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Simplify Barrier Income ETF (SBAR) Institutional Ownership

$25.61 0.00 (0.00%)
As of 05/22/2026 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for Simplify Barrier Income ETF (NYSEARCA:SBAR)

Number of
Institutional Buyers
(last 12 months)
42
Total
Institutional Inflows
(last 12 months)
$112.93M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$28.78M
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SBAR Institutional Buying and Selling by Quarter

Simplify Barrier Income ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/13/2026 Cetera 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%
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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%
2/18/2026 OLD Mission Capital LLC12,682$332K0.0%-83.9%0.157%
2/17/2026 Cetera Investment Advisers50,522$1.32M0.0%+2.1%0.624%
2/17/2026 Advisory Services Network LLC11,434$299K0.0%N/A0.141%
2/17/2026 Royal 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%
2/12/2026 Steward 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%
2/9/2026 Millington 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%
2/6/2026 Authentikos 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%
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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%
1/22/2026 Brookwood 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%
11/5/2025 Authentikos Wealth Advisory LLC38,684$1.02M0.7%N/A0.869%
11/5/2025 Envestnet 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%
10/21/2025 Brookwood Investment Group LLC54,945$1.44M0.2%N/A1.293%
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, 43 institutional investors and hedge funds held shares of Simplify Barrier Income ETF. The most heavily invested institutionals were Principal Securities Inc. ($11.44M), AE Wealth Management LLC ($11.40M), Mid American Wealth Advisory Group Inc. ($10.22M), Simplify Asset Management Inc. ($7.17M), Elevated Capital Advisors LLC ($7.07M), CreativeOne Wealth LLC ($7.02M), and Brookstone Capital Management ($4.96M).Learn more on Simplify Barrier Income ETF's institutional investors.

Of the 42 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), AE Wealth Management LLC ($435.65K), Mid American Wealth Advisory Group Inc. ($390.67K), Principal Securities Inc. ($349.74K), CreativeOne Wealth LLC ($268.25K), Beacon Capital Management LLC ($251.65K), and Brookstone Capital Management ($202.10K).

Institutional investors have bought a total of 4,326,652 shares in the last 24 months. This purchase volume represents approximately $112.93M in transactions.

The following institutional investors have sold Simplify Barrier Income ETF stock in the last 24 months: Simplify Asset Management Inc. ($826.81K), Beacon Capital Management LLC ($184.77K), OLD Mission Capital LLC ($65.93K), Evolution Wealth Management Inc. ($9.35K), Decker Retirement Planning Inc. ($5.04K), Cetera Investment Advisers ($3.87K), and Legacy Wealth Managment LLC ID ($1.58K).

Institutional investors have sold a total of 1,097,353 shares in the last 24 months. This volume of shares sold represents approximately $28.78M in transactions.



This page (NYSEARCA:SBAR) was last updated on 5/25/2026 by MarketBeat.com Staff.
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