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 |
|---|---|---|---|---|---|
|
Park Square Financial Group, LLC
Roswell, GA |
Aug 12, 2025 Q2 2025 |
4,650
shares
|
$0
0.07% of portfolio
|
Q2 2025
Added 18.87%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
3,240
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
2,763
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 12.41%
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
2,506
shares
|
$0
0.0% of portfolio
|
Q4 2023
Reduced 53.35%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
2,000
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
1,805
shares
|
$0
0.04% of portfolio
|
Q1 2025
Reduced 55.17%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Aug 06, 2025 Q2 2025 |
1,009
shares
|
$0
0.01% of portfolio
|
Q2 2025
Added 45.6%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
928
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 93.21%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
860
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Jul 14, 2025 Q2 2025 |
285
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 90.0%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Aug 06, 2025 Q2 2025 |
239
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Aug 12, 2025 Q2 2025 |
233
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 4.51%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
228
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
205
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Aug 11, 2025 Q2 2025 |
97
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 92.26%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
10
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
1
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 99.68%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|