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SIM ST Treas FUT Strat ETF (TUA)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Mid-American Wealth Advisory Group, Inc.
DECREASED
Shares1,458,466 from 1,505,044
Change-46,578 (-3%)
Value$27.8M (-$3.0M)
Filed 2026-10-21
True Wealth Design, LLC
NEW
Shares1,352,087
Change+1,352,087
Value$25.7M
Filed 2026-10-13
Lloyd Advisory Services, Llc.
DECREASED
Shares674,905 from 679,397
Change-4,492 (-1%)
Value$12.9M (-$1.0M)
Filed 2026-11-02
Altfest L J & Co Inc
INCREASED
Shares660,612 from 513,278
Change+147,334 (+29%)
Value$12.6M (+$2.1M)
Filed 2026-10-27
Park Edge Advisors, LLC
INCREASED
Shares369,724 from 354,937
Change+14,787 (+4%)
Value$7.0M (-$210.0K)
Filed 2026-10-28
Heck Capital Advisors, LLC
DECREASED
Shares316,709 from 447,209
Change-130,500 (-29%)
Value$6.0M (-$3.1M)
Filed 2026-10-14
Professional Financial Management, Inc.
INCREASED
Shares206,441 from 206,219
Change+222 (+0%)
Value$3.9M (-$281.4K)
Filed 2026-10-22
Elevated Capital Advisors, LLC
DECREASED
Shares162,457 from 163,300
Change-843 (-1%)
Value$3.1M (-$242.2K)
Filed 2026-11-04
Howard Bailey Securities, LLC
DECREASED
Shares150,076 from 156,987
Change-6,911 (-4%)
Value$2.9M (-$349.0K)
Filed 2026-10-27
Cambridge Investment Research Advisors, Inc.
NEW
Shares140,967
Change+140,967
Value$2.7K
Filed 2026-11-02
B.O.S.S. Retirement Advisors, LLC
DECREASED
Shares133,731 from 139,720
Change-5,989 (-4%)
Value$2.5M (-$307.6K)
Filed 2026-10-26
Private Client Services, LLC
INCREASED
Shares133,354 from 132,458
Change+896 (+1%)
Value$2.5M (-$166.4K)
Filed 2026-10-02
Great Lakes Retirement, Inc.
DECREASED
Shares111,838 from 121,629
Change-9,791 (-8%)
Value$2.1M (-$354.9K)
Filed 2026-10-26
Aprio Wealth Management, LLC
DECREASED
Shares87,970 from 210,655
Change-122,685 (-58%)
Value$1.7M (-$2.6M)
Filed 2026-10-28
Ferguson Shapiro LLC
DECREASED
Shares87,224 from 530,665
Change-443,441 (-84%)
Value$1.7M (-$9.2M)
Filed 2026-10-16
Aegis Wealth Management, Inc.
DECREASED
Shares73,022 from 74,953
Change-1,931 (-3%)
Value$1.4M (-$140.6K)
Filed 2026-10-26
Integrated Wealth Management
DECREASED
Shares63,119 from 63,803
Change-684 (-1%)
Value$1.2M (-$101.4K)
Filed 2026-10-19
Golden Reserve Retirement LLC
INCREASED
Shares58,722 from 58,630
Change+92 (+0%)
Value$1.1M (-$79.5K)
Filed 2026-11-02
Centennial Advisors, LLC
DECREASED
Shares53,463 from 57,089
Change-3,626 (-6%)
Value$1.0M (-$148.1K)
Filed 2026-10-21
Tounjian Advisory Partners, LLC
DECREASED
Shares45,576 from 49,358
Change-3,782 (-8%)
Value$867.8K (-$140.4K)
Filed 2026-11-04
LifeWealth Investments, LLC
DECREASED
Shares38,098 from 170,572
Change-132,474 (-78%)
Value$725.4K (-$2.8M)
Filed 2026-10-21
Kingdom Financial Group Llc.
DECREASED
Shares36,966 from 38,296
Change-1,330 (-3%)
Value$703.8K (-$78.4K)
Filed 2026-11-04
Straight Path Wealth Management
DECREASED
Shares30,597 from 31,697
Change-1,100 (-3%)
Value$582.6K (-$64.8K)
Filed 2026-10-23
Sky Investment Group LLC
NEW
Shares25,700
Change+25,700
Value$489.3K
Filed 2026-10-30
Csenge Advisory Group
DECREASED
Shares24,354 from 32,821
Change-8,467 (-26%)
Value$463.7K (-$206.7K)
Filed 2026-11-04
Simplify Asset Management Inc.
