13FBOX
SIMPLIFY EXCHANGE TRADED FUN · 13F Institutional Holdings
Options Calculator Rankings
S

SIMPLIFY EXCHANGE TRADED FUN

SBAR
Institutions
68
Combined AUM (Q2 2026)
$301.3M
Combined Shares (Q2 2026)
11.8M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+6.4M
54 · 22 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-1.5M
23 · 10 Exit · ≈
⚖️ Net
+5.0M
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$301.3M
Institutions
68
New Buys
22
Adds
32
Reduces
13
Exits
10
Unchanged
1
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
BANK OF AMERICA CORP /DE/
<0.01%<0.01%#56$69.8M2.7M$23.3M950,000+1.8M+186.84%Add
BNP PARIBAS FINANCIAL MARKETS
0.02%#48$46.1M1.8M$00+1.8MNew Buy
PRINCIPAL SECURITIES, INC.
0.36%0.33%#16$30.1M1.2M$22.3M910,332+263,868+28.99%Add
CITIGROUP INC
0.01%#51$24.3M950,000$00+950,000New Buy
AE Wealth Management LLC
0.08%0.08%#37$16.3M636,465$14.5M591,003+45,462+7.69%Add
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#57$15.3M597,246$11.1M451,171+146,075+32.38%Add
CreativeOne Wealth, LLC
0.27%0.18%#19$12.6M492,181$7.9M323,140+169,041+52.31%Add
PRIVATE CLIENT SERVICES, LLC
2.41%0.6%#1$9.2M359,789$2.0M82,340+277,449+336.96%Add
Elevated Capital Advisors, LLC
2.26%1.78%#2$8.2M320,829$7.1M287,955+32,874+11.42%Add
Brookstone Capital Management
0.08%0.06%#38$7.5M293,649$5.0M202,103+91,546+45.30%Add
Key Capital Management, INC
2.23%2.53%#3$4.3M169,216$3.8M155,904+13,312+8.54%Add
Strategic Blueprint, LLC
0.18%0.21%#25$3.5M138,204$3.6M146,263-8,059-5.51%Reduce
RiverTree Advisors, LLC
2.01%1.97%#4$3.4M132,684$3.1M126,641+6,043+4.77%Add
HOWARD BAILEY SECURITIES, LLC
1.13%1.18%#6$3.0M118,177$2.9M116,907+1,270+1.09%Add
Janney Montgomery Scott LLC
0.01%#54$2.6M102,311$00+102,311New Buy
Brookwood Investment Group LLC
0.29%0.34%#18$2.6M101,273$2.7M111,070-9,797-8.82%Reduce
HRT FINANCIAL LP
<0.01%<0.01%#55$2.5M98,649$221,0009,026+89,623+992.94%Add
B.O.S.S. Retirement Advisors, LLC
0.68%0.68%#11$2.5M98,022$2.2M90,970+7,052+7.75%Add
Advisor OS, LLC
0.16%#27$2.4M92,574$00+92,574New Buy
Park Edge Advisors, LLC
0.5%0.46%#14$2.4M92,357$2.0M81,487+10,870+13.34%Add
FSA Advisors, Inc.
1.08%1.3%#7$2.4M91,812$2.0M80,536+11,276+14.00%Add
Mosley Wealth Management
0.68%0.16%#10$2.1M83,950$355,13113,524+70,426+520.75%Add
Networth Advisors, LLC
1.16%1.21%#5$2.0M77,724$1.7M69,724+8,000+11.47%Add
Millington Financial Advisors, LLC
0.68%0.4%#12$1.7M68,735$948,22037,244+31,491+84.55%Add
Professional Financial Advisors, LLC
0.29%0.29%#17$1.7M66,397$1.4M57,576+8,821+15.32%Add
Authentikos Wealth Advisory, LLC
1.04%0.98%#8$1.6M63,443$1.5M59,449+3,994+6.72%Add
Altiora Financial Group, LLC
0.24%0.26%#21$1.5M58,291$1.6M63,289-4,998-7.90%Reduce
3EDGE Asset Management, LP
0.06%#40$1.4M55,155$00+55,155New Buy
WealthCare Asset Management, LLC
0.57%0.69%#13$1.4M53,382$645,66626,311+27,071+102.89%Add
Blackston Financial Advisory Group, LLC
0.73%0.73%#9$1.3M50,617$1.2M47,181+3,436+7.28%Add
IAMS WEALTH MANAGEMENT, LLC
0.39%0.38%#15$1.3M50,377$1.1M44,629+5,748+12.88%Add
Beacon Capital Management, LLC
0.19%0.28%#24$1.3M49,737$1.6M64,905-15,168-23.37%Reduce
RAYMOND JAMES FINANCIAL INC
<0.01%#60$1.3M49,540$00+49,540New Buy
SteelPeak Wealth, LLC
0.03%#45$972,05437,971$00+37,971New Buy
Global Wealth Management Investment Advisory, Inc.
0.13%#30$890,33834,779$00+34,779New Buy
MATHER GROUP, LLC.
0.01%#53$837,06932,698$00+32,698New Buy
Crusonia Wealth Advisors LLC
0.13%0.05%#29$792,32030,950$247,71710,094+20,856+206.62%Add
Owen LaRue, LLC
0.25%0.31%#20$717,69828,035$819,61133,399-5,364-16.06%Reduce
LANARK FINANCIAL, INC.
0.05%0.02%#43$669,43926,149$218,0078,883+17,266+194.37%Add
Lifeworks Advisors, LLC
0.07%#39$642,81025,110$00+25,110New Buy
Signal Advisors Wealth, LLC
0.03%#44$528,09120,629$00+20,629New Buy
Lloyd Advisory Services, LLC.
0.19%#23$487,35419,037$00+19,037New Buy
Astoria Portfolio Advisors LLC.
0.08%#36$481,99718,828$00+18,828New Buy
CAP Partners, LLC
0.22%0.16%#22$444,05017,346$285,30311,626+5,720+49.20%Add
Triad Wealth Partners, LLC
0.02%0.03%#46$416,68216,398$438,07317,851-1,453-8.14%Reduce
Kingsview Wealth Management, LLC
0.01%0.01%#52$416,10016,956$416,10016,95600.00%Unchanged
Mid-American Wealth Advisory Group, Inc.
0.13%4.32%#28$372,20014,539$10.2M390,670-376,131-96.28%Reduce
Encompass More Asset Management
0.05%#42$365,95014,294$00+14,294New Buy
ISLAY CAPITAL MANAGEMENT, LLC
0.17%0.17%#26$365,44014,275$325,76913,275+1,000+7.53%Add
Stratos Wealth Advisors, LLC
0.02%#50$319,37712,475$00+12,475New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow