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 90 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 |
|---|---|---|---|---|---|
|
Belpointe Asset Management LLC
|
May 20, 2025 Q1 2025 |
131,956
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 5.91%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Apr 24, 2025 Q1 2025 |
128,804
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 3.03%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
127,219
shares
|
$0
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Apr 21, 2025 Q1 2025 |
114,910
shares
|
$0
1.03% of portfolio
|
Q1 2025
Added 24.64%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
113,078
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 7.36%
|
|
|
Pekin Hardy Strauss, Inc.
|
Apr 29, 2025 Q1 2025 |
92,217
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 14.96%
|
|
|
Flow Traders U.S. LLC
New York, NY |
May 14, 2025 Q1 2025 |
89,575
shares
|
$0
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
88,640
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 21.94%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
87,134
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
81,240
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 152.7%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
80,522
shares
|
$0
0.01% of portfolio
|
Q1 2025
Added 681.46%
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Apr 21, 2025 Q1 2025 |
58,770
shares
|
$0
0.69% of portfolio
|
Q1 2025
Reduced 30.07%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
53,508
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 58.29%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
52,893
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
42,278
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 6.66%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
39,070
shares
|
$0
0.02% of portfolio
|
Q2 2025
Added 180.03%
|
|
|
Csenge Advisory Group
|
May 05, 2025 Q1 2025 |
38,564
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 59.61%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 14, 2025 Q1 2025 |
33,644
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
32,826
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Kingdom Financial Group Llc.
Peoria, AZ |
Apr 24, 2025 Q1 2025 |
30,600
shares
|
$0
0.49% of portfolio
|
Q1 2025
Added 97.55%
|
|
|
Cambridge Advisors Inc.
|
Apr 24, 2025 Q1 2025 |
30,393
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 13.04%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
30,199
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 50.88%
|
|
|
Straight Path Wealth Management
|
Apr 28, 2025 Q1 2025 |
27,883
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 10.21%
|
|
|
Smart Wealth LLC
Omaha, NE |
Apr 29, 2025 Q1 2025 |
27,513
shares
|
$0
0.22% of portfolio
|
Q1 2025
Added 51.7%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
27,135
shares
|
$0
0.01% of portfolio
|
Q4 2024
Reduced 65.42%
|