Who Owns SIMPLIFY BARRIER INC ETF (SBAR)? -- Institutional Holders (2026-06-30)

80 institutions reported holding $302.2M of SIMPLIFY BARRIER INC ETF (SBAR) in SEC 13F filings for 2026-06-30. Largest institutional holders: BANK OF AMERICA CORP /DE/ ($69.8M), BNP PARIBAS FINANCIAL MARKETS ($46.1M), PRINCIPAL SECURITIES, INC. ($30.1M), CITIGROUP INC ($24.3M), AE Wealth Management LLC ($16.3M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	BANK OF AMERICA CORP /DE/	$69.8M	2.7M	Added
2	BNP PARIBAS FINANCIAL MARKETS	$46.1M	1.8M	New
3	PRINCIPAL SECURITIES, INC.	$30.1M	1.2M	Added
4	CITIGROUP INC	$24.3M	950,000	New
5	AE Wealth Management LLC	$16.3M	636,465	Added
6	ENVESTNET ASSET MANAGEMENT INC	$15.3M	597,246	Added
7	CreativeOne Wealth, LLC	$12.6M	492,181	Added
8	PRIVATE CLIENT SERVICES, LLC	$9.2M	359,789	Added
9	Elevated Capital Advisors, LLC	$8.2M	320,829	Added
10	Brookstone Capital Management	$7.5M	293,649	Added
11	Key Capital Management, INC	$4.3M	169,216	Added
12	Strategic Blueprint, LLC	$3.5M	138,204	Trimmed
13	RiverTree Advisors, LLC	$3.4M	132,684	Added
14	HOWARD BAILEY SECURITIES, LLC	$3.0M	118,177	Added
15	Janney Montgomery Scott LLC	$2.6M	102,311	New
16	Brookwood Investment Group LLC	$2.6M	101,273	Trimmed
17	HRT FINANCIAL LP	$2.5M	98,649	Added
18	B.O.S.S. Retirement Advisors, LLC	$2.5M	98,022	Added
19	Advisor OS, LLC	$2.4M	92,574	New
20	Park Edge Advisors, LLC	$2.4M	92,357	Added
21	FSA Advisors, Inc.	$2.4M	91,812	Added
22	Mosley Wealth Management	$2.1M	83,950	Added
23	Networth Advisors, LLC	$2.0M	77,724	Added
24	Millington Financial Advisors, LLC	$1.7M	68,735	Added
25	Professional Financial Advisors, LLC	$1.7M	66,397	Added

来源：SEC 13F 申报文件 · 截至 2026-06-30