Simplify Exchange Traded Funds - SBAR

Sector: Funds · Industry: Investment Company

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Company profile

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Q1 2026 · Q4 2025

Value (USD)

Total reported value ($000)

$167.7M

QoQ value delta ($000)

+$53.04M (+46.26%)

Implied price effect (QoQ)

-5.79%

Total shares

6,805,121

QoQ shares delta

+2,421,794 (+55.25%)

Total shares held by funds (by quarter)

Interactive chart by TradingView.

Top 25 only Full list

Partial Q1 2026 data: 57 holders have filed so far. Prior holders are carried forward until their next 13F confirms a change.

Manager	Value ($000)	Shares	% of 13F
BANK OF AMERICA CORP /DE/	23,313	950,000	0.0%
PRINCIPAL SECURITIES, INC.	22,339	910,332	0.33%
AE Wealth Management LLC	14,503	591,003	0.08%
ENVESTNET ASSET MANAGEMENT INC	11,071	451,171	0.0%
Mid-American Wealth Advisory Group, Inc.	10,219	390,670	4.32%
CreativeOne Wealth, LLC	7,929	323,140	0.18%
Elevated Capital Advisors, LLC	7,066	287,955	1.78%
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC	6,659	271,391	1.12%
Prime Capital Investment Advisors, LLC	6,068	247,287	0.07%
Brookstone Capital Management	4,959	202,103	0.06%
Global View Capital Management LLC	4,017	163,714	1.07%
Key Capital Management, INC	3,825	155,904	2.53%
Strategic Blueprint, LLC	3,589	146,263	0.21%
RiverTree Advisors, LLC	3,107	126,641	1.97%
HOWARD BAILEY SECURITIES, LLC	2,868	116,907	1.18%
Brookwood Investment Group LLC	2,725	111,070	0.34%
Farther Finance Advisors, LLC	2,624	107,526	0.02%
Tradition Wealth Management, LLC	2,303	93,884	0.16%
B.O.S.S. Retirement Advisors, LLC	2,232	90,970	0.68%
PRIVATE CLIENT SERVICES, LLC	2,020	82,340	0.6%
Park Edge Advisors, LLC	1,999	81,487	0.46%
FSA Advisors, Inc.	1,976	80,536	1.3%
Networth Advisors, LLC	1,711	69,724	1.21%
Beacon Capital Management, LLC	1,592	64,905	0.28%
Altiora Financial Group, LLC	1,553	63,289	0.26%