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 |
|---|---|---|---|---|---|
|
Kingdom Financial Group Llc.
Peoria, AZ |
Aug 11, 2025 Q2 2025 |
26,481
shares
|
$0
0.51% of portfolio
|
Q2 2025
Reduced 13.46%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 13, 2025 Q2 2025 |
24,700
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 26.58%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
22,574
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Professional Financial Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
22,458
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 6.45%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Aug 19, 2025 Q2 2025 |
20,173
shares
|
$0
0.04% of portfolio
|
Q2 2025
Reduced 0.98%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
20,070
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Belvedere Trading LLC
|
Aug 01, 2025 Q2 2025 |
19,701
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
18,770
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
18,657
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 85.33%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
18,070
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 54.68%
|
|
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
Jul 09, 2025 Q2 2025 |
17,192
shares
|
$0
0.07% of portfolio
|
Q2 2025
Reduced 3.36%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
17,161
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fsr Wealth Management Ltd.
Elmhurst, IL |
Jul 31, 2025 Q2 2025 |
15,616
shares
|
$0
0.44% of portfolio
|
Q2 2025
Reduced 5.4%
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Jul 10, 2025 Q2 2025 |
14,383
shares
|
$0
0.16% of portfolio
|
Q2 2025
Added 8.05%
|
|
|
Private Client Services, LLC
Louisville, KY |
Jul 01, 2025 Q2 2025 |
14,054
shares
|
$0
0.12% of portfolio
|
Q2 2025
Reduced 7.19%
|
|
|
Simplex Trading, LLC
|
Aug 05, 2025 Q2 2025 |
14,020
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 131.62%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Aug 01, 2025 Q2 2025 |
12,723
shares
|
$0
0.23% of portfolio
|
Q2 2025
Reduced 9.23%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Aug 06, 2025 Q2 2025 |
11,671
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 52.87%
|
|
|
Longview Financial Advisors, Inc.
Huntsville, AL |
Jul 30, 2025 Q2 2025 |
10,586
shares
|
$0
0.2% of portfolio
|
Q2 2025
Reduced 7.77%
|
|
|
Brighton Jones LLC
|
Jul 31, 2025 Q2 2025 |
10,338
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 1.18%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
9,995
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
7,174
shares
|
$0
0.17% of portfolio
|
Q1 2025
Added 730.32%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
7,057
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
5,484
shares
|
$0
0.05% of portfolio
|
Q2 2025
Reduced 2.44%
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Aug 29, 2025 Q2 2025 |
5,103
shares
|
$0
0.14% of portfolio
|
Q2 2025
New holding
|