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 87 institutions that hold shares in the stock, with a total of 17.8 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 |
Oct 30, 2025 Q3 2025 |
24,455
shares
|
$0
0.33% of portfolio
|
Q3 2025
Reduced 7.65%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
23,832
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 5.57%
|
|
|
Group One Trading, L.P.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
21,105
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 55.46%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 14, 2025 Q3 2025 |
20,173
shares
|
$0
0.04% of portfolio
|
Q2 2025
Reduced 0.98%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
17,235
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 7.62%
|
|
|
Magnus Financial Group LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
16,409
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 4.38%
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Oct 10, 2025 Q3 2025 |
15,768
shares
|
$0
0.17% of portfolio
|
Q3 2025
Added 9.63%
|
|
|
Fsr Wealth Management Ltd.
Elmhurst, IL |
Oct 29, 2025 Q3 2025 |
14,983
shares
|
$0
0.39% of portfolio
|
Q3 2025
Reduced 4.05%
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
14,555
shares
|
$0
0.33% of portfolio
|
Q3 2025
Added 185.22%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
12,634
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 32.69%
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
10,452
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 1.1%
|
|
|
Longview Financial Advisors, Inc.
Huntsville, AL |
Nov 12, 2025 Q3 2025 |
10,248
shares
|
$0
0.16% of portfolio
|
Q3 2025
Reduced 3.19%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
9,285
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Simplex Trading, LLC
|
Nov 12, 2025 Q3 2025 |
8,697
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 37.97%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Oct 20, 2025 Q3 2025 |
7,730
shares
|
$0
0.16% of portfolio
|
Q3 2025
Added 4.84%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
5,555
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 71.45%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
5,337
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 24.37%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
2,946
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 6.62%
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
2,506
shares
|
$0
0.0% of portfolio
|
Q4 2023
Reduced 53.35%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
2,000
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
1,385
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Oct 27, 2025 Q3 2025 |
1,024
shares
|
$0
0.01% of portfolio
|
Q3 2025
Added 1.49%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
903
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 5.0%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
900
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
820
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 11.64%
|
|