Simplify Barrier Income ETFSBARETF

13F holders, Q2 2025 (June 30)
8holders
$26.22avg. 13F price*

At the end of Q2 2025, 8 institutions reported holding Simplify Barrier Income ETF (SBAR) in their 13F filings. The largest holders were Simplify Asset Management Inc. ($28.8M), CreativeOne Wealth, LLC ($1.5M) and Old Mission Capital LLC ($688K).

Company
Simplify Barrier Income ETF
CUSIP
82889N335
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080 Q2 2025: 8Q2 2025Q3 2025: 35Q3 2025Q4 2025: 46Q4 2025Q1 2026: 57Q1 2026Q2 2026: 70Q2 2026

Total Exit/New Position Q2 2025

InstitutionsTotal Value
New Positions8$32.1M
Exits0$0

Ownership 8 holders

Simplify Asset Management Inc. 1.75% New 1,100,000 $28.8M
CreativeOne Wealth, LLC 0.04% New 57,861 $1.5M
Old Mission Capital LLC 0.02% New 26,250 $688K
Compass Capital Corp. /Ma/ 0.26% New 21,320 $559K
Jane Street Group, LLC 0.00% New 10,095 $265K
Legacy Investment Solutions, LLC 0.09% — 6,127 $161K
Legacy Wealth Managment, LLC 0.09% New 6,127 $161K
Principal Securities, Inc. 0.00% New 2,324 $61K

"% of holder's portfolio" is SBAR's weight in each manager's 13F, not the share of Simplify Barrier Income ETF the manager owns.