SIMPLIFY EXCHANGE TRADED FUN - BARRIER INCOME (SBAR)

CUSIP: 82889N335

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
Number of holders
8
Value change
+$32,252,902
Number of buys
8

Quarterly Holders Quick Answers

What is CUSIP 82889N335?
CUSