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Simplify Barrier Income ETF (SBAR) Institutional Ownership

$24.80 -0.12 (-0.48%)
Closing price 11/13/2026 04:10 PM Eastern
Extended Trading
$24.82 +0.02 (+0.08%)
As of 11/13/2026 07:30 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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Institutional Ownership Changes (13F Filings) for Simplify Barrier Income ETF (NYSEARCA:SBAR)

Number of
Institutional Buyers
(last 12 months)
45
Total
Institutional Inflows
(last 12 months)
$78.51M
Number of
Institutional Sellers
(last 12 months)
13
Total
Institutional Outflows
(last 12 months)
$18.56M
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SBAR Institutional Buying and Selling by Quarter

Simplify Barrier Income ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/5/2026 Elevated Capital Advisors LLC337,578$8.56M2.8%+5.2%1.913%
11/4/2026 Global Wealth Management Investment Advisory Inc.36,903$935K0.1%+6.1%0.209%
10/26/2026 WealthCare Asset Management LLC28,060$711K0.6%-47.4%0.160%
10/26/2026 B.O.S.S. Retirement Advisors LLC93,960$2.38M0.7%-4.1%0.536%
10/24/2026 Beacon Capital Management LLC32,147$815K0.1%-35.4%0.184%
10/22/2026 Brookstone Capital Management355,468$9.01M0.1%N/A2.031%
10/20/2026 Islay Capital Management LLC17,275$438K0.2%+21.0%0.099%
10/17/2026 SteelPeak Wealth LLC74,269$1.88M0.0%+95.6%0.427%
10/17/2026 Encompass More Asset Management9,120$231K0.0%-36.2%0.052%
10/16/2026 Mosley Wealth Management97,116$2.45M0.7%+15.7%0.558%
10/16/2026 Iams Wealth Management LLC49,033$1.24M0.4%-2.7%0.282%
10/15/2026 Mather Group LLC.34,428$873K0.0%N/A0.198%
10/14/2026 Signal Advisors Wealth LLC71,440$1.81M0.1%+246.3%0.411%
10/8/2026 Farther Finance Advisors LLC5,236$133K0.0%-9.8%0.030%
10/2/2026 Private Client Services LLC387,028$9.81M2.7%N/A2.324%
10/1/2026 Noble Wealth Management PBC14,684$372K0.2%+45.1%0.088%
9/23/2026Envestnet Asset Management Inc.597,246$15.29M0.0%+32.4%3.749%
8/23/2026 POM Investment Strategies LLC3,106$80K0.1%-56.0%0.019%
8/23/2026 Mid American Wealth Advisory Group Inc.14,539$372K0.1%-96.3%0.091%
8/22/2026 Montgomery Financial Services LLC1,083$28K0.0%N/A0.007%
8/22/2026 Legacy Wealth Managment LLC ID11,004$282K0.1%+12.5%0.069%
8/21/2026 Beacon Capital Management LLC49,737$1.27M0.2%-23.4%0.312%
7/9/2026 Professional Financial Advisors LLC66,397$1.70M0.3%+15.3%0.431%
7/6/2026 Private Client Services LLC359,789$9.21M2.4%+337.0%2.336%
7/1/2026 Noble Wealth Management PBC10,121$259K0.1%+5.4%0.088%
5/13/2026Cetera Investment Advisers46,650$1.15M0.0%-7.7%0.407%
5/7/2026 Legacy Wealth Managment LLC ID9,777$240K0.1%+18.0%0.085%
5/6/2026 FSA Advisors Inc.80,536$1.98M1.3%+58.5%0.703%
5/2/2026 CAP Partners LLC11,626$285K0.2%N/A0.102%
5/1/2026 WealthCare Asset Management LLC26,311$646K0.7%N/A0.231%
4/30/2026 Elevated Capital Advisors LLC287,955$7.07M1.8%+55.2%2.526%
4/28/2026 B.O.S.S. Retirement Advisors LLC90,970$2.23M0.7%+63.0%0.842%
4/28/2026 Evolution Wealth Management Inc.11,207$275K0.2%+39.0%0.104%
4/23/2026 Networth Advisors LLC69,724$1.71M1.2%+30.1%0.649%
4/21/2026 Decker Retirement Planning Inc.10,462$257K0.1%+46.3%0.099%
4/20/2026 Kestra Private Wealth Services LLC44,021$1.08M0.0%+3.6%0.418%
4/20/2026 Park Edge Advisors LLC81,487$2M0.5%+26.0%0.775%
4/17/2026 Brookstone Capital Management202,103$4.96M0.1%+22.7%1.921%
4/16/2026 Triad Wealth Partners LLC17,851$438K0.0%+16.1%0.170%
2/18/2026 CacheTech Inc.37,302$976K0.2%N/A0.461%
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2/18/2026OLD Mission Capital LLC12,682$332K0.0%-83.9%0.157%
2/17/2026Cetera Investment Advisers50,522$1.32M0.0%+2.1%0.624%
