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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Kingsview Wealth Management, LlcBuy+1,815+10.7%18,771$480.54KQ2 2026Aug 19, 2026
Fsa Advisors, Inc.Buy+11,276+14.0%91,812$2.35MQ2 2026Aug 17, 2026
Bank Of America CorpBuy+1,774,981+186.8%2,724,981$69.76MQ2 2026Aug 14, 2026
Hrt Financial LpBuy+89,623+992.9%98,649$2.52MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+49,54049,540$1.27MQ2 2026Aug 14, 2026
Lifeworks Advisors, LlcBuy+25,11025,110$642.81KQ2 2026Aug 14, 2026
Authentikos Wealth Advisory, LlcBuy+3,994+6.7%63,443$1.62MQ2 2026Aug 14, 2026
Blackston Financial Advisory Group, LlcBuy+3,436+7.3%50,617$1.30MQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+2,000+48.8%6,097$156.00KQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+1,004+3137.5%1,036$26.52KQ2 2026Aug 14, 2026
Wells Fargo & Company/MnSell-1-50.0%1$19.00Q2 2026Aug 14, 2026
Bnp Paribas Financial MarketsBuy+1,800,0001,800,000$46.08MQ2 2026Aug 13, 2026
Creativeone Wealth, LlcBuy+169,041+52.3%492,181$12.60MQ2 2026Aug 13, 2026
Mariner, LlcBuy+8,8428,842$226.37KQ2 2026Aug 13, 2026
Legacy Wealth Managment, Llc/IdBuy+1,227+12.5%11,004$281.70KQ2 2026Aug 13, 2026
Islay Capital Management, LlcBuy+1,000+7.5%14,275$365.44KQ2 2026Aug 13, 2026
Steward Partners Investment Advisory, LlcSell-50-9.1%500$12.80KQ2 2026Aug 13, 2026
Harbour Investments, Inc.Buy+158158$4.04KQ2 2026Aug 12, 2026
Stratos Wealth Advisors, LlcBuy+12,47512,475$319.38KQ2 2026Aug 11, 2026
Altiora Financial Group, LlcSell-4,998-7.9%58,291$1.49MQ2 2026Aug 10, 2026
Triad Wealth Partners, LlcSell-1,453-8.1%16,398$416.68KQ2 2026Aug 10, 2026
Howard Bailey Securities, LlcBuy+1,270+1.1%118,177$3.03MQ2 2026Aug 10, 2026
Millington Financial Advisors, LlcBuy+31,491+84.6%68,735$1.75MQ2 2026Aug 07, 2026
Lloyd Advisory Services, Llc.Buy+19,03719,037$487.35KQ2 2026Aug 07, 2026
Tounjian Advisory Partners, LlcBuy+5,5645,564$142.44KQ2 2026Aug 07, 2026
Janney Montgomery Scott LlcBuy+102,311102,311$2.62MQ2 2026Aug 05, 2026
Advisor Os, LlcBuy+92,57492,574$2.37MQ2 2026Aug 05, 2026
Principal Securities, Inc.Buy+263,868+29.0%1,174,200$30.06MQ2 2026Aug 04, 2026
Signal Advisors Wealth, LlcBuy+20,62920,629$528.09KQ2 2026Aug 04, 2026
Citigroup IncBuy+950,000950,000$24.32MQ2 2026Aug 03, 2026
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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.