Simplify Exchange Traded Funds - SBAR
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | No change | 950,000 | 23,313 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 910,332 | 22,339 | 0.33% | 0.18% | 2 | +472,907 | 108.11% | Q1 2026 | May 13, 2026 |
| AE Wealth Management LLC | History | Added to | 591,003 | 14,503 | 0.08% | 0.07% | 3 | +155,356 | 35.66% | Q1 2026 | May 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 451,171 | 11,071 | 0.0% | 0.0% | 4 | +208,534 | 85.94% | Q1 2026 | May 04, 2026 |
| Mid-American Wealth Advisory Group, Inc. | History | No change | 390,670 | 10,219 | 4.32% | 4.32% | 5 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 323,140 | 7,929 | 0.18% | 0.17% | 6 | +54,892 | 20.46% | Q1 2026 | May 15, 2026 |
| Elevated Capital Advisors, LLC | History | Added to | 287,955 | 7,066 | 1.78% | 1.13% | 7 | +102,471 | 55.25% | Q1 2026 | Apr 30, 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | Added to | 271,391 | 6,659 | 1.12% | 0.46% | 8 | +174,255 | 179.39% | Q1 2026 | Apr 30, 2026 |
| Prime Capital Investment Advisors, LLC | History | New | 247,287 | 6,068 | 0.07% | — | 9 | +247,287 | New | Q1 2026 | May 08, 2026 |
| Brookstone Capital Management | History | Added to | 202,103 | 4,959 | 0.06% | 0.05% | 10 | +37,428 | 22.73% | Q1 2026 | Apr 16, 2026 |
| Global View Capital Management LLC | History | New | 163,714 | 4,017 | 1.07% | — | 11 | +163,714 | New | Q1 2026 | May 04, 2026 |
| Key Capital Management, INC | History | Added to | 155,904 | 3,825 | 2.53% | 2.21% | 12 | +70,553 | 82.66% | Q1 2026 | May 07, 2026 |
| Strategic Blueprint, LLC | History | Added to | 146,263 | 3,589 | 0.21% | 0.14% | 13 | +58,497 | 66.65% | Q1 2026 | Apr 29, 2026 |
| RiverTree Advisors, LLC | History | New | 126,641 | 3,107 | 1.97% | — | 14 | +126,641 | New | Q1 2026 | Apr 20, 2026 |
| HOWARD BAILEY SECURITIES, LLC | History | Added to | 116,907 | 2,868 | 1.18% | 0.7% | 15 | +48,761 | 71.55% | Q1 2026 | Apr 23, 2026 |
| Brookwood Investment Group LLC | History | Added to | 111,070 | 2,725 | 0.34% | 0.22% | 16 | +40,630 | 57.68% | Q1 2026 | May 04, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 107,526 | 2,624 | 0.02% | 0.02% | 17 | +52,663 | 95.99% | Q1 2026 | Apr 07, 2026 |
| Tradition Wealth Management, LLC | History | New | 93,884 | 2,303 | 0.16% | — | 18 | +93,884 | New | Q1 2026 | May 15, 2026 |
| B.O.S.S. Retirement Advisors, LLC | History | Added to | 90,970 | 2,232 | 0.68% | 0.46% | 19 | +35,161 | 63.0% | Q1 2026 | Apr 28, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | New | 82,340 | 2,020 | 0.6% | — | 20 | +82,340 | New | Q1 2026 | Apr 06, 2026 |
| Park Edge Advisors, LLC | History | Added to | 81,487 | 1,999 | 0.46% | 0.38% | 21 | +16,808 | 25.99% | Q1 2026 | Apr 20, 2026 |
| FSA Advisors, Inc. | History | Added to | 80,536 | 1,976 | 1.3% | 0.92% | 22 | +29,731 | 58.52% | Q1 2026 | May 06, 2026 |
| Networth Advisors, LLC | History | Added to | 69,724 | 1,711 | 1.21% | 1.03% | 23 | +16,151 | 30.15% | Q1 2026 | Apr 22, 2026 |
| Beacon Capital Management, LLC | History | Reduced | 64,905 | 1,592 | 0.28% | 0.27% | 24 | -1,974 | -2.95% | Q1 2026 | May 11, 2026 |
| Altiora Financial Group, LLC | History | New | 63,289 | 1,553 | 0.26% | — | 25 | +63,289 | New | Q1 2026 | May 08, 2026 |
| Authentikos Wealth Advisory, LLC | History | Added to | 59,449 | 1,458 | 0.98% | 0.72% | 26 | +18,017 | 43.49% | Q1 2026 | May 07, 2026 |
| Professional Financial Advisors, LLC | History | New | 57,576 | 1,412 | 0.29% | — | 27 | +57,576 | New | Q1 2026 | Apr 13, 2026 |
| Blackston Financial Advisory Group, LLC | History | Added to | 47,181 | 1,157 | 0.73% | 0.41% | 28 | +21,111 | 80.98% | Q1 2026 | Apr 23, 2026 |
| Cetera Investment Advisers | History | Reduced | 46,650 | 1,144 | 0.0% | 0.0% | 29 | -3,872 | -7.66% | Q1 2026 | May 13, 2026 |