2/17/2026Advisory Services Network LLC11,434$299K0.0%N/A0.141%
2/17/2026Royal Bank of Canada4,000$105K0.0%N/A0.049%
2/17/2026 Islay Capital Management LLC4,275$112K0.1%+52.7%0.053%
2/13/2026 CreativeOne Wealth LLC268,248$7.02M0.2%+70.8%3.312%
2/13/2026 Beacon Capital Management LLC66,879$1.75M0.3%-73.4%0.826%
2/12/2026Steward Partners Investment Advisory LLC1,450$38K0.0%+141.7%0.018%
2/12/2026 Principal Securities Inc.437,425$11.44M0.2%+398.9%5.400%
2/12/2026 Mosley Wealth Management19,042$499K0.2%N/A0.235%
2/11/2026 Howard Bailey Securities LLC68,146$1.78M0.7%N/A0.841%
2/10/2026 Evolution Wealth Management Inc.8,060$211K0.2%-53.7%0.100%
2/9/2026Millington Financial Advisors LLC25,640$665K0.3%N/A0.317%
2/6/2026 Lloyd Advisory Services LLC.8,971$235K0.1%N/A0.111%
2/6/2026 Blackston Financial Advisory Group LLC26,070$682K0.4%+54.0%0.322%
2/6/2026Authentikos Wealth Advisory LLC41,432$1.08M0.7%+7.1%0.512%
2/6/2026 Prevail Innovative Wealth Advisors LLC97,136$2.54M0.5%N/A1.199%
2/3/2026 Legacy Wealth Managment LLC ID8,288$217K0.1%-16.0%0.103%
2/2/2026 FSA Advisors Inc.50,805$1.33M0.2%N/A0.633%
2/2/2026 B.O.S.S. Retirement Advisors LLC55,809$1.46M0.5%+162.7%0.696%
1/30/2026 Strategic Blueprint LLC87,766$2.30M0.1%+87.8%1.114%
1/29/2026 Kestra Private Wealth Services LLC42,484$1.11M0.0%N/A0.548%
1/29/2026 NBC Securities Inc.4,699$123K0.0%+830.5%0.061%
1/27/2026 Elevated Capital Advisors LLC185,484$4.85M1.1%+23.1%2.393%
1/26/2026 AE Wealth Management LLC435,647$11.40M0.1%+13.2%5.732%
1/26/2026 Key Capital Management INC85,351$2.23M2.2%N/A1.123%
1/26/2026 Decker Retirement Planning Inc.7,153$187K0.1%-41.3%0.094%
1/23/2026 Farther Finance Advisors LLC54,863$1.44M0.0%+64.1%0.725%
1/23/2026 Mid American Wealth Advisory Group Inc.390,670$10.22M4.3%+18.3%5.161%
1/22/2026 Networth Advisors LLC53,573$1.40M1.0%N/A0.708%
1/22/2026 Triad Wealth Partners LLC15,376$402K0.0%+56.9%0.203%
1/22/2026Brookwood Investment Group LLC70,440$1.84M0.2%+28.2%0.931%
1/21/2026 Sound Income Strategies LLC957$25K0.0%+357.9%0.013%
1/16/2026 Park Edge Advisors LLC64,679$1.69M0.4%N/A0.896%
1/15/2026 Brookstone Capital Management164,675$4.31M0.0%+200.7%2.281%
1/5/2026 Noble Wealth Management PBC13,250$347K0.2%+81.5%0.191%
11/13/2025 CreativeOne Wealth LLC157,024$4.12M0.1%+171.4%3.529%
11/13/2025 Blackston Financial Advisory Group LLC16,932$445K0.3%N/A0.380%
11/12/2025 Islay Capital Management LLC2,800$74K0.0%N/A0.063%
11/7/2025 Beacon Capital Management LLC251,652$6.61M0.9%N/A5.655%
11/5/2025 B.O.S.S. Retirement Advisors LLC21,243$558K0.1%N/A0.477%
11/5/2025Authentikos Wealth Advisory LLC38,684$1.02M0.7%N/A0.869%
11/5/2025Envestnet Asset Management Inc.60,371$1.59M0.0%N/A1.357%
11/4/2025Guerra Advisors Inc6,171$162K0.1%N/A0.139%
11/3/2025 AE Wealth Management LLC384,719$10.10M0.1%N/A8.645%
10/30/2025 Triad Wealth Partners LLC9,797$257K0.0%N/A0.227%
10/27/2025 Decker Retirement Planning Inc.12,195$320K0.2%N/A0.282%
10/23/2025 Evolution Wealth Management Inc.17,405$457K0.5%N/A0.405%
10/23/2025 Strategic Blueprint LLC46,744$1.23M0.1%N/A1.087%
10/21/2025Brookwood Investment Group LLC54,945$1.44M0.2%N/A1.293%
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10/20/2025 Mid American Wealth Advisory Group Inc.330,325$8.67M3.9%N/A7.772%
10/20/2025 Simplify Asset Management Inc.273,188$7.17M0.1%-75.2%6.428%
10/15/2025 Brookstone Capital Management54,766$1.44M0.0%N/A1.259%
10/14/2025 Farther Finance Advisors LLC33,427$878K0.0%N/A0.768%
8/14/2025 Jane Street Group LLC10,095$265K0.0%N/A0.465%
8/12/2025 CreativeOne Wealth LLC57,861$1.52M0.0%N/A2.666%
8/7/2025 Simplify Asset Management Inc.1,100,000$28.84M1.5%N/A63.768%


