Institutional Ownership Simpl Exch Traded Fds Sht Term (TUA)
This table provides information about the institutional ownership of Simpl Exch Traded Fds Sht Term (TUA). We have compiled data on the 78 institutions that hold shares in the stock, with a total of 17.4 Million shares, which have been reported (via 13F filing form) to have a value of $0.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Southern Farm Bureau Life Insurance
|
Jan 17, 2025 Q4 2024 |
2,967,492
shares
|
$0
8.95% of portfolio
|
Q4 2024
New holding
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
2,368,932
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 1.74%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
1,384,782
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 36.85%
|
|
|
Ferguson Shapiro LLC
|
Jan 23, 2025 Q4 2024 |
1,310,149
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 9.55%
|
|
|
Aprio Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
1,205,994
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 14.3%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Jan 14, 2025 Q4 2024 |
1,013,970
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
Jan 13, 2025 Q4 2024 |
690,564
shares
|
$0
8.62% of portfolio
|
Q4 2024
Added 68.5%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
666,290
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 4.31%
|
|
|
Longview Financial Advisors, Inc.
Huntsville, AL |
Oct 15, 2024 Q3 2024 |
440,615
shares
|
$0
9.69% of portfolio
|
Q3 2024
Reduced 2.2%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
414,635
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Oct 10, 2024 Q3 2024 |
400,843
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 15.93%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
390,118
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 115.8%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
359,262
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 29.7%
|
|
|
Wj Interests, LLC
Sugar Land, TX |
Oct 21, 2024 Q3 2024 |
313,386
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 3.94%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
265,795
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 41.82%
|
|
|
Altfest L J & CO Inc
|
Nov 05, 2024 Q3 2024 |
233,211
shares
|
$0
0.71% of portfolio
|
Q3 2024
Reduced 17.8%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
196,398
shares
|
$0
0.01% of portfolio
|
Q3 2024
Added 2.23%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
189,722
shares
|
$0
1.12% of portfolio
|
Q4 2024
Added 740.04%
|
|
|
Cumberland Partners LTD
Toronto, A6 |
Nov 05, 2024 Q3 2024 |
184,105
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 48.55%
|
|
|
Private Client Services, LLC
Louisville, KY |
Jan 08, 2025 Q4 2024 |
183,665
shares
|
$0
2.09% of portfolio
|
Q4 2024
Added 5.39%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
168,531
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 252.76%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Jan 28, 2025 Q4 2024 |
167,815
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 4.81%
|
|
|
Simplify Asset Management Inc.
New York, NY |
Nov 12, 2024 Q3 2024 |
165,526
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 63.11%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
136,003
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 67.31%
|
|
|
Pekin Hardy Strauss, Inc.
|
Nov 12, 2024 Q3 2024 |
133,608
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 21.08%
|