TUA · Insider trading · 13F holders · Congress trades
Simplify Exchange Traded Fun (TUA)
Who is buying and selling TUA: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 24
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
TUA at a glance
- No open-market insider purchases or sales of TUA were filed in the last 90 days.
- 24 13F filers hold TUA among their 50 largest positions, worth $207.4M combined. The biggest bets by portfolio weight are Mid-American Wealth Advisory Group, Inc. (9.7%), True Wealth Design, LLC (6.0%) and Lloyd Advisory Services, LLC. (5.4%). In their latest 13Fs, 0 managers opened a new position and 5 added to one.
- No member of Congress has disclosed a trade in TUA.
TUA insider trading
No open-market insider purchases or sales of TUA were filed in the last 90 days.
Who owns TUA? Hedge funds and superinvestors
24 13F filers hold TUA among their 50 largest positions, worth $207.4M combined. The biggest bets by portfolio weight are Mid-American Wealth Advisory Group, Inc. (9.7%), True Wealth Design, LLC (6.0%) and Lloyd Advisory Services, LLC. (5.4%). In their latest 13Fs, 0 managers opened a new position and 5 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| GenTrust, LLCWealth manager | 2.6% | $67.5M | 3,302,450 | +14.5% shares | Q2 2026 |
| Mid-American Wealth Advisory Group, Inc.Wealth manager | 9.7% | $27.8M | 1,458,466 | -3.1% shares | Q3 2026 |
| True Wealth Design, LLCWealth manager | 6.0% | $25.7M | 1,352,087 | — | Q3 2026 |
| Ancora Advisors LLCInstitutional asset manager | 0.4% | $20.4M | 996,922 | +0.7% shares | Q2 2026 |
| Lloyd Advisory Services, LLC.Wealth manager | 5.4% | $13.9M | 679,397 | +1675.7% shares | Q2 2026 |
| Altfest L J & Co IncInvestment manager | 1.2% | $12.6M | 660,612 | +28.7% shares | Q3 2026 |
| Park Edge Advisors, LLCWealth manager | 1.5% | $7.0M | 369,724 | +4.2% shares | Q3 2026 |
| Authentikos Wealth Advisory, LLCWealth manager | 3.4% | $5.4M | 262,798 | +5.5% shares | Q2 2026 |
| Professional Financial Management, Inc.Wealth manager | 4.0% | $3.9M | 206,441 | +0.1% shares | Q3 2026 |
| Elevated Capital Advisors, LLCWealth manager | 0.9% | $3.3M | 163,300 | -1.5% shares | Q2 2026 |
| Magnolia Private Wealth, LLCWealth manager | 1.8% | $3.2M | 242,589 | -18.8% shares | Q2 2026 |
| Howard Bailey Securities, LLCWealth manager | 1.1% | $2.9M | 150,076 | -4.4% shares | Q3 2026 |
| B.O.S.S. Retirement Advisors, LLCWealth manager | 0.7% | $2.5M | 133,731 | -4.3% shares | Q3 2026 |
| Private Client Services, LLCWealth manager | 0.7% | $2.5M | 133,354 | +0.7% shares | Q3 2026 |
| Ferguson Shapiro LLCWealth manager | 0.5% | $1.7M | 87,224 | -83.6% shares | Q3 2026 |
| Aegis Wealth Management, Inc.Wealth manager | 0.8% | $1.4M | 73,022 | -2.6% shares | Q3 2026 |
| Integrated Wealth ManagementWealth manager | 1.2% | $1.2M | 63,119 | -1.1% shares | Q3 2026 |
| Golden Reserve Retirement LLCWealth manager | 0.2% | $1.2M | 58,630 | +93.0% shares | Q2 2026 |
| Centennial Advisors, LLCWealth manager | 1.2% | $1.0M | 53,463 | -6.4% shares | Q3 2026 |
| Tounjian Advisory Partners, LLCWealth manager | 0.4% | $1.0M | 49,358 | — | Q2 2026 |
| Legacy PCG, LLCWealth manager | 2.2% | $447K | 22,004 | +0.0% shares | Q2 2026 |
| Montgomery Financial Services LLCWealth manager | 0.3% | $354K | 17,341 | — | Q2 2026 |
| Broussard Financial Group LLCWealth manager | 0.2% | $266K | 13,975 | -96.0% shares | Q3 2026 |
| Wellment FinancialWealth manager | 0.2% | $215K | 11,317 | -6.0% shares | Q3 2026 |
Each manager counts with its latest 13F (Q3 2026: 14, Q2 2026: 10). Screen TUA in the grand portfolio →
TUA stock trades by members of Congress
No member of Congress has disclosed a trade in TUA.
TUA questions and answers
Are insiders buying TUA stock?
No open-market insider purchases or sales of TUA were filed in the last 90 days.
Which hedge funds own TUA?
24 13F filers hold TUA among their 50 largest positions, worth $207.4M combined. The biggest bets by portfolio weight are Mid-American Wealth Advisory Group, Inc. (9.7%), True Wealth Design, LLC (6.0%) and Lloyd Advisory Services, LLC. (5.4%). In their latest 13Fs, 0 managers opened a new position and 5 added to one.
Has Congress traded TUA?
No member of Congress has disclosed a trade in TUA.
Who is the largest holder of TUA?
Among 13F filers, GenTrust, LLC reports the largest TUA position, $67.5M (3,302,450 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Mid-American Wealth Advisory Group, Inc.'s: 9.7% of its portfolio.
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