SBAR Institutional Ownership & Shareholders
SIMPLIFY BARRIER INCOME ETF (SBAR) is currently held by 73 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $292.84M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Bank Of America Corp is currently the largest disclosed institutional shareholder of SBAR tracked by InsiderSet, reporting ownership valued at approximately $69.76M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $68.02M, representing an estimated loss of -2.50% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 78% of the total disclosed SBAR value among the investors covered in this analysis. Major shareholders include Bank Of America Corp, Bnp Paribas Financial Markets, Principal Securities, Inc., and several other long-term asset managers with concentrated positions in SIMPLIFY BARRIER INCOME ETF (SBAR).
This page ranks the largest institutional SBAR shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
73
Total Reported Value
$292.84M
Largest Holder
Bank Of America Corp
Largest Position
$69.76M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
87
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Bank Of America Corp | 0.00% | 2,724,981 | $69,759,514 | $68,015,526 | -$1,743,988 | -2.50% | |
| Bnp Paribas Financial Markets | 0.02% | 1,800,000 | $46,080,000 | $44,928,000 | -$1,152,000 | -2.50% | |
| Principal Securities, Inc. | 0.36% | 1,174,200 | $30,059,530 | $29,308,032 | -$751,498 | -2.50% | |
| Citigroup Inc | 0.01% | 950,000 | $24,082,500 | $23,712,000 | -$370,500 | -1.54% | |
| Envestnet Asset Management Inc | 0.00% | 597,246 | $15,289,494 | $14,907,260 | -$382,234 | -2.50% | |
| Creativeone Wealth, Llc | 0.27% | 492,181 | $12,599,840 | $12,284,838 | -$315,002 | -2.50% | |
| Private Client Services, Llc | 2.64% | 387,028 | $9,811,160 | $9,660,219 | -$150,941 | -1.54% | |
| Brookstone Capital Management | 0.09% | 355,468 | $9,011,126 | $8,872,481 | -$138,645 | -1.54% | |
| Elevated Capital Advisors, Llc | 2.85% | 337,578 | $8,557,607 | $8,425,947 | -$131,660 | -1.54% | |
| Advisor Os, Llc | 0.30% | 180,706 | $4,580,897 | $4,510,422 | -$70,475 | -1.54% | |
| Key Capital Management, Inc | 1.63% | 175,200 | $4,441,315 | $4,372,992 | -$68,323 | -1.54% | |
| Strategic Blueprint, Llc | 0.19% | 154,129 | $3,907,167 | $3,847,060 | -$60,107 | -1.54% | |
| Crusonia Wealth Advisors Llc | 0.47% | 124,747 | $3,162,336 | $3,113,685 | -$48,651 | -1.54% | |
| Howard Bailey Securities, Llc | 1.10% | 112,314 | $2,847,158 | $2,803,357 | -$43,801 | -1.54% | |
| Park Edge Advisors, Llc | 0.60% | 110,811 | $2,809,059 | $2,765,843 | -$43,216 | -1.54% | |
| Janney Montgomery Scott Llc | 0.01% | 102,311 | $2,619,000 | $2,553,683 | -$65,317 | -2.49% | |
| Brookwood Investment Group Llc | 0.30% | 101,273 | $2,592,589 | $2,527,774 | -$64,815 | -2.50% | |
| Hrt Financial Lp | 0.00% | 98,649 | $2,525,000 | $2,462,279 | -$62,721 | -2.48% | |
| Mosley Wealth Management | 0.71% | 97,116 | $2,447,321 | $2,424,015 | -$23,306 | -0.95% | |
| Rivertree Advisors, Llc | 1.43% | 94,399 | $2,393,015 | $2,356,199 | -$36,816 | -1.54% | |
| B.O.S.S. Retirement Advisors, Llc | 0.69% | 93,960 | $2,381,886 | $2,345,242 | -$36,644 | -1.54% | |
| Fsa Advisors, Inc. | 1.08% | 91,812 | $2,350,389 | $2,291,628 | -$58,761 | -2.50% | |
| Networth Advisors, Llc | 1.17% | 80,440 | $2,039,166 | $2,007,782 | -$31,384 | -1.54% | |
| Steelpeak Wealth, Llc | 0.05% | 74,269 | $1,882,714 | $1,853,754 | -$28,960 | -1.54% | |
| Signal Advisors Wealth, Llc | 0.08% | 71,440 | $1,810,999 | $1,783,142 | -$27,857 | -1.54% | |
| Millington Financial Advisors, Llc | 0.69% | 68,735 | $1,749,306 | $1,715,626 | -$33,680 | -1.93% | |
| Professional Financial Advisors, Llc | 0.28% | 64,283 | $1,629,574 | $1,604,504 | -$25,070 | -1.54% | |
