfolio›$2.5M
Great Lakes Retirement, Inc.111,838
0.2% of portfolio›$2.1M
Aprio Wealth Management, LLC87,970
0.1% of portfolio›$1.7M
Ferguson Shapiro LLC87,224
0.5% of portfolio›$1.7M
Aegis Wealth Management, Inc.73,022
0.8% of portfolio›$1.4M
Integrated Wealth Management63,119
1.2% of portfolio›$1.2M
Golden Reserve Retirement LLC58,722
0.2% of portfolio›$1.1M
Centennial Advisors, LLC53,463
1.2% of portfolio›$1.0M
Tounjian Advisory Partners, LLC45,576
0.4% of portfolio›$867.8K
LifeWealth Investments, LLC38,098
0.2% of portfolio›$725.4K
Kingdom Financial Group Llc.36,966
0.2% of portfolio›$703.8K
Straight Path Wealth Management30,597
0.1% of portfolio›$582.6K
Sky Investment Group LLC25,700
0.1% of portfolio›$489.3K
Csenge Advisory Group24,354
0.0% of portfolio›$463.7K
Simplify Asset Management Inc.23,740
0.0% of portfolio›$452.0K
4Wealth Advisors, Inc.20,714
0.3% of portfolio›$394.0K
Valen Private Capital, LLC19,919
0.1% of portfolio›$379.3K
Montgomery Financial Services LLC16,446
0.3% of portfolio›$313.1K
Evolution Wealth Management Inc.16,206
0.2% of portfolio›$308.6K
Welch Group, LLC15,793
0.0% of portfolio›$300.7K
Broussard Financial Group LLC13,975
0.2% of portfolio›$266.1K
CWC Advisors, Llc.11,931
0.1% of portfolio›$227.2K
Wellment Financial11,317
0.2% of portfolio›$215.5K
Networth Advisors, LLC10,627
0.1% of portfolio›$202.3K
Rinkey Investments10,315
0.0% of portfolio›$196.4K
StoneX Group Inc.10,026
0.0% of portfolio›$202.2K
Farther Finance Advisors, LLC7,889
0.0% of portfolio›$150.2K
Key Capital Management, Inc3,829
0.0% of portfolio›$72.9K
Decker Retirement Planning Inc.2,358
0.0% of portfolio›$44.9K
Quest 10 Wealth Builders, Inc.2,102
0.0% of portfolio›$40.0K
EverSource Wealth Advisors, LLC1,932
0.0% of portfolio›$36.8K
US Bancorp \de\900
0.0% of portfolio›$17.1K
Simplex Trading, LLC771
0.0% of portfolio›$14.7K
Mosley Wealth Management545
0.0% of portfolio›$10.6K
Compass Financial Management LLC199
0.0% of portfolio›$3.8K
StyleTurnoverLocationFiled
Mid-American Wealth Advisory Group, Inc.
1,458,466$27.8M9.7%ETFMediumKansas City, MO2026-10-21
True Wealth Design, LLC
1,352,087$25.7M6.0%ETFMediumAkron, OH2026-10-13
Lloyd Advisory Services, Llc.
674,905$12.9M4.9%ETFVery HighSuwanee, GA2026-11-02
Altfest L J & Co Inc
660,612$12.6M1.2%ETFHighNew York, NY2026-10-27
Park Edge Advisors, LLC
369,724$7.0M1.5%CoreMediumCleveland, OH2026-10-28
Heck Capital Advisors, LLC
316,709$6.0M0.3%ETFMediumRhinelander, WI2026-10-14
Professional Financial Management, Inc.
206,441$3.9M4.0%ETFMediumAppleton, WI2026-10-22
Elevated Capital Advisors, LLC
162,457$3.1M1.0%ETFMediumSandy, UT2026-11-04
Howard Bailey Securities, LLC
150,076$2.9M1.1%ETFMediumFort Wayne, IN2026-10-27
Cambridge Investment Research Advisors, Inc.
