13F Insight
DOSSIER · 13F Holders · Q1 2026Mega-capCrowded
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
—
▲ 3.9%
vs prior quarter
13F value held
$143M
60.0% inst. owned
of float
Holders
57
+15 QoQ
filers reporting
Activity
+56 / −38
+849 added · −791 reduced
this quarter
Concentration
16.25%
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 16.3% of the visible book. +15 net new institutions vs prior quarter — accumulation reading.

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
Mid-American Wealth Advisory Group, Inc.
CIK 0001911264
$10M391K4.32%Q1 202606
CreativeOne Wealth, LLC
CIK 0001739728
$8M323K0.18%Q1 202607
Elevated Capital Advisors, LLC
CIK 0001802387
$7M288K1.78%Q1 202608
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC
CIK 0001989941
$7M271K1.12%Q1 202609
Prime Capital Investment Advisors, LLC
CIK 0001731446
$6M247K0.07%Q1 202610
Brookstone Capital Management
CIK 0001599584
$5M202K0.06%Q1 202611
Global View Capital Management LLC
CIK 0001994495
$4M164K1.07%Q1 202612
Key Capital Management, INC
CIK 0002107249
$4M156K2.53%Q1 202613
Strategic Blueprint, LLC
CIK 0001767821
$4M146K0.21%Q1 202614
RiverTree Advisors, LLC
CIK 0001872501
$3M127K1.97%Q1 202615
HOWARD BAILEY SECURITIES, LLC
CIK 0002043986
$3M117K1.18%Q1 202616
Brookwood Investment Group LLC
CIK 0002066812
$3M111K0.34%Q1 202617
Farther Finance Advisors, LLC
CIK 0001992825
$3M108K0.02%Q1 202618
Tradition Wealth Management, LLC
CIK 0001843010
$2M94K0.16%Q1 202619
B.O.S.S. Retirement Advisors, LLC
CIK 0001964810
$2M91K0.68%Q1 202620
PRIVATE CLIENT SERVICES, LLC
CIK 0001457005
$2M82K0.60%Q1 2026
Page 1 of 3
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