HoldingsChannel.com
Funds Holding TUA

On this page, we present all of the funds holding TUA from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding TUA, with a link to that fund's top holdings. The next columns indicate the amount of TUA stock held by each of the funds holding TUA, followed by the TUA position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 82 funds holding TUA within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by BCJ Capital Management LLC. For more details on the positions held by BCJ Capital Management LLC (or by any of the other funds holding TUA), click the fund name in the "Holder" column of the funds-holding-TUA table below.

HolderAmountPosition Size
($ in 1000's)
 As of
BCJ Capital Management LLC1,742,146$40,331 12/31/2023
     TUA1,742,146$40,331 12/31/2023
Benchmark Investment Advisors LLC1,742,146$40,331 12/31/2023
     TUA1,742,146$40,331 12/31/2023
Financial Enhancement Group LLC1,332,545$28,357 03/31/2024
     TUA1,332,545$28,357 03/31/2024
Hollencrest Capital Management1,198,584$27,747 12/31/2023
     TUA1,198,584$27,747 12/31/2023
Aprio Wealth Management LLC856,987$18,742 03/31/2024
     TUA856,987$18,742 03/31/2024
Herr Investment Group LLC744,235$17,229 12/31/2023
     TUA744,235$17,229 12/31/2023
AE Wealth Management LLC663,898$15,077 12/31/2023
     TUA663,898$15,077 12/31/2023
Municipal Employees Retirement System of Michigan634,568$13,878 03/31/2024
     TUA634,568$13,878 03/31/2024
Rockefeller Capital Management L.P.445,482$10,313 12/31/2023
     TUA445,482$10,313 12/31/2023
New York State Common Retirement Fund443,494$10,267 12/31/2023
     TUA443,494$10,267 12/31/2023
Schroder Investment Management Group443,494$10,267 12/31/2023
     TUA443,494$10,267 12/31/2023
Southern Farm Bureau Life Insurance437,050$9,563 03/31/2024
     TUA437,050$9,563 03/31/2024
Ancora Advisors LLC383,500$8,878 12/31/2023
     TUA383,500$8,878 12/31/2023
Stephens Inc. AR367,308$8,503 12/31/2023
     TUA367,308$8,503 12/31/2023
Simplify Asset Management Inc.344,324$7,971 12/31/2023
     TUA344,324$7,971 12/31/2023
HighTower Advisors LLC337,975$7,794 12/31/2023
     TUA337,975$7,794 12/31/2023
Royal Bank of Canada321,196$7,436 12/31/2023
     TUA321,196$7,436 12/31/2023
Dakota Wealth Management298,643$6,531 03/31/2024
     TUA298,643$6,531 03/31/2024
Peak Financial Advisors LLC296,043$6,474 03/31/2024
     TUA296,043$6,474 03/31/2024
WJ Interests LLC290,578$6,355 03/31/2024
     TUA290,578$6,355 03/31/2024
Bank of New York Mellon Corp289,962$6,341 03/31/2024
     TUA289,962$6,341 03/31/2024
Envestnet Asset Management Inc.246,292$5,702 12/31/2023
     TUA246,292$5,702 12/31/2023
LPL Financial LLC193,013$4,468 12/31/2023
     TUA193,013$4,468 12/31/2023
Ferguson Shapiro LLC199,419$4,361 03/31/2024
     TUA199,419$4,361 03/31/2024
Commonwealth Equity Services LLC187,677$4,105 03/31/2024
     TUA187,677$4,105 03/31/2024
Almanack Investment Partners LLC.174,683$4,044 12/31/2023
     TUA174,683$4,044 12/31/2023
Pekin Hardy Strauss Inc.161,599$3,741 12/31/2023
     TUA161,599$3,741 12/31/2023
Mid American Wealth Advisory Group Inc.154,912$3,388 03/31/2024
     TUA154,912$3,388 03/31/2024
Altfest L J & Co. Inc.132,259$2,893 03/31/2024
     TUA132,259$2,893 03/31/2024
Gladstone Institutional Advisory LLC123,615$2,862 12/31/2023
     TUA123,615$2,862 12/31/2023
Belpointe Asset Management LLC117,713$2,725 12/31/2023
     TUA117,713$2,725 12/31/2023
HAP Trading LLC84,343$1,953 12/31/2023
     TUA84,343$1,953 12/31/2023
Cumberland Partners Ltd70,000$1,618 12/31/2023
     TUA70,000$1,618 12/31/2023
Principal Securities Inc.68,555$1,587 12/31/2023
     TUA68,555$1,587 12/31/2023
The PNC Financial Services Group Inc.68,233$1,580 12/31/2023
     TUA68,233$1,580 12/31/2023
Advisor Group Holdings Inc.65,044$1,506 12/31/2023
     TUA65,044$1,506 12/31/2023
