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 91 institutions that hold shares in the stock, with a total of 19 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 |
|---|---|---|---|---|---|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
May 13, 2025 Q1 2025 |
24,766
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 85.24%
|
|
|
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 |
May 20, 2025 Q1 2025 |
20,373
shares
|
$0
0.04% of portfolio
|
Q1 2025
Added 19.01%
|
|
|
Group One Trading, L.P.
Chicago, IL |
May 14, 2025 Q1 2025 |
19,187
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 1923.95%
|
|
|
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%
|
|
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
May 02, 2025 Q1 2025 |
16,920
shares
|
$0
0.42% of portfolio
|
Q1 2025
Added 37.25%
|
|
|
Fsr Wealth Management Ltd.
Elmhurst, IL |
Apr 28, 2025 Q1 2025 |
16,507
shares
|
$0
0.48% of portfolio
|
Q1 2025
Added 30.34%
|
|
|
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%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
May 08, 2025 Q1 2025 |
14,016
shares
|
$0
0.24% of portfolio
|
Q1 2025
Added 12.72%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
13,672
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
11,682
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Longview Financial Advisors, Inc.
Huntsville, AL |
Apr 25, 2025 Q1 2025 |
11,478
shares
|
$0
0.22% of portfolio
|
Q1 2025
Reduced 89.99%
|
|
|
Brighton Jones LLC
|
Apr 17, 2025 Q1 2025 |
10,217
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Gfs Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
9,450
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Apr 30, 2025 Q1 2025 |
8,623
shares
|
$0
0.22% of portfolio
|
Q1 2025
Added 73.05%
|
|
|
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%
|
|
|
Simplex Trading, LLC
|
May 12, 2025 Q1 2025 |
6,053
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 337.36%
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
5,621
shares
|
$0
0.06% of portfolio
|
Q1 2025
Added 34.76%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
3,912
shares
|
$0
0.07% of portfolio
|
Q1 2025
Added 160.11%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
3,750
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
2,506
shares
|
$0
0.0% of portfolio
|
Q4 2023
Reduced 53.35%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
2,458
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
2,297
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
2,000
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|