Simplify Barrier Income ETFSBARETF
13F holders, Q2 2026 (June 30)70holders +13
22new positions
9sold out
$25.60avg. 13F price*
At the end of Q2 2026, 70 institutions reported holding Simplify Barrier Income ETF (SBAR) in their 13F filings, up 13 from Q1 2026. 22 opened new positions and 9 sold out. The largest holders were Bank of America Corp. ($69.8M), BNP Paribas Financial Markets ($46.1M) and Principal Securities, Inc. ($30.1M).
- Company
- Simplify Barrier Income ETF
- CUSIP
- 82889N335
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 22 | $85.1M |
| Exits | 9 | $22.5M |
All 13F filers, Q1 2026 → Q2 2026: 6,477,030 shares bought and 1,454,793 shares sold, net +5,022,237 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 70 holders
| Bank of America Corp. | 0.00% | Add +186.8% | 2,724,981 | $69.8M |
| BNP Paribas Financial Markets | 0.02% | New | 1,800,000 | $46.1M |
| Principal Securities, Inc. | 0.36% | Add +29.0% | 1,174,200 | $30.1M |
| Citigroup Inc. | 0.01% | New | 950,000 | $24.3M |
| AE Wealth Management LLC | 0.08% | Add +7.7% | 636,465 | $16.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +32.4% | 597,246 | $15.3M |
| CreativeOne Wealth, LLC | 0.27% | Add +52.3% | 492,181 | $12.6M |
| Private Client Services, LLC | 2.41% | Add +337.0% | 359,789 | $9.2M |
| Elevated Capital Advisors, LLC | 2.26% | Add +11.4% | 320,829 | $8.2M |
| Brookstone Capital Management | 0.08% | Add +45.3% | 293,649 | $7.5M |
| Key Capital Management, INC | 2.23% | Add +8.5% | 169,216 | $4.3M |
| Strategic Blueprint, LLC | 0.18% | Reduce -5.5% | 138,204 | $3.5M |
| RiverTree Advisors, LLC | 2.01% | Add +4.8% | 132,684 | $3.4M |
| Howard Bailey Securities, LLC | 1.13% | Add +1.1% | 118,177 | $3.0M |
| Janney Montgomery Scott LLC | 0.01% | New | 102,311 | $2.6M |
| Brookwood Investment Group LLC | 0.30% | Reduce -8.8% | 101,273 | $2.6M |
| HRT Financial LP | 0.00% | Add +992.9% | 98,649 | $2.5M |
| B.O.S.S. Retirement Advisors, LLC | 0.68% | Add +7.8% | 98,022 | $2.5M |
| Advisor OS, LLC | 0.16% | New | 92,574 | $2.4M |
| Park Edge Advisors, LLC | 0.50% | Add +13.3% | 92,357 | $2.4M |
| FSA Advisors, Inc. | 1.08% | Add +14.0% | 91,812 | $2.4M |
| Mosley Wealth Management | 0.68% | Add +520.8% | 83,950 | $2.1M |
| Networth Advisors, LLC | 1.16% | Add +11.5% | 77,724 | $2.0M |
| Millington Financial Advisors, LLC | 0.69% | Add +84.5% | 68,735 | $1.7M |
| Professional Financial Advisors, LLC | 0.29% | Add +15.3% | 66,397 | $1.7M |
| Authentikos Wealth Advisory, LLC | 1.04% | Add +6.7% | 63,443 | $1.6M |
| Altiora Financial Group, LLC | 0.24% | Reduce -7.9% | 58,291 | $1.5M |
| 3EDGE Asset Management, LP | 0.06% | New | 55,155 | $1.4M |
| WealthCare Asset Management, LLC | 0.57% | Add +102.9% | 53,382 | $1.4M |
| Blackston Financial Advisory Group, LLC | 0.73% | Add +7.3% | 50,617 | $1.3M |
| Iams Wealth Management, LLC | 0.39% | Add +12.9% | 50,377 | $1.3M |
| Beacon Capital Management, LLC | 0.19% | Reduce -23.4% | 49,737 | $1.3M |
| Raymond James Financial Inc. | 0.00% | New | 49,540 | $1.3M |
| SteelPeak Wealth, LLC | 0.03% | New | 37,971 | $972K |
| Global Wealth Management Investment Advisory, Inc. | 0.13% | New | 34,779 | $890K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 32,957 | $844K |
| Mather Group, Llc. | 0.01% | New | 32,698 | $837K |
| Crusonia Wealth Advisors LLC | 0.13% | Add +206.6% | 30,950 | $792K |
| Owen LaRue, LLC | 0.25% | Reduce -16.1% | 28,035 | $718K |
| Lanark Financial, Inc. | 0.05% | Add +194.4% | 26,149 | $669K |
| Lifeworks Advisors, LLC | 0.07% | New | 25,110 | $643K |
| Signal Advisors Wealth, LLC | 0.03% | New | 20,629 | $528K |
| Lloyd Advisory Services, LLC. | 0.19% | New | 19,037 | $487K |
| Astoria Portfolio Advisors LLC. | 0.08% | New | 18,828 | $482K |
| Kingsview Wealth Management, LLC | 0.01% | Add +10.7% | 18,771 | $481K |
| CAP Partners, LLC | 0.22% | Add +49.2% | 17,346 | $444K |
| Triad Wealth Partners, LLC | 0.02% | Reduce -8.1% | 16,398 | $417K |
| Mid-American Wealth Advisory Group, Inc. | 0.13% | Reduce -96.3% | 14,539 | $372K |
| Encompass More Asset Management | 0.05% | New | 14,294 | $366K |
| Islay Capital Management, LLC | 0.17% | Add +7.5% | 14,275 | $365K |
| Stratos Wealth Advisors, LLC | 0.02% | New | 12,475 | $319K |
| Legacy Wealth Managment, LLC | 0.12% | Add +12.6% | 11,004 | $282K |
| Decker Retirement Planning Inc. | 0.09% | Reduce -0.3% | 10,426 | $267K |
| Everstar Asset Management, LLC | 0.13% | New | 10,270 | $263K |
| Noble Wealth Management PBC | 0.12% | Add +5.4% | 10,121 | $259K |
| Mariner, LLC | 0.00% | New | 8,842 | $226K |
| Royal Bank of Canada | 0.00% | Add +48.8% | 6,097 | $156K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -94.6% | 5,805 | $149K |
| Tounjian Advisory Partners, LLC | 0.06% | New | 5,564 | $142K |
| POM Investment Strategies, LLC | 0.09% | Reduce -56.0% | 3,106 | $80K |
| Wealth Enhancement Trust Services, Inc. | 0.00% | New | 1,603 | $41K |
| Evolution Wealth Management Inc. | 0.02% | Reduce -87.0% | 1,460 | $37K |
| Buck Wealth Strategies, LLC | 0.00% | New | 1,102 | $28K |
| Montgomery Financial Services LLC | 0.02% | — | 1,083 | $28K |
| Osaic Holdings, Inc. | 0.00% | Add +3137.5% | 1,036 | $27K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -9.1% | 500 | $13K |
| Harbour Investments, Inc. | 0.00% | New | 158 | $4K |
| Signaturefd, LLC | 0.00% | Add +2.4% | 43 | $1K |
| Morgan Stanley | 0.00% | No change | 2 | $72 |
| Wells Fargo & Company | 0.00% | Reduce -50.0% | 1 | $19 |
"% of holder's portfolio" is SBAR's weight in each manager's 13F, not the share of Simplify Barrier Income ETF the manager owns.