Simplify Barrier Income ETF (SBAR)

Neutral

Insufficient data to determine institutional momentum.

Data as of Q1 2026

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Institutional Holders

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Buy / Sell Volume by Quarter

Total shares institutions bought (green) vs sold (red) each quarter across all holders.

Inferred from quarter-over-quarter change in each fund's 13F position (new stakes count as buys, exits as sells). Not tick-level trades.

Institutional Trends (4 Quarters)

No trend data available for this metric.

No collected fundamentals to build a valuation model.

No collected fundamentals for a quality & risk analysis.

No collected fundamentals for a dividends & returns analysis.

No collected fundamentals for a capital-allocation analysis.

No sector peer set for this ticker (missing sector classification, or too few peers with collected financials).

No collected fundamentals for a debt & leverage analysis.

Ownership Map

Top 40 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

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Crowding AnalysisCrowded

Holders49of 5,944

Avg: 68

Uncrowded82th percentileCrowded

Institutional Activity

Buy/Sell Ratio3.46x

65th percentile

45 buying13 selling

+16

New

-5

Closed

+2.4M

Net shares

Ownership Concentration

Top 5: 52.2%Top 10: 73.3%

BANK OF AMERICA15.1%

PRINCIPAL SECURITIES,14.4%

AE Wealth Management9.4%

ENVESTNET ASSET MANAGEMENT7.2%

Mid-American Wealth Advisory Group,6.2%

Others (44)47.8%

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Not enough quarter-end price history for a performance view. (Run collect_prices.py for this ticker.)

Conviction-Weighted Ownership

Median weight: 0.13%Avg weight: 0.79%Max: 4.32%High conviction (>1%): 3

BANK OF AMERICA

PRINCIPAL SECURITIES,

AE Wealth Management

ENVESTNET ASSET MANAGEMENT

Mid-American Wealth Advisory Group,

CreativeOne Wealth,

Elevated Capital Advisors,

PREVAIL INNOVATIVE WEALTH ADVISORS,

Prime Capital Investment Advisors,

Brookstone Capital Management

Crowding AnalysisCrowded

Holders49of 5,944

Avg: 68

Uncrowded82th percentileCrowded

Institutional Activity

Buy/Sell Ratio3.46x

65th percentile

45 buying13 selling

+16

New

-5

Closed

+2.4M

Net shares

Ownership Concentration

Top 5: 52.2%Top 10: 73.3%

BANK OF AMERICA15.1%

PRINCIPAL SECURITIES,14.4%

AE Wealth Management9.4%

ENVESTNET ASSET MANAGEMENT7.2%

Mid-American Wealth Advisory Group,6.2%

Others (44)47.8%

Crowding AnalysisCrowded

Holders49of 5,944

Avg: 68

Uncrowded82th percentileCrowded

Institutional Activity

Buy/Sell Ratio3.46x

65th percentile

45 buying13 selling

+16

New

-5

Closed

+2.4M

Net shares

Ownership Concentration

Top 5: 52.2%Top 10: 73.3%

BANK OF AMERICA15.1%

PRINCIPAL SECURITIES,14.4%

AE Wealth Management9.4%

ENVESTNET ASSET MANAGEMENT7.2%

Mid-American Wealth Advisory Group,6.2%

Others (44)47.8%

Ownership Map

Top 40 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

Ownership Map

Top 40 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position