SIMPLIFY BARRIER INCOME ETF SBAR
$25.55
-0.0% 52w: $22.66 – $25.60
Latest 13F among current holders filed 1 month ago (May 18, 2026)
Price — last 12 months
research preview data22.6624.1325.60
Jun 20, 2025 Jul 2, 2026
Institutional holders
57
+11 QoQ
13F value
$167.2M
+45.8% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns SBAR?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | Bank broker | 950.0K | $23.3M | 0.0% | Held |
| PRINCIPAL SECURITIES, INC. | Wealth advisor | 910.3K | $22.3M | 0.3% | +108.1% |
| AE Wealth Management LLC | Wealth advisor | 591.0K | $14.5M | 0.1% | +35.7% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 451.2K | $11.1M | 0.0% | +85.9% |
| Mid-American Wealth Advisory Group, Inc. | Wealth advisor | 390.7K | $10.2M | 4.3% | Held |
| CreativeOne Wealth, LLC | Wealth advisor | 323.1K | $7.9M | 0.2% | +20.5% |
| Elevated Capital Advisors, LLC | Wealth advisor | 288.0K | $7.1M | 1.8% | +55.2% |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | Wealth advisor | 271.4K | $6.7M | 1.1% | +179.4% |
| Prime Capital Investment Advisors, LLC | Wealth advisor | 247.3K | $6.1M | 0.1% | New |
| Brookstone Capital Management | Wealth advisor | 202.1K | $5.0M | 0.1% | +22.7% |
| Global View Capital Management LLC | Wealth advisor | 163.7K | $4.0M | 1.1% | New |
| Key Capital Management, INC | Wealth advisor | 155.9K | $3.8M | 2.5% | +82.7% |
| Strategic Blueprint, LLC | Wealth advisor | 146.3K | $3.6M | 0.2% | +66.7% |
| RiverTree Advisors, LLC | Wealth advisor | 126.6K | $3.1M | 2.0% | New |
| HOWARD BAILEY SECURITIES, LLC | Wealth advisor | 116.9K | $2.9M | 1.2% | +71.6% |
| Brookwood Investment Group LLC | Wealth advisor | 111.1K | $2.7M | 0.3% | +57.7% |
| Farther Finance Advisors, LLC | Wealth advisor | 107.5K | $2.6M | 0.0% | +96.0% |
| Tradition Wealth Management, LLC | Wealth advisor | 93.9K | $2.3M | 0.2% | New |
| B.O.S.S. Retirement Advisors, LLC | Wealth advisor | 91.0K | $2.2M | 0.7% | +63.0% |
| PRIVATE CLIENT SERVICES, LLC | Wealth advisor | 82.3K | $2.0M | 0.6% | New |
| Park Edge Advisors, LLC | Other | 81.5K | $2.0M | 0.5% | +26.0% |
| FSA Advisors, Inc. | Wealth advisor | 80.5K | $2.0M | 1.3% | +58.5% |
| Networth Advisors, LLC | Wealth advisor | 69.7K | $1.7M | 1.2% | +30.1% |
| Beacon Capital Management, LLC | Wealth advisor | 64.9K | $1.6M | 0.3% | -3.0% |
| Altiora Financial Group, LLC | Wealth advisor | 63.3K | $1.6M | 0.3% | New |
| Authentikos Wealth Advisory, LLC | Wealth advisor | 59.4K | $1.5M | 1.0% | +43.5% |
| Professional Financial Advisors, LLC | Wealth advisor | 57.6K | $1.4M | 0.3% | New |
| Blackston Financial Advisory Group, LLC | Wealth advisor | 47.2K | $1.2M | 0.7% | +81.0% |
| Cetera Investment Advisers | Wealth advisor | 46.6K | $1.1M | 0.0% | -7.7% |
| IAMS WEALTH MANAGEMENT, LLC | Wealth advisor | 44.6K | $1.1M | 0.4% | New |
| KESTRA PRIVATE WEALTH SERVICES, LLC | Diversified mechanical | 44.0K | $1.1M | 0.0% | +3.6% |
| Millington Financial Advisors, LLC | Wealth advisor | 37.2K | $948K | 0.4% | +45.3% |
| CITADEL ADVISORS LLC | Multistrat pod | 38.2K | $938K | 0.0% | New |
| Owen LaRue, LLC | Wealth advisor | 33.4K | $820K | 0.3% | -43.4% |
| WealthCare Asset Management, LLC | Wealth advisor | 26.3K | $646K | 0.7% | New |
| Triad Wealth Partners, LLC | Wealth advisor | 17.9K | $438K | 0.0% | +16.1% |
| Kingsview Wealth Management, LLC | Wealth advisor | 17.0K | $416K | 0.0% | New |
| Mosley Wealth Management | Wealth advisor | 13.5K | $355K | 0.2% | -29.0% |
| ISLAY CAPITAL MANAGEMENT, LLC | Wealth advisor | 13.3K | $326K | 0.2% | +210.5% |
| Advisory Services Network, LLC | Diversified mechanical | 12.8K | $314K | 0.0% | +11.9% |
| CAP Partners, LLC | Wealth advisor | 11.6K | $285K | 0.2% | New |
| EVOLUTION WEALTH MANAGEMENT INC. | Wealth advisor | 11.2K | $275K | 0.2% | +39.0% |
| Decker Retirement Planning Inc. | Wealth advisor | 10.5K | $257K | 0.1% | +46.3% |
| Crusonia Wealth Advisors LLC | Wealth advisor | 10.1K | $248K | 0.1% | New |
| Legacy Wealth Managment, LLC/ID | Wealth advisor | 9.8K | $240K | 0.1% | +18.0% |
| Noble Wealth Management PBC | Wealth advisor | 9.6K | $236K | 0.1% | -27.5% |
| HRT FINANCIAL LP | Diversified mechanical | 9.0K | $221K | 0.0% | New |
| NBC SECURITIES, INC. | Diversified mechanical | 8.9K | $218K | 0.0% | +89.0% |
| POM Investment Strategies, LLC | Wealth advisor | 7.1K | $173K | 0.2% | -94.6% |
| ROYAL BANK OF CANADA | Bank broker | 4.1K | $101K | 0.0% | +2.4% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
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Top funds holding SBAR
BANK OF AMERICA CORP /DE/PRINCIPAL SECURITIES, INC.AE Wealth Management LLCENVESTNET ASSET MANAGEMENT INCMid-American Wealth Advisory Group, Inc.CreativeOne Wealth, LLCElevated Capital Advisors, LLCPREVAIL INNOVATIVE WEALTH ADVISORS, LLCPrime Capital Investment Advisors, LLCBrookstone Capital Management