DECREASED
Shares23,740 from 4,810,740
Change-4,787,000 (-100%)
Value$452.0K (-$97.8M)
Filed 2026-10-27
4Wealth Advisors, Inc.
DECREASED
Shares20,714 from 21,061
Change-347 (-2%)
Value$394.0K (-$38.2K)
Filed 2026-10-13
Valen Private Capital, LLC
NEW
Shares19,919
Change+19,919
Value$379.3K
Filed 2026-10-23
Montgomery Financial Services LLC
DECREASED
Shares16,446 from 17,341
Change-895 (-5%)
Value$313.1K (-$41.1K)
Filed 2026-11-03
Evolution Wealth Management Inc.
DECREASED
Shares16,206 from 16,426
Change-220 (-1%)
Value$308.6K (-$26.9K)
Filed 2026-10-28
Welch Group, LLC
INCREASED
Shares15,793 from 13,482
Change+2,311 (+17%)
Value$300.7K (+$25.3K)
Filed 2026-10-29
Broussard Financial Group LLC
DECREASED
Shares13,975 from 349,430
Change-335,455 (-96%)
Value$266.1K (-$6.9M)
Filed 2026-10-26
CWC Advisors, Llc.
DECREASED
Shares11,931 from 14,691
Change-2,760 (-19%)
Value$227.2K (-$72.9K)
Filed 2026-10-15
Wellment Financial
DECREASED
Shares11,317 from 12,040
Change-723 (-6%)
Value$215.5K (-$30.4K)
Filed 2026-10-28
Networth Advisors, LLC
INCREASED
Shares10,627 from 10,095
Change+532 (+5%)
Value$202.3K (-$3.9K)
Filed 2026-11-03
Rinkey Investments
NEW
Shares10,315
Change+10,315
Value$196.4K
Filed 2026-10-28
StoneX Group Inc.
NEW
Shares10,026
Change+10,026
Value$202.2K
Filed 2026-11-03
Farther Finance Advisors, LLC
DECREASED
Shares7,889 from 23,034
Change-15,145 (-66%)
Value$150.2K (-$320.3K)
Filed 2026-10-08
Key Capital Management, Inc
DECREASED
Shares3,829 from 4,242
Change-413 (-10%)
Value$72.9K (-$13.7K)
Filed 2026-11-03
Decker Retirement Planning Inc.
INCREASED
Shares2,358 from 2,355
Change+3 (+0%)
Value$44.9K (-$3.2K)
Filed 2026-10-19
Quest 10 Wealth Builders, Inc.
INCREASED
Shares2,102 from 2,099
Change+3 (+0%)
Value$40.0K (-$2.9K)
Filed 2026-11-02
EverSource Wealth Advisors, LLC
NEW
Shares1,932
Change+1,932
Value$36.8K
Filed 2026-11-04
US Bancorp \de\
UNCHANGED
Shares900 from 900
Change0 (0%)
Value$17.1K (-$1.2K)
Filed 2026-11-05
Simplex Trading, LLC
DECREASED
Shares771 from 3,038
Change-2,267 (-75%)
Value$14.7K (-$47.4K)
Filed 2026-11-04
Mosley Wealth Management
INCREASED
Shares545 from 394
Change+151 (+38%)
Value$10.6K (+$2.5K)
Filed 2026-10-16
Compass Financial Management LLC
UNCHANGED
Shares199 from 199
Change0 (0%)
Value$3.8K (-$267)
Filed 2026-10-30
Southern Farm Bureau Life Insurance
CLOSED
Shares0 from 2,967,492
Change-2,967,492 (-100%)
Value$0 (-$60.7M)
Filed 2026-10-15
Trek Financial, LLC
CLOSED
Shares0 from 1,248,306
Change-1,248,306 (-100%)
Value$0 (-$25.5M)
Filed 2026-10-29
Financial Enhancement Group LLC
CLOSED
Shares0 from 844,724
Change-844,724 (-100%)
Value$0 (-$17.3M)
Filed 2026-10-08
Encompass More Asset Management
CLOSED
Shares0 from 426,294
Change-426,294 (-100%)
Value$0 (-$8.7M)
Filed 2026-10-16
Evergreen Capital Management LLC
CLOSED
Shares0 from 44,036
Change-44,036 (-100%)
Value$0 (-$899.4K)
Filed 2026-10-23
Commonwealth Equity Services, LLC
CLOSED
Shares0 from 18,065
Change-18,065 (-100%)
Value$0 (-$369.0K)
Filed 2026-11-02
Smart Wealth LLC
CLOSED
Shares0 from 17,838
Change-17,838 (-100%)
Value$0 (-$364.3K)
Filed 2026-11-04
GFS Advisors, LLC
CLOSED
Shares0 from 15,240
Change-15,240 (-100%)
Value$0 (-$90.9K)
Filed 2026-11-03
KPP Advisory Services LLC
CLOSED
Shares0 from 13,636
Change-13,636 (-100%)
Value$0 (-$278.5K)
Filed 2026-10-26
Brighton Jones LLC
CLOSED
Shares0 from 10,669
Change-10,669 (-100%)
Value$0 (-$217.9K)
Filed 2026-11-03
Harbour Capital Advisors, LLC
CLOSED
Shares0 from 10,110
Change-10,110 (-100%)
Value$0 (-$205.7K)
Filed 2026-10-13
Signaturefd, LLC
CLOSED
Shares0 from 5,314
Change-5,314 (-100%)
Value$0 (-$108.5K)
