Public ownership evidence

Simplify Barrier Income ETF (SBAR) Ownership Disclosures

Read SBAR insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

Simplify Barrier Income ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Kingsview Wealth Management, LLC
Report period
2026-06-30
Available
2026-08-20
Reported shares
18,771
Value (USD)
$480,538
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001791965-26-000005
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read SBAR fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read SBAR fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

Scroll sideways to compare all columns. Select a heading to sort.

Kingsview Wealth Management, LLC2026-06-302026-08-2018,771$480,538None
FSA Advisors, Inc.2026-06-302026-08-1891,812$2,350,389None
Authentikos Wealth Advisory, LLC2026-06-302026-08-1563,443$1,624,131None
Lifeworks Advisors, LLC2026-06-302026-08-1525,110$642,810None
Blackston Financial Advisory Group, LLC2026-06-302026-08-1550,617$1,295,785None
OSAIC HOLDINGS, INC.2026-06-302026-08-151,036$26,521None
HRT FINANCIAL LP2026-06-302026-08-1598,649$2,525,000None
ROYAL BANK OF CANADA2026-06-302026-08-156,097$156,000None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1549,540$1,268,224None
WELLS FARGO & COMPANY/MN2026-06-302026-08-151$19None
BANK OF AMERICA CORP /DE/2026-06-302026-08-152,724,981$69,759,514None
Legacy Wealth Managment, LLC/ID2026-06-302026-08-1411,004$281,702None
ISLAY CAPITAL MANAGEMENT, LLC2026-06-302026-08-1414,275$365,440None
FSA Advisors, Inc.2026-06-302026-08-1491,812$2,350,389None
CreativeOne Wealth, LLC2026-06-302026-08-14490,336$12,552,608None
CreativeOne Wealth, LLC2026-06-302026-08-141,845$47,232None
Steward Partners Investment Advisory, LLC2026-06-302026-08-14500$12,800None
Mariner, LLC2026-06-302026-08-148,842$226,367None
BNP PARIBAS FINANCIAL MARKETS2026-06-302026-08-141,800,000$46,080,000None
MORGAN STANLEY2026-06-302026-08-142$72None
Montgomery Financial Services LLC2026-06-302026-08-131,083$27,725None
HARBOUR INVESTMENTS, INC.2026-06-302026-08-13158$4,045None
Stratos Wealth Advisors, LLC2026-06-302026-08-1212,475$319,377None
HOWARD BAILEY SECURITIES, LLC2026-06-302026-08-11118,177$3,025,336None
Triad Wealth Partners, LLC2026-06-302026-08-1116,398$416,682None
Altiora Financial Group, LLC2026-06-302026-08-1158,291$1,492,249None
TOUNJIAN ADVISORY PARTNERS, LLC2026-06-302026-08-085,564$142,440None
Millington Financial Advisors, LLC2026-06-302026-08-0868,735$1,749,306None
Lloyd Advisory Services, LLC.2026-06-302026-08-0819,037$487,354None
Janney Montgomery Scott LLC2026-06-302026-08-06102,311$2,619,000None
Advisor OS, LLC2026-06-302026-08-061,893$48,461None
Advisor OS, LLC2026-06-302026-08-0690,681$2,321,434None
Signal Advisors Wealth, LLC2026-06-302026-08-0520,629$528,091None
GFS Advisors, LLC2026-06-302026-08-0521,800$16,640None
PRINCIPAL SECURITIES, INC.2026-06-302026-08-051,174,200$30,059,530None
Elevated Capital Advisors, LLC2026-06-302026-08-04320,829$8,213,225None
AE Wealth Management LLC2026-06-302026-08-0414$360None
AE Wealth Management LLC2026-06-302026-08-043,663$93,767None
AE Wealth Management LLC2026-06-302026-08-042,009$51,442None
AE Wealth Management LLC2026-06-302026-08-041,086$27,802None
AE Wealth Management LLC2026-06-302026-08-04629,693$16,120,144None
Everstar Asset Management, LLC2026-06-302026-08-0410,270$262,912None
ENVESTNET ASSET MANAGEMENT INC2026-06-302026-08-04597,246$15,289,494None
CITIGROUP INC2026-06-302026-08-04950,000$24,320,000None
POM Investment Strategies, LLC2026-06-302026-08-013,106$79,520None
WealthCare Asset Management, LLC2026-06-302026-07-3126,691$683,284None
WealthCare Asset Management, LLC2026-06-302026-07-3126,691$683,284None
CAP Partners, LLC2026-06-302026-07-3117,346$444,050None
Buck Wealth Strategies, LLC2026-06-302026-07-311,102$28,211None
Cambridge Investment Research Advisors, Inc.2026-06-302026-07-3132,957$844,000None

90-day public filing window, up to 50 source positions.

Kingsview Wealth Management, LLC ↗FSA Advisors, Inc. ↗Authentikos Wealth Advisory, LLC ↗Lifeworks Advisors, LLC ↗Blackston Financial Advisory Group, LLC ↗OSAIC HOLDINGS, INC. ↗HRT FINANCIAL LP ↗ROYAL BANK OF CANADA ↗RAYMOND JAMES FINANCIAL INC ↗WELLS FARGO & COMPANY/MN ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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