Vault-13

SIMPLIFY EXCHANGE TRADED FUN SBAR

BARRIER INCOME · ETP · CUSIP 82889N335

71 institutional holders +14 vs Q1 2026
11,825,20811.8m shares reported held*
$302.2mreported value*
23 new 33 added 13 reduced 9 sold out net bought ≈ $128.6m (+5.0m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($51.8k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $25.55.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0255075Q2 25: 9Q3 25: 35Q4 25: 46Q1 26: 57Q2 26: 7171Q2 25Q3 25Q4 25Q1 26Q2 26
Numbers
QuarterHolders
Q2 20259
Q3 202535
Q4 202546
Q1 202657
Q2 202671

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q3 25: 32 bought or addedQ3 25: 1 cut or sold outQ3 25Q4 25: 37 bought or addedQ4 25: 10 cut or sold outQ4 25Q1 26: 45 bought or addedQ1 26: 12 cut or sold outQ1 26Q2 26: 56 bought or addedQ2 26: 22 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 2025321
Q4 20253710
Q1 20264512
Q2 20265622

Biggest buyers

BNP PARIBAS FINANCIAL MARKETS New +1,800,000+1.8m
BANK OF AMERICA CORP /DE/ Added +1,774,981+1.8m
CITIGROUP INC New +950,000+950.0k
PRIVATE CLIENT SERVICES, LLC Added +277,449+277.4k
PRINCIPAL SECURITIES, INC. Added +263,868+263.9k
CreativeOne Wealth, LLC Added +169,041+169.0k
ENVESTNET ASSET MANAGEMENT INC Added +146,075+146.1k
Janney Montgomery Scott LLC New +102,311+102.3k
Advisor OS, LLC New +92,574+92.6k
Brookstone Capital Management Added +91,546+91.5k