Filed 2026-10-23
Private Trust Co NA
CLOSED
Shares0 from 820
Change-820 (-100%)
Value$0 (-$16.7K)
Filed 2026-10-20
GenTrust, LLC
N/A
Shares— from 3,302,450
Change-3,302,450 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 2,035,990
Change-2,035,990 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 1,709,228
Change-1,709,228 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 996,922
Change-996,922 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 431,936
Change-431,936 (-100%)
Value—
Authentikos Wealth Advisory, LLC
N/A
Shares— from 262,798
Change-262,798 (-100%)
Value—
Magnolia Private Wealth, LLC
N/A
Shares— from 242,589
Change-242,589 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 201,303
Change-201,303 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 139,754
Change-139,754 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 135,797
Change-135,797 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 100,272
Change-100,272 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 88,568
Change-88,568 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 79,467
Change-79,467 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 52,723
Change-52,723 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 41,000
Change-41,000 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 39,011
Change-39,011 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 34,486
Change-34,486 (-100%)
Value—
Legacy PCG, LLC
N/A
Shares— from 22,004
Change-22,004 (-100%)
Value—
Cumberland Partners Ltd
N/A
Shares— from 19,232
Change-19,232 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 17,373
Change-17,373 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 16,320
Change-16,320 (-100%)
Value—
FSA Advisors, Inc.
N/A
Shares— from 14,288
Change-14,288 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 12,734
Change-12,734 (-100%)
Value—
Astoria Portfolio Advisors Llc.
N/A
Shares— from 11,420
Change-11,420 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 10,670
Change-10,670 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 10,139
Change-10,139 (-100%)
Value—
Clarity Financial LLC
N/A
Shares— from 10,030
Change-10,030 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 790
Change-790 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 634
Change-634 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 536
Change-536 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 340
Change-340 (-100%)
Value—
Virtus Advisers, LLC
N/A
Shares— from 304
Change-304 (-100%)
Value—
FMR LLC
N/A
Shares— from 270
Change-270 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 146
Change-146 (-100%)
Value—
UBS Group AG
N/A
Shares— from 97
Change-97 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Mid-American Wealth Advisory Group, Inc.
DECREASED1,458,4661,505,044-46,578-3%$30.7M$27.8M-$3.0M2026-10-21
True Wealth Design, LLC
NEW1,352,087—+1,352,087——$25.7M—2026-10-13
Lloyd Advisory Services, Llc.
DECREASED674,905679,397-4,492-1%$13.9M$12.9M-$1.0M2026-11-02
Altfest L J & Co Inc
INCREASED660,612513,278+147,334+29%$10.5M$12.6M+$2.1M2026-10-27
Park Edge Advisors, LLC
INCREASED369,724354,937+14,787+4%$7.2M$7.0M-$210.0K2026-10-28
Heck Capital Advisors, LLC
DECREASED316,709447,209-130,500-29%$9.1M$6.0M-$3.1M2026-10-14
Professional Financial Management, Inc.
INCREASED206,441206,219+222+0%$4.2M$3.9M-$281.4K2026-10-22
Elevated Capital Advisors, LLC
DECREASED162,457163,300-843-1%$3.3M$3.1M-$242.2K2026-11-04
Howard Bailey Securities, LLC
DECREASED150,076156,987-6,911-4%$3.2M$2.9M-$349.0K2026-10-27
Cambridge Investment Research Advisors, Inc.
