13F Insight
DOSSIER · 13F Holders · Q1 2026
SBAR

SIMPLIFY EXCHANGE TRADED FUN

57 institutions still hold SIMPLIFY EXCHANGE TRADED FUN as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 82889N335·57 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$138M
visible holders
Holders
57
filers reporting
Concentration
16.86%
BANK OF AMERICA CORP /DE/ #1
top holder share
AI Holders Summary · Q1 2026

57 institutions reported SBAR in Q1 2026. BANK OF AMERICA CORP /DE/ leads at 16.9% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
BANK OF AMERICA CORP /DE/
CIK 0000070858
$23M950K0.00%Q1 202602
PRINCIPAL SECURITIES, INC.
CIK 0000012600
$22M910K0.33%Q1 202603
AE Wealth Management LLC
CIK 0001697723
$15M591K0.08%Q1 202604
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$11M451K0.00%Q1 202605
PRIVATE CLIENT SERVICES, LLC
CIK 0001457005
$9M360K2.41%Q2 202606
CreativeOne Wealth, LLC
CIK 0001739728
$8M323K0.18%Q1 202607
Brookstone Capital Management
CIK 0001599584
$8M294K0.08%Q2 202608
Elevated Capital Advisors, LLC
CIK 0001802387
$7M288K1.78%Q1 202609
Prime Capital Investment Advisors, LLC
CIK 0001731446
$6M247K0.07%Q1 202610
Key Capital Management, INC
CIK 0002107249
$4M156K2.53%Q1 202611
Strategic Blueprint, LLC
CIK 0001767821
$4M138K0.18%Q2 202612
RiverTree Advisors, LLC
CIK 0001872501
$3M133K2.01%Q2 202613
HOWARD BAILEY SECURITIES, LLC
CIK 0002043986
$3M117K1.18%Q1 202614
Brookwood Investment Group LLC
CIK 0002066812
$3M101K0.29%Q2 202615
B.O.S.S. Retirement Advisors, LLC
CIK 0001964810
$3M98K0.68%Q2 202616
Park Edge Advisors, LLC
CIK 0001965659
$2M92K0.50%Q2 202617
Tradition Wealth Management, LLC
CIK 0001843010
$2M94K0.16%Q1 202618
Mosley Wealth Management
CIK 0002011849
$2M84K0.68%Q2 202619
Networth Advisors, LLC
CIK 0002099019
$2M78K1.16%Q2 202620
Professional Financial Advisors, LLC
CIK 0001798221
$2M66K0.29%Q2 2026
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