SIMPLIFY EXCHANGE TRADED FUN (SBAR)
Institutional ownership reported to the SEC as of Q2 2026, across 5 quarters.
67
Reporting holders
$298.6M
Reported value
0.0%
Held as options
+11
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | $69.8M | 2,724,981 | 0.00% | 3q | +186.8%+$45.4M |
| BNP PARIBAS FINANCIAL MARKETS | $46.1M | 1,800,000 | 0.02% | new | NEW |
| PRINCIPAL SECURITIES, INC. | $30.1M | 1,174,200 | 0.36% | 5q | +29.0%+$6.8M |
| CITIGROUP INC | $24.3M | 950,000 | 0.01% | new | NEW |
| AE Wealth Management LLC | $16.3M | 636,465 | 0.08% | 4q | +7.7%+$1.2M |
| ENVESTNET ASSET MANAGEMENT INC | $15.3M | 597,246 | 0.00% | 4q | +32.4%+$3.7M |
| CreativeOne Wealth, LLC | $12.6M | 492,181 | 0.27% | 5q | +52.3%+$4.3M |
| PRIVATE CLIENT SERVICES, LLC | $9.2M | 359,789 | 2.41% | 2q | +337.0%+$7.1M |
| Elevated Capital Advisors, LLC | $8.2M | 320,829 | 2.26% | 4q | +11.4%+$841.6K |
| Brookstone Capital Management | $7.5M | 293,649 | 0.08% | 4q | +45.3%+$2.3M |
| FSA Advisors, Inc. | $4.7M | 183,624 | 1.08% | 3q | +128.0%+$2.6M |
| Key Capital Management, INC | $4.3M | 169,216 | 2.23% | 3q | +8.5%+$340.8K |
| Strategic Blueprint, LLC | $3.5M | 138,204 | 0.18% | 4q | -5.5%-$206.3K |
| RiverTree Advisors, LLC | $3.4M | 132,684 | 2.01% | 2q | +4.8%+$154.7K |
| HOWARD BAILEY SECURITIES, LLC | $3.0M | 118,177 | 1.13% | 4q | +1.1%+$32.5K |
| Brookwood Investment Group LLC | $2.6M | 101,273 | 0.29% | 4q | -8.8%-$250.8K |
| B.O.S.S. Retirement Advisors, LLC | $2.5M | 98,022 | 0.68% | 4q | +7.8%+$180.5K |
| Advisor OS, LLC | $2.4M | 92,574 | 0.16% | new | NEW |
| Park Edge Advisors, LLC | $2.4M | 92,357 | 0.50% | 3q | +13.3%+$278.3K |
| Mosley Wealth Management | $2.1M | 83,950 | 0.68% | 3q | +520.7%+$1.8M |
| Networth Advisors, LLC | $2.0M | 77,724 | 1.16% | 3q | +11.5%+$204.8K |
| Millington Financial Advisors, LLC | $1.7M | 68,735 | 0.69% | 3q | +84.6%+$801.4K |
| Professional Financial Advisors, LLC | $1.7M | 66,397 | 0.29% | 2q | +15.3%+$225.8K |
| Authentikos Wealth Advisory, LLC | $1.6M | 63,443 | 1.04% | 4q | +6.7%+$102.2K |
| Altiora Financial Group, LLC | $1.5M | 58,291 | 0.24% | 2q | -7.9%-$127.9K |
| 3EDGE Asset Management, LP | $1.4M | 55,155 | 0.06% | new | NEW |
| WealthCare Asset Management, LLC | $1.4M | 53,382 | 0.57% | 2q | +102.9%+$693.0K |
| Blackston Financial Advisory Group, LLC | $1.3M | 50,617 | 0.73% | 4q | +7.3%+$88.0K |
| IAMS WEALTH MANAGEMENT, LLC | $1.3M | 50,377 | 0.39% | 2q | +12.9%+$147.2K |
| Beacon Capital Management, LLC | $1.3M | 49,737 | 0.19% | 4q | -23.4%-$388.3K |
| RAYMOND JAMES FINANCIAL INC | $1.3M | 49,540 | 0.00% | new | NEW |
| SteelPeak Wealth, LLC | $972.1K | 37,971 | 0.03% | new | NEW |
| Global Wealth Management Investment Advisory, Inc. | $890.3K | 34,779 | 0.13% | new | NEW |
| MATHER GROUP, LLC. | $837.1K | 32,698 | 0.01% | new | NEW |
| Crusonia Wealth Advisors LLC | $792.3K | 30,950 | 0.13% | 2q | +206.6%+$533.9K |
