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 81 institutions that hold shares in the stock, with a total of 14.3 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 |
---|---|---|---|---|---|
Simplify Asset Management Inc.
New York, NY |
May 13, 2024 Q1 2024 |
186,315
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 45.89%
|
|
Pekin Hardy Strauss, Inc.
|
May 02, 2024 Q1 2024 |
181,249
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 12.16%
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
180,721
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 26.62%
|
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
Apr 08, 2024 Q1 2024 |
154,912
shares
|
$0
2.29% of portfolio
|
Q1 2024
New holding
|
|
Altfest L J & CO Inc
|
Apr 22, 2024 Q1 2024 |
132,259
shares
|
$0
0.41% of portfolio
|
Q1 2024
Added 1.45%
|
|
Cumberland Partners LTD
Toronto, A6 |
May 09, 2024 Q1 2024 |
124,037
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 77.2%
|
|
Belpointe Asset Management LLC
|
May 08, 2024 Q1 2024 |
119,638
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 1.64%
|
|
Trek Financial, LLC
Scottsdale, AZ |
May 14, 2024 Q1 2024 |
110,650
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 93.65%
|
|
Principal Securities, Inc.
Des Moines, IA |
May 10, 2024 Q1 2024 |
70,517
shares
|
$0
0.05% of portfolio
|
Q1 2024
Added 2.86%
|
|
Stephens Inc
|
May 15, 2024 Q1 2024 |
70,410
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 80.83%
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
May 09, 2024 Q1 2024 |
69,461
shares
|
$0
0.22% of portfolio
|
Q1 2024
Added 139.88%
|
|
Nwam LLC
Mercer Island, WA |
May 09, 2024 Q1 2024 |
69,400
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 10, 2024 Q1 2024 |
69,319
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 1.59%
|
|
Truist Financial Corp
|
May 10, 2024 Q1 2024 |
63,688
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 1.15%
|
|
Bluefin Capital Management, LLC
New York, NY |
May 20, 2024 Q1 2024 |
50,000
shares
|
$0
0.0% of portfolio
|
Q4 2023
New holding
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
44,612
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 3.09%
|
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
May 13, 2024 Q1 2024 |
44,255
shares
|
$0
0.97% of portfolio
|
Q1 2024
Added 264.12%
|
|
F Dx Advisors, Inc.
|
May 03, 2024 Q1 2024 |
41,508
shares
|
$0
0.14% of portfolio
|
Q1 2024
Reduced 3.3%
|
|
Raymond James & Associates
St Petersburg, FL |
Apr 22, 2024 Q1 2024 |
38,555
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 11.73%
|
|
Old Mission Capital LLC
|
May 14, 2024 Q1 2024 |
32,979
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
Regal Investment Advisors LLC
Kentwood, MI |
May 15, 2024 Q1 2024 |
29,276
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 15.2%
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 14, 2024 Q1 2024 |
29,242
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 51.82%
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
27,839
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
Stratos Wealth Advisors, LLC
|
Apr 16, 2024 Q1 2024 |
26,380
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
Cambridge Advisors Inc.
|
Apr 16, 2024 Q1 2024 |
25,755
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 25.62%
|