Biggest sellers

Mid-American Wealth Advisory Group, Inc. Reduced -376,131-376.1k
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC Sold out -271,391-271.4k
Prime Capital Investment Advisors, LLC Sold out -247,287-247.3k
Global View Capital Management LLC Sold out -163,714-163.7k
Farther Finance Advisors, LLC Reduced -101,721-101.7k
Tradition Wealth Management, LLC Sold out -93,884-93.9k
Cetera Investment Advisers Sold out -46,650-46.6k
KESTRA PRIVATE WEALTH SERVICES, LLC Sold out -44,021-44.0k
CITADEL ADVISORS LLC Sold out -38,231-38.2k
Beacon Capital Management, LLC Reduced -15,168-15.2k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 2,724,9812.7m $69.8m $69.8m 0.00% Added +1.8m +1,774,981
2 BNP PARIBAS FINANCIAL MARKETS 0.02% of their portfolio PARIS, I0 1,800,0001.8m $46.1m $46.1m 0.02% New
3 PRINCIPAL SECURITIES, INC. 0.36% of their portfolio DES MOINES, IA 1,174,2001.2m $30.1m $30.1m 0.36% Added +263.9k +263,868
4 CITIGROUP INC 0.01% of their portfolio NEW YORK, NY 950,000950.0k $24.3m $24.3m 0.01% New
5 AE Wealth Management LLC 0.08% of their portfolio TOPEKA, KS 636,465636.5k $16.3m $16.3m 0.08% Added +45.5k +45,462
6 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 597,246597.2k $15.3m $15.3m 0.00% Added +146.1k +146,075
7 CreativeOne Wealth, LLC 0.27% of their portfolio OVERLAND PARK, KS 492,181492.2k $12.6m $12.6m 0.27% Added +169.0k +169,041
8 PRIVATE CLIENT SERVICES, LLC 2.41% of their portfolio LOUISVILLE, KY 359,789359.8k $9.2m $9.2m 2.41% Added +277.4k +277,449
9 Elevated Capital Advisors, LLC 2.26% of their portfolio SANDY, UT 320,829320.8k $8.2m $8.2m 2.26% Added +32.9k +32,874
10 Brookstone Capital Management 0.08% of their portfolio WHEATON, IL 293,649293.6k $7.5m $7.5m 0.08% Added +91.5k +91,546
11 Key Capital Management, INC 2.23% of their portfolio HENDERSONVILLE, TN 37075, TN 169,216169.2k $4.3m $4.3m 2.23% Added +13.3k +13,312
12 Strategic Blueprint, LLC 0.18% of their portfolio ATLANTA, GA 138,204138.2k $3.5m $3.5m 0.18% Reduced -8.1k -8,059
13 RiverTree Advisors, LLC 2.01% of their portfolio WINTER PARK, FL 132,684132.7k $3.4m $3.4m 2.01% Added +6.0k +6,043
14 HOWARD BAILEY SECURITIES, LLC 1.13% of their portfolio FORT WAYNE, IN 118,177118.2k $3.0m $3.0m 1.13% Added +1.3k +1,270
15 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 102,311102.3k $2.6m $2.6m 0.01% New
16 Brookwood Investment Group LLC 0.30% of their portfolio PHOENIX, AZ 101,273101.3k $2.6m $2.6m 0.30% Reduced -9.8k -9,797
17 HRT FINANCIAL LP 0.01% of their portfolio NEW YORK, NY 98,64998.6k $2.5m $2.5m 0.01% Added +89.6k +89,623
18 B.O.S.S. Retirement Advisors, LLC 0.68% of their portfolio Lehi, UT 98,02298.0k $2.5m $2.5m 0.68% Added +7.1k +7,052
19 Advisor OS, LLC 0.16% of their portfolio CHICAGO, IL 92,57492.6k $2.4m $2.4m 0.16% New
20 Park Edge Advisors, LLC 0.50% of their portfolio Cleveland, OH 92,35792.4k $2.4m $2.4m 0.50% Added +10.9k +10,870
21 FSA Advisors, Inc. 1.08% of their portfolio TROY, MI 91,81291.8k $2.4m $2.4m 1.08% Added +11.3k +11,276
22 Mosley Wealth Management 0.68% of their portfolio ANAHEIM, CA 83,95084.0k $2.1m $2.1m 0.68% Added +70.4k +70,426
23 Networth Advisors, LLC 1.16% of their portfolio CANONSBURG, PA 77,72477.7k $2.0m $2.0m 1.16% Added +8.0k +8,000
24 Millington Financial Advisors, LLC 0.69% of their portfolio NAPERVILLE, IL 68,73568.7k $1.7m $1.7m 0.69% Added +31.5k +31,491
25 Professional Financial Advisors, LLC 0.29% of their portfolio NORTH PLATTE, NE 66,39766.4k $1.7m $1.7m 0.29% Added +8.8k +8,821
26 Authentikos Wealth Advisory, LLC 1.04% of their portfolio MORGAN HILL, CA 63,44363.4k $1.6m $1.6m 1.04% Added +4.0k +3,994
27 Altiora Financial Group, LLC 0.24% of their portfolio LEBANON, OH 58,29158.3k $1.5m $1.5m 0.24% Reduced -5.0k -4,998
28 3EDGE Asset Management, LP 0.06% of their portfolio Naples, FL 55,15555.2k $1.4m $1.4m 0.06% New
29 WealthCare Asset Management, LLC 0.57% of their portfolio SPRINGFIELD, MO 53,38253.4k $1.4m $1.4m 0.57% Added +27.1k +27,071
30 Blackston Financial Advisory Group, LLC 0.73% of their portfolio THE VILLAGES, FL 50,61750.6k $1.3m $1.3m 0.73% Added +3.4k +3,436
31 IAMS WEALTH MANAGEMENT, LLC 0.39% of their portfolio OMAHA, NE 50,37750.4k $1.3m $1.3m 0.39% Added +5.7k +5,748
32 Beacon Capital Management, LLC 0.19% of their portfolio FRANKLIN, TN 49,73749.7k $1.3m $1.3m 0.19% Reduced -15.2k -15,168