| Owen LaRue, LLC | $717.7K | 28,035 | 0.25% | 3q | -16.1%-$137.3K |
| LANARK FINANCIAL, INC. | $669.4K | 26,149 | 0.05% | 4q | +194.4%+$442.0K |
| Lifeworks Advisors, LLC | $642.8K | 25,110 | 0.07% | new | NEW |
| Signal Advisors Wealth, LLC | $528.1K | 20,629 | 0.03% | new | NEW |
| Lloyd Advisory Services, LLC. | $487.4K | 19,037 | 0.19% | new | NEW |
| Astoria Portfolio Advisors LLC. | $482.0K | 18,828 | 0.08% | new | NEW |
| Kingsview Wealth Management, LLC | $480.5K | 18,771 | 0.01% | 2q | +10.7%+$46.5K |
| CAP Partners, LLC | $444.1K | 17,346 | 0.22% | 2q | +49.2%+$146.4K |
| Triad Wealth Partners, LLC | $416.7K | 16,398 | 0.02% | 4q | -8.1%-$36.9K |
| Mid-American Wealth Advisory Group, Inc. | $372.2K | 14,539 | 0.13% | 4q | -96.3%-$9.6M |
| Encompass More Asset Management | $365.9K | 14,294 | 0.05% | new | NEW |
| ISLAY CAPITAL MANAGEMENT, LLC | $365.4K | 14,275 | 0.17% | 4q | +7.5%+$25.6K |
| Stratos Wealth Advisors, LLC | $319.4K | 12,475 | 0.02% | new | NEW |
| Legacy Wealth Managment, LLC/ID | $281.7K | 11,004 | 0.12% | 5q | +12.5%+$31.4K |
| Decker Retirement Planning Inc. | $266.9K | 10,426 | 0.09% | 4q | HELD |
| Everstar Asset Management, LLC | $262.9K | 10,270 | 0.13% | new | NEW |
| Noble Wealth Management PBC | $259.1K | 10,121 | 0.12% | 4q | +5.4%+$13.2K |
| Mariner, LLC | $226.4K | 8,842 | 0.00% | new | NEW |
| ROYAL BANK OF CANADA | $156.0K | 6,097 | 0.00% | 3q | +48.8%+$51.2K |
| Farther Finance Advisors, LLC | $148.6K | 5,805 | 0.00% | 4q | -94.6%-$2.6M |
| TOUNJIAN ADVISORY PARTNERS, LLC | $142.4K | 5,564 | 0.06% | new | NEW |
| POM Investment Strategies, LLC | $79.5K | 3,106 | 0.09% | 4q | -56.0%-$101.1K |
| Wealth Enhancement Trust Services, Inc. | $41.0K | 1,603 | 0.00% | new | NEW |
| EVOLUTION WEALTH MANAGEMENT INC. | $37.4K | 1,460 | 0.02% | 4q | -87.0%-$249.5K |
| Buck Wealth Strategies, LLC | $28.2K | 1,102 | 0.00% | new | NEW |
| Montgomery Financial Services LLC | $27.7K | 1,083 | 0.02% | new | FIRST |
| OSAIC HOLDINGS, INC. | $26.5K | 1,036 | 0.00% | 3q | +3137.5%+$25.7K |
| GFS Advisors, LLC | $16.6K | 21,800 | 0.00% | new | NEW |
| Steward Partners Investment Advisory, LLC | $12.8K | 500 | 0.00% | 4q | -9.1%-$1.3K |
| HARBOUR INVESTMENTS, INC. | $4.0K | 158 | 0.00% | new | NEW |
| Janney Montgomery Scott LLC | $2.6K | 102,311 | 0.01% | new | NEW |
| HRT FINANCIAL LP | $2.5K | 98,649 | 0.00% | 2q | +992.9%+$2.3K |
| SIGNATUREFD, LLC | $1.1K | 43 | 0.00% | 4q | +2.4% |
| Cambridge Investment Research Advisors, Inc. | $844 | 32,957 | 0.00% | new | NEW |
| MORGAN STANLEY | $72 | 2 | 0.00% | 2q | HELD |
| WELLS FARGO & COMPANY/MN | $19 | 1 | 0.00% | 4q | -75.0% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 67 | $298.6M | 11,663,326 | 20 | 32 | 12 | 0.0% |
| Q1 2026 | 56 | $167.0M | 6,776,768 | 15 | 30 | 8 | 0.0% |
| Q4 2025 | 46 | $114.7M | 4,383,327 | 14 | 24 | 6 | 0.0% |
| Q3 2025 | 35 | $63.1M | 2,403,886 | 28 | 5 | 1 | 0.0% |
| Q2 2025 | 8 | $32.3M | 1,230,104 | 8 | 0 | 0 | 0.0% |