Simplify Barrier Income ETFSBAR ETF 13F holders, Q3 2025 (September 30) 35 holders +27
27 new positions
0 sold out
$26.26 avg. 13F price*
At the end of Q3 2025 , 35 institutions reported holding Simplify Barrier Income ETF (SBAR) in their 13F filings, up 27 from Q2 2025. 27 opened new positions and 0 sold out. The largest holders were AE Wealth Management LLC ($10.1M), Mid-American Wealth Advisory Group, Inc. ($8.7M) and Simplify Asset Management Inc. ($7.2M).
Company Simplify Barrier Income ETF
CUSIP 82889N335
Latest filing quarter Q2 2026 History Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025 Institutions Total Value New Positions 27 $45.6M Exits 0 $0
All 13F filers, Q2 2025 → Q3 2025: 1,999,421 shares bought and 826,812 shares sold, net +1,172,609 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 35 holders Portfolio Manager % of Holder's Portfolio Change vs Q2 2025 Shares Value ▼ AE Wealth Management LLC 0.06% New 384,719 $10.1M Mid-American Wealth Advisory Group, Inc. 3.87% New 330,325 $8.7M Simplify Asset Management Inc. 0.15% Reduce -75.2% 273,188 $7.2M Beacon Capital Management, LLC 0.94% New 251,652 $6.6M CreativeOne Wealth, LLC 0.10% Add +171.4% 157,024 $4.1M Elevated Capital Advisors, LLC 0.98% New 150,699 $4.0M POM Investment Strategies, LLC 1.94% New 136,145 $3.6M Principal Securities, Inc. 0.04% Add +3672.9% 87,682 $2.3M Old Mission Capital LLC 0.07% Add +199.5% 78,613 $2.1M Envestnet Asset Management Inc. 0.00% New 60,371 $1.6M Howard Bailey Securities, LLC 0.43% New 58,116 $1.5M Brookwood Investment Group LLC 0.19% New 54,945 $1.4M Brookstone Capital Management 0.02% New 54,766 $1.4M Cetera Investment Advisers 0.00% New 49,507 $1.3M Strategic Blueprint, LLC 0.05% New 46,744 $1.2M Authentikos Wealth Advisory, LLC 0.67% New 38,684 $1.0M Farther Finance Advisors, LLC 0.01% New 33,427 $878K Jane Street Group, LLC 0.00% Add +205.7% 30,858 $810K B.O.S.S. Retirement Advisors, LLC 0.13% New 21,243 $558K Compass Capital Corp. /Ma/ 0.24% No change 21,320 $557K Evolution Wealth Management Inc. 0.47% New 17,405 $457K Blackston Financial Advisory Group, LLC 0.26% New 16,932 $445K Decker Retirement Planning Inc. 0.18% New 12,195 $320K Legacy Wealth Managment, LLC 0.12% Add +61.0% 9,866 $259K Triad Wealth Partners, LLC 0.03% New 9,797 $257K Noble Wealth Management PBC 0.10% — 7,300 $192K Guerra Advisors Inc 0.06% New 6,171 $162K Islay Capital Management, LLC 0.04% New 2,800 $74K Steward Partners Investment Advisory, LLC 0.00% New 600 $16K Lanark Financial, Inc. 0.00% New 505 $13K Sound Income Strategies, LLC 0.00% New 209 $5K Signaturefd, LLC 0.00% New 39 $1K Global Retirement Partners, LLC 0.00% New 27 $709 Anfield Capital Management, LLC 0.00% New 11 $289 Wells Fargo & Company 0.00% New 1 $22
"% of holder's portfolio" is SBAR's weight in each manager's 13F, not the share of Simplify Barrier Income ETF the manager owns.