Q3 2025 13F Holders as of 30 Sep 2025
-
Type / Class
-
Equity / BARRIER INCOME
-
Total 13F shares
-
2,403,886
-
Share change
-
+1,179,909
-
Total reported value
-
$63,123,430
-
Price per share
-
$26.26
-
Number of holders
-
35
-
Value change
-
+$30,984,376
-
Number of buys
-
33
-
Number of sells
-
1
Institutional Holders of SIMPLIFY EXCHANGE TRADED FUN - BARRIER INCOME (SBAR) as of Q3 2025
As of 30 Sep 2025,
SIMPLIFY EXCHANGE TRADED FUN - BARRIER INCOME (SBAR) was held by
35 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
2,403,886 shares.
The largest 10 holders included
AE Wealth Management LLC, Mid-American Wealth Advisory Group, Inc., Simplify Asset Management Inc., Beacon Capital Management, LLC, CreativeOne Wealth, LLC, Elevated Capital Advisors, LLC, POM Investment Strategies, LLC, PRINCIPAL SECURITIES, INC., OLD MISSION CAPITAL LLC, and ENVESTNET ASSET MANAGEMENT INC.
This page lists
35
institutional shareholders reporting positions in this security
for the Q3 2025 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.