SBAR Simplify Barrier Income ETF
NYSE ARCA close Oct 2, 2026SBAR Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
SBAR Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view
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10-Year Performance Revenue, net income, margins and EPS trends
Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
Not enough fundamentals data to compute this ratio group yet.
Profitability Gross, operating and net margins; ROE, ROA, ROIC
Not enough fundamentals data to compute this ratio group yet.
Financial Health Debt, liquidity, solvency — balance sheet strength
Not enough fundamentals data to compute this ratio group yet.
Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
Not enough fundamentals data to compute this ratio group yet.
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
Not enough fundamentals data to compute this ratio group yet.
value · ≈ 5Y avg · industry median · verdict relative to median
Dividends Yield, payout ratio, dividend history, 5Y CAGR
| Ex-date | Amount | Currency | Yield |
|---|---|---|---|
| Aug 26, 2026 | $0.25 | USD | ≈12.3% |
| Jul 28, 2026 | $0.25 | USD | — |
| Jun 25, 2026 | $0.25 | USD | — |
| May 26, 2026 | $0.25 | USD | — |
| Apr 27, 2026 | $0.25 | USD | — |
| Mar 26, 2026 | $0.25 | USD | — |
| Feb 24, 2026 | $0.25 | USD | — |
| Jan 27, 2026 | $0.28 | USD | — |
| Dec 23, 2025 | $0.28 | USD | — |
| Nov 21, 2025 | $0.28 | USD | — |
| Oct 28, 2025 | $0.28 | USD | — |
| Sep 25, 2025 | $0.28 | USD | — |
| Aug 26, 2025 | $0.28 | USD | — |
| Jul 28, 2025 | $0.28 | USD | — |
| Jun 25, 2025 | $0.28 | USD | — |
| May 27, 2025 | $0.28 | USD | — |
Institutional owners (13F) 74 filers · $307.0M total · As of Sept. 30, 2026
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 22 (+5 vs prior Q) | 9 (+5 vs prior Q) | 33 (+4 vs prior Q) | 13 (+6 vs prior Q) | +5.0M |
Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | $69,759,514 | 2,724,981 | 22.72% | Shares |
| BNP PARIBAS FINANCIAL MARKETS | $46,080,000 | 1,800,000 | 15.01% | Shares |
| PRINCIPAL SECURITIES, INC. | $30,059,530 | 1,174,200 | 9.79% | Shares |
| CITIGROUP INC | $24,320,000 | 950,000 | 7.92% | Shares |
| AE Wealth Management LLC | $16,293,515 | 636,465 | 5.31% | Shares |
| ENVESTNET ASSET MANAGEMENT INC | $15,289,494 | 597,246 | 4.98% | Shares |
| CreativeOne Wealth, LLC | $12,599,840 | 492,181 | 4.10% | Shares |
| PRIVATE CLIENT SERVICES, LLC | $9,811,160 | 387,028 | 3.20% | Shares |
| PRIVATE CLIENT SERVICES, LLC | $9,210,598 | 359,789 | 3.00% | Shares |
| Elevated Capital Advisors, LLC | $8,213,225 | 320,829 | 2.68% | Shares |
| Brookstone Capital Management | $7,517,426 | 293,649 | 2.45% | Shares |
| Key Capital Management, INC | $4,331,930 | 169,216 | 1.41% | Shares |
| Strategic Blueprint, LLC | $3,538,031 | 138,204 | 1.15% | Shares |
| RiverTree Advisors, LLC | $3,396,710 | 132,684 | 1.11% | Shares |
| HOWARD BAILEY SECURITIES, LLC | $3,025,336 | 118,177 | 0.99% | Shares |
| Brookwood Investment Group LLC | $2,592,589 | 101,273 | 0.84% | Shares |
| B.O.S.S. Retirement Advisors, LLC | $2,509,364 | 98,022 | 0.82% | Shares |
| Advisor OS, LLC | $2,369,895 | 92,574 | 0.77% | Shares |
| Park Edge Advisors, LLC | $2,364,339 | 92,357 | 0.77% | Shares |
| FSA Advisors, Inc. | $2,350,389 | 91,812 | 0.77% | Shares |
| Mosley Wealth Management | $2,149,132 | 83,950 | 0.70% | Shares |
| Networth Advisors, LLC | $1,989,745 | 77,724 | 0.65% | Shares |
| Millington Financial Advisors, LLC | $1,749,306 | 68,735 | 0.57% | Shares |
| Professional Financial Advisors, LLC | $1,699,763 | 66,397 | 0.55% | Shares |
| Authentikos Wealth Advisory, LLC | $1,624,131 | 63,443 | 0.53% | Shares |
| Altiora Financial Group, LLC | $1,492,249 | 58,291 | 0.49% | Shares |
| 3EDGE Asset Management, LP | $1,411,968 | 55,155 | 0.46% | Shares |
| WealthCare Asset Management, LLC | $1,366,568 | 53,382 | 0.45% | Shares |
| Blackston Financial Advisory Group, LLC | $1,295,785 | 50,617 | 0.42% | Shares |
| IAMS WEALTH MANAGEMENT, LLC | $1,289,669 | 50,377 | 0.42% | Shares |
| Beacon Capital Management, LLC | $1,273,276 | 49,737 | 0.41% | Shares |
| RAYMOND JAMES FINANCIAL INC | $1,268,224 | 49,540 | 0.41% | Shares |
| SteelPeak Wealth, LLC | $972,054 | 37,971 | 0.32% | Shares |
| Global Wealth Management Investment Advisory, Inc. | $890,338 | 34,779 | 0.29% | Shares |
| MATHER GROUP, LLC. | $837,069 | 32,698 | 0.27% | Shares |
| Crusonia Wealth Advisors LLC | $792,320 | 30,950 | 0.26% | Shares |
| Owen LaRue, LLC | $717,698 | 28,035 | 0.23% | Shares |
| LANARK FINANCIAL, INC. | $669,439 | 26,149 | 0.22% | Shares |
| Lifeworks Advisors, LLC | $642,810 | 25,110 | 0.21% | Shares |
| Signal Advisors Wealth, LLC | $528,091 | 20,629 | 0.17% | Shares |
| Prosperity Wealth Management, Inc. | $505,634 | 19,329 | 0.16% | Shares |
| Lloyd Advisory Services, LLC. | $487,354 | 19,037 | 0.16% | Shares |
| Astoria Portfolio Advisors LLC. | $481,997 | 18,828 | 0.16% | Shares |
| Kingsview Wealth Management, LLC | $480,538 | 18,771 | 0.16% | Shares |
| CAP Partners, LLC | $444,050 | 17,346 | 0.14% | Shares |
| Triad Wealth Partners, LLC | $416,682 | 16,398 | 0.14% | Shares |
| Noble Wealth Management PBC | $372,245 | 14,684 | 0.12% | Shares |
| Mid-American Wealth Advisory Group, Inc. | $372,200 | 14,539 | 0.12% | Shares |
| Encompass More Asset Management | $365,950 | 14,294 | 0.12% | Shares |
| ISLAY CAPITAL MANAGEMENT, LLC | $365,440 | 14,275 | 0.12% | Shares |
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