140,967$2.7K0.0%ETFLowFairfield, IA2026-11-02
B.O.S.S. Retirement Advisors, LLC
133,731$2.5M0.7%ETFMediumLehi, UT2026-10-26
Private Client Services, LLC
133,354$2.5M0.7%ETFMediumLouisville, KY2026-10-02
Great Lakes Retirement, Inc.
111,838$2.1M0.2%GrowthLowSandusky, OH2026-10-26
Aprio Wealth Management, LLC
87,970$1.7M0.1%ETFMediumAtlanta, GA2026-10-28
Ferguson Shapiro LLC
87,224$1.7M0.5%ETFHighDecatur, GA2026-10-16
Aegis Wealth Management, Inc.
73,022$1.4M0.8%ETFMediumGuthrie Center, IA2026-10-26
Integrated Wealth Management
63,119$1.2M1.2%ETFHighUniontown, OH2026-10-19
Golden Reserve Retirement LLC
58,722$1.1M0.2%ETFVery LowDublin, OH2026-11-02
Centennial Advisors, LLC
53,463$1.0M1.2%ETFHighAustin, TX2026-10-21
Tounjian Advisory Partners, LLC
45,576$867.8K0.4%GrowthHighFort Myers, FL2026-11-04
LifeWealth Investments, LLC
38,098$725.4K0.2%ETFMediumWinter Garden, FL2026-10-21
Kingdom Financial Group Llc.
36,966$703.8K0.2%ETFMediumPeoria, AZ2026-11-04
Straight Path Wealth Management
30,597$582.6K0.1%ETFLowJenison, MI2026-10-23
Sky Investment Group LLC
25,700$489.3K0.1%CoreVery LowHartford, CT2026-10-30
Csenge Advisory Group
24,354$463.7K0.0%ETFMediumClearwater, FL2026-11-04
Simplify Asset Management Inc.
23,740$452.0K0.0%CoreLowLas Vegas, NV2026-10-27
4Wealth Advisors, Inc.
20,714$394.0K0.3%ETFMediumBurr Ridge, IL2026-10-13
Valen Private Capital, LLC
19,919$379.3K0.1%ETFN/APaoli, PA2026-10-23
Montgomery Financial Services LLC
16,446$313.1K0.3%ETFN/AOcean City, MD2026-11-03
Evolution Wealth Management Inc.
16,206$308.6K0.2%ETFMediumFort Myers, FL2026-10-28
Welch Group, LLC
15,793$300.7K0.0%CoreVery LowBirmingham, AL2026-10-29
Broussard Financial Group LLC
13,975$266.1K0.2%ETFMediumKaplan, LA2026-10-26
CWC Advisors, Llc.
11,931$227.2K0.1%GARPLowLake Oswego, OR2026-10-15
Wellment Financial
11,317$215.5K0.2%ETFHighElmhurst, IL2026-10-28
Networth Advisors, LLC
10,627$202.3K0.1%ETFMediumCanonsburg, PA2026-11-03
Rinkey Investments
10,315$196.4K0.0%ETFLowSan Diego, CA2026-10-28
StoneX Group Inc.
10,026$202.2K0.0%ETFMediumNew York, NY2026-11-03
Farther Finance Advisors, LLC
7,889$150.2K0.0%IndexLowSan Francisco, CA2026-10-08
Key Capital Management, Inc
3,829$72.9K0.0%ETFMediumHendersonville, Tn 37075, TN2026-11-03
Decker Retirement Planning Inc.
2,358$44.9K0.0%Agg GrowthVery HighLevi, UT2026-10-19
Quest 10 Wealth Builders, Inc.
2,102$40.0K0.0%ETFLowFuquay-Varina, VA2026-11-02
EverSource Wealth Advisors, LLC
1,932$36.8K0.0%CoreMediumBirmingham, AL2026-11-04
US Bancorp \de\
900$17.1K0.0%IndexLowMinneapolis, MN2026-11-05
Simplex Trading, LLC
771$14.7K0.0%CoreVery HighChicago, IL2026-11-04
Mosley Wealth Management
545$10.6K0.0%ETFHighAnaheim, CA2026-10-16
Compass Financial Management LLC
199$3.8K0.0%CoreN/ATampa, FL2026-10-30