Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Simplify Exchange Traded Fun (TUA)

83 + Investors. Track Smart Money conviction in TUA. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -5
Streak
1Q ▼
Buyers last Q
47%

Smart Money Signals — TUA

Based on 84 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their TUA positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 93% of 3.0Y peak

93% of all-time peak
84 funds currently hold this stock — 93% of the 3.0-year high of 90 funds (reached 2025 Q2). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding TUA is almost the same as a year ago (-2 funds, -2% change). No significant rush to buy or sell — institutional backing is holding steady.
🟠

More sellers than buyers — 47% buying

45 buying50 selling
Last quarter: 50 funds reduced or exited vs 45 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
⚠️

Fewer new buyers each quarter (-6 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 20 → 11 → 20 → 14. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
📌

Mixed — 39% long-term, 27% new

■ 39% conviction (2yr+) ■ 33% medium ■ 27% new
Of the 84 current holders: 33 (39%) held >2 years, 28 held 1–2 years, and 23 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
➡️

Steady discovery — ~14 new funds/quarter

24 → 20 → 11 → 20 → 14 new funds/Q
New funds entering each quarter: 20 → 11 → 20 → 14. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 35% veterans, 34% new entrants

■ 35% veterans ■ 31% 1-2yr ■ 34% new
Of 85 current holders: 30 (35%) held 2+ years, 26 held 1–2 years, 29 (34%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 4% AUM from top-100

4% from top-100 AUM funds
6 of 82 holders rank in the top 100 by AUM, but together hold only 4% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — TUA

In 2026 Q1, 45 hedge funds were net buyers of TUA (14 opened a new position, 31 added to an existing one), while 50 reduced or exited (31 trimmed, 19 sold completely) — a 47% buyer ratio, indicating roughly balanced activity. Net fund flow last quarter: -5 funds (more exits than new entries). Total institutional holders: 84.

Hedge Fund Ownership: TUA

How many hedge funds hold TUA — quarterly history vs. share price
Quarterly hedge fund ownership of TUA vs. share price

Market Analysis: TUA

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: TUA

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Simplify Exchange Traded Fun (TUA) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much TUA has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 81d ago
TUA
nan%
SPY
+15.1%

TUA outperformed SPY by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 36d ago
TUA
nan%
SPY
+1.3%

Since the filing became public, TUA outperformed SPY by nan% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

1 top-rated funds 3 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
3.0
/ 10
conviction
Hedge Fund Positioning: TUA
83 + Investors

Track Smart Money conviction in TUA. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 83 88 -5.68%
13F Shares 24M 18M 34.8%
Total Value $498M $383M 29.74%
New Positions 14 20 -6
Increased Positions 31 31 -
Closed Positions 19 13 +6
Reduced Positions 31 32 -1
Total Calls 2 2 -
Total Puts 1 0 100%
PUT/CALL Ratio 0.5 0.0 Bullish

Statistics: TUA

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

83 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in TUA. Verified SEC 13F-HR filings.

QUARTER:
Top 25 TUA holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Ferguson Shapiro LLC 14.95% 2,326,522 $49.1M
2 Mid-American Wealth Advisory Group, Inc. 10.54% 1,139,443 $25.0M
3 Broussard Financial Group LLC 6.28% 372,250 $7.9M
4 Professional Financial Management, Inc. 4.57% 183,895 $4.0M
5 Authentikos Wealth Advisory, LLC 3.55% 249,065 $5.3M
6 Magnolia Private Wealth, LLC 3.02% 298,645 $4.5M
7 GenTrust, LLC 2.60% 2,883,134 $60.8M
8 Legacy PCG, LLC 2.49% 22,004 $464K
9 Park Edge Advisors, LLC 1.85% 380,176 $8.0M
10 Simplify Asset Management Inc. 1.79% 5,528,700 $116.7M
11 Financial Enhancement Group LLC 1.67% 633,652 $13.5M
12 Insight Wealth Strategies, LLC 1.57% 666,189 $14.1M
13 Altfest L J & Co Inc 1.50% 663,501 $14.0M
14 Integrated Wealth Management 1.41% 58,245 $1.2M
15 Centennial Advisors, LLC 1.40% 52,168 $1.1M
16 Howard Bailey Securities, LLC 1.29% 148,154 $3.1M
17 Private Client Services, LLC 1.26% 199,112 $4.2M
18 Aegis Wealth Management, Inc. 1.17% 70,337 $1.5M
19 LifeWealth Investments, LLC 1.03% 163,258 $3.4M
20 Elevated Capital Advisors, LLC 0.88% 165,802 $3.5M
21 B.O.S.S. Retirement Advisors, LLC 0.87% 135,491 $2.9M
22 Heck Capital Advisors, LLC 0.67% 428,759 $9.0M
23 Ancora Advisors LLC 0.44% 990,249 $20.9M
24 4wealth Advisors, INC. 0.40% 22,471 $473K
25 Wellment Financial 0.31% 11,781 $249K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Simplify Exchange Traded Fun (TUA)

What does the Smart Money Trend signal show for TUA?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their TUA positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for TUA?

More sellers than buyers — 47% buying: Last quarter: 50 funds reduced or exited vs 45 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for TUA holders?

Smaller funds dominant — 4% AUM from top-100: 6 of 82 holders rank in the top 100 by AUM, but together hold only 4% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held TUA?

Mixed — 39% long-term, 27% new: Of the 84 current holders: 33 (39%) held >2 years, 28 held 1–2 years, and 23 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Is it too late to buy Simplify Exchange Traded Fun (TUA) following the 2026 Q1 hedge fund 13F filings?

As of today, TUA has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), TUA has gained nan% vs +15.1% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

Full history →