13F Insight
DOSSIER · 13F Holders · Q2 2026
SBAR

SIMPLIFY EXCHANGE TRADED FUN

71 institutions still hold SIMPLIFY EXCHANGE TRADED FUN as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 82889N335·71 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$268M
visible holders
Holders
71
filers reporting
Concentration
26.03%
BANK OF AMERICA CORP /DE/ #1
top holder share
AI Holders Summary · Q2 2026

71 institutions reported SBAR in Q2 2026. BANK OF AMERICA CORP /DE/ leads at 26.0% 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
$70M2.7M0.00%Q2 202602
BNP PARIBAS FINANCIAL MARKETS
CIK 0001166588
$46M1.8M0.02%Q2 202603
PRINCIPAL SECURITIES, INC.
CIK 0000012600
$30M1.2M0.36%Q2 202604
CITIGROUP INC
CIK 0000831001
$24M950K0.01%Q2 202605
AE Wealth Management LLC
CIK 0001697723
$16M636K0.08%Q2 202606
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$15M597K0.00%Q2 202607
CreativeOne Wealth, LLC
CIK 0001739728
$13M492K0.27%Q2 202608
PRIVATE CLIENT SERVICES, LLC
CIK 0001457005
$9M360K2.41%Q2 202609
Elevated Capital Advisors, LLC
CIK 0001802387
$8M321K2.26%Q2 202610
Brookstone Capital Management
CIK 0001599584
$8M294K0.08%Q2 202611
Key Capital Management, INC
CIK 0002107249
$4M169K2.23%Q2 202612
Strategic Blueprint, LLC
CIK 0001767821
$4M138K0.18%Q2 202613
RiverTree Advisors, LLC
CIK 0001872501
$3M133K2.01%Q2 202614
HOWARD BAILEY SECURITIES, LLC
CIK 0002043986
$3M118K1.13%Q2 202615
Brookwood Investment Group LLC
CIK 0002066812
$3M101K0.29%Q2 202616
B.O.S.S. Retirement Advisors, LLC
CIK 0001964810
$3M98K0.68%Q2 202617
Advisor OS, LLC
CIK 0001767580
$2M93K0.16%Q2 202618
Park Edge Advisors, LLC
CIK 0001965659
$2M92K0.50%Q2 202619
FSA Advisors, Inc.
CIK 0001905627
$2M92K1.08%Q2 202620
Mosley Wealth Management
CIK 0002011849
$2M84K0.68%Q2 2026
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