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 96 institutions that hold shares in the stock, with a total of 18.3 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
|
Jul 30, 2025 Q2 2025 |
2,967,492
shares
|
$0
8.35% of portfolio
|
Q4 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
1,930,417
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 3.67%
|
|
|
Ferguson Shapiro LLC
|
Aug 01, 2025 Q2 2025 |
1,880,358
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 46.08%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Jul 24, 2025 Q2 2025 |
1,055,361
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 30.7%
|
|
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
Jul 30, 2025 Q2 2025 |
1,044,522
shares
|
$0
10.95% of portfolio
|
Q2 2025
Added 6.69%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
821,290
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 4.45%
|
|
|
Altfest L J & CO Inc
|
Aug 08, 2025 Q2 2025 |
819,942
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 2.01%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
813,747
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 297.07%
|
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Jul 16, 2025 Q2 2025 |
621,886
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 4.7%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
589,420
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 9.88%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
460,933
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
Aug 07, 2025 Q2 2025 |
384,444
shares
|
$0
6.43% of portfolio
|
Q2 2025
Added 23.95%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
343,026
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 4.79%
|
|
|
Aprio Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
314,134
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 65.16%
|
|
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
Jul 18, 2025 Q2 2025 |
293,142
shares
|
$0
5.01% of portfolio
|
Q2 2025
Reduced 37.64%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Jul 18, 2025 Q2 2025 |
266,035
shares
|
$0
1.47% of portfolio
|
Q2 2025
Reduced 0.65%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jul 22, 2025 Q2 2025 |
264,530
shares
|
$0
0.5% of portfolio
|
Q2 2025
Added 2.97%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
247,711
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 6.8%
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Jul 07, 2025 Q2 2025 |
239,072
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 1.97%
|
|
|
Cumberland Partners LTD
Toronto, A6 |
May 08, 2025 Q1 2025 |
206,132
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 3.91%
|
|
|
Hollencrest Capital Management
|
Aug 18, 2025 Q2 2025 |
205,149
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 81.75%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
192,367
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Aug 04, 2025 Q2 2025 |
149,593
shares
|
$0
0.39% of portfolio
|
Q2 2025
Reduced 10.34%
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Jul 30, 2025 Q2 2025 |
145,964
shares
|
$0
1.04% of portfolio
|
Q2 2025
Added 27.02%
|
|
|
Pekin Hardy Strauss, Inc.
|
Aug 06, 2025 Q2 2025 |
131,212
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 42.29%
|