SIMPLIFY EXCHANGE TRADED FUN (TUA): Hedge Fund Ownership & Smart Money Signals (Q4 2025)

SIMPLIFY EXCHANGE TRADED FUN (TUA)

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

Smart Money Signals — TUA

Based on 76 hedge funds · latest filing: 2025 Q4 · 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.

📊

High ownership — 94% of 3.0Y peak

94% of all-time peak

76 funds currently hold this stock — 94% of the 3.0-year high of 81 funds (reached 2025 Q2). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.

📶

Steady growth — +9% more funds vs a year ago

fund count last 6Q

+6 new funds entered over the past year (+9% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟡

Slight buying edge — 53% buying

44 buying39 selling

Last quarter: 44 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 — ~14 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 22 → 19 → 9 → 14. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

📌

Mixed — 30% long-term, 24% new

■ 30% conviction (2yr+) ■ 46% medium ■ 24% new

Of the 76 current holders: 23 (30%) held >2 years, 35 held 1–2 years, and 18 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.

⚠️

Saturation — most institutions already know this story

17 → 22 → 19 → 9 → 14 new funds/Q

New funds entering each quarter: 22 → 19 → 9 → 14. Far fewer institutions are entering now vs. a year ago. When the pool of potential new buyers shrinks this fast, future price support from institutional inflows weakens significantly.

📊

Mixed cohorts — 30% veterans, 33% new entrants

■ 30% veterans ■ 37% 1-2yr ■ 33% new

Of 76 current holders: 23 (30%) held 2+ years, 28 held 1–2 years, 25 (33%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.

📋

Smaller funds dominant — 6% AUM from top-100

6% from top-100 AUM funds

8 of 76 holders rank in the top 100 by AUM, but together hold only 6% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

3.3

out of 10

Low Exit Risk

Exit risk score 3.3/10 — 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 (2025 Q4)	Prior (2025 Q3)	Change
Funds Holding	76	75	1.33%
13F Shares	16M	14M	21.04%
Total Value	$359M	$296M	21.19%
New Positions	14	9	+5
Increased Positions	30	33	-3
Closed Positions	11	17	-6
Reduced Positions	30	29	+1
Total Calls	2	1	100.0%
Total Puts	0	1	-100.0%
PUT/CALL Ratio	0.0	1.0	Bullish

Metric

All 13F Filers (2025 Q4)

Prior (2025 Q3)

Change

Funds Holding

1.33%

13F Shares

16M

14M

21.04%

Total Value

$359M

$296M

21.19%

New Positions

Increased Positions

-3

Closed Positions

-6

Reduced Positions

Total Calls

100.0%

Total Puts

-100.0%

PUT/CALL Ratio

0.0

1.0

Bullish

Institutional Holders (2026 Q1)

76 + investors

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

FILTER:All New Added To Reduced No Change | Overweight >5% | SHOW: Active managers + show index funds

Top 25 institutional holders of TUA — 2025 Q4 · 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	Magnolia Private Wealth, LLC	3.02%	298,645	$4.5M
5	GenTrust, LLC	2.60%	2,883,134	$60.8M
6	Park Edge Advisors, LLC	1.85%	380,176	$8.0M
7	Simplify Asset Management Inc.	1.79%	5,528,700	$116.7M
8	Financial Enhancement Group LLC	1.67%	633,652	$13.5M
9	Insight Wealth Strategies, LLC	1.57%	666,189	$14.1M
10	ALTFEST L J & CO INC	1.50%	663,501	$14.0M
11	Integrated Wealth Management	1.41%	58,245	$1.2M
12	Centennial Advisors, LLC	1.40%	52,168	$1.1M
13	HOWARD BAILEY SECURITIES, LLC	1.29%	148,154	$3.1M
14	PRIVATE CLIENT SERVICES, LLC	1.26%	199,112	$4.2M
15	Aegis Wealth Management, Inc.	1.17%	70,337	$1.5M
16	LifeWealth Investments, LLC	1.03%	163,258	$3.4M
17	Elevated Capital Advisors, LLC	0.88%	165,802	$3.5M
18	B.O.S.S. Retirement Advisors, LLC	0.87%	135,491	$2.9M
19	Heck Capital Advisors, LLC	0.67%	428,759	$9.0M
20	4WEALTH ADVISORS, INC.	0.40%	22,471	$473K
21	Wellment Financial	0.31%	11,781	$249K
22	EVOLUTION WEALTH MANAGEMENT INC.	0.28%	18,108	$382K
23	SMART Wealth LLC	0.21%	33,993	$717K
24	Straight Path Wealth Management	0.18%	32,447	$685K
25	CWC Advisors, LLC.	0.15%	14,622	$309K

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 — 53% buying: Last quarter: 44 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 — 6% AUM from top-100: 8 of 76 holders rank in the top 100 by AUM, but together hold only 6% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held TUA?

Mixed — 30% long-term, 24% new: Of the 76 current holders: 23 (30%) held >2 years, 35 held 1–2 years, and 18 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.

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

High ownership — 94% of 3.0Y peak

Steady growth — +9% more funds vs a year ago

Slight buying edge — 53% buying

Steady new buyers — ~14 new funds per quarter

Mixed — 30% long-term, 24% new

Saturation — most institutions already know this story

Mixed cohorts — 30% veterans, 33% new entrants

Smaller funds dominant — 6% AUM from top-100

Hedge Fund Ownership: TUA

Market Analysis: TUA

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: TUA

Hedge Fund Positioning: TUA

Statistics: TUA

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — SIMPLIFY EXCHANGE TRADED FUN (TUA)

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