SBAR Institutional Ownership
Simplify Barrier Income ETF
1W: +0.1%
1M: -0.9%
3M: -1.2%
YTD: -1.2%
1Y: -1.0%
$25.39
+0.07 (+0.28%)
Weekly Expected Move ±1.0%
$25
$25
$25
$26
$26
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — SBAR
80
Institutional Holders
+19 vs prior quarter
0.0%
Ownership
+0.00pp
300M
Total Invested
24
New Positions
33
Increased
22
Reduced
9
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (84 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE | 2,724,981 | $69M | +1,774,981 | +186.8% | 3Q | SEC ↗ |
| 2 | BNP PARIBAS FINANCIAL MARKETS NEW | 1,800,000 | $46M | — | +0.0% | 1Q | SEC ↗ |
| 3 | PRINCIPAL SECURITIES, INC. | 1,174,200 | $30M | +263,868 | +29.0% | 5Q | SEC ↗ |
| 4 | CITIGROUP INC NEW | 950,000 | $24M | — | +0.0% | 1Q | SEC ↗ |
| 5 | AE Wealth Management LLC | 636,465 | $16M | +45,462 | +7.7% | 4Q | SEC ↗ |
| 6 | ENVESTNET ASSET MANAGEMENT INC | 597,246 | $15M | +146,075 | +32.4% | 4Q | SEC ↗ |
| 7 | CreativeOne Wealth, LLC | 492,181 | $12M | +169,041 | +52.3% | 5Q | SEC ↗ |
| 8 | PRIVATE CLIENT SERVICES, LLC | 359,789 | $9M | +277,449 | +337.0% | 2Q | SEC ↗ |
| 9 | Elevated Capital Advisors, LLC | 320,829 | $8M | +32,874 | +11.4% | 4Q | SEC ↗ |
| 10 | Brookstone Capital Management | 293,649 | $7M | +91,546 | +45.3% | 4Q | SEC ↗ |
| 11 | Key Capital Management, INC | 169,216 | $4M | +13,312 | +8.5% | 3Q | SEC ↗ |
| 12 | Strategic Blueprint, LLC | 138,204 | $4M | -8,059 | -5.5% | 4Q | SEC ↗ |
| 13 | RiverTree Advisors, LLC | 132,684 | $3M | +6,043 | +4.8% | 2Q | SEC ↗ |
| 14 | HOWARD BAILEY SECURITIES, LLC | 118,177 | $3M | +1,270 | +1.1% | 4Q | SEC ↗ |
| 15 | Janney Montgomery Scott LLC NEW | 102,311 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 16 | Brookwood Investment Group LLC | 101,273 | $3M | -9,797 | -8.8% | 4Q | SEC ↗ |
| 17 | HRT FINANCIAL LP | 98,649 | $3M | +89,623 | +992.9% | 2Q | SEC ↗ |
| 18 | B.O.S.S. Retirement Advisors, LLC | 98,022 | $2M | +7,052 | +7.8% | 4Q | SEC ↗ |
| 19 | Advisor OS, LLC NEW | 92,574 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 20 | Park Edge Advisors, LLC | 92,357 | $2M | +10,870 | +13.3% | 3Q | SEC ↗ |
| 21 | FSA Advisors, Inc. | 91,812 | $2M | +11,276 | +14.0% | 3Q | SEC ↗ |
| 22 | Mosley Wealth Management | 83,950 | $2M | +70,426 | +520.7% | 3Q | SEC ↗ |
| 23 | Networth Advisors, LLC | 77,724 | $2M | +8,000 | +11.5% | 3Q | SEC ↗ |
| 24 | Millington Financial Advisors, LLC | 68,735 | $2M | +31,491 | +84.6% | 3Q | SEC ↗ |
| 25 | Professional Financial Advisors, LLC | 66,397 | $2M | +8,821 | +15.3% | 2Q | SEC ↗ |
| 26 | Authentikos Wealth Advisory, LLC | 63,443 | $2M | +3,994 | +6.7% | 4Q | SEC ↗ |
| 27 | Altiora Financial Group, LLC | 58,291 | $1M | -4,998 | -7.9% | 2Q | SEC ↗ |
| 28 | 3EDGE Asset Management, LP NEW | 55,155 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 29 | WealthCare Asset Management, LLC | 53,382 | $1M | +27,071 | +102.9% | 2Q | SEC ↗ |
| 30 | Blackston Financial Advisory Group, LL | 50,617 | $1M | +3,436 | +7.3% | 4Q | SEC ↗ |
| 31 | IAMS WEALTH MANAGEMENT, LLC | 50,377 | $1M | +5,748 | +12.9% | 2Q | SEC ↗ |
| 32 | Beacon Capital Management, LLC | 49,737 | $1M | -15,168 | -23.4% | 4Q | SEC ↗ |
| 33 | RAYMOND JAMES FINANCIAL INC NEW | 49,540 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 34 | SteelPeak Wealth, LLC NEW | 37,971 | $964K | — | +0.0% | 1Q | SEC ↗ |
| 35 | Global Wealth Management Investment Ad NEW | 34,779 | $883K | — | +0.0% | 1Q | SEC ↗ |
| 36 | Cambridge Investment Research Advisors NEW | 32,957 | $837K | — | +0.0% | 1Q | SEC ↗ |
| 37 | MATHER GROUP, LLC. NEW | 32,698 | $830K | — | +0.0% | 1Q | SEC ↗ |
