SBAR institutional holders

SIMPLIFY EXCHANGE TRADED FUN · 13F, 2026Q2

Managers holding71
Shares held11,827,231
Reported value$302.8m
Quarter flows24 new, 33 added, 13 trimmed, 10 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
BANK OF AMERICA CORP /DE/2,724,981$69.8m0.0%
BNP PARIBAS FINANCIAL MARKETS1,800,000$46.1m0.0%
PRINCIPAL SECURITIES, INC.1,174,200$30.1m0.4%
CITIGROUP INC950,000$24.3m0.0%
AE Wealth Management LLC636,465$16.3m0.1%
ENVESTNET ASSET MANAGEMENT INC597,246$15.3m0.0%
CreativeOne Wealth, LLC492,181$12.6m0.3%
PRIVATE CLIENT SERVICES, LLC359,789$9.2m2.4%
Elevated Capital Advisors, LLC320,829$8.2m2.3%
Brookstone Capital Management293,649$7.5m0.1%
Key Capital Management, INC169,216$4.3m2.2%
Strategic Blueprint, LLC138,204$3.5m0.2%
RiverTree Advisors, LLC132,684$3.4m2.0%
HOWARD BAILEY SECURITIES, LLC118,177$3.0m1.1%
Janney Montgomery Scott LLC102,311$2.6m0.0%
Brookwood Investment Group LLC101,273$2.6m0.3%
HRT FINANCIAL LP98,649$2.5m0.0%
B.O.S.S. Retirement Advisors, LLC98,022$2.5m0.7%
Advisor OS, LLC92,574$2.4m0.2%
Park Edge Advisors, LLC92,357$2.4m0.5%
FSA Advisors, Inc.91,812$2.4m1.1%
Mosley Wealth Management83,950$2.1m0.7%
Networth Advisors, LLC77,724$2.0m1.2%
Millington Financial Advisors, LLC68,735$1.7m0.7%
Professional Financial Advisors, LLC66,397$1.7m0.3%

Every holder, line by line, and the full history since 2013: yf.Client().holders("SBAR"). SBAR price history · All 13F data

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