Simplify Barrier Income ETFSBARETF
13F holders, Q1 2026 (March 31)57holders +11
16new positions
4sold out
1famous investor
$24.64avg. 13F price*
At the end of Q1 2026, 57 institutions reported holding Simplify Barrier Income ETF (SBAR) in their 13F filings, up 11 from Q4 2025. 16 opened new positions and 4 sold out. The largest holders were Bank of America Corp. ($23.3M), Principal Securities, Inc. ($22.3M) and AE Wealth Management LLC ($14.5M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Simplify Barrier Income ETF
- CUSIP
- 82889N335
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 16 | $24.4M |
| Exits | 4 | $1.5M |
All 13F filers, Q4 2025 → Q1 2026: 2,647,411 shares bought and 225,617 shares sold, net +2,421,794 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 57 holders
| Bank of America Corp. | 0.00% | No change | 950,000 | $23.3M |
| Principal Securities, Inc. | 0.33% | Add +108.1% | 910,332 | $22.3M |
| AE Wealth Management LLC | 0.08% | Add +35.7% | 591,003 | $14.5M |
| Envestnet Asset Management Inc. | 0.00% | Add +85.9% | 451,171 | $11.1M |
| Mid-American Wealth Advisory Group, Inc. | 4.32% | No change | 390,670 | $10.2M |
| CreativeOne Wealth, LLC | 0.18% | Add +20.5% | 323,140 | $7.9M |
| Elevated Capital Advisors, LLC | 1.78% | Add +55.3% | 287,955 | $7.1M |
| Prevail Innovative Wealth Advisors, LLC | 1.12% | Add +179.4% | 271,391 | $6.7M |
| Prime Capital Investment Advisors, LLC | 0.07% | New | 247,287 | $6.1M |
| Brookstone Capital Management | 0.06% | Add +22.7% | 202,103 | $5.0M |
| Global View Capital Management LLC | 1.07% | New | 163,714 | $4.0M |
| Key Capital Management, INC | 2.53% | Add +82.7% | 155,904 | $3.8M |
| Strategic Blueprint, LLC | 0.21% | Add +66.7% | 146,263 | $3.6M |
| RiverTree Advisors, LLC | 1.97% | New | 126,641 | $3.1M |
| Howard Bailey Securities, LLC | 1.18% | Add +71.5% | 116,907 | $2.9M |
| Brookwood Investment Group LLC | 0.35% | Add +57.7% | 111,070 | $2.7M |
| Farther Finance Advisors, LLC | 0.02% | Add +96.0% | 107,526 | $2.6M |
| Tradition Wealth Management, LLC | 0.16% | New | 93,884 | $2.3M |
| B.O.S.S. Retirement Advisors, LLC | 0.68% | Add +63.0% | 90,970 | $2.2M |
| Private Client Services, LLC | 0.60% | New | 82,340 | $2.0M |
| Park Edge Advisors, LLC | 0.46% | Add +26.0% | 81,487 | $2.0M |
| FSA Advisors, Inc. | 1.30% | Add +58.5% | 80,536 | $2.0M |
| Networth Advisors, LLC | 1.21% | Add +30.1% | 69,724 | $1.7M |
| Beacon Capital Management, LLC | 0.28% | Reduce -3.0% | 64,905 | $1.6M |
| Altiora Financial Group, LLC | 0.26% | New | 63,289 | $1.6M |
| Authentikos Wealth Advisory, LLC | 0.98% | Add +43.5% | 59,449 | $1.5M |
| Professional Financial Advisors, LLC | 0.29% | New | 57,576 | $1.4M |
| Blackston Financial Advisory Group, LLC | 0.73% | Add +81.0% | 47,181 | $1.2M |
| Cetera Investment Advisers | 0.00% | Reduce -7.7% | 46,650 | $1.1M |
| Iams Wealth Management, LLC | 0.38% | New | 44,629 | $1.1M |
| Kestra Private Wealth Services, LLC | 0.01% | Add +3.6% | 44,021 | $1.1M |
| Millington Financial Advisors, LLC | 0.40% | Add +45.3% | 37,244 | $948K |
| Citadel Advisors | 0.00% | New | 38,231 | $938K |
| Owen LaRue, LLC | 0.31% | Reduce -43.4% | 33,399 | $820K |
| WealthCare Asset Management, LLC | 0.69% | New | 26,311 | $646K |
| Triad Wealth Partners, LLC | 0.03% | Add +16.1% | 17,851 | $438K |
| Kingsview Wealth Management, LLC | 0.01% | New | 16,956 | $416K |
| Mosley Wealth Management | 0.16% | Reduce -29.0% | 13,524 | $355K |
| Islay Capital Management, LLC | 0.17% | Add +210.5% | 13,275 | $326K |
| Advisory Services Network, LLC | 0.00% | Add +11.8% | 12,789 | $314K |
| CAP Partners, LLC | 0.16% | New | 11,626 | $285K |
| Evolution Wealth Management Inc. | 0.20% | Add +39.0% | 11,207 | $275K |
| Decker Retirement Planning Inc. | 0.12% | Add +46.3% | 10,462 | $257K |
| Crusonia Wealth Advisors LLC | 0.05% | New | 10,094 | $248K |
| Legacy Wealth Managment, LLC | 0.12% | Add +18.0% | 9,777 | $240K |
| Noble Wealth Management PBC | 0.12% | Reduce -27.5% | 9,606 | $236K |
| HRT Financial LP | 0.00% | New | 9,026 | $221K |
| Lanark Financial, Inc. | 0.02% | Add +89.0% | 8,883 | $218K |
| POM Investment Strategies, LLC | 0.22% | Reduce -94.6% | 7,055 | $173K |
| Royal Bank of Canada | 0.00% | Add +2.4% | 4,097 | $101K |
| Cwm, LLC | 0.00% | New | 3,681 | $90K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -62.1% | 550 | $13K |
| Sound Income Strategies, LLC | 0.00% | Reduce -63.2% | 352 | $9K |
| Signaturefd, LLC | 0.00% | Add +2.4% | 42 | $1K |
| Osaic Holdings, Inc. | 0.00% | No change | 32 | $785 |
| Morgan Stanley | 0.00% | New | 2 | $57 |
| Wells Fargo & Company | 0.00% | No change | 2 | $39 |
"% of holder's portfolio" is SBAR's weight in each manager's 13F, not the share of Simplify Barrier Income ETF the manager owns.