# SIMPLIFY EXCHANGE TRADED FUN (SBAR)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/SBAR/

- Reporting holders: 4
- Reported value: $10.4M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [PRIVATE CLIENT SERVICES, LLC](https://holderbook.com/funds/1457005-private-client-services-llc/) | $9.8M | 387,028 | 2.6% | 3 |
| [Noble Wealth Management PBC](https://holderbook.com/funds/2055065-noble-wealth-management-pbc/) | $372.2K | 14,684 | 0.2% | 5 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $132.7K | 5,236 | 0.0% | 5 |
| [Wealth Enhancement Trust Services, Inc.](https://holderbook.com/funds/2067696-wealth-enhancement-trust-services-inc/) | $40.6K | 1,603 | 0.0% | 2 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 4 | $10.4M |
| Q2 2026 | 70 | $319.8M |
| Q1 2026 | 57 | $167.2M |
| Q4 2025 | 46 | $114.7M |
| Q3 2025 | 35 | $63.1M |
| Q2 2025 | 8 | $32.3M |