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 70 institutions that hold shares in the stock, with a total of 13.1 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 |
|---|---|---|---|---|---|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
2,368,932
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 1.74%
|
|
|
Ferguson Shapiro LLC
|
Oct 09, 2024 Q3 2024 |
1,448,437
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 1.09%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
1,384,782
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 36.85%
|
|
|
Aprio Wealth Management, LLC
|
Oct 07, 2024 Q3 2024 |
1,055,142
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 6.97%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
666,290
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 4.31%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
456,837
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 76.52%
|
|
|
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
|
|
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
Oct 02, 2024 Q3 2024 |
409,820
shares
|
$0
5.92% of portfolio
|
Q3 2024
Added 66.94%
|
|
|
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%
|
|
|
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%
|
|
|
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 |
Oct 03, 2024 Q3 2024 |
174,271
shares
|
$0
2.15% of portfolio
|
Q3 2024
New holding
|
|
|
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%
|
|
|
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%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Oct 31, 2024 Q3 2024 |
160,107
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 5.97%
|
|
|
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%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
124,689
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 0.58%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
109,764
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 0.82%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
104,363
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 64.91%
|