# SIMPLIFY EXCHANGE TRADED FUN (TUA)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/TUA/

- Reporting holders: 2
- Reported value: $2.7M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [PRIVATE CLIENT SERVICES, LLC](https://holderbook.com/funds/1457005-private-client-services-llc/) | $2.5M | 133,354 | 0.7% | 9 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $150.2K | 7,889 | 0.0% | 7 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 2 | $2.7M |
| Q2 2026 | 90 | $552.4M |
| Q1 2026 | 84 | $497.9M |
| Q4 2025 | 90 | $452.5M |
| Q3 2025 | 82 | $382.5M |
| Q2 2025 | 94 | $408.9M |
| Q1 2025 | 89 | $417.0M |
| Q4 2024 | 83 | $352.5M |
| Q3 2024 | 70 | $302.4M |
| Q2 2024 | 77 | $346.4M |
| Q1 2024 | 79 | $333.9M |
| Q4 2023 | 78 | $662.7M |