Simplify Exchange Traded Funds - SBAR

Sector: Funds · Industry: Investment Company

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Company profile

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Q4 2025 · Q3 2025

Value (USD)

Total reported value ($000)

$114.6M

QoQ value delta ($000)

+$51.69M (+82.12%)

Implied price effect (QoQ)

-0.38%

Total shares

4,383,327

QoQ shares delta

+1,985,612 (+82.81%)

Total shares held by funds (by quarter)

Interactive chart by TradingView.

Top 25 only Full list

Early Q1 2026 data: only 2 institutional holders reported so far. More will appear as funds file with the SEC.

Manager	Value ($000)	Shares	% of 13F
BANK OF AMERICA CORP /DE/	24,852	950,000	0.0%
PRINCIPAL SECURITIES, INC.	11,443	437,425	0.18%
AE Wealth Management LLC	11,396	435,647	0.07%
Mid-American Wealth Advisory Group, Inc.	10,219	390,670	4.32%
CreativeOne Wealth, LLC	7,017	268,248	0.17%
ENVESTNET ASSET MANAGEMENT INC	6,347	242,637	0.0%
Elevated Capital Advisors, LLC	4,852	185,484	1.13%
Brookstone Capital Management	4,307	164,675	0.05%
POM Investment Strategies, LLC	3,442	131,590	1.77%
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC	2,541	97,136	0.46%
Strategic Blueprint, LLC	2,295	87,766	0.14%
Key Capital Management, INC	2,232	85,351	2.21%
Brookwood Investment Group LLC	1,842	70,440	0.22%
HOWARD BAILEY SECURITIES, LLC	1,782	68,146	0.7%
Beacon Capital Management, LLC	1,749	66,879	0.27%
Park Edge Advisors, LLC	1,692	64,679	0.38%
Owen LaRue, LLC	1,542	58,969	0.59%
B.O.S.S. Retirement Advisors, LLC	1,459	55,809	0.46%
Farther Finance Advisors, LLC	1,435	54,863	0.02%
Networth Advisors, LLC	1,401	53,573	1.03%
FSA Advisors, Inc.	1,329	50,805	0.92%
Cetera Investment Advisers	1,321	50,522	0.0%
KESTRA PRIVATE WEALTH SERVICES, LLC	1,111	42,484	0.01%
Authentikos Wealth Advisory, LLC	1,083	41,432	0.72%
CacheTech Inc.	975	37,302	0.18%