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Simplify Barrier Income ETF (SBAR)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Citigroup Inc
UNCHANGED
Shares950,000 from 950,000
Change0 (0%)
Value$24.1M (-$237.5K)
Filed 2026-11-04
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares453,555 from 32,957
Change+420,598 (+1276%)
Value$11.5K (-$832.5K)
Filed 2026-11-02
Private Client Services, LLC
INCREASED
Shares387,028 from 359,789
Change+27,239 (+8%)
Value$9.8M (+$600.6K)
Filed 2026-10-02
Brookstone Capital Management
INCREASED
Shares355,468 from 293,649
Change+61,819 (+21%)
Value$9.0M (+$1.5M)
Filed 2026-10-22
Elevated Capital Advisors, LLC
INCREASED
Shares337,578 from 320,829
Change+16,749 (+5%)
Value$8.6M (+$344.4K)
Filed 2026-11-04
Advisor OS, LLC
INCREASED
Shares180,706 from 92,574
Change+88,132 (+95%)
Value$4.6M (+$2.2M)
Filed 2026-11-03
Key Capital Management, Inc
INCREASED
Shares175,200 from 169,216
Change+5,984 (+4%)
Value$4.4M (+$109.4K)
Filed 2026-11-03
Strategic Blueprint, LLC
INCREASED
Shares154,129 from 138,204
Change+15,925 (+12%)
Value$3.9M (+$369.1K)
Filed 2026-10-22
Crusonia Wealth Advisors LLC
INCREASED
Shares124,747 from 30,950
Change+93,797 (+303%)
Value$3.2M (+$2.4M)
Filed 2026-10-26
Howard Bailey Securities, LLC
DECREASED
Shares112,314 from 118,177
Change-5,863 (-5%)
Value$2.8M (-$178.2K)
Filed 2026-10-27
Park Edge Advisors, LLC
INCREASED
Shares110,811 from 92,357
Change+18,454 (+20%)
Value$2.8M (+$444.7K)
Filed 2026-10-28
Mosley Wealth Management
INCREASED
Shares97,116 from 83,950
Change+13,166 (+16%)
Value$2.4M (+$298.2K)
Filed 2026-10-16
RiverTree Advisors, LLC
DECREASED
Shares94,399 from 132,684
Change-38,285 (-29%)
Value$2.4M (-$1.0M)
Filed 2026-10-13
B.O.S.S. Retirement Advisors, LLC
DECREASED
Shares93,960 from 98,022
Change-4,062 (-4%)
Value$2.4M (-$127.5K)
Filed 2026-10-26
Networth Advisors, LLC
INCREASED
Shares80,440 from 77,724
Change+2,716 (+3%)
Value$2.0M (+$49.4K)
Filed 2026-11-03
SteelPeak Wealth, LLC
INCREASED
Shares74,269 from 37,971
Change+36,298 (+96%)
Value$1.9M (+$910.7K)
Filed 2026-10-16
Signal Advisors Wealth, LLC
INCREASED
Shares71,440 from 20,629
Change+50,811 (+246%)
Value$1.8M (+$1.3M)
Filed 2026-10-13
Professional Financial Advisors, LLC
DECREASED
Shares64,283 from 66,397
Change-2,114 (-3%)
Value$1.6M (-$70.2K)
Filed 2026-10-13
3Edge Asset Management, LP
INCREASED
Shares56,686 from 55,155
Change+1,531 (+3%)
Value$1.4M (+$25.0K)
Filed 2026-10-30
Blackston Financial Advisory Group, LLC
DECREASED
Shares50,077 from 50,617
Change-540 (-1%)
Value$1.3M (-$26.3K)
Filed 2026-11-04
Iams Wealth Management, LLC
DECREASED
Shares49,033 from 50,377
Change-1,344 (-3%)
Value$1.2M (-$46.7K)
Filed 2026-10-15
Global Wealth Management Investment Advisory, Inc.
INCREASED
Shares36,903 from 34,779
Change+2,124 (+6%)
Value$935.5K (+$45.2K)
Filed 2026-11-04
Mather Group, Llc.
INCREASED
Shares34,428 from 32,698
Change+1,730 (+5%)
Value$872.8K (+$35.7K)
Filed 2026-10-14
Beacon Capital Management, LLC
DECREASED
Shares32,147 from 49,737
Change-17,590 (-35%)
Value$814.9K (-$458.4K)
Filed 2026-10-23
Lanark Financial, Inc.