Jane Street Group LLC64,619$1,496 12/31/2023
     TUA64,619$1,496 12/31/2023
Truist Financial Corp64,426$1,491 12/31/2023
     TUA64,426$1,491 12/31/2023
Renaissance Technologies LLC60,100$1,391 12/31/2023
     TUA60,100$1,391 12/31/2023
GWM Advisors LLC60,698$1,386 12/31/2023
     TUA60,698$1,386 12/31/2023
Advisory Services Network LLC58,892$1,363 12/31/2023
     TUA58,892$1,363 12/31/2023
Bluefin Capital Management LLC50,000$1,154 12/31/2023
     TUA50,000$1,154 12/31/2023
Wells Fargo & Company MN46,035$1,066 12/31/2023
     TUA46,035$1,066 12/31/2023
FDx Advisors Inc.42,925$994 12/31/2023
     TUA42,925$994 12/31/2023
B.O.S.S. Retirement Advisors LLC41,933$971 12/31/2023
     TUA41,933$971 12/31/2023
Toroso Investments LLC39,199$907 12/31/2023
     TUA39,199$907 12/31/2023
Raymond James & Associates38,555$843 03/31/2024
     TUA38,555$843 03/31/2024
Northern Oak Wealth Management Inc.35,500$822 12/31/2023
     TUA35,500$822 12/31/2023
Regal Investment Advisors LLC34,522$799 12/31/2023
     TUA34,522$799 12/31/2023
Great Lakes Retirement Inc.28,956$670 12/31/2023
     TUA28,956$670 12/31/2023
Stratos Wealth Advisors LLC26,380$577 03/31/2024
     TUA26,380$577 03/31/2024
Cambridge Advisors Inc.25,755$563 03/31/2024
     TUA25,755$563 03/31/2024
Private Advisor Group LLC23,826$552 12/31/2023
     TUA23,826$552 12/31/2023
Envestnet Portfolio Solutions Inc.23,554$545 12/31/2023
     TUA23,554$545 12/31/2023
Centric Wealth Management21,975$494 12/31/2023
     TUA21,975$494 12/31/2023
Sage Advisory Services Ltd.Co.20,375$446 03/31/2024
     TUA20,375$446 03/31/2024
Cetera Advisor Networks LLC15,075$349 12/31/2023
     TUA15,075$349 12/31/2023
Professional Financial Advisors LLC14,585$319 03/31/2024
     TUA14,585$319 03/31/2024
BlackDiamond Wealth Management Inc.13,726$309 12/31/2023
     TUA13,726$309 12/31/2023
Carlton Hofferkamp & Jenks Wealth Management LLC13,667$287 03/31/2024
     TUA13,667$287 03/31/2024
Authentikos Wealth Advisory LLC12,154$281 12/31/2023
     TUA12,154$281 12/31/2023
WMS Partners LLC10,000$232 12/31/2023
     TUA10,000$232 12/31/2023
CIBC World Markets Inc.9,829$228 12/31/2023
     TUA9,829$228 12/31/2023
IHT Wealth Management LLC9,698$225 12/31/2023
     TUA9,698$225 12/31/2023
GFS Advisors LLC9,700$212 03/31/2024
     TUA9,700$212 03/31/2024
Family Management Corp9,045$209 12/31/2023
     TUA9,045$209 12/31/2023
Bank of America Corp DE8,753$203 12/31/2023
     TUA8,753$203 12/31/2023
Morgan Stanley5,429$126 12/31/2023
     TUA5,429$126 12/31/2023
JPMorgan Chase & Co.4,334$100 12/31/2023
     TUA4,334$100 12/31/2023
National Bank of Canada FI2,506$58 12/31/2023
     TUA2,506$58 12/31/2023
Comerica Bank689$16 12/31/2023
     TUA689$16 12/31/2023
US Bancorp DE559$13 12/31/2023
     TUA559$13 12/31/2023
Pineridge Advisors LLC430$10 12/31/2023
     TUA430$10 12/31/2023
NBC Securities Inc.341$7 03/31/2024
     TUA341$7 03/31/2024
VisionPoint Advisory Group LLC153$4 12/31/2023
     TUA153$4 12/31/2023
Sound Income Strategies LLC130$3 03/31/2024
     TUA130$3 03/31/2024
Oliver Lagore Vanvalin Investment Group93$2 12/31/2023
     TUA93$2 12/31/2023
Richard W. Paul & Associates LLC46$1 12/31/2023
     TUA46$1 12/31/2023
Proequities Inc.0$0 12/31/2023
     TUA0$0 12/31/2023
Tucker Asset Management LLC12$0 12/31/2023
     TUA12$0 12/31/2023
Citadel Advisors LLC $-710 12/31/2023
     Put74,600$1,727 12/31/2023
     TUA34,629$802 12/31/2023
     Call9,300$215 12/31/2023
Wolverine Trading LLC $-905 12/31/2023
     Put39,100$905 12/31/2023
Simplex Trading LLC9,597$-1,497 03/31/2024
     Put123,500$2,783 03/31/2024
     Call47,200$1,077 03/31/2024
     TUA9,597$209 03/31/2024

See Summary: Institutional Holders of TUA
See Details: Top 10 Hedge Funds Holding TUA
Also See: TUA Holdings Changes

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