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 19 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
|
May 15, 2025 Q1 2025 |
2,967,492
shares
|
$0
9.55% of portfolio
|
Q4 2024
New holding
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
2,004,010
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 24.52%
|
|
|
Ferguson Shapiro LLC
|
Apr 23, 2025 Q1 2025 |
1,287,216
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 1.75%
|
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
1,124,312
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 0.47%
|
|
|
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%
|
|
|
Aprio Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
901,742
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 25.23%
|
|
|
Altfest L J & CO Inc
|
May 09, 2025 Q1 2025 |
836,796
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 243.06%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Apr 30, 2025 Q1 2025 |
828,162
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 1259.72%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
821,290
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 4.45%
|
|
|
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
|
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Apr 14, 2025 Q1 2025 |
652,580
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 19.77%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
536,403
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 116.14%
|
|
|
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 |
May 15, 2025 Q1 2025 |
360,268
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
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%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
May 12, 2025 Q1 2025 |
256,909
shares
|
$0
0.63% of portfolio
|
Q1 2023
Closed
|
|
|
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%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
May 02, 2025 Q1 2025 |
244,229
shares
|
$0
1.04% of portfolio
|
Q1 2025
New holding
|
|
|
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%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
204,936
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 64.62%
|
|
|
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%
|