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 85 institutions that hold shares in the stock, with a total of 16.3 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 |
|---|---|---|---|---|---|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
113,558
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 8.81%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Jan 29, 2025 Q4 2024 |
110,984
shares
|
$0
0.3% of portfolio
|
Q4 2024
Added 25.94%
|
|
|
Pekin Hardy Strauss, Inc.
|
Feb 03, 2025 Q4 2024 |
108,436
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 18.84%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Jan 29, 2025 Q4 2024 |
105,308
shares
|
$0
0.83% of portfolio
|
Q4 2024
Added 6.39%
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Feb 26, 2025 Q4 2024 |
92,195
shares
|
$0
1.3% of portfolio
|
Q4 2024
New holding
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Feb 03, 2025 Q4 2024 |
84,039
shares
|
$0
0.7% of portfolio
|
Q4 2024
New holding
|
|
|
M Holdings Securities, Inc.
Portland, OR |
Feb 13, 2025 Q4 2024 |
76,000
shares
|
$0
0.26% of portfolio
|
Q4 2024
Added 4611.72%
|
|
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
Jan 29, 2025 Q4 2024 |
68,422
shares
|
$0
1.44% of portfolio
|
Q4 2024
Added 13.66%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
65,600
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Feb 13, 2025 Q4 2024 |
60,907
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 15.53%
|
|
|
Black Diamond Wealth Management Inc.
|
Feb 10, 2025 Q4 2024 |
56,608
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 2.52%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
45,296
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 76.94%
|
|
|
Cambridge Advisors Inc.
|
Jan 16, 2025 Q4 2024 |
34,952
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 3.76%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
33,803
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 92.39%
|
|
|
Old Mission Capital LLC
|
Feb 12, 2025 Q4 2024 |
32,739
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
32,149
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 76.36%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Feb 11, 2025 Q4 2024 |
28,489
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
27,135
shares
|
$0
0.01% of portfolio
|
Q4 2024
Reduced 65.42%
|
|
|
Straight Path Wealth Management
|
Feb 06, 2025 Q4 2024 |
25,300
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 42.74%
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
24,162
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 34.67%
|
|
|
Bolthouse Investments, LLC
Bakersfield, CA |
Feb 14, 2025 Q4 2024 |
24,119
shares
|
$0
0.47% of portfolio
|
Q4 2024
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
20,094
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 38.43%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
20,015
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 3.53%
|
|
|
J.Safra Asset Management Corp
|
Feb 06, 2025 Q4 2024 |
18,333
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Smart Wealth LLC
Omaha, NE |
Jan 28, 2025 Q4 2024 |
18,136
shares
|
$0
0.14% of portfolio
|
Q4 2024
Added 15.57%
|