| 38 | Crusonia Wealth Advisors LLC | 30,950 | $786K | +20,856 | +206.6% | 2Q | SEC ↗ |
| 39 | Owen LaRue, LLC | 28,035 | $712K | -5,364 | -16.1% | 3Q | SEC ↗ |
| 40 | LANARK FINANCIAL, INC. | 26,149 | $664K | +17,266 | +194.4% | 4Q | SEC ↗ |
| 41 | Lifeworks Advisors, LLC NEW | 25,110 | $638K | — | +0.0% | 1Q | SEC ↗ |
| 42 | GFS Advisors, LLC NEW | 21,800 | $554K | — | +0.0% | 1Q | SEC ↗ |
| 43 | Signal Advisors Wealth, LLC NEW | 20,629 | $524K | — | +0.0% | 1Q | SEC ↗ |
| 44 | Lloyd Advisory Services, LLC. NEW | 19,037 | $483K | — | +0.0% | 1Q | SEC ↗ |
| 45 | Astoria Portfolio Advisors LLC. NEW | 18,828 | $478K | — | +0.0% | 1Q | SEC ↗ |
| 46 | Kingsview Wealth Management, LLC | 18,771 | $477K | +1,815 | +10.7% | 2Q | SEC ↗ |
| 47 | CAP Partners, LLC | 17,346 | $440K | +5,720 | +49.2% | 2Q | SEC ↗ |
| 48 | Triad Wealth Partners, LLC | 16,398 | $416K | -1,453 | -8.1% | 4Q | SEC ↗ |
| 49 | Mid-American Wealth Advisory Group, In | 14,539 | $369K | -376,131 | -96.3% | 4Q | SEC ↗ |
| 50 | Encompass More Asset Management NEW | 14,294 | $363K | — | +0.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| BNP PARIBAS FINANCIAL MARKETS | 1,800,000 | $46M |
| CITIGROUP INC | 950,000 | $24M |
| Janney Montgomery Scott LLC | 102,311 | $3M |
| Advisor OS, LLC | 92,574 | $2M |
| 3EDGE Asset Management, LP | 55,155 | $1M |
| RAYMOND JAMES FINANCIAL INC | 49,540 | $1M |
| SteelPeak Wealth, LLC | 37,971 | $964K |
| Global Wealth Management Investment | 34,779 | $883K |
| Cambridge Investment Research Advis | 32,957 | $837K |
| MATHER GROUP, LLC. | 32,698 | $830K |
| Lifeworks Advisors, LLC | 25,110 | $638K |
| GFS Advisors, LLC | 21,800 | $554K |
| Signal Advisors Wealth, LLC | 20,629 | $524K |
| Lloyd Advisory Services, LLC. | 19,037 | $483K |
| Astoria Portfolio Advisors LLC. | 18,828 | $478K |
| Encompass More Asset Management | 14,294 | $363K |
| Stratos Wealth Advisors, LLC | 12,475 | $317K |
| Everstar Asset Management, LLC | 10,270 | $261K |
| Mariner, LLC | 8,842 | $224K |
| TOUNJIAN ADVISORY PARTNERS, LLC | 5,564 | $141K |
Sold Out (12)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| PREVAIL INNOVATIVE WEALTH ADVISORS, | 271,391 | $7M |
| Prime Capital Investment Advisors, | 247,287 | $6M |
| Global View Capital Management LLC | 163,714 | $4M |
| Tradition Wealth Management, LLC | 93,884 | $2M |
| Cetera Investment Advisers | 46,650 | $1M |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 44,021 | $1M |
| CITADEL ADVISORS LLC | 38,231 | $971K |
| CacheTech Inc. | 37,302 | $947K |
| Advisory Services Network, LLC | 12,789 | $325K |
| OLD MISSION CAPITAL LLC | 12,682 | $322K |
| Sound Income Strategies, LLC | 352 | $9K |
| Anfield Capital Management, LLC | 44 | $1K |
Biggest Increases (20)
Biggest Decreases (13)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Mid-American Wealth Advisory Group, | -376,131 | -96.3% | 14,539 |
| Farther Finance Advisors, LLC | -101,721 | -94.6% | 5,805 |
| Beacon Capital Management, LLC | -15,168 | -23.4% | 49,737 |
| Brookwood Investment Group LLC | -9,797 | -8.8% | 101,273 |
| EVOLUTION WEALTH MANAGEMENT INC. | -9,747 | -87.0% | 1,460 |
| Strategic Blueprint, LLC | -8,059 | -5.5% | 138,204 |
| Owen LaRue, LLC | -5,364 | -16.1% | 28,035 |
| Altiora Financial Group, LLC | -4,998 | -7.9% | 58,291 |
| POM Investment Strategies, LLC | -3,949 | -56.0% | 3,106 |
| Triad Wealth Partners, LLC | -1,453 | -8.1% | 16,398 |
| Steward Partners Investment Advisor | -50 | -9.1% | 500 |
| Decker Retirement Planning Inc. | -36 | -0.3% | 10,426 |
| WELLS FARGO & COMPANY/MN | -1 | -50.0% | 1 |