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 86 institutions that hold shares in the stock, with a total of 17.2 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
|
Oct 14, 2025 Q3 2025 |
2,967,492
shares
|
$0
7.66% of portfolio
|
Q4 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
1,976,802
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 2.4%
|
|
|
Ferguson Shapiro LLC
|
Nov 10, 2025 Q3 2025 |
1,904,333
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 1.28%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Oct 14, 2025 Q3 2025 |
1,116,913
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 5.83%
|
|
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
Oct 20, 2025 Q3 2025 |
1,098,790
shares
|
$0
10.73% of portfolio
|
Q3 2025
Added 5.2%
|
|
|
Altfest L J & CO Inc
|
Oct 21, 2025 Q3 2025 |
840,646
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 2.53%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
821,290
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 4.45%
|
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Oct 30, 2025 Q3 2025 |
624,548
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 0.43%
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Oct 09, 2025 Q3 2025 |
385,828
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 61.39%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
373,274
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 36.67%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Oct 28, 2025 Q3 2025 |
341,208
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 0.53%
|
|
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
Nov 06, 2025 Q3 2025 |
317,275
shares
|
$0
4.92% of portfolio
|
Q3 2025
Added 8.23%
|
|
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
Nov 05, 2025 Q3 2025 |
315,324
shares
|
$0
4.56% of portfolio
|
Q3 2025
Reduced 17.98%
|
|
|
Aprio Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
303,909
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 3.25%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Oct 24, 2025 Q3 2025 |
267,408
shares
|
$0
0.45% of portfolio
|
Q3 2025
Added 1.09%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Nov 05, 2025 Q3 2025 |
258,021
shares
|
$0
1.35% of portfolio
|
Q3 2025
Reduced 3.01%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Nov 17, 2025 Q3 2025 |
225,250
shares
|
$0
0.34% of portfolio
|
Q3 2025
New holding
|
|
|
Cumberland Partners LTD
Toronto, A6 |
Nov 07, 2025 Q3 2025 |
217,780
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 5.65%
|
|
|
Hollencrest Capital Management
|
Nov 03, 2025 Q3 2025 |
202,062
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 1.5%
|
|
|
Private Client Services, LLC
Louisville, KY |
Oct 14, 2025 Q3 2025 |
197,515
shares
|
$0
1.45% of portfolio
|
Q3 2025
Added 1305.4%
|
|
|
Whalen Wealth Management Inc.
Las Vegas, NV |
Oct 09, 2025 Q3 2025 |
160,129
shares
|
$0
2.05% of portfolio
|
Q3 2025
Added 205.96%
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Oct 20, 2025 Q3 2025 |
156,257
shares
|
$0
0.97% of portfolio
|
Q3 2025
Added 7.05%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Nov 12, 2025 Q3 2025 |
142,810
shares
|
$0
0.34% of portfolio
|
Q3 2025
Reduced 4.53%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
133,317
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 46.18%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Nov 04, 2025 Q3 2025 |
128,928
shares
|
$0
1.06% of portfolio
|
Q3 2025
Added 0.33%
|
|