TUA — Simplify Exchange Traded Fun Institutional Holders · Q3 2026
Who owns Simplify Exchange Traded Fun (TUA)? 3 institutions reported holding $2.69M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Private Client Services, LLC ($2.5M), Farther Finance Advisors, LLC ($150,209), Financial Enhancement Group LLC ($0).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | PRIVATE CLIENT SERVICES, LLC | $2.5M | 133,354 | Added |
| 2 | Farther Finance Advisors, LLC | $150,209 | 7,889 | Trimmed |
| 3 | Financial Enhancement Group LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30