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Simplify Barrier Income ETF (SBAR)

CUSIP: 82889N335 | NYSE | 97 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Citigroup Inc950,000
0.0% of portfolio›$24.1M
Cambridge Investment Research Advisors, Inc.453,555
0.0% of portfolio›$11.5K
Private Client Services, LLC387,028
2.6% of portfolio›$9.8M
Brookstone Capital Management355,468
0.1% of portfolio›$9.0M
Elevated Capital Advisors, LLC337,578
2.8% of portfolio›$8.6M
Advisor OS, LLC180,706
0.3% of portfolio›$4.6M
Key Capital Management, Inc175,200
1.6% of portfolio›$4.4M
Strategic Blueprint, LLC154,129
0.2% of portfolio›$3.9M
Crusonia Wealth Advisors LLC124,747
0.5% of portfolio›$3.2M
Howard Bailey Securities, LLC112,314
1.1% of portfolio›$2.8M
Park Edge Advisors, LLC110,811
0.6% of portfolio›$2.8M
Mosley Wealth Management97,116
0.7% of portfolio›$2.4M
RiverTree Advisors, LLC94,399
1.4% of portfolio›$2.4M
B.O.S.S. Retirement Advisors, LLC93,960
0.7% of portfolio›$2.4M
Networth Advisors, LLC80,440
1.2% of portfolio›$2.0M
SteelPeak Wealth, LLC74,269
0.0% of portfolio›$1.9M
Signal Advisors Wealth, LLC71,440
0.1% of portfolio›$1.8M
Professional Financial Advisors, LLC64,283
0.3% of portfolio›$1.6M
3Edge Asset Management, LP56,686
0.1% of portfolio›$1.4M
Blackston Financial Advisory Group, LLC50,077
0.7% of portfolio›$1.3M
Iams Wealth Management, LLC49,033
0.4% of portfolio›$1.2M
Global Wealth Management Investment Advisory, Inc.36,903
0.1% of portfolio›$935.5K
Mather Group, Llc.34,428
0.0% of portfolio›$872.8K
Beacon Capital Management, LLC32,147
0.1% of portfolio›$814.9K
Lanark Financial, Inc.30,852
0.1% of portfolio›$782.1K
WealthCare Asset Management, LLC28,060
0.6% of portfolio›$711.3K
Cap Partners, LLC22,818
0.3% of portfolio›$578.4K
Fiduciary Alliance LLC22,053
0.0% of portfolio›$559.0K
Lloyd Advisory Services, Llc.18,284
0.2% of portfolio›$463.5K
Islay Capital Management, LLC17,275
0.2% of portfolio›$437.9K
Triad Wealth Partners, LLC16,722
0.0% of portfolio›$423.9K
Ironsides Asset Advisors, LLC15,802
0.1% of portfolio›$400.6K
Mid-American Wealth Advisory Group, Inc.14,819
0.1% of portfolio›$375.7K
Noble Wealth Management PBC14,684
0.2% of portfolio›$372.2K
Decker Retirement Planning Inc.9,401
0.1% of portfolio›$238.3K
Encompass More Asset Management9,120
0.0% of portfolio›$231.2K
Visionary Wealth Advisors8,262
0.0% of portfolio›$209.4K
Tounjian Advisory Partners, LLC5,413
0.1% of portfolio›$137.2K
Farther Finance Advisors, LLC5,236
0.0% of portfolio›$132.7K
Cape Investment Advisory, Inc.2,910
0.0% of portfolio›$73.8K
Wealth Enhancement Trust Services, Inc.1,603
0.0% of portfolio›$40.6K
Evolution Wealth Management Inc.1,460
0.0% of portfolio›$37.0K
Buck Wealth Strategies, LLC1,102
0.0% of portfolio›$27.9K
Montgomery Financial Services LLC1,083
0.0% of portfolio›$27.5K
Assetmark, Inc66
0.0% of portfolio›$1.7K
Signaturefd, LLC44
0.0% of portfolio›$1.1K
POM Investment Strategies, LLC12
0.0% of portfolio›$311
StyleTurnoverLocationFiled
Citigroup Inc
950,000$24.1M0.0%CoreMediumNew York, NY2026-11-04
Cambridge Investment Research Advisors, Inc.