INCREASED
Shares30,852 from 26,149
Change+4,703 (+18%)
Value$782.1K (+$112.7K)
Filed 2026-10-26
WealthCare Asset Management, LLC
DECREASED
Shares28,060 from 53,382
Change-25,322 (-47%)
Value$711.3K (-$655.3K)
Filed 2026-10-26
Cap Partners, LLC
INCREASED
Shares22,818 from 17,346
Change+5,472 (+32%)
Value$578.4K (+$134.4K)
Filed 2026-10-19
Fiduciary Alliance LLC
NEW
Shares22,053
Change+22,053
Value$559.0K
Filed 2026-10-13
Lloyd Advisory Services, Llc.
DECREASED
Shares18,284 from 19,037
Change-753 (-4%)
Value$463.5K (-$23.9K)
Filed 2026-11-02
Islay Capital Management, LLC
INCREASED
Shares17,275 from 14,275
Change+3,000 (+21%)
Value$437.9K (+$72.5K)
Filed 2026-10-20
Triad Wealth Partners, LLC
INCREASED
Shares16,722 from 16,398
Change+324 (+2%)
Value$423.9K (+$7.2K)
Filed 2026-10-26
Ironsides Asset Advisors, LLC
NEW
Shares15,802
Change+15,802
Value$400.6K
Filed 2026-10-20
Mid-American Wealth Advisory Group, Inc.
INCREASED
Shares14,819 from 14,539
Change+280 (+2%)
Value$375.7K (+$3.5K)
Filed 2026-10-21
Noble Wealth Management PBC
INCREASED
Shares14,684 from 10,121
Change+4,563 (+45%)
Value$372.2K (+$113.2K)
Filed 2026-10-01
Decker Retirement Planning Inc.
DECREASED
Shares9,401 from 10,426
Change-1,025 (-10%)
Value$238.3K (-$28.6K)
Filed 2026-10-19
Encompass More Asset Management
DECREASED
Shares9,120 from 14,294
Change-5,174 (-36%)
Value$231.2K (-$134.7K)
Filed 2026-10-16
Visionary Wealth Advisors
NEW
Shares8,262
Change+8,262
Value$209.4K
Filed 2026-11-04
Tounjian Advisory Partners, LLC
DECREASED
Shares5,413 from 5,564
Change-151 (-3%)
Value$137.2K (-$5.2K)
Filed 2026-11-04
Farther Finance Advisors, LLC
DECREASED
Shares5,236 from 5,805
Change-569 (-10%)
Value$132.7K (-$15.9K)
Filed 2026-10-08
Cape Investment Advisory, Inc.
NEW
Shares2,910
Change+2,910
Value$73.8K
Filed 2026-10-13
Wealth Enhancement Trust Services, Inc.
UNCHANGED
Shares1,603 from 1,603
Change0 (0%)
Value$40.6K (-$401)
Filed 2026-10-07
Evolution Wealth Management Inc.
UNCHANGED
Shares1,460 from 1,460
Change0 (0%)
Value$37.0K (-$365)
Filed 2026-10-28
Buck Wealth Strategies, LLC
UNCHANGED
Shares1,102 from 1,102
Change0 (0%)
Value$27.9K (-$275)
Filed 2026-10-28
Montgomery Financial Services LLC
UNCHANGED
Shares1,083 from 1,083
Change0 (0%)
Value$27.5K (-$271)
Filed 2026-11-03
Assetmark, Inc
NEW
Shares66
Change+66
Value$1.7K
Filed 2026-10-21
Signaturefd, LLC
INCREASED
Shares44 from 43
Change+1 (+2%)
Value$1.1K (+$22)
Filed 2026-10-23
POM Investment Strategies, LLC
DECREASED
Shares12 from 3,106
Change-3,094 (-100%)
Value$311 (-$79.2K)
Filed 2026-10-20
Altiora Financial Group, LLC
CLOSED
Shares0 from 58,291
Change-58,291 (-100%)
Value$0 (-$1.5M)
Filed 2026-11-04
GFS Advisors, LLC
CLOSED
Shares0 from 21,800
Change-21,800 (-100%)
Value$0 (-$16.6K)
Filed 2026-11-03
Bank of America Corp
N/A
Shares— from 2,724,981
Change-2,724,981 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 1,800,000
Change-1,800,000 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 1,174,200
Change-1,174,200 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 636,465
Change-636,465 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 597,246
Change-597,246 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 492,181
Change-492,181 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 102,311
Change-102,311 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 101,273
Change-101,273 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 98,649
Change-98,649 (-100%)
Value—
FSA Advisors, Inc.
N/A
Shares— from 91,812
Change-91,812 (-100%)
Value—
Millington Financial Advisors, LLC
N/A
Shares— from 68,735
Change-68,735 (-100%)
Value—
Authentikos Wealth Advisory, LLC
N/A
Shares— from 63,443
Change-63,443 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 49,540
Change-49,540 (-100%)
Value—
Owen LaRue, LLC
N/A
Shares— from 28,035
Change-28,035 (-100%)
Value—
Lifeworks Advisors, LLC
N/A
Shares— from 25,110
Change-25,110 (-100%)
Value—
Astoria Portfolio Advisors Llc.