SBAR Institutional Ownership - Frequently Asked Questions

During the previous two years, 53 institutional investors and hedge funds held shares of Simplify Barrier Income ETF. The most heavily invested institutionals were Envestnet Asset Management Inc. ($15.29M), Principal Securities Inc. ($11.44M), AE Wealth Management LLC ($11.40M), Private Client Services LLC ($9.81M), Brookstone Capital Management ($9.01M), Elevated Capital Advisors LLC ($8.56M), and Simplify Asset Management Inc. ($7.17M).Learn more on Simplify Barrier Income ETF's institutional investors.

Of the 49 institutional investors that purchased Simplify Barrier Income ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Simplify Asset Management Inc. ($1.10M), Private Client Services LLC ($664.48K), Brookstone Capital Management ($557.57K), AE Wealth Management LLC ($435.65K), Mid American Wealth Advisory Group Inc. ($390.67K), Principal Securities Inc. ($349.74K), and CreativeOne Wealth LLC ($268.25K).

Institutional investors have bought a total of 3,056,162 shares in the last 24 months. This purchase volume represents approximately $78.51M in transactions.

Of the 13 institutional investors that sold Simplify Barrier Income ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Mid American Wealth Advisory Group Inc. ($376.13K), Beacon Capital Management LLC ($217.53K), OLD Mission Capital LLC ($65.93K), WealthCare Asset Management LLC ($25.32K), Evolution Wealth Management Inc. ($9.35K), Encompass More Asset Management ($5.17K), and Decker Retirement Planning Inc. ($5.04K).

Institutional investors have sold a total of 719,850 shares in the last 24 months. This volume of shares sold represents approximately $18.56M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:SBAR is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 11/5/2026. New 13F filings are added each quarter as they're published.
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