TUA Hedge Fund Ownership (Q2 2026)

Q: Is it too late to buy Simplify Exchange Traded Fun (TUA) following the 2026 Q3 hedge fund 13F filings?

As of today, TUA has moved +0.0% since the 2026 Q3 13F filing date (November 14, 2026), compared to +0.0% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (September 30, 2026), TUA gained +0.5% vs -1.1% 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.

Simplify Exchange Traded Fun (TUA)

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

Smart Money Signals — TUA

Based on 90 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds added TUA than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (99% of max)

99% of all-time peak

90 hedge funds hold TUA right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

〰️

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 (-1 funds, -1% change). No significant rush to buy or sell — institutional backing is holding steady.

🟡

Slight buying edge — 58% buying

53 buying39 selling

Last quarter: 53 funds bought or added vs 39 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

➡️

Steady new buyers — ~19 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 11 → 20 → 14 → 19. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

📌

Mixed — 38% long-term, 30% new

■ 38% conviction (2yr+) ■ 32% medium ■ 30% new

Of the 90 current holders: 34 (38%) held >2 years, 29 held 1–2 years, and 27 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 — ~19 new funds/quarter

21 → 11 → 20 → 14 → 19 new funds/Q

New funds entering each quarter: 11 → 20 → 14 → 19. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🏛️

Veteran-anchored — 43% veterans vs 32% newcomers

■ 43% veterans ■ 25% 1-2yr ■ 32% new

Entry-cohort mix of 91 holders: 39 (43%) are 2+ year veterans, 23 entered 1–2 years ago, and 29 (32%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

📋

Smaller funds dominant — 3% AUM from top-100

3% from top-100 AUM funds

12 of 90 holders rank in the top 100 by AUM, but together hold only 3% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

3.7

out of 10

Low Exit Risk

Exit risk score 3.7/10 — 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.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	89	84	5.95%
13F Shares	27M	27M	0.8%
Total Value	$485M	$498M	-2.61%
New Positions	19	14	+5
Increased Positions	34	31	+3
Closed Positions	14	19	-5
Reduced Positions	25	31	-6
Total Calls	1	2	-50.0%
Total Puts	0	1	-100.0%
PUT/CALL Ratio	0.0	0.5	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

5.95%

13F Shares

27M

0.8%

Total Value

$485M

$498M

-2.61%

New Positions

Increased Positions

Closed Positions

-5

Reduced Positions

-6

Total Calls

-50.0%

Total Puts

-100.0%

PUT/CALL Ratio

0.0

0.5

Bullish

Institutional Holders (2026 Q3)

89 + 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:

2026 Q3 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 TUA holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Mid-American Wealth Advisory Group, Inc.	9.69%	1,458,466	$27.8M
2	True Wealth Design, LLC	6.05%	1,352,087	$25.7M
3	Lloyd Advisory Services, LLC.	4.88%	674,905	$12.9M
4	Professional Financial Management, Inc.	4.00%	206,441	$3.9M
5	Authentikos Wealth Advisory, LLC	3.37%	281,706	$5.4M
6	Park Edge Advisors, LLC	1.48%	369,724	$7.0M
7	Altfest L J & Co Inc	1.25%	660,612	$12.6M
8	Centennial Advisors, LLC	1.22%	53,463	$1.0M
9	Integrated Wealth Management	1.18%	63,119	$1.2M
10	Howard Bailey Securities, LLC	1.10%	150,076	$2.9M
11	Elevated Capital Advisors, LLC	1.03%	162,457	$3.1M
12	Aegis Wealth Management, Inc.	0.82%	73,022	$1.4M
13	B.O.S.S. Retirement Advisors, LLC	0.73%	133,731	$2.5M
14	Private Client Services, LLC	0.68%	133,354	$2.5M
15	Ferguson Shapiro LLC	0.48%	87,224	$1.7M
16	GenTrust, LLC	0.38%	533,408	$10.2M
17	Tounjian Advisory Partners, LLC	0.38%	45,576	$868K
18	Heck Capital Advisors, LLC	0.33%	316,709	$6.0M
19	4wealth Advisors, INC.	0.27%	20,714	$394K
20	Montgomery Financial Services LLC	0.26%	16,446	$313K
21	Hollencrest Capital Management	0.25%	201,303	$3.8M
22	Wellment Financial	0.23%	11,317	$215K
23	LifeWealth Investments, LLC	0.20%	38,098	$725K
24	Broussard Financial Group LLC	0.20%	13,975	$266K
25	Great Lakes Retirement, Inc.	0.19%	111,838	$2.1M

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?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added TUA than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for TUA?

Slight buying edge — 58% buying: Last quarter: 53 funds bought or added vs 39 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for TUA holders?

Smaller funds dominant — 3% AUM from top-100: 12 of 90 holders rank in the top 100 by AUM, but together hold only 3% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held TUA?

Mixed — 38% long-term, 30% new: Of the 90 current holders: 34 (38%) held >2 years, 29 held 1–2 years, and 27 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 Q3 hedge fund 13F filings?

As of today, TUA has moved +0.0% since the 2026 Q3 13F filing date (November 14, 2026), compared to +0.0% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (September 30, 2026), TUA has gained +0.5% vs -1.1% 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.

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Simplify Exchange Traded Fun (TUA)

Smart Money Signals — TUA

Buying streak — 1 quarter in a row

At the ownership peak (99% of max)

Stable — ownership unchanged year-over-year

Slight buying edge — 58% buying

Steady new buyers — ~19 new funds per quarter

Mixed — 38% long-term, 30% new

Steady discovery — ~19 new funds/quarter

Veteran-anchored — 43% veterans vs 32% newcomers

Smaller funds dominant — 3% AUM from top-100

Institutional Sentiment Summary — TUA

Hedge Fund Ownership: TUA

Market Analysis: TUA

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: TUA

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

Hedge Fund Positioning: TUA

Statistics: TUA

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q3)

Frequently Asked Questions — Simplify Exchange Traded Fun (TUA)

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