Who owns Simplify Barrier Income ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of SBAR from SEC Form 13F filings across 70 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 70 institutions disclosed 11.8M shares of Simplify Barrier Income ETF worth $301.4M — about 73.6% of shares outstanding; the largest disclosed holder is BANK OF AMERICA CORP /DE/. Source: SEC Form 13F filings, parsed by EvidInvest.
70
13F holders
$301.4M
value, 2026 filers
73.6%
of shares outstanding (11.8M sh)
23
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of SBAR's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 2.7M | $69.8M | 0.0% | 17% | +186.8% |
| 2 | BNP PARIBAS FINANCIAL MARKETSNEW | 1.8M | $46.1M | 0.0% | 11.2% | new |
| 3 | PRINCIPAL SECURITIES, INC. | 1.2M | $30.1M | 0.4% | 7.3% | +29.0% |
| 4 | CITIGROUP INCNEW | 950,000 | $24.3M | 0.0% | 5.9% | new |
| 5 | AE Wealth Management LLC | 636,465 | $16.3M | 0.1% | 4% | +7.7% |
| 6 | ENVESTNET ASSET MANAGEMENT INC | 597,246 | $15.3M | 0.0% | 3.7% | +32.4% |
| 7 | CreativeOne Wealth, LLC | 492,181 | $12.6M | 0.3% | 3.1% | +52.3% |
| 8 | PRIVATE CLIENT SERVICES, LLC | 359,789 | $9.2M | 2.4% | 2.2% | +337.0% |
| 9 | Elevated Capital Advisors, LLC | 320,829 | $8.2M | 2.3% | 2% | +11.4% |
| 10 | Brookstone Capital Management | 293,649 | $7.5M | 0.1% | 1.8% | +45.3% |
| 11 | Key Capital Management, INC | 169,216 | $4.3M | 2.2% | 1.1% | +8.5% |
| 12 | Strategic Blueprint, LLC | 138,204 | $3.5M | 0.2% | 0.9% | -5.5% |
| 13 | RiverTree Advisors, LLC | 132,684 | $3.4M | 2.0% | 0.8% | +4.8% |
| 14 | HOWARD BAILEY SECURITIES, LLC | 118,177 | $3.0M | 1.1% | 0.7% | +1.1% |
| 15 | Janney Montgomery Scott LLCNEW | 102,311 | $2.6M | 0.0% | 0.6% | new |
| 16 | Brookwood Investment Group LLC | 101,273 | $2.6M | 0.3% | 0.6% | -8.8% |
| 17 | HRT FINANCIAL LP | 98,649 | $2.5M | 0.0% | 0.6% | +992.9% |
| 18 | B.O.S.S. Retirement Advisors, LLC | 98,022 | $2.5M | 0.7% | 0.6% | +7.8% |
| 19 | Advisor OS, LLCNEW | 92,574 | $2.4M | 0.2% | 0.6% | new |
| 20 | Park Edge Advisors, LLC | 92,357 | $2.4M | 0.5% | 0.6% | +13.3% |
| 21 | FSA Advisors, Inc. | 91,812 | $2.4M | 1.1% | 0.6% | +14.0% |
| 22 | Mosley Wealth Management | 83,950 | $2.1M | 0.7% | 0.5% | +520.7% |
| 23 | Networth Advisors, LLC | 77,724 | $2.0M | 1.2% | 0.5% | +11.5% |
| 24 | Millington Financial Advisors, LLC | 68,735 | $1.7M | 0.7% | 0.4% | +84.6% |
| 25 | Professional Financial Advisors, LLC | 66,397 | $1.7M | 0.3% | 0.4% | +15.3% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.