Simplify Exchange Traded Funds - SBAR
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 2 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 | New | 950,000 | 24,852 | 0.0% | — | 1 | +950,000 | New | Q4 2025 | Feb 17, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 437,425 | 11,443 | 0.18% | 0.04% | 2 | +349,743 | 398.88% | Q4 2025 | Feb 12, 2026 |
| AE Wealth Management LLC | History | Added to | 435,647 | 11,396 | 0.07% | 0.06% | 3 | +50,928 | 13.24% | Q4 2025 | Jan 26, 2026 |
| Mid-American Wealth Advisory Group, Inc. | History | Added to | 390,670 | 10,219 | 4.32% | 3.87% | 4 | +60,345 | 18.27% | Q4 2025 | Jan 23, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 268,248 | 7,017 | 0.17% | 0.1% | 5 | +111,224 | 70.83% | Q4 2025 | Feb 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 242,637 | 6,347 | 0.0% | 0.0% | 6 | +182,266 | 301.91% | Q4 2025 | Feb 10, 2026 |
| Elevated Capital Advisors, LLC | History | Added to | 185,484 | 4,852 | 1.13% | 0.98% | 7 | +34,785 | 23.08% | Q4 2025 | Jan 27, 2026 |
| Brookstone Capital Management | History | Added to | 164,675 | 4,307 | 0.05% | 0.02% | 8 | +109,909 | 200.69% | Q4 2025 | Jan 15, 2026 |
| POM Investment Strategies, LLC | History | Reduced | 131,590 | 3,442 | 1.77% | 1.94% | 9 | -4,555 | -3.35% | Q4 2025 | Feb 17, 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | New | 97,136 | 2,541 | 0.46% | — | 10 | +97,136 | New | Q4 2025 | Feb 06, 2026 |
| Strategic Blueprint, LLC | History | Added to | 87,766 | 2,295 | 0.14% | 0.05% | 11 | +41,022 | 87.76% | Q4 2025 | Jan 30, 2026 |
| Key Capital Management, INC | History | New | 85,351 | 2,232 | 2.21% | — | 12 | +85,351 | New | Q4 2025 | Jan 26, 2026 |
| Brookwood Investment Group LLC | History | Added to | 70,440 | 1,842 | 0.22% | 0.19% | 13 | +15,495 | 28.2% | Q4 2025 | Jan 22, 2026 |
| HOWARD BAILEY SECURITIES, LLC | History | Added to | 68,146 | 1,782 | 0.7% | 0.43% | 14 | +10,030 | 17.26% | Q4 2025 | Feb 11, 2026 |
| Beacon Capital Management, LLC | History | Reduced | 66,879 | 1,749 | 0.27% | 0.94% | 15 | -184,773 | -73.42% | Q4 2025 | Feb 13, 2026 |
| Park Edge Advisors, LLC | History | New | 64,679 | 1,692 | 0.38% | — | 16 | +64,679 | New | Q4 2025 | Jan 16, 2026 |
| Owen LaRue, LLC | History | New | 58,969 | 1,542 | 0.59% | — | 17 | +58,969 | New | Q4 2025 | Feb 05, 2026 |
| B.O.S.S. Retirement Advisors, LLC | History | Added to | 55,809 | 1,459 | 0.46% | 0.13% | 18 | +34,566 | 162.72% | Q4 2025 | Feb 02, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 54,863 | 1,435 | 0.02% | 0.01% | 19 | +21,436 | 64.13% | Q4 2025 | Jan 23, 2026 |
| Networth Advisors, LLC | History | New | 53,573 | 1,401 | 1.03% | — | 20 | +53,573 | New | Q4 2025 | Jan 22, 2026 |
| FSA Advisors, Inc. | History | New | 50,805 | 1,329 | 0.92% | — | 21 | +50,805 | New | Q4 2025 | Feb 02, 2026 |
| Cetera Investment Advisers | History | Added to | 50,522 | 1,321 | 0.0% | 0.0% | 22 | +1,015 | 2.05% | Q4 2025 | Feb 17, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | New | 42,484 | 1,111 | 0.01% | — | 23 | +42,484 | New | Q4 2025 | Jan 29, 2026 |
| Authentikos Wealth Advisory, LLC | History | Added to | 41,432 | 1,083 | 0.72% | 0.67% | 24 | +2,748 | 7.1% | Q4 2025 | Feb 06, 2026 |
| CacheTech Inc. | History | New | 37,302 | 975 | 0.18% | — | 25 | +37,302 | New | Q4 2025 | Feb 18, 2026 |
| Blackston Financial Advisory Group, LLC | History | Added to | 26,070 | 681 | 0.41% | 0.26% | 26 | +9,138 | 53.97% | Q4 2025 | Feb 06, 2026 |
| Millington Financial Advisors, LLC | History | New | 25,640 | 665 | 0.29% | — | 27 | +25,640 | New | Q4 2025 | Feb 09, 2026 |
| Prosperity Wealth Management, Inc. | History | New | 19,329 | 505 | 0.17% | — | 28 | +19,329 | New | Q4 2025 | Mar 27, 2026 |
| Mosley Wealth Management | History | New | 19,042 | 498 | 0.23% | — | 29 | +19,042 | New | Q4 2025 | Feb 12, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 15,376 | 402 | 0.04% | 0.03% | 30 | +5,579 | 56.95% | Q4 2025 | Jan 22, 2026 |
| Noble Wealth Management PBC | History | Added to | 13,250 | 346 | 0.17% | 0.1% | 31 | +5,950 | 81.51% | Q4 2025 | Jan 05, 2026 |
| OLD MISSION CAPITAL LLC | History | Reduced | 12,682 | 331 | 0.01% | 0.04% | 32 | -65,931 | -83.87% | Q4 2025 | Feb 17, 2026 |
| Advisory Services Network, LLC | History | New | 11,434 | 299 | 0.0% | — | 33 | +11,434 | New | Q4 2025 | Feb 17, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 8,971 | 234 | 0.09% | — | 34 | +8,971 | New | Q4 2025 | Feb 06, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Reduced | 8,288 | 216 | 0.1% | 0.12% | 35 | -1,578 | -15.99% | Q4 2025 | Feb 03, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Reduced | 8,060 | 210 | 0.17% | 0.47% | 36 | -9,345 | -53.69% | Q4 2025 | Feb 10, 2026 |
| Decker Retirement Planning Inc. | History | Reduced | 7,153 | 187 | 0.09% | 0.18% | 37 | -5,042 | -41.34% | Q4 2025 | Jan 26, 2026 |
| NBC SECURITIES, INC. | History | Added to | 4,699 | 122 | 0.01% | 0.0% | 38 | +4,194 | 830.5% | Q4 2025 | Jan 29, 2026 |
| ISLAY CAPITAL MANAGEMENT, LLC | History | Added to | 4,275 | 111 | 0.07% | 0.04% | 39 | +1,475 | 52.68% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 4,000 | 105 | 0.0% | — | 40 | +4,000 | New | Q4 2025 | Feb 17, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 1,450 | 37 | 0.0% | 0.0% | 41 | +850 | 141.67% | Q4 2025 | Feb 12, 2026 |
| Sound Income Strategies, LLC | History | Added to | 957 | 25 | 0.0% | 0.0% | 42 | +748 | 357.89% | Q4 2025 | Jan 21, 2026 |
| Anfield Capital Management, LLC | History | Added to | 44 | 1 | 0.0% | — | 44 | +33 | 300.0% | Q4 2025 | Feb 03, 2026 |
| SIGNATUREFD, LLC | History | Added to | 41 | 1 | 0.0% | 0.0% | 43 | +2 | 5.13% | Q4 2025 | Jan 20, 2026 |
| Simplify Asset Management Inc. | History | Closed out | 0 | 0 | — | 0.13% | — | -273,188 | -100.0% | Q3 2025 | Oct 20, 2025 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -30,858 | -100.0% | Q3 2025 | Nov 14, 2025 |
| COMPASS CAPITAL CORP /MA/ /ADV | History | Closed out | 0 | 0 | — | 0.24% | — | -21,320 | -100.0% | Q3 2025 | Nov 12, 2025 |
| OSAIC HOLDINGS, INC. | History | New | 32 | 0 | — | — | — | +32 | New | Q4 2025 | Feb 17, 2026 |
| Global Retirement Partners, LLC | History | Closed out | 0 | 0 | — | — | — | -27 | -100.0% | Q3 2025 | Oct 21, 2025 |
| WELLS FARGO & COMPANY/MN | History | Added to | 2 | 0 | — | — | — | +1 | 100.0% | Q4 2025 | Feb 13, 2026 |