33 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 49,54049.5k $1.3m $1.3m 0.00% New
34 SteelPeak Wealth, LLC 0.03% of their portfolio WOODLAND HILLS, CA 37,97138.0k $972.1k $972.1k 0.03% New
35 Global Wealth Management Investment Advisory, Inc. 0.13% of their portfolio FORT LAUDERDALE, FL 34,77934.8k $890.3k $890.3k 0.13% New
36 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 32,95733.0k $844.0k $844.0k 0.00% New
37 MATHER GROUP, LLC. 0.01% of their portfolio CHICAGO, IL 32,69832.7k $837.1k $837.1k 0.01% New
38 Crusonia Wealth Advisors LLC 0.13% of their portfolio DENVER, CO 30,95030.9k $792.3k $792.3k 0.13% Added +20.9k +20,856
39 Owen LaRue, LLC 0.25% of their portfolio ELIZABETHTOWN, KY 28,03528.0k $717.7k $717.7k 0.25% Reduced -5.4k -5,364
40 LANARK FINANCIAL, INC. 0.05% of their portfolio BIRMINGHAM, AL 26,14926.1k $669.4k $669.4k 0.05% Added +17.3k +17,266
41 Lifeworks Advisors, LLC 0.07% of their portfolio GRAND RAPIDS, MI 25,11025.1k $642.8k $642.8k 0.07% New
42 GFS Advisors, LLC 0.00% of their portfolio HOUSTON, TX 21,80021.8k $16.6k $16.6k 0.00% New
43 Signal Advisors Wealth, LLC 0.03% of their portfolio DETROIT, MI 20,62920.6k $528.1k $528.1k 0.03% New
44 Lloyd Advisory Services, LLC. 0.19% of their portfolio SUWANEE, GA 19,03719.0k $487.4k $487.4k 0.19% New
45 Astoria Portfolio Advisors LLC. 0.08% of their portfolio NEW YORK, NY 18,82818.8k $482.0k $482.0k 0.08% New
46 Kingsview Wealth Management, LLC 0.01% of their portfolio GRANTS PASS, OR 18,77118.8k $480.5k $480.5k 0.01% Added +1.8k +1,815
47 CAP Partners, LLC 0.22% of their portfolio FRANKLIN, TN 17,34617.3k $444.1k $444.1k 0.22% Added +5.7k +5,720
48 Triad Wealth Partners, LLC 0.02% of their portfolio LAWRENCE, KS 16,39816.4k $416.7k $416.7k 0.02% Reduced -1.5k -1,453
49 Mid-American Wealth Advisory Group, Inc. 0.13% of their portfolio KANSAS CITY, MO 14,53914.5k $372.2k $372.2k 0.13% Reduced -376.1k -376,131
50 Encompass More Asset Management 0.05% of their portfolio Danville, CA 14,29414.3k $365.9k $365.9k 0.05% New
51 ISLAY CAPITAL MANAGEMENT, LLC 0.17% of their portfolio Lubbock, TX 14,27514.3k $365.4k $365.4k 0.17% Added +1.0k +1,000
52 Stratos Wealth Advisors, LLC 0.02% of their portfolio BEACHWOOD, OH 12,47512.5k $319.4k $319.4k 0.02% New
53 Legacy Wealth Managment, LLC/ID 0.12% of their portfolio BOISE, ID 11,00411.0k $281.7k $281.7k 0.12% Added +1.2k +1,227
54 Decker Retirement Planning Inc. 0.09% of their portfolio LEVI, UT 10,42610.4k $266.9k $266.9k 0.09% Reduced -36 -36
55 Everstar Asset Management, LLC 0.13% of their portfolio MOORESVILLE, NC 10,27010.3k $262.9k $262.9k 0.13% New
56 Noble Wealth Management PBC 0.12% of their portfolio GREENWOOD VILLAGE, CO 10,12110.1k $259.1k $259.1k 0.12% Added +515 +515
57 Mariner, LLC 0.00% of their portfolio Overland Park, KS 8,8428.8k $226.4k $226.4k 0.00% New
58 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 6,0976.1k $156.0k $156.0k 0.00% Added +2.0k +2,000
59 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 5,8055.8k $148.6k $148.6k 0.00% Reduced -101.7k -101,721
60 TOUNJIAN ADVISORY PARTNERS, LLC 0.06% of their portfolio FORT MYERS, FL 5,5645.6k $142.4k $142.4k 0.06% New
61 POM Investment Strategies, LLC 0.09% of their portfolio RALEIGH, NC 3,1063.1k $79.5k $79.5k 0.09% Reduced -3.9k -3,949
62 Wealth Enhancement Trust Services, Inc. 0.00% of their portfolio SIOUX FALLS, SD 1,6031.6k $41.0k $41.0k 0.00% New
63 EVOLUTION WEALTH MANAGEMENT INC. 0.02% of their portfolio FORT MYERS, FL 1,4601.5k $37.4k $37.4k 0.02% Reduced -9.7k -9,747
64 Buck Wealth Strategies, LLC 0.00% of their portfolio DENVER, CO 1,1021.1k $28.2k $28.2k 0.00% New
65 Montgomery Financial Services LLC 0.02% of their portfolio OCEAN CITY, MD 1,0831.1k $27.7k $27.7k 0.02% First filing
66 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 1,0361.0k $26.5k $26.5k 0.00% Added +1.0k +1,004
67 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 500500 $12.8k $12.8k 0.00% Reduced -50 -50
68 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 158158 $4.0k $4.0k 0.00% New
69 SIGNATUREFD, LLC 0.00% of their portfolio ATLANTA, GA 4343 $1.1k $1.1k 0.00% Added +1 +1
70 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 22 $72 $72 0.00% Unchanged
71 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 11 $19 $19 0.00% Reduced -1 -1