SIMPLIFY BARRIER INCOME ETF (SBAR) Institutional Ownership Changes & 13F Activity
SIMPLIFY BARRIER INCOME ETF (SBAR). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Bnp Paribas Financial Markets, Bank Of America Corp, Citigroup Inc, Principal Securities, Inc., and Creativeone Wealth, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Kingsview Wealth Management, Llc | Buy | +1,815 | +10.7% | 18,771 | $480.54K | Q2 2026 | Aug 19, 2026 |
| Fsa Advisors, Inc. | Buy | +11,276 | +14.0% | 91,812 | $2.35M | Q2 2026 | Aug 17, 2026 |
| Bank Of America Corp | Buy | +1,774,981 | +186.8% | 2,724,981 | $69.76M | Q2 2026 | Aug 14, 2026 |
| Hrt Financial Lp | Buy | +89,623 | +992.9% | 98,649 | $2.52M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +49,540 | — | 49,540 | $1.27M | Q2 2026 | Aug 14, 2026 |
| Lifeworks Advisors, Llc | Buy | +25,110 | — | 25,110 | $642.81K | Q2 2026 | Aug 14, 2026 |
| Authentikos Wealth Advisory, Llc | Buy | +3,994 | +6.7% | 63,443 | $1.62M | Q2 2026 | Aug 14, 2026 |
| Blackston Financial Advisory Group, Llc | Buy | +3,436 | +7.3% | 50,617 | $1.30M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +2,000 | +48.8% | 6,097 | $156.00K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +1,004 | +3137.5% | 1,036 | $26.52K | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Sell | -1 | -50.0% | 1 | $19.00 | Q2 2026 | Aug 14, 2026 |
| Bnp Paribas Financial Markets | Buy | +1,800,000 | — | 1,800,000 | $46.08M | Q2 2026 | Aug 13, 2026 |
| Creativeone Wealth, Llc | Buy | +169,041 | +52.3% | 492,181 | $12.60M | Q2 2026 | Aug 13, 2026 |
| Mariner, Llc | Buy | +8,842 | — | 8,842 | $226.37K | Q2 2026 | Aug 13, 2026 |
| Legacy Wealth Managment, Llc/Id | Buy | +1,227 | +12.5% | 11,004 | $281.70K | Q2 2026 | Aug 13, 2026 |
| Islay Capital Management, Llc | Buy | +1,000 | +7.5% | 14,275 | $365.44K | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, Llc | Sell | -50 | -9.1% | 500 | $12.80K | Q2 2026 | Aug 13, 2026 |
| Harbour Investments, Inc. | Buy | +158 | — | 158 | $4.04K | Q2 2026 | Aug 12, 2026 |
| Stratos Wealth Advisors, Llc | Buy | +12,475 | — | 12,475 | $319.38K | Q2 2026 | Aug 11, 2026 |
| Altiora Financial Group, Llc | Sell | -4,998 | -7.9% | 58,291 | $1.49M | Q2 2026 | Aug 10, 2026 |
| Triad Wealth Partners, Llc | Sell | -1,453 | -8.1% | 16,398 | $416.68K | Q2 2026 | Aug 10, 2026 |
| Howard Bailey Securities, Llc | Buy | +1,270 | +1.1% | 118,177 | $3.03M | Q2 2026 | Aug 10, 2026 |
| Millington Financial Advisors, Llc | Buy | +31,491 | +84.6% | 68,735 | $1.75M | Q2 2026 | Aug 07, 2026 |
| Lloyd Advisory Services, Llc. | Buy | +19,037 | — | 19,037 | $487.35K | Q2 2026 | Aug 07, 2026 |
| Tounjian Advisory Partners, Llc | Buy | +5,564 | — | 5,564 | $142.44K | Q2 2026 | Aug 07, 2026 |
| Janney Montgomery Scott Llc | Buy | +102,311 | — | 102,311 | $2.62M | Q2 2026 | Aug 05, 2026 |
| Advisor Os, Llc | Buy | +92,574 | — | 92,574 | $2.37M | Q2 2026 | Aug 05, 2026 |
| Principal Securities, Inc. | Buy | +263,868 | +29.0% | 1,174,200 | $30.06M | Q2 2026 | Aug 04, 2026 |
| Signal Advisors Wealth, Llc | Buy | +20,629 | — | 20,629 | $528.09K | Q2 2026 | Aug 04, 2026 |
| Citigroup Inc | Buy | +950,000 | — | 950,000 | $24.32M | Q2 2026 | Aug 03, 2026 |
Frequently asked questions about SBAR activity
Which institutional owners are buying SBAR?
Institutional owners buying SBAR include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in SBAR activity?
"Buy" means an investor increased their reported position in SBAR compared to the prior reporting period. This reflects growing exposure to SIMPLIFY BARRIER INCOME ETF (SBAR) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in SBAR increasing?
Institutional interest in SBAR can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.