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Simplify Barrier Income ETF (SBAR) Institutional Ownership

$25.36 -0.13 (-0.51%)
As of 07/24/2026 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
44
Total
Institutional Inflows
(last 12 months)
$120.28M
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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
5/7/2026Legacy Wealth Managment LLC ID9,777$240K0.1%+18.0%0.085%
5/6/2026FSA Advisors Inc.80,536$1.98M1.3%+58.5%0.703%
5/2/2026CAP Partners LLC11,626$285K0.2%N/A0.102%
5/1/2026WealthCare Asset Management LLC26,311$646K0.7%N/A0.231%
4/30/2026Elevated 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%
4/20/2026Kestra 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%
4/16/2026Triad Wealth Partners LLC17,851$438K0.0%+16.1%0.170%
2/18/2026CacheTech Inc.37,302$976K0.2%N/A0.461%
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%
2/17/2026Islay Capital Management LLC4,275$112K0.1%+52.7%0.053%
2/13/2026CreativeOne Wealth LLC268,248$7.02M0.2%+70.8%3.312%
2/13/2026Beacon 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%
2/12/2026Principal Securities Inc.437,425$11.44M0.2%+398.9%5.400%
2/12/2026 Mosley Wealth Management19,042$499K0.2%N/A0.235%
2/11/2026Howard 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%
2/6/2026Lloyd Advisory Services LLC.8,971$235K0.1%N/A0.111%
2/6/2026Blackston 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%
2/3/2026Legacy Wealth Managment LLC ID8,288$217K0.1%-16.0%0.103%
2/2/2026FSA 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%
1/29/2026Kestra Private Wealth Services LLC42,484$1.11M0.0%N/A0.548%
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1/29/2026 NBC Securities Inc.4,699$123K0.0%+830.5%0.061%
1/27/2026Elevated Capital Advisors LLC185,484$4.85M1.1%+23.1%2.393%
1/26/2026AE Wealth Management LLC435,647$11.40M0.1%+13.2%5.732%
1/26/2026Key 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%
1/22/2026Triad 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%
11/13/2025CreativeOne Wealth LLC157,024$4.12M0.1%+171.4%3.529%
11/13/2025Blackston Financial Advisory Group LLC16,932$445K0.3%N/A0.380%
11/12/2025Islay Capital Management LLC2,800$74K0.0%N/A0.063%
11/7/2025Beacon 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%
11/3/2025AE Wealth Management LLC384,719$10.10M0.1%N/A8.645%
10/30/2025Triad 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%
8/14/2025Jane Street Group LLC10,095$265K0.0%N/A0.465%
8/12/2025CreativeOne 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, 45 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), Private Client Services LLC ($9.21M), Simplify Asset Management Inc. ($7.17M), Elevated Capital Advisors LLC ($7.07M), and CreativeOne Wealth LLC ($7.02M).Learn more on Simplify Barrier Income ETF's institutional investors.

Of the 44 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), Private Client Services LLC ($277.45K), CreativeOne Wealth LLC ($268.25K), and Beacon Capital Management LLC ($251.65K).

Institutional investors have bought a total of 4,613,437 shares in the last 24 months. This purchase volume represents approximately $120.28M 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.


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This page (NYSEARCA:SBAR) was last updated on 7/25/2026 by MarketBeat.com Staff.
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