Who Owns IMPLIFY EXCHANGE TRADED FUN (TUA)? -- Institutional Holders (2026-06-30)

101 institutions reported holding $545.5M of IMPLIFY EXCHANGE TRADED FUN (TUA) in SEC 13F filings for 2026-06-30. Largest institutional holders: Simplify Asset Management Inc. ($98.3M), GenTrust, LLC ($67.5M), Southern Farm Bureau Life Insurance ($60.7M), AE Wealth Management LLC ($41.6M), HighTower Advisors, LLC ($34.9M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	Simplify Asset Management Inc.	$98.3M	4.8M	Trimmed
2	GenTrust, LLC	$67.5M	3.3M	Added
3	Southern Farm Bureau Life Insurance	$60.7M	3.0M	Hold
4	AE Wealth Management LLC	$41.6M	2.0M	Added
5	HighTower Advisors, LLC	$34.9M	1.7M	Added
6	Mid-American Wealth Advisory Group, Inc.	$30.7M	1.5M	Added
7	Trek Financial, LLC	$25.5M	1.2M	New
8	Ancora Advisors LLC	$20.4M	996,922	Added
9	Financial Enhancement Group LLC	$17.3M	844,724	Added
10	Lloyd Advisory Services, LLC.	$13.9M	679,397	Added
11	Ferguson Shapiro LLC	$10.8M	530,665	Trimmed
12	ALTFEST L J & CO INC	$10.5M	513,278	Trimmed
13	Heck Capital Advisors, LLC	$9.1M	447,209	Added
14	LPL Financial LLC	$8.8M	431,936	Trimmed
15	Encompass More Asset Management	$8.7M	426,294	New
16	Park Edge Advisors, LLC	$7.2M	354,937	Trimmed
17	Broussard Financial Group LLC	$7.1M	349,430	Trimmed
18	Authentikos Wealth Advisory, LLC	$5.4M	262,798	Added
19	CITADEL ADVISORS LLC	$4.7M	231,454	Added
20	Aprio Wealth Management, LLC	$4.3M	210,655	Trimmed
21	Professional Financial Management, Inc.	$4.2M	206,219	Added
22	HOLLENCREST CAPITAL MANAGEMENT	$4.1M	201,303	Hold
23	LifeWealth Investments, LLC	$3.5M	170,572	Added
24	Elevated Capital Advisors, LLC	$3.3M	163,300	Trimmed
25	Magnolia Private Wealth, LLC	$3.2M	242,589	Trimmed

Source: SEC Form 13F filings · as of 2026-06-30