DaveManuel.com · Institutional Ownership · Who Owns It
SIMPLIFY EXCHANGE TRADED FUN (SBAR)
Institutional ownership reported to the SEC as of Q2 2026, across 6 quarters.
70
Reporting holders
$302.2M
Reported value
0.0%
Calls
0.0%
Puts
+13
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | $69.8M | 2,724,981 | 0.00% | 3q | +186.8%+$45.4M |
| BNP PARIBAS FINANCIAL MARKETS | $46.1M | 1,800,000 | 0.02% | new | NEW |
| PRINCIPAL SECURITIES, INC. | $30.1M | 1,174,200 | 0.36% | 5q | +29.0%+$6.8M |
| CITIGROUP INC | $24.3M | 950,000 | 0.01% | new | NEW |
| AE Wealth Management LLC | $16.3M | 636,465 | 0.08% | 4q | +7.7%+$1.2M |
| ENVESTNET ASSET MANAGEMENT INC | $15.3M | 597,246 | 0.00% | 4q | +32.4%+$3.7M |
| CreativeOne Wealth, LLC | $12.6M | 492,181 | 0.27% | 5q | +52.3%+$4.3M |
| PRIVATE CLIENT SERVICES, LLC | $9.2M | 359,789 | 2.41% | 2q | +337.0%+$7.1M |
| Elevated Capital Advisors, LLC | $8.2M | 320,829 | 2.26% | 4q | +11.4%+$841.6K |
| Brookstone Capital Management | $7.5M | 293,649 | 0.08% | 4q | +45.3%+$2.3M |
| Key Capital Management, INC | $4.3M | 169,216 | 2.23% | 3q | +8.5%+$340.8K |
| Strategic Blueprint, LLC | $3.5M | 138,204 | 0.18% | 4q | -5.5%-$206.3K |
| RiverTree Advisors, LLC | $3.4M | 132,684 | 2.01% | 2q | +4.8%+$154.7K |
| HOWARD BAILEY SECURITIES, LLC | $3.0M | 118,177 | 1.13% | 4q | +1.1%+$32.5K |
| Janney Montgomery Scott LLC | $2.6M | 102,311 | 0.01% | new | NEW |
| Brookwood Investment Group LLC | $2.6M | 101,273 | 0.29% | 4q | -8.8%-$250.8K |
| HRT FINANCIAL LP | $2.5M | 98,649 | 0.00% | 2q | +992.9%+$2.3M |
| B.O.S.S. Retirement Advisors, LLC | $2.5M | 98,022 | 0.68% | 4q | +7.8%+$180.5K |
| Advisor OS, LLC | $2.4M | 92,574 | 0.16% | new | NEW |
| Park Edge Advisors, LLC | $2.4M | 92,357 | 0.50% | 3q | +13.3%+$278.3K |
| FSA Advisors, Inc. | $2.4M | 91,812 | 1.08% | 3q | +14.0%+$288.7K |
| Mosley Wealth Management | $2.1M | 83,950 | 0.68% | 3q | +520.7%+$1.8M |
| Networth Advisors, LLC | $2.0M | 77,724 | 1.16% | 3q | +11.5%+$204.8K |
| Millington Financial Advisors, LLC | $1.7M | 68,735 | 0.69% | 3q | +84.6%+$801.4K |
| Professional Financial Advisors, LLC | $1.7M | 66,397 | 0.29% | 2q | +15.3%+$225.8K |
| Authentikos Wealth Advisory, LLC | $1.6M | 63,443 | 1.04% | 4q | +6.7%+$102.2K |
| Altiora Financial Group, LLC | $1.5M | 58,291 | 0.24% | 2q | -7.9%-$127.9K |
| 3EDGE Asset Management, LP | $1.4M | 55,155 | 0.06% | new | NEW |
| WealthCare Asset Management, LLC | $1.4M | 53,382 | 0.57% | 2q | +102.9%+$693.0K |
| Blackston Financial Advisory Group, LLC | $1.3M | 50,617 | 0.73% | 4q | +7.3%+$88.0K |
| IAMS WEALTH MANAGEMENT, LLC | $1.3M | 50,377 | 0.39% | 2q | +12.9%+$147.2K |
| Beacon Capital Management, LLC | $1.3M | 49,737 | 0.19% | 4q | -23.4%-$388.3K |
| RAYMOND JAMES FINANCIAL INC | $1.3M | 49,540 | 0.00% | new | NEW |
| SteelPeak Wealth, LLC | $972.1K | 37,971 | 0.03% | new | NEW |
| Global Wealth Management Investment Advisory, Inc. | $890.3K | 34,779 | 0.13% | new | NEW |
