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 | 2,724,981 | 69,759 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 1,800,000 | 46,080 | 0.02% | 0.02% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 1,174,200 | 30,059 | 0.36% | 0.36% | 3 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CITIGROUP INC | History | No change | 950,000 | 24,320 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| AE Wealth Management LLC | History | No change | 636,465 | 16,293 | 0.08% | 0.08% | 5 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 597,246 | 15,289 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| CreativeOne Wealth, LLC | History | No change | 492,181 | 12,599 | 0.27% | 0.27% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | Added to | 387,028 | 9,811 | 2.64% | 2.41% | 8 | +27,239 | 7.57% | Q3 2026 | Oct 02, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 320,829 | 8,213 | 2.26% | 2.26% | 9 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Brookstone Capital Management | History | No change | 293,649 | 7,517 | 0.08% | 0.08% | 10 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Key Capital Management, INC | History | No change | 169,216 | 4,331 | 2.23% | 2.23% | 11 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Strategic Blueprint, LLC | History | No change | 138,204 | 3,538 | 0.18% | 0.18% | 12 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| RiverTree Advisors, LLC | History | No change | 132,684 | 3,396 | 2.01% | 2.01% | 13 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| HOWARD BAILEY SECURITIES, LLC | History | No change | 118,177 | 3,025 | 1.13% | 1.13% | 14 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Janney Montgomery Scott LLC | History | No change | 102,311 | 2,619 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Brookwood Investment Group LLC | History | No change | 101,273 | 2,592 | 0.29% | 0.29% | 16 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| HRT FINANCIAL LP | History | No change | 98,649 | 2,525 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| B.O.S.S. Retirement Advisors, LLC | History | No change | 98,022 | 2,509 | 0.68% | 0.68% | 18 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Advisor OS, LLC | History | No change | 92,574 | 2,369 | 0.16% | 0.16% | 19 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Park Edge Advisors, LLC | History | No change | 92,357 | 2,364 | 0.5% | 0.5% | 20 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| FSA Advisors, Inc. | History | No change | 91,812 | 2,350 | 1.08% | 1.08% | 21 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Mosley Wealth Management | History | No change | 83,950 | 2,149 | 0.68% | 0.68% | 22 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Networth Advisors, LLC | History | No change | 77,724 | 1,989 | 1.16% | 1.16% | 23 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Millington Financial Advisors, LLC | History | No change | 68,735 | 1,749 | 0.69% | 0.69% | 24 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Professional Financial Advisors, LLC | History | No change | 66,397 | 1,699 | 0.29% | 0.29% | 25 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Authentikos Wealth Advisory, LLC | History | No change | 63,443 | 1,624 | 1.04% | 1.04% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Altiora Financial Group, LLC | History | No change | 58,291 | 1,492 | 0.24% | 0.24% | 27 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| 3EDGE Asset Management, LP | History | No change | 55,155 | 1,411 | 0.06% | 0.06% | 28 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| WealthCare Asset Management, LLC | History | No change | 53,382 | 1,366 | 0.57% | 0.57% | 29 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Blackston Financial Advisory Group, LLC | History | No change | 50,617 | 1,295 | 0.73% | 0.73% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IAMS WEALTH MANAGEMENT, LLC | History | No change | 50,377 | 1,289 | 0.39% | 0.39% | 31 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Beacon Capital Management, LLC | History | No change | 49,737 | 1,273 | 0.19% | 0.19% | 32 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 49,540 | 1,268 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SteelPeak Wealth, LLC | History | No change | 37,971 | 972 | 0.03% | 0.03% | 34 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Global Wealth Management Investment Advisory, Inc. | History | No change | 34,779 | 890 | 0.13% | 0.13% | 35 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MATHER GROUP, LLC. | History | No change | 32,698 | 837 | 0.01% | 0.01% | 36 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Crusonia Wealth Advisors LLC | History | No change | 30,950 | 792 | 0.13% | 0.13% | 37 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Owen LaRue, LLC | History | No change | 28,035 | 717 | 0.25% | 0.25% | 38 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 26,149 | 669 | 0.05% | 0.05% | 39 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Lifeworks Advisors, LLC | History | No change | 25,110 | 642 | 0.07% | 0.07% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Signal Advisors Wealth, LLC | History | No change | 20,629 | 528 | 0.03% | 0.03% | 41 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Lloyd Advisory Services, LLC. | History | No change | 19,037 | 487 | 0.19% | 0.19% | 42 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Astoria Portfolio Advisors LLC. | History | No change | 18,828 | 481 | 0.08% | 0.08% | 43 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 18,771 | 480 | 0.01% | 0.01% | 44 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| CAP Partners, LLC | History | No change | 17,346 | 444 | 0.22% | 0.22% | 45 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Triad Wealth Partners, LLC | History | No change | 16,398 | 416 | 0.02% | 0.02% | 46 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Noble Wealth Management PBC | History | Added to | 14,684 | 372 | 0.17% | 0.12% | 48 | +4,563 | 45.08% | Q3 2026 | Oct 01, 2026 |
| Mid-American Wealth Advisory Group, Inc. | History | No change | 14,539 | 372 | 0.13% | 0.13% | 47 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| ISLAY CAPITAL MANAGEMENT, LLC | History | No change | 14,275 | 365 | 0.17% | 0.17% | 49 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Encompass More Asset Management | History | No change | 14,294 | 365 | 0.05% | 0.05% | 50 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Stratos Wealth Advisors, LLC | History | No change | 12,475 | 319 | 0.02% | 0.02% | 51 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 11,004 | 281 | 0.12% | 0.12% | 52 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Decker Retirement Planning Inc. | History | No change | 10,426 | 266 | 0.09% | 0.09% | 53 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Everstar Asset Management, LLC | History | No change | 10,270 | 262 | 0.13% | 0.13% | 54 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Mariner, LLC | History | No change | 8,842 | 226 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 6,097 | 156 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Farther Finance Advisors, LLC | History | No change | 5,805 | 148 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | No change | 5,564 | 142 | 0.06% | 0.06% | 58 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| POM Investment Strategies, LLC | History | No change | 3,106 | 79 | 0.09% | 0.09% | 59 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | No change | 1,603 | 41 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 1,460 | 37 | 0.02% | 0.02% | 61 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Buck Wealth Strategies, LLC | History | No change | 1,102 | 28 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Montgomery Financial Services LLC | History | No change | 1,083 | 27 | 0.02% | 0.02% | 63 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 1,036 | 26 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GFS Advisors, LLC | History | No change | 21,800 | 16 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 500 | 12 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 158 | 4 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SIGNATUREFD, LLC | History | No change | 43 | 1 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |