Who Owns SIMPLIFY EXCHANGE TRADED FUN (SBAR)? -- Institutional Holders (2026-06-30)

80 institutions reported holding $302.2M of SIMPLIFY EXCHANGE TRADED FUN (SBAR) in SEC 13F filings for 2026-06-30. Largest institutional holders: BANK OF AMERICA CORP /DE/ ($69.8M), BNP PARIBAS FINANCIAL MARKETS ($46.1M), PRINCIPAL SECURITIES, INC. ($30.1M), CITIGROUP INC ($24.3M), AE Wealth Management LLC ($16.3M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1BANK OF AMERICA CORP /DE/$69.8M2.7MAdded
2BNP PARIBAS FINANCIAL MARKETS$46.1M1.8MNew
3PRINCIPAL SECURITIES, INC.$30.1M1.2MAdded
4CITIGROUP INC$24.3M950,000New
5AE Wealth Management LLC$16.3M636,465Added
6ENVESTNET ASSET MANAGEMENT INC$15.3M597,246Added
7CreativeOne Wealth, LLC$12.6M492,181Added
8PRIVATE CLIENT SERVICES, LLC$9.2M359,789Added
9Elevated Capital Advisors, LLC$8.2M320,829Added
10Brookstone Capital Management$7.5M293,649Added
11Key Capital Management, INC$4.3M169,216Added
12Strategic Blueprint, LLC$3.5M138,204Trimmed
13RiverTree Advisors, LLC$3.4M132,684Added
14HOWARD BAILEY SECURITIES, LLC$3.0M118,177Added
15Janney Montgomery Scott LLC$2.6M102,311New
16Brookwood Investment Group LLC$2.6M101,273Trimmed
17HRT FINANCIAL LP$2.5M98,649Added
18B.O.S.S. Retirement Advisors, LLC$2.5M98,022Added
19Advisor OS, LLC$2.4M92,574New
20Park Edge Advisors, LLC$2.4M92,357Added
21FSA Advisors, Inc.$2.4M91,812Added
22Mosley Wealth Management$2.1M83,950Added
23Networth Advisors, LLC$2.0M77,724Added
24Millington Financial Advisors, LLC$1.7M68,735Added
25Professional Financial Advisors, LLC$1.7M66,397Added

Source: SEC Form 13F filings · as of 2026-06-30