| Cambridge Investment Research Advisors, Inc. | $844.0K | 32,957 | 0.00% | new | NEW |
| MATHER GROUP, LLC. | $837.1K | 32,698 | 0.01% | new | NEW |
| Crusonia Wealth Advisors LLC | $792.3K | 30,950 | 0.13% | 2q | +206.6%+$533.9K |
| Owen LaRue, LLC | $717.7K | 28,035 | 0.25% | 3q | -16.1%-$137.3K |
| LANARK FINANCIAL, INC. | $669.4K | 26,149 | 0.05% | 4q | +194.4%+$442.0K |
| Lifeworks Advisors, LLC | $642.8K | 25,110 | 0.07% | new | NEW |
| Signal Advisors Wealth, LLC | $528.1K | 20,629 | 0.03% | new | NEW |
| Lloyd Advisory Services, LLC. | $487.4K | 19,037 | 0.19% | new | NEW |
| Astoria Portfolio Advisors LLC. | $482.0K | 18,828 | 0.08% | new | NEW |
| Kingsview Wealth Management, LLC | $480.5K | 18,771 | 0.01% | 2q | +10.7%+$46.5K |
| CAP Partners, LLC | $444.1K | 17,346 | 0.22% | 2q | +49.2%+$146.4K |
| Triad Wealth Partners, LLC | $416.7K | 16,398 | 0.02% | 4q | -8.1%-$36.9K |
| Mid-American Wealth Advisory Group, Inc. | $372.2K | 14,539 | 0.13% | 4q | -96.3%-$9.6M |
| Encompass More Asset Management | $365.9K | 14,294 | 0.05% | new | NEW |
| ISLAY CAPITAL MANAGEMENT, LLC | $365.4K | 14,275 | 0.17% | 4q | +7.5%+$25.6K |
| Stratos Wealth Advisors, LLC | $319.4K | 12,475 | 0.02% | new | NEW |
| Legacy Wealth Managment, LLC/ID | $281.7K | 11,004 | 0.12% | 5q | +12.5%+$31.4K |
| Decker Retirement Planning Inc. | $266.9K | 10,426 | 0.09% | 4q | HELD |
| Everstar Asset Management, LLC | $262.9K | 10,270 | 0.13% | new | NEW |
| Noble Wealth Management PBC | $259.1K | 10,121 | 0.12% | 4q | +5.4%+$13.2K |
| Mariner, LLC | $226.4K | 8,842 | 0.00% | new | NEW |
| ROYAL BANK OF CANADA | $156.0K | 6,097 | 0.00% | 3q | +48.8%+$51.2K |
| Farther Finance Advisors, LLC | $148.6K | 5,805 | 0.00% | 4q | -94.6%-$2.6M |
| TOUNJIAN ADVISORY PARTNERS, LLC | $142.4K | 5,564 | 0.06% | new | NEW |
| POM Investment Strategies, LLC | $79.5K | 3,106 | 0.09% | 4q | -56.0%-$101.1K |
| Wealth Enhancement Trust Services, Inc. | $41.0K | 1,603 | 0.00% | new | NEW |
| EVOLUTION WEALTH MANAGEMENT INC. | $37.4K | 1,460 | 0.02% | 4q | -87.0%-$249.5K |
| Buck Wealth Strategies, LLC | $28.2K | 1,102 | 0.00% | new | NEW |
| Montgomery Financial Services LLC | $27.7K | 1,083 | 0.02% | new | FIRST |
| OSAIC HOLDINGS, INC. | $26.5K | 1,036 | 0.00% | 3q | +3137.5%+$25.7K |
| GFS Advisors, LLC | $16.6K | 21,800? | 0.00% | new | |
| Steward Partners Investment Advisory, LLC | $12.8K | 500 | 0.00% | 4q | -9.1%-$1.3K |
| HARBOUR INVESTMENTS, INC. | $4.0K | 158 | 0.00% | new | NEW |
| SIGNATUREFD, LLC | $1.1K | 43 | 0.00% | 4q | +2.4% |
| MORGAN STANLEY | $72 | 2 | 0.00% | 2q | HELD |
| WELLS FARGO & COMPANY/MN | $19 | 1 | 0.00% | 4q | -50.0% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 34 | $52.5M | 2,069,611 | 4 | 16 | 11 | 0.0% |
| Q2 2026 | 70 | $302.2M | 11,805,431 | 22 | 33 | 12 | 0.0% |
| Q1 2026 | 57 | $167.2M | 6,785,792 | 16 | 29 | 8 | 0.0% |
| Q4 2025 | 46 | $114.7M | 4,383,327 | 14 | 24 | 6 | 0.0% |
| Q3 2025 | 35 | $63.1M | 2,403,886 | 28 | 5 | 1 | 0.0% |
| Q2 2025 | 8 | $32.3M | 1,230,104 | 8 | 0 | 0 | 0.0% |