NEW140,967—+140,967——$2.7K—2026-11-02
B.O.S.S. Retirement Advisors, LLC
DECREASED133,731139,720-5,989-4%$2.9M$2.5M-$307.6K2026-10-26
Private Client Services, LLC
INCREASED133,354132,458+896+1%$2.7M$2.5M-$166.4K2026-10-02
Great Lakes Retirement, Inc.
DECREASED111,838121,629-9,791-8%$2.5M$2.1M-$354.9K2026-10-26
Aprio Wealth Management, LLC
DECREASED87,970210,655-122,685-58%$4.3M$1.7M-$2.6M2026-10-28
Ferguson Shapiro LLC
DECREASED87,224530,665-443,441-84%$10.8M$1.7M-$9.2M2026-10-16
Aegis Wealth Management, Inc.
DECREASED73,02274,953-1,931-3%$1.5M$1.4M-$140.6K2026-10-26
Integrated Wealth Management
DECREASED63,11963,803-684-1%$1.3M$1.2M-$101.4K2026-10-19
Golden Reserve Retirement LLC
INCREASED58,72258,630+92+0%$1.2M$1.1M-$79.5K2026-11-02
Centennial Advisors, LLC
DECREASED53,46357,089-3,626-6%$1.2M$1.0M-$148.1K2026-10-21
Tounjian Advisory Partners, LLC
DECREASED45,57649,358-3,782-8%$1.0M$867.8K-$140.4K2026-11-04
LifeWealth Investments, LLC
DECREASED38,098170,572-132,474-78%$3.5M$725.4K-$2.8M2026-10-21
Kingdom Financial Group Llc.
DECREASED36,96638,296-1,330-3%$782.2K$703.8K-$78.4K2026-11-04
Straight Path Wealth Management
DECREASED30,59731,697-1,100-3%$647.4K$582.6K-$64.8K2026-10-23
Sky Investment Group LLC
NEW25,700—+25,700——$489.3K—2026-10-30
Csenge Advisory Group
DECREASED24,35432,821-8,467-26%$670.4K$463.7K-$206.7K2026-11-04
Simplify Asset Management Inc.
DECREASED23,7404,810,740-4,787,000-100%$98.3M$452.0K-$97.8M2026-10-27
4Wealth Advisors, Inc.
DECREASED20,71421,061-347-2%$432.2K$394.0K-$38.2K2026-10-13
Valen Private Capital, LLC
NEW19,919—+19,919——$379.3K—2026-10-23
Montgomery Financial Services LLC
DECREASED16,44617,341-895-5%$354.2K$313.1K-$41.1K2026-11-03
Evolution Wealth Management Inc.
DECREASED16,20616,426-220-1%$335.5K$308.6K-$26.9K2026-10-28
Welch Group, LLC
INCREASED15,79313,482+2,311+17%$275.4K$300.7K+$25.3K2026-10-29
Broussard Financial Group LLC
DECREASED13,975349,430-335,455-96%$7.1M$266.1K-$6.9M2026-10-26
CWC Advisors, Llc.
DECREASED11,93114,691-2,760-19%$300.1K$227.2K-$72.9K2026-10-15
Wellment Financial
DECREASED11,31712,040-723-6%$245.9K$215.5K-$30.4K2026-10-28
Networth Advisors, LLC
INCREASED10,62710,095+532+5%$206.2K$202.3K-$3.9K2026-11-03
Rinkey Investments
NEW10,315—+10,315——$196.4K—2026-10-28
StoneX Group Inc.
NEW10,026—+10,026——$202.2K—2026-11-03
Farther Finance Advisors, LLC
DECREASED7,88923,034-15,145-66%$470.5K$150.2K-$320.3K2026-10-08
Key Capital Management, Inc
DECREASED3,8294,242-413-10%$86.6K$72.9K-$13.7K2026-11-03
Decker Retirement Planning Inc.
INCREASED2,3582,355+3+0%$48.1K$44.9K-$3.2K2026-10-19
Quest 10 Wealth Builders, Inc.
