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 |
|---|---|---|---|---|---|
|
Professional Financial Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
17,939
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 8.1%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Feb 13, 2025 Q4 2024 |
17,119
shares
|
$0
0.03% of portfolio
|
Q4 2024
Reduced 12.72%
|
|
|
Kingdom Financial Group Llc.
Peoria, AZ |
Feb 10, 2025 Q4 2024 |
15,490
shares
|
$0
0.22% of portfolio
|
Q4 2024
Added 37.54%
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Oct 23, 2024 Q3 2024 |
13,305
shares
|
$0
0.3% of portfolio
|
Q3 2024
New holding
|
|
|
Fsr Wealth Management Ltd.
Elmhurst, IL |
Jan 29, 2025 Q4 2024 |
12,665
shares
|
$0
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Jan 23, 2025 Q4 2024 |
12,434
shares
|
$0
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
Jan 30, 2025 Q4 2024 |
12,328
shares
|
$0
0.55% of portfolio
|
Q4 2024
New holding
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
10,564
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 97.45%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
10,304
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 69.2%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
9,914
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 36.81%
|
|
|
Hrt Financial LP
New York, NY |
Feb 14, 2025 Q4 2024 |
9,586
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Gfs Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
9,450
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Jan 29, 2025 Q4 2024 |
4,983
shares
|
$0
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
4,171
shares
|
$0
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
Feb 26, 2025 Q4 2024 |
4,026
shares
|
$0
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
2,506
shares
|
$0
0.0% of portfolio
|
Q4 2023
Reduced 53.35%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Feb 14, 2025 Q4 2024 |
2,000
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Feb 28, 2025 Q4 2024 |
1,504
shares
|
$0
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
1,431
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Simplex Trading, LLC
|
Feb 11, 2025 Q4 2024 |
1,384
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 79.35%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
1,160
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 98.22%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Jan 29, 2025 Q4 2024 |
869
shares
|
$0
0.01% of portfolio
|
Q4 2024
Reduced 30.98%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Feb 13, 2025 Q4 2024 |
864
shares
|
$0
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
861
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 20.94%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Jan 14, 2025 Q4 2024 |
485
shares
|
$0
0.01% of portfolio
|
Q4 2024
New holding
|