| Authentikos Wealth Advisory, Llc | 1.04% | 63,443 | $1,624,131 | $1,583,537 | -$40,594 | -2.50% | |
| 3Edge Asset Management, Lp | 0.06% | 56,686 | $1,436,990 | $1,414,883 | -$22,107 | -1.54% | |
| Blackston Financial Advisory Group, Llc | 0.71% | 50,077 | $1,269,462 | $1,249,922 | -$19,540 | -1.54% | |
| Raymond James Financial Inc | 0.00% | 49,540 | $1,268,224 | $1,236,518 | -$31,706 | -2.50% | |
| Iams Wealth Management, Llc | 0.36% | 49,033 | $1,242,999 | $1,223,864 | -$19,135 | -1.54% | |
| Global Wealth Management Investment Advisory, Inc. | 0.13% | 36,903 | $935,489 | $921,099 | -$14,390 | -1.54% | |
| Mather Group, Llc. | 0.01% | 34,428 | $872,750 | $859,323 | -$13,427 | -1.54% | |
| Beacon Capital Management, Llc | 0.11% | 32,147 | $814,924 | $802,389 | -$12,535 | -1.54% | |
| Nbc Securities, Inc. | 0.05% | 30,852 | $782,092 | $770,066 | -$12,026 | -1.54% | |
| Owen Larue, Llc | 0.25% | 28,035 | $717,698 | $699,754 | -$17,944 | -2.50% | |
| Wealthcare Asset Management, Llc | 0.62% | 28,060 | $711,315 | $700,378 | -$10,937 | -1.54% | |
| Lifeworks Advisors, Llc | 0.07% | 25,110 | $642,810 | $626,746 | -$16,064 | -2.50% | |
| Cap Partners, Llc | 0.27% | 22,818 | $578,446 | $569,537 | -$8,909 | -1.54% | |
| Fiduciary Alliance Llc | 0.04% | 22,053 | $559,044 | $550,443 | -$8,601 | -1.54% | |
| Astoria Portfolio Advisors Llc. | 0.08% | 18,828 | $481,997 | $469,947 | -$12,050 | -2.50% | |
| Kingsview Wealth Management, Llc | 0.01% | 18,771 | $480,538 | $468,524 | -$12,014 | -2.50% | |
| Lloyd Advisory Services, Llc. | 0.18% | 18,284 | $463,496 | $456,369 | -$7,127 | -1.54% | |
| Islay Capital Management, Llc | 0.21% | 17,275 | $437,921 | $431,184 | -$6,737 | -1.54% | |
| Triad Wealth Partners, Llc | 0.02% | 16,722 | $423,895 | $417,381 | -$6,514 | -1.54% | |
| Ironsides Asset Advisors, Llc | 0.10% | 15,802 | $400,581 | $394,418 | -$6,163 | -1.54% | |
| Mid-American Wealth Advisory Group, Inc. | 0.13% | 14,819 | $375,664 | $369,882 | -$5,782 | -1.54% | |
| Noble Wealth Management Pbc | 0.17% | 14,684 | $372,245 | $366,513 | -$5,732 | -1.54% | |
| Stratos Wealth Advisors, Llc | 0.02% | 12,475 | $319,377 | $311,376 | -$8,001 | -2.51% |
Frequently asked questions about SBAR
Who are the largest institutional holders of SBAR?
The largest institutional holders of SBAR reported in the latest SEC Form 13F filings include Bank Of America Corp, Bnp Paribas Financial Markets, Principal Securities, Inc., Citigroup Inc, and Envestnet Asset Management Inc. InsiderSet ranks institutional holders by their latest reported SBAR position.
What is SBAR institutional ownership?
This page tracks SBAR positions reported by institutional investment managers through SEC Form 13F. SIMPLIFY BARRIER INCOME ETF (SBAR) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own SBAR?
InsiderSet currently tracks 73 institutional managers reporting SBAR holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of SBAR shareholders.
How much SBAR stock do institutions own?
Institutional investment managers disclosed approximately $292.84M in SBAR holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was SBAR institutional ownership last updated?
The latest SBAR institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional SBAR holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its SBAR position after the reporting date.
Are institutions buying or selling SBAR?
Institutional buying and selling can be analyzed by comparing SBAR positions across consecutive 13F reporting periods. InsiderSet's SBAR Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SBAR ownership changes.
How has SBAR institutional ownership changed over time?
InsiderSet tracks SBAR institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.