INCREASED2,1022,099+3+0%$42.9K$40.0K-$2.9K2026-11-02
EverSource Wealth Advisors, LLC
NEW1,932—+1,932——$36.8K—2026-11-04
US Bancorp \de\
UNCHANGED90090000%$18.4K$17.1K-$1.2K2026-11-05
Simplex Trading, LLC
DECREASED7713,038-2,267-75%$62.1K$14.7K-$47.4K2026-11-04
Mosley Wealth Management
INCREASED545394+151+38%$8.0K$10.6K+$2.5K2026-10-16
Compass Financial Management LLC
UNCHANGED19919900%$4.1K$3.8K-$2672026-10-30
Southern Farm Bureau Life Insurance
CLOSED02,967,492-2,967,492-100%$60.7M$0-$60.7M2026-10-15
Trek Financial, LLC
CLOSED01,248,306-1,248,306-100%$25.5M$0-$25.5M2026-10-29
Financial Enhancement Group LLC
CLOSED0844,724-844,724-100%$17.3M$0-$17.3M2026-10-08
Encompass More Asset Management
CLOSED0426,294-426,294-100%$8.7M$0-$8.7M2026-10-16
Evergreen Capital Management LLC
CLOSED044,036-44,036-100%$899.4K$0-$899.4K2026-10-23
Commonwealth Equity Services, LLC
CLOSED018,065-18,065-100%$369.0K$0-$369.0K2026-11-02
Smart Wealth LLC
CLOSED017,838-17,838-100%$364.3K$0-$364.3K2026-11-04
GFS Advisors, LLC
CLOSED015,240-15,240-100%$90.9K$0-$90.9K2026-11-03
KPP Advisory Services LLC
CLOSED013,636-13,636-100%$278.5K$0-$278.5K2026-10-26
Brighton Jones LLC
CLOSED010,669-10,669-100%$217.9K$0-$217.9K2026-11-03
Harbour Capital Advisors, LLC
CLOSED010,110-10,110-100%$205.7K$0-$205.7K2026-10-13
Signaturefd, LLC
CLOSED05,314-5,314-100%$108.5K$0-$108.5K2026-10-23
Private Trust Co NA
CLOSED0820-820-100%$16.7K$0-$16.7K2026-10-20
GenTrust, LLC
N/A—3,302,450-3,302,450-100%$67.5M———
AE Wealth Management LLC
N/A—2,035,990-2,035,990-100%$41.6M———
HighTower Advisors, LLC
N/A—1,709,228-1,709,228-100%$34.9M———
Ancora Advisors LLCA
N/A—996,922-996,922-100%$20.4M———
LPL Financial LLC
N/A—431,936-431,936-100%$8.8M———
Authentikos Wealth Advisory, LLC
N/A—262,798-262,798-100%$5.4M———
Magnolia Private Wealth, LLC
N/A—242,589-242,589-100%$3.2M———
Hollencrest Capital Management
N/A—201,303-201,303-100%$4.1M———
Citadel Advisors LLC
N/A—139,754-139,754-100%$2.9M———
Principal Securities, Inc.
N/A—135,797-135,797-100%$2.8M———
Gladstone Institutional Advisory LLC
N/A—100,272-100,272-100%$2.0M———
Envestnet Asset Management Inc
N/A—88,568-88,568-100%$1.8M———
Royal Bank of Canada
N/A—79,467-79,467-100%$1.6M———
IHT Wealth Management, LLC
N/A—52,723-52,723-100%$1.1M———
Goldman Sachs Group Inc
N/A—41,000-41,000-100%$837.4K———
HRT Financial LP
N/A—39,011-39,011-100%$796.0K———
IFG Advisory, LLC
N/A—34,486-34,486-100%$704.4K———
Legacy PCG, LLC
N/A—22,004-22,004-100%$447.1K———
Cumberland Partners Ltd
N/A—19,232-19,232-100%$392.8K———
Anchor Investment Management, LLC
N/A—17,373-17,373-100%$354.9K———
MML Investors Services, LLC
N/A—16,320-16,320-100%$333.3K———
FSA Advisors, Inc.
N/A—14,288-14,288-100%$291.8K———
Osaic Holdings, Inc.
N/A—12,734-12,734-100%$260.2K———
Astoria Portfolio Advisors Llc.
N/A—11,420-11,420-100%$233.3K———
AQR Capital Management LLC
N/A—10,670-10,670-100%$217.9K———
Group One Trading LLC
N/A—10,139-10,139-100%$207.1K———
Clarity Financial LLC
N/A—10,030-10,030-100%$204.9K———
Geneos Wealth Management Inc.
N/A—790-790-100%$16.2K———
National Bank of Canada
N/A—634-634-100%$12.9K———
Morgan Stanley
N/A—536-536-100%$11.0K———
Northwestern Mutual Wealth Management Co
N/A—340-340-100%$6.9K———
Virtus Advisers, LLC
N/A—304-304-100%$6.2K———
FMR LLC
N/A—270-270-100%$5.5K———
Steward Partners Investment Advisory, LLC
N/A—146-146-100%$3.0K———
UBS Group AG
N/A—97-97-100%$2.0K———
Wells Fargo & Company
N/A—1-1-100%$14———
Showing 95 of 95 institutions