N/A
Shares— from 18,828
Change-18,828 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 18,771
Change-18,771 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 12,475
Change-12,475 (-100%)
Value—
Legacy Wealth Managment, LLC
N/A
Shares— from 11,004
Change-11,004 (-100%)
Value—
Everstar Asset Management, LLC
N/A
Shares— from 10,270
Change-10,270 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 8,842
Change-8,842 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 6,097
Change-6,097 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1,036
Change-1,036 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 500
Change-500 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 158
Change-158 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 2
Change-2 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Citigroup Inc
UNCHANGED950,000950,00000%$24.3M$24.1M-$237.5K2026-11-04
Cambridge Investment Research Advisors, Inc.
INCREASED453,55532,957+420,598+1276%$844.0K$11.5K-$832.5K2026-11-02
Private Client Services, LLC
INCREASED387,028359,789+27,239+8%$9.2M$9.8M+$600.6K2026-10-02
Brookstone Capital Management
INCREASED355,468293,649+61,819+21%$7.5M$9.0M+$1.5M2026-10-22
Elevated Capital Advisors, LLC
INCREASED337,578320,829+16,749+5%$8.2M$8.6M+$344.4K2026-11-04
Advisor OS, LLC
INCREASED180,70692,574+88,132+95%$2.4M$4.6M+$2.2M2026-11-03
Key Capital Management, Inc
INCREASED175,200169,216+5,984+4%$4.3M$4.4M+$109.4K2026-11-03
Strategic Blueprint, LLC
INCREASED154,129138,204+15,925+12%$3.5M$3.9M+$369.1K2026-10-22
Crusonia Wealth Advisors LLC
INCREASED124,74730,950+93,797+303%$792.3K$3.2M+$2.4M2026-10-26
Howard Bailey Securities, LLC
DECREASED112,314118,177-5,863-5%$3.0M$2.8M-$178.2K2026-10-27
Park Edge Advisors, LLC
INCREASED110,81192,357+18,454+20%$2.4M$2.8M+$444.7K2026-10-28
Mosley Wealth Management
INCREASED97,11683,950+13,166+16%$2.1M$2.4M+$298.2K2026-10-16
RiverTree Advisors, LLC
DECREASED94,399132,684-38,285-29%$3.4M$2.4M-$1.0M2026-10-13
B.O.S.S. Retirement Advisors, LLC
DECREASED93,96098,022-4,062-4%$2.5M$2.4M-$127.5K2026-10-26
Networth Advisors, LLC
INCREASED80,44077,724+2,716+3%$2.0M$2.0M+$49.4K2026-11-03
SteelPeak Wealth, LLC
INCREASED74,26937,971+36,298+96%$972.1K$1.9M+$910.7K2026-10-16
Signal Advisors Wealth, LLC
INCREASED71,44020,629+50,811+246%$528.1K$1.8M+$1.3M2026-10-13
Professional Financial Advisors, LLC
DECREASED64,28366,397-2,114-3%$1.7M$1.6M-$70.2K2026-10-13
3Edge Asset Management, LP
INCREASED56,68655,155+1,531+3%$1.4M$1.4M+$25.0K2026-10-30
Blackston Financial Advisory Group, LLC
DECREASED50,07750,617-540-1%$1.3M$1.3M-$26.3K2026-11-04
Iams Wealth Management, LLC
DECREASED49,03350,377-1,344-3%$1.3M$1.2M-$46.7K2026-10-15
Global Wealth Management Investment Advisory, Inc.
INCREASED36,90334,779+2,124+6%$890.3K$935.5K+$45.2K2026-11-04
Mather Group, Llc.
INCREASED34,42832,698+1,730+5%$837.1K$872.8K+$35.7K2026-10-14
Beacon Capital Management, LLC
DECREASED32,14749,737-17,590-35%$1.3M$814.9K-$458.4K2026-10-23
Lanark Financial, Inc.
INCREASED30,85226,149+4,703+18%$669.4K$782.1K+$112.7K2026-10-26
WealthCare Asset Management, LLC
DECREASED28,06053,382-25,322-47%$1.4M$711.3K-$655.3K2026-10-26
Cap Partners, LLC
INCREASED22,81817,346+5,472+32%$444.1K$578.4K+$134.4K2026-10-19
Fiduciary Alliance LLC
NEW22,053—+22,053——$559.0K—2026-10-13
Lloyd Advisory Services, Llc.
