TUA SIMPLIFY EXCHANGE TRADED FUN

Ownership history in CITADEL ADVISORS LLC  ·  26 quarters on record

AI Ownership Summary

CITADEL ADVISORS LLC reported SIMPLIFY EXCHANGE TRADED FUN (TUA) in 26 quarterly 13F filings from 2023 Q4 through 2025 Q4. The latest visible filing shows TUA at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this TUA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CITADEL ADVISORS LLC's position in SIMPLIFY EXCHANGE TRADED FUN, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

TUA was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How CITADEL ADVISORS LLC held TUA — position size vs. price
% of Fund (quarterly)    TUA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 24 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 20,300 -97,000 -82.7% 0.00% $445K 2026-02-14 (Est.) $21.97
2025 Q3 ADDED 117,300 +56,700 +93.6% 0.00% $2.6M 2025-11-14 $21.59
2025 Q3 ADDED 60,600 +29,600 +95.5% 0.00% $1.3M 2025-11-14 $21.59
2025 Q3 REDUCED 31,000 -782,747 -96.2% 0.00% $678K 2025-11-14 $21.59
2025 Q2 ADDED 813,747 +742,147 +1036.5% 0.00% $17.9M 2025-08-14 $21.44
2025 Q2 REDUCED 71,600 -133,336 -65.1% 0.00% $1.6M 2025-08-14 $21.44
2025 Q1 ADDED 204,936 +203,736 +16978.0% 0.00% $4.5M 2025-05-15 $21.00
2025 Q1 REDUCED 1,200 -19,400 -94.2% 0.00% $26K 2025-05-15 $21.00
2025 Q1 REDUCED 20,600 -558,663 -96.4% 0.00% $453K 2025-05-15 $21.00
2024 Q4 ADDED 579,263 +548,663 +1793.0% 0.00% $12.3M 2025-02-14 $20.38
2024 Q4 ADDED 30,600 +9,200 +43.0% 0.00% $649K 2025-02-14 $20.38
2024 Q4 REDUCED 21,400 -147,131 -87.3% 0.00% $454K 2025-02-14 $20.38
2024 Q3 ADDED 168,531 +134,331 +392.8% 0.00% $3.9M 2024-11-14 $20.20
2024 Q3 ADDED 34,200 +4,300 +14.4% 0.00% $786K 2024-11-14 $20.20
2024 Q3 REDUCED 29,900 -17,875 -37.4% 0.00% $687K 2024-11-14 $20.20
2024 Q2 REDUCED 47,775 -76,125 -61.4% 0.00% $1.0M 2024-08-14 $21.33
2024 Q2 ADDED 123,900 +115,000 +1292.1% 0.00% $2.6M 2024-08-14 $21.33
2024 Q2 REDUCED 8,900 -617,684 -98.6% 0.00% $190K 2024-08-14 $21.33
2024 Q1 ADDED 626,584 +378,984 +153.1% 0.00% $13.7M 2024-05-15 $19.89
2024 Q1 ADDED 247,600 +186,400 +304.6% 0.00% $5.4M 2024-05-15 $19.89
2024 Q1 ADDED 61,200 +26,571 +76.7% 0.00% $1.3M 2024-05-15 $19.89
2023 Q4 REDUCED 34,629 -39,971 -53.6% 0.00% $802K 2024-02-14 $20.33
2023 Q4 ADDED 74,600 +65,300 +702.2% 0.00% $1.7M 2024-02-14 $20.33
2023 Q4 REDUCED 9,300 -108,159 -92.1% 0.00% $215K 2024-02-14 $20.33
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About CITADEL ADVISORS LLC and TUA

These are the practical questions this page is built to answer before you even open the full history table.

How long has CITADEL ADVISORS LLC reported owning TUA?

CITADEL ADVISORS LLC reported TUA across 24 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported TUA position in CITADEL ADVISORS LLC's portfolio?

The largest reported portfolio weight for TUA was 0.00% in 2025 Q2.

What is the latest reported TUA position on this page?

The most recent filing on this page is 2025 Q4, when CITADEL ADVISORS LLC reported 20,300 shares, equal to 0.00% of portfolio, with an estimated market value of $445K.

What does the chart on this TUA ownership page compare?

The chart compares CITADEL ADVISORS LLC's quarterly TUA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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