453,555$11.5K0.0%ETFLowFairfield, IA2026-11-02
Private Client Services, LLC
387,028$9.8M2.6%ETFMediumLouisville, KY2026-10-02
Brookstone Capital Management
355,468$9.0M0.1%ETFMediumWheaton, IL2026-10-22
Elevated Capital Advisors, LLC
337,578$8.6M2.8%ETFMediumSandy, UT2026-11-04
Advisor OS, LLC
180,706$4.6M0.3%ETFMediumChicago, IL2026-11-03
Key Capital Management, Inc
175,200$4.4M1.6%ETFMediumHendersonville, Tn 37075, TN2026-11-03
Strategic Blueprint, LLC
154,129$3.9M0.2%ETFLowAtlanta, GA2026-10-22
Crusonia Wealth Advisors LLC
124,747$3.2M0.5%ETFVery LowDenver, CO2026-10-26
Howard Bailey Securities, LLC
112,314$2.8M1.1%ETFMediumFort Wayne, IN2026-10-27
Park Edge Advisors, LLC
110,811$2.8M0.6%CoreMediumCleveland, OH2026-10-28
Mosley Wealth Management
97,116$2.4M0.7%ETFHighAnaheim, CA2026-10-16
RiverTree Advisors, LLC
94,399$2.4M1.4%ETFMediumWinter Park, FL2026-10-13
B.O.S.S. Retirement Advisors, LLC
93,960$2.4M0.7%ETFMediumLehi, UT2026-10-26
Networth Advisors, LLC
80,440$2.0M1.2%ETFMediumCanonsburg, PA2026-11-03
SteelPeak Wealth, LLC
74,269$1.9M0.0%GrowthHighWoodland Hills, CA2026-10-16
Signal Advisors Wealth, LLC
71,440$1.8M0.1%ETFLowDetroit, MI2026-10-13
Professional Financial Advisors, LLC
64,283$1.6M0.3%ETFMediumNorth Platte, NE2026-10-13
3Edge Asset Management, LP
56,686$1.4M0.1%ETFMediumNaples, FL2026-10-30
Blackston Financial Advisory Group, LLC
50,077$1.3M0.7%ETFLowThe Villages, FL2026-11-04
Iams Wealth Management, LLC
49,033$1.2M0.4%CoreMediumOmaha, NE2026-10-15
Global Wealth Management Investment Advisory, Inc.
36,903$935.5K0.1%CoreLowFort Lauderdale, FL2026-11-04
Mather Group, Llc.
34,428$872.8K0.0%ETFMediumChicago, IL2026-10-14
Beacon Capital Management, LLC
32,147$814.9K0.1%ETFMediumFranklin, TN2026-10-23
Lanark Financial, Inc.
30,852$782.1K0.1%CoreMediumBirmingham, AL2026-10-26
WealthCare Asset Management, LLC
28,060$711.3K0.6%CoreHighSpringfield, MO2026-10-26
Cap Partners, LLC
22,818$578.4K0.3%ETFLowFranklin, TN2026-10-19
Fiduciary Alliance LLC
22,053$559.0K0.0%CoreMediumGreenville, SC2026-10-13
Lloyd Advisory Services, Llc.
18,284$463.5K0.2%ETFVery HighSuwanee, GA2026-11-02
Islay Capital Management, LLC
17,275$437.9K0.2%ETFMediumLubbock, TX2026-10-20
Triad Wealth Partners, LLC
16,722$423.9K0.0%ETFMediumLawrence, KS2026-10-26
Ironsides Asset Advisors, LLC
15,802$400.6K0.1%ETFVery LowRocky Mount, NC2026-10-20
Mid-American Wealth Advisory Group, Inc.
14,819$375.7K0.1%ETFMediumKansas City, MO2026-10-21
Noble Wealth Management PBC
14,684$372.2K0.2%YieldMediumGreenwood Village, CO2026-10-01
Decker Retirement Planning Inc.
9,401$238.3K0.1%Agg GrowthVery HighLevi, UT2026-10-19
Encompass More Asset Management
9,120$231.2K0.0%ETFHighDanville, CA2026-10-16
Visionary Wealth Advisors
8,262$209.4K0.0%ETFLowO'Fallon, IL2026-11-04
Tounjian Advisory Partners, LLC
5,413$137.2K0.1%GrowthHighFort Myers, FL2026-11-04
Farther Finance Advisors, LLC
5,236$132.7K0.0%IndexLowSan Francisco, CA2026-10-08
Cape Investment Advisory, Inc.
2,910$73.8K0.0%ETFLowMcdonough, GA2026-10-13
Wealth Enhancement Trust Services, Inc.
1,603$40.6K0.0%GrowthMediumSioux Falls, SD2026-10-07
Evolution Wealth Management Inc.
1,460$37.0K0.0%ETFMediumFort Myers, FL2026-10-28
Buck Wealth Strategies, LLC
1,102$27.9K0.0%ValueMediumDenver, CO2026-10-28
Montgomery Financial Services LLC
1,083$27.5K0.0%ETFN/AOcean City, MD2026-11-03
Assetmark, Inc
66$1.7K0.0%ETFLowConcord, CA2026-10-21
Signaturefd, LLC
44$1.1K0.0%IndexLowAtlanta, GA2026-10-23
POM Investment Strategies, LLC
12$3110.0%ETFVery HighRaleigh, NC2026-10-20