DECREASED18,28419,037-753-4%$487.4K$463.5K-$23.9K2026-11-02
Islay Capital Management, LLC
INCREASED17,27514,275+3,000+21%$365.4K$437.9K+$72.5K2026-10-20
Triad Wealth Partners, LLC
INCREASED16,72216,398+324+2%$416.7K$423.9K+$7.2K2026-10-26
Ironsides Asset Advisors, LLC
NEW15,802—+15,802——$400.6K—2026-10-20
Mid-American Wealth Advisory Group, Inc.
INCREASED14,81914,539+280+2%$372.2K$375.7K+$3.5K2026-10-21
Noble Wealth Management PBC
INCREASED14,68410,121+4,563+45%$259.1K$372.2K+$113.2K2026-10-01
Decker Retirement Planning Inc.
DECREASED9,40110,426-1,025-10%$266.9K$238.3K-$28.6K2026-10-19
Encompass More Asset Management
DECREASED9,12014,294-5,174-36%$366.0K$231.2K-$134.7K2026-10-16
Visionary Wealth Advisors
NEW8,262—+8,262——$209.4K—2026-11-04
Tounjian Advisory Partners, LLC
DECREASED5,4135,564-151-3%$142.4K$137.2K-$5.2K2026-11-04
Farther Finance Advisors, LLC
DECREASED5,2365,805-569-10%$148.6K$132.7K-$15.9K2026-10-08
Cape Investment Advisory, Inc.
NEW2,910—+2,910——$73.8K—2026-10-13
Wealth Enhancement Trust Services, Inc.
UNCHANGED1,6031,60300%$41.0K$40.6K-$4012026-10-07
Evolution Wealth Management Inc.
UNCHANGED1,4601,46000%$37.4K$37.0K-$3652026-10-28
Buck Wealth Strategies, LLC
UNCHANGED1,1021,10200%$28.2K$27.9K-$2752026-10-28
Montgomery Financial Services LLC
UNCHANGED1,0831,08300%$27.7K$27.5K-$2712026-11-03
Assetmark, Inc
NEW66—+66——$1.7K—2026-10-21
Signaturefd, LLC
INCREASED4443+1+2%$1.1K$1.1K+$222026-10-23
POM Investment Strategies, LLC
DECREASED123,106-3,094-100%$79.5K$311-$79.2K2026-10-20
Altiora Financial Group, LLC
CLOSED058,291-58,291-100%$1.5M$0-$1.5M2026-11-04
GFS Advisors, LLC
CLOSED021,800-21,800-100%$16.6K$0-$16.6K2026-11-03
Bank of America Corp
N/A—2,724,981-2,724,981-100%$69.8M———
BNP Paribas Financial Markets
N/A—1,800,000-1,800,000-100%$46.1M———
Principal Securities, Inc.
N/A—1,174,200-1,174,200-100%$30.1M———
AE Wealth Management LLC
N/A—636,465-636,465-100%$16.3M———
Envestnet Asset Management Inc
N/A—597,246-597,246-100%$15.3M———
CreativeOne Wealth, LLC
N/A—492,181-492,181-100%$12.6M———
Janney Montgomery Scott LLC
N/A—102,311-102,311-100%$2.6M———
Brookwood Investment Group LLC
N/A—101,273-101,273-100%$2.6M———
HRT Financial LP
N/A—98,649-98,649-100%$2.5M———
FSA Advisors, Inc.
N/A—91,812-91,812-100%$2.4M———
Millington Financial Advisors, LLC
N/A—68,735-68,735-100%$1.7M———
Authentikos Wealth Advisory, LLC
N/A—63,443-63,443-100%$1.6M———
Raymond James Financial Inc
N/A—49,540-49,540-100%$1.3M———
Owen LaRue, LLC
N/A—28,035-28,035-100%$717.7K———
Lifeworks Advisors, LLC
N/A—25,110-25,110-100%$642.8K———
Astoria Portfolio Advisors Llc.
N/A—18,828-18,828-100%$482.0K———
Kingsview Wealth Management, LLC
N/A—18,771-18,771-100%$480.5K———
Stratos Wealth Advisors, LLC
N/A—12,475-12,475-100%$319.4K———
Legacy Wealth Managment, LLC
N/A—11,004-11,004-100%$281.7K———
Everstar Asset Management, LLC
N/A—10,270-10,270-100%$262.9K———
Mariner, LLC
N/A—8,842-8,842-100%$226.4K———
Royal Bank of Canada
N/A—6,097-6,097-100%$156.0K———
Osaic Holdings, Inc.
N/A—1,036-1,036-100%$26.5K———
Steward Partners Investment Advisory, LLC
N/A—500-500-100%$12.8K———
Harbour Investments, Inc.
N/A—158-158-100%$4.0K———
Morgan Stanley
N/A—2-2-100%$72———
Wells Fargo & Company
N/A—1-1-100%$19———
Showing 76 of 76 institutions