Simplify Barrier Income ETFSBARETF
13F holders, Q4 2025 (December 31)46holders +11
13new positions
4sold out
$26.16avg. 13F price*
At the end of Q4 2025, 46 institutions reported holding Simplify Barrier Income ETF (SBAR) in their 13F filings, up 11 from Q3 2025. 13 opened new positions and 4 sold out. The largest holders were Bank of America Corp. ($24.9M), Principal Securities, Inc. ($11.4M) and AE Wealth Management LLC ($11.4M).
- Company
- Simplify Barrier Income ETF
- CUSIP
- 82889N335
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $35.9M |
| Exits | 4 | $8.5M |
All 13F filers, Q3 2025 → Q4 2025: 2,424,263 shares bought and 596,617 shares sold, net +1,827,646 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 46 holders
| Bank of America Corp. | 0.00% | New | 950,000 | $24.9M |
| Principal Securities, Inc. | 0.18% | Add +398.9% | 437,425 | $11.4M |
| AE Wealth Management LLC | 0.07% | Add +13.2% | 435,647 | $11.4M |
| Mid-American Wealth Advisory Group, Inc. | 4.32% | Add +18.3% | 390,670 | $10.2M |
| CreativeOne Wealth, LLC | 0.17% | Add +70.8% | 268,248 | $7.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +301.9% | 242,637 | $6.3M |
| Elevated Capital Advisors, LLC | 1.13% | Add +23.1% | 185,484 | $4.9M |
| Brookstone Capital Management | 0.05% | Add +200.7% | 164,675 | $4.3M |
| POM Investment Strategies, LLC | 1.77% | Reduce -3.4% | 131,590 | $3.4M |
| Prevail Innovative Wealth Advisors, LLC | 0.46% | New | 97,136 | $2.5M |
| Strategic Blueprint, LLC | 0.14% | Add +87.8% | 87,766 | $2.3M |
| Key Capital Management, INC | 2.21% | — | 85,351 | $2.2M |
| Brookwood Investment Group LLC | 0.22% | Add +28.2% | 70,440 | $1.8M |
| Howard Bailey Securities, LLC | 0.70% | Add +17.3% | 68,146 | $1.8M |
| Beacon Capital Management, LLC | 0.27% | Reduce -73.4% | 66,879 | $1.7M |
| Park Edge Advisors, LLC | 0.38% | New | 64,679 | $1.7M |
| Owen LaRue, LLC | 0.59% | New | 58,969 | $1.5M |
| B.O.S.S. Retirement Advisors, LLC | 0.46% | Add +162.7% | 55,809 | $1.5M |
| Farther Finance Advisors, LLC | 0.02% | Add +64.1% | 54,863 | $1.4M |
| Networth Advisors, LLC | 1.03% | — | 53,573 | $1.4M |
| FSA Advisors, Inc. | 0.92% | New | 50,805 | $1.3M |
| Cetera Investment Advisers | 0.00% | Add +2.0% | 50,522 | $1.3M |
| Kestra Private Wealth Services, LLC | 0.01% | New | 42,484 | $1.1M |
| Authentikos Wealth Advisory, LLC | 0.72% | Add +7.1% | 41,432 | $1.1M |
| CacheTech Inc. | 0.18% | New | 37,302 | $976K |
| Blackston Financial Advisory Group, LLC | 0.42% | Add +54.0% | 26,070 | $682K |
| Millington Financial Advisors, LLC | 0.29% | New | 25,640 | $665K |
| Prosperity Wealth Management, Inc. | 0.17% | New | 19,329 | $506K |
| Mosley Wealth Management | 0.23% | — | 19,042 | $499K |
| Triad Wealth Partners, LLC | 0.04% | Add +57.0% | 15,376 | $402K |
| Noble Wealth Management PBC | 0.17% | Add +81.5% | 13,250 | $347K |
| Old Mission Capital LLC | 0.01% | Reduce -83.9% | 12,682 | $332K |
| Advisory Services Network, LLC | 0.00% | New | 11,434 | $299K |
| Lloyd Advisory Services, LLC. | 0.09% | New | 8,971 | $235K |
| Legacy Wealth Managment, LLC | 0.10% | Reduce -16.0% | 8,288 | $217K |
| Evolution Wealth Management Inc. | 0.17% | Reduce -53.7% | 8,060 | $211K |
| Decker Retirement Planning Inc. | 0.09% | Reduce -41.3% | 7,153 | $187K |
| Lanark Financial, Inc. | 0.01% | Add +830.5% | 4,699 | $123K |
| Islay Capital Management, LLC | 0.07% | Add +52.7% | 4,275 | $112K |
| Royal Bank of Canada | 0.00% | New | 4,000 | $105K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +141.7% | 1,450 | $38K |
| Sound Income Strategies, LLC | 0.00% | Add +357.9% | 957 | $25K |
| Anfield Capital Management, LLC | 0.00% | Add +300.0% | 44 | $1K |
| Signaturefd, LLC | 0.00% | Add +5.1% | 41 | $1K |
| Osaic Holdings, Inc. | 0.00% | New | 32 | $837 |
| Wells Fargo & Company | 0.00% | Add +100.0% | 2 | $48 |
"% of holder's portfolio" is SBAR's weight in each manager's 13F, not the share of Simplify Barrier Income ETF the manager owns.