§ EQUITY
USDSBAR
SIMPLIFY BARRIER INCOME ETF
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
OPEN 25.61HIGH 25.66LOW 25.45
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
57 increased/new, 13 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| Bank of America Corp | 950K | 0.0% | ±0% |
| PRINCIPAL SECURITIES, INC. | 910K | 0.3% | +108% |
| AE Wealth Management LLC | 591K | 0.1% | +36% |
| ENVESTNET ASSET MANAGEMENT INC | 451K | 0.0% | +86% |
| Mid-American Wealth Advisory Group, Inc. | 391K | 4.3% | ±0% |
| CreativeOne Wealth, LLC | 323K | 0.2% | +20% |
◇ AC INTELLIGENCE
Top institutional owners for SBAR as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER83.9% · 50 holders
DEALER / BANK14.1% · 4 holders
INCOME / DEFENSIVE1.5% · 2 holders
TACTICAL / MACRO0.6% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for SBAR in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention SBAR yet.