| IAMS WEALTH MANAGEMENT, LLC | History | New | 44,629 | 1,095 | 0.38% | — | 30 | +44,629 | New | Q1 2026 | Apr 15, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 44,021 | 1,080 | 0.01% | 0.01% | 31 | +1,537 | 3.62% | Q1 2026 | Apr 20, 2026 |
| Millington Financial Advisors, LLC | History | Added to | 37,244 | 948 | 0.4% | 0.29% | 32 | +11,604 | 45.26% | Q1 2026 | May 08, 2026 |
| CITADEL ADVISORS LLC | History | New | 38,231 | 938 | 0.0% | — | 33 | +38,231 | New | Q1 2026 | May 15, 2026 |
| Owen LaRue, LLC | History | Reduced | 33,399 | 819 | 0.31% | 0.59% | 34 | -25,570 | -43.36% | Q1 2026 | Apr 30, 2026 |
| WealthCare Asset Management, LLC | History | New | 26,311 | 645 | 0.69% | — | 35 | +26,311 | New | Q1 2026 | Apr 30, 2026 |
| Prosperity Wealth Management, Inc. | History | No change | 19,329 | 505 | 0.17% | 0.17% | 36 | 0 | 0.0% | Q4 2025 | Mar 27, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 17,851 | 438 | 0.03% | 0.04% | 37 | +2,475 | 16.1% | Q1 2026 | Apr 16, 2026 |
| Kingsview Wealth Management, LLC | History | New | 16,956 | 416 | 0.01% | — | 38 | +16,956 | New | Q1 2026 | May 12, 2026 |
| Mosley Wealth Management | History | Reduced | 13,524 | 355 | 0.16% | 0.23% | 39 | -5,518 | -28.98% | Q1 2026 | Apr 27, 2026 |
| ISLAY CAPITAL MANAGEMENT, LLC | History | Added to | 13,275 | 325 | 0.16% | 0.07% | 40 | +9,000 | 210.53% | Q1 2026 | May 14, 2026 |
| Advisory Services Network, LLC | History | Added to | 12,789 | 313 | 0.0% | 0.0% | 41 | +1,355 | 11.85% | Q1 2026 | May 15, 2026 |
| CAP Partners, LLC | History | New | 11,626 | 285 | 0.16% | — | 42 | +11,626 | New | Q1 2026 | Apr 28, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Added to | 11,207 | 275 | 0.2% | 0.17% | 43 | +3,147 | 39.04% | Q1 2026 | Apr 27, 2026 |
| Decker Retirement Planning Inc. | History | Added to | 10,462 | 256 | 0.12% | 0.09% | 44 | +3,309 | 46.26% | Q1 2026 | Apr 20, 2026 |
| Crusonia Wealth Advisors LLC | History | New | 10,094 | 247 | 0.05% | — | 45 | +10,094 | New | Q1 2026 | May 12, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Added to | 9,777 | 239 | 0.12% | 0.1% | 46 | +1,489 | 17.97% | Q1 2026 | May 07, 2026 |
| Noble Wealth Management PBC | History | Reduced | 9,606 | 235 | 0.12% | 0.17% | 47 | -3,644 | -27.5% | Q1 2026 | Apr 02, 2026 |
| HRT FINANCIAL LP | History | New | 9,026 | 221 | 0.0% | — | 48 | +9,026 | New | Q1 2026 | May 14, 2026 |
| NBC SECURITIES, INC. | History | Added to | 8,883 | 218 | 0.02% | 0.01% | 49 | +4,184 | 89.04% | Q1 2026 | Apr 14, 2026 |
| POM Investment Strategies, LLC | History | Reduced | 7,055 | 173 | 0.21% | 1.77% | 50 | -124,535 | -94.64% | Q1 2026 | May 11, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 4,097 | 101 | 0.0% | 0.0% | 51 | +97 | 2.43% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | New | 3,681 | 90 | 0.0% | — | 52 | +3,681 | New | Q1 2026 | May 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 550 | 13 | 0.0% | 0.0% | 53 | -900 | -62.07% | Q1 2026 | May 08, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 352 | 8 | 0.0% | 0.0% | 54 | -605 | -63.22% | Q1 2026 | Apr 27, 2026 |
| SIGNATUREFD, LLC | History | Added to | 42 | 1 | 0.0% | 0.0% | 55 | +1 | 2.44% | Q1 2026 | Apr 07, 2026 |
| CacheTech Inc. | History | Closed out | 0 | 0 | — | 0.18% | — | -37,302 | -100.0% | Q1 2026 | May 11, 2026 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -12,682 | -100.0% | Q1 2026 | May 15, 2026 |
| Lloyd Advisory Services, LLC. | History | Closed out | 0 | 0 | — | 0.09% | — | -8,971 | -100.0% | Q1 2026 | May 13, 2026 |
| Anfield Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -44 | -100.0% | Q1 2026 | May 12, 2026 |
| MORGAN STANLEY | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 32 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |