Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / BARRIER INCOME
-
Total 13F shares
-
1,230,104
-
Share change
-
+1,230,104
-
Total reported value
-
$32,252,902
-
Price per share
-
$26.22
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Number of holders
-
8
-
Value change
-
+$32,252,902
-
Number of buys
-
8
Institutional Holders of SIMPLIFY EXCHANGE TRADED FUN - BARRIER INCOME (SBAR) as of Q2 2025
As of 30 Jun 2025 SIMPLIFY EXCHANGE TRADED FUN - BARRIER INCOME (SBAR) had 8 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 1,230,104 shares of stock of the company.
Largest 8 holders included Simplify Asset Management Inc., CreativeOne Wealth, LLC, OLD MISSION CAPITAL LLC, COMPASS CAPITAL CORP /MA/ /ADV, JANE STREET GROUP, LLC, Legacy Wealth Managment, LLC/ID, Legacy Investment Solutions, LLC, and PRINCIPAL SECURITIES, INC..
This table shows 8 institutional shareholders of the security as of 30 Jun 2025.
| 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.