SBARSIMPLIFY EXCHANGE TRADED FUN
CUSIP 82889N335 · Yahoo Finance ↗ · Google Finance ↗
Simplify Exchange Traded Fun (SBAR) has 57 institutional holders in Filings Flow’s 13F database, together reporting 6.81M shares worth $167M as of Q1 2026. The largest reported holders are Bank Of America Corp /De/, Principal Securities, Inc., and Ae Wealth Management LLC.
Institutional Holders
57
Q1 2026
Reported Value
$167M
Ticker
SBAR
Quarters Tracked
2
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Mid-American Wealth Advisory Group, Inc.$277M AUM | 4.32% | $10M | 390.7K | Q1 2026 |
| Key Capital Management, INC$151M AUM | 2.53% | $4M | 155.9K | Q1 2026 |
| RiverTree Advisors, LLC$158M AUM | 1.97% | $3M | 126.6K | Q1 2026 |
| Elevated Capital Advisors, LLC$397M AUM | 1.78% | $7M | 288.0K | Q1 2026 |
| FSA Advisors, Inc.$152M AUM | 1.30% | $2M | 80.5K | Q1 2026 |
| Networth Advisors, LLC$141M AUM | 1.21% | $2M | 69.7K | Q1 2026 |
| HOWARD BAILEY SECURITIES, LLC$243M AUM | 1.18% | $3M | 116.9K | Q1 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC$594M AUM | 1.12% | $7M | 271.4K | Q1 2026 |
| Global View Capital Management LLC$377M AUM | 1.07% | $4M | 163.7K | Q1 2026 |
| Authentikos Wealth Advisory, LLC$148M AUM | 0.98% | $1M | 59.4K | Q1 2026 |
| Blackston Financial Advisory Group, LLC$160M AUM | 0.73% | $1M | 47.2K | Q1 2026 |
| B.O.S.S. Retirement Advisors, LLC$328M AUM | 0.68% | $2M | 91.0K | Q1 2026 |
| PRIVATE CLIENT SERVICES, LLC$381M AUM | 0.60% | $2M | 82.3K | Q1 2026 |
| Park Edge Advisors, LLC$434M AUM | 0.46% | $2M | 81.5K | Q1 2026 |
| Millington Financial Advisors, LLC$237M AUM | 0.40% | $948,220 | 37.2K | Q1 2026 |
| IAMS WEALTH MANAGEMENT, LLC$332M AUM | 0.38% | $1M | 44.6K | Q1 2026 |
| Brookwood Investment Group LLC$810M AUM | 0.34% | $3M | 111.1K | Q1 2026 |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.33% | $22M | 910.3K | Q1 2026 |
| Owen LaRue, LLC$261M AUM | 0.31% | $819,611 | 33.4K | Q1 2026 |
| Professional Financial Advisors, LLC$578M AUM | 0.29% | $1M | 57.6K | Q1 2026 |
| Beacon Capital Management, LLC$567M AUM | 0.28% | $2M | 64.9K | Q1 2026 |
| Altiora Financial Group, LLC$607M AUM | 0.26% | $2M | 63.3K | Q1 2026 |
| COMPASS CAPITAL CORP /MA/ /ADV$279M AUM | 0.24% | $557,279 | 21.3K | Q3 2025OLDER |
| Strategic Blueprint, LLC$1.7B AUM | 0.21% | $4M | 146.3K | Q1 2026 |
| EVOLUTION WEALTH MANAGEMENT INC.$137M AUM | 0.20% | $275,020 | 11.2K | Q1 2026 |
| CreativeOne Wealth, LLC$4.3B AUM | 0.18% | $8M | 323.1K | Q1 2026 |
| CacheTech Inc.$519M AUM | 0.18% | $975,820 | 37.3K | Q4 2025OLDER |
| Prosperity Wealth Management, Inc.$300M AUM | 0.17% | $505,634 | 19.3K | Q1 2026 |
| ISLAY CAPITAL MANAGEMENT, LLC$197M AUM | 0.17% | $325,769 | 13.3K | Q1 2026 |
| Tradition Wealth Management, LLC$1.4B AUM | 0.16% | $2M | 93.9K | Q1 2026 |
| CAP Partners, LLC$177M AUM | 0.16% | $285,303 | 11.6K | Q1 2026 |
| Mosley Wealth Management$221M AUM | 0.16% | $355,131 | 13.5K | Q1 2026 |
| Simplify Asset Management Inc.$6.5B AUM | 0.13% | $7M | 273.2K | Q3 2025OLDER |
| Legacy Wealth Managment, LLC/ID$201M AUM | 0.12% | $239,928 | 9.8K | Q1 2026 |
| Noble Wealth Management PBC$223M AUM | 0.12% | $235,731 | 9.6K | Q1 2026 |
| Decker Retirement Planning Inc.$221M AUM | 0.12% | $256,741 | 10.5K | Q1 2026 |
| Lloyd Advisory Services, LLC.$349M AUM | 0.09% | $234,690 | 9.0K | Q4 2025OLDER |
| Legacy Investment Solutions, LLC$192M AUM | 0.08% | $160,651 | 6.1K | Q2 2025OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.08% | $15M | 591.0K | Q1 2026 |
| Prime Capital Investment Advisors, LLC$8.6B AUM | 0.07% | $6M | 247.3K | Q1 2026 |
| Guerra Advisors Inc$271M AUM | 0.06% | $162,052 | 6.2K | Q3 2025OLDER |
| Brookstone Capital Management$8.7B AUM | 0.06% | $5M | 202.1K | Q1 2026 |
| Crusonia Wealth Advisors LLC$485M AUM | 0.05% | $247,717 | 10.1K | Q1 2026 |
| Triad Wealth Partners, LLC$1.3B AUM | 0.03% | $438,073 | 17.9K | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.02% | $3M | 107.5K | Q1 2026 |
| NBC SECURITIES, INC.$1.3B AUM | 0.02% | $218,007 | 8.9K | Q1 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.01% | $1M | 44.0K | Q1 2026 |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.01% | $331,761 | 12.7K | Q4 2025OLDER |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.01% | $416,100 | 17.0K | Q1 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $313,849 | 12.8K | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $11M | 451.2K | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $23M | 950.0K | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $1M | 46.6K | Q1 2026 |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $8,592 | 352 | Q1 2026 |
| Anfield Capital Management, LLC$363M AUM | 0.00% | $1,151 | 44 | Q4 2025OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $90,332 | 3.7K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $938,189 | 38.2K | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $810,331 | 30.9K | Q3 2025OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $13,497 | 550 | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $101,000 | 4.1K | Q1 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $709 | 27 | Q3 2025OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $1,025 | 42 | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $785 | 32 | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $39 | 2 | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.