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 96 institutions that hold shares in the stock, with a total of 18.3 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 |
|---|---|---|---|---|---|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jul 15, 2025 Q2 2025 |
128,804
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 3.03%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Aug 07, 2025 Q2 2025 |
128,498
shares
|
$0
1.08% of portfolio
|
Q2 2025
Reduced 4.08%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
106,746
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 5.6%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
84,934
shares
|
$0
0.04% of portfolio
|
Q2 2025
Added 213.01%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
80,467
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 9.22%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
79,645
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 88.38%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
79,271
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 2.42%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
75,385
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
60,371
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 12.83%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
57,464
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 90.28%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
54,788
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 3.58%
|
|
|
Whalen Wealth Management Inc.
Las Vegas, NV |
Aug 04, 2025 Q2 2025 |
52,336
shares
|
$0
0.72% of portfolio
|
Q2 2025
New holding
|
|
|
Wespac Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
52,279
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
51,302
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 61.12%
|
|
|
Group One Trading, L.P.
Chicago, IL |
Aug 13, 2025 Q2 2025 |
47,383
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 146.95%
|
|
|
Csenge Advisory Group
|
Aug 05, 2025 Q2 2025 |
42,760
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 10.88%
|
|
|
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%
|
|
|
Family Management Corp
New York, NY |
Aug 14, 2025 Q2 2025 |
33,259
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
32,621
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 0.62%
|
|
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
Aug 04, 2025 Q2 2025 |
31,134
shares
|
$0
0.7% of portfolio
|
Q2 2025
New holding
|
|
|
Cambridge Advisors Inc.
|
Jul 16, 2025 Q2 2025 |
30,579
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 0.61%
|
|
|
Straight Path Wealth Management
|
Jul 29, 2025 Q2 2025 |
29,583
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 6.1%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
27,401
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 65.97%
|
|
|
Smart Wealth LLC
Omaha, NE |
Aug 13, 2025 Q2 2025 |
27,143
shares
|
$0
0.19% of portfolio
|
Q2 2025
Reduced 1.34%
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Aug 11, 2025 Q2 2025 |
26,531
shares
|
$0
0.27% of portfolio
|
Q2 2025
Reduced 54.86%
|