SIMPLIFY EXCHANGE TRADED FUN - SHORT TERM TREA (TUA) Institutional Ownership

13F Institutional Holders and Ownership History from Q4 2022 to Q4 2025

Type / Class
Equity / SHORT TERM TREA
Symbol
TUA
Price per share
$21.90
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
17,201,311
Total reported value
$376,051,604
% of total 13F portfolios
0.01%
Share change
-973,058
Value change
-$21,413,808
Number of holders
82
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

As of 30 Sep 2025, 82 institutional investors reported holding 17,201,311 shares of SIMPLIFY EXCHANGE TRADED FUN - SHORT TERM TREA (TUA).

Institutional Holders of SIMPLIFY EXCHANGE TRADED FUN - SHORT TERM TREA (TUA) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 862,460 $18,890,475 +$14,204,882 $21.90 3
2025 Q3 17,201,311 $376,051,604 -$21,413,808 $21.87 82
2025 Q2 18,174,389 $400,324,719 -$16,961,525 $22.03 93
2025 Q1 18,942,492 $412,673,120 +$52,440,819 $21.97 88
2024 Q4 16,554,060 $351,196,511 +$60,735,509 $21.22 82
2024 Q3 13,096,181 $300,924,569 -$65,171,433 $22.99 69
2024 Q2 16,037,889 $343,358,781 +$20,354,659 $21.32 75
2024 Q1 15,009,083 $327,384,102 -$294,780,025 $21.87 80
2023 Q4 440,615 $10,200,255 $23.15 1
2023 Q3 22,758,417 $496,989,507 +$70,051,440 $21.84 36
2023 Q2 19,546,332 $443,186,506 +$380,474,715 $22.68 33
2023 Q1 2,722,606 $69,108,033 +$25,362,281 $25.37 19
2022 Q4 1,444,634 $35,805,055 +$24,406,529 $24.78 13