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 85 institutions that hold shares in the stock, with a total of 16.1 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 |
|---|---|---|---|---|---|
|
Southern Farm Bureau Life Insurance
|
Jan 17, 2025 Q4 2024 |
2,967,492
shares
|
$0
8.95% of portfolio
|
Q4 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
1,609,358
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 16.22%
|
|
|
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%
|
|
|
Hollencrest Capital Management
|
Feb 07, 2025 Q4 2024 |
1,119,084
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 52.76%
|
|
|
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 |
Apr 09, 2025 Q1 2025 |
979,044
shares
|
$0
11.54% of portfolio
|
Q1 2025
Added 41.77%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
786,290
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 18.01%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
579,263
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 243.71%
|
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Feb 03, 2025 Q4 2024 |
544,870
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 35.93%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Feb 13, 2025 Q4 2024 |
360,858
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
Feb 04, 2025 Q4 2024 |
297,317
shares
|
$0
5.42% of portfolio
|
Q4 2024
New holding
|
|
|
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%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
248,172
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 36.39%
|
|
|
Altfest L J & CO Inc
|
Feb 07, 2025 Q4 2024 |
243,918
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 4.59%
|
|
|
Cumberland Partners LTD
Toronto, A6 |
Feb 03, 2025 Q4 2024 |
198,382
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 7.75%
|
|
|
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%
|
|
|
Simplify Asset Management Inc.
New York, NY |
Feb 11, 2025 Q4 2024 |
170,383
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 2.93%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Feb 06, 2025 Q4 2024 |
167,815
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Jan 28, 2025 Q4 2024 |
167,815
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 4.81%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jan 13, 2025 Q4 2024 |
125,019
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 34.11%
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
124,587
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
122,065
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 11.21%
|
|
|
Longview Financial Advisors, Inc.
Huntsville, AL |
Jan 31, 2025 Q4 2024 |
114,611
shares
|
$0
1.92% of portfolio
|
Q4 2024
Reduced 70.62%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
113,558
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 8.81%
|