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 91 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
|
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
|
Apr 23, 2025 Q1 2025 |
1,287,216
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 1.75%
|
|
|
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%
|
|
|
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%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Apr 14, 2025 Q1 2025 |
807,454
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
786,290
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 18.01%
|
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Apr 14, 2025 Q1 2025 |
652,580
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 19.77%
|
|
|
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%
|
|
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
Apr 15, 2025 Q1 2025 |
470,074
shares
|
$0
5.73% of portfolio
|
Q1 2025
Added 58.11%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Feb 13, 2025 Q4 2024 |
360,858
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
Apr 17, 2025 Q1 2025 |
310,163
shares
|
$0
5.74% of portfolio
|
Q1 2025
Added 353.31%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Apr 23, 2025 Q1 2025 |
267,770
shares
|
$0
1.71% of portfolio
|
Q1 2025
Added 41.14%
|
|
|
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%
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Apr 10, 2025 Q1 2025 |
243,868
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cumberland Partners LTD
Toronto, A6 |
Feb 03, 2025 Q4 2024 |
198,382
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 7.75%
|
|
|
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
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Apr 17, 2025 Q1 2025 |
166,847
shares
|
$0
0.48% of portfolio
|
Q1 2025
Added 50.33%
|
|
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
Apr 28, 2025 Q1 2025 |
151,560
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Apr 17, 2025 Q1 2025 |
133,968
shares
|
$0
1.19% of portfolio
|
Q1 2025
Added 27.22%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Apr 24, 2025 Q1 2025 |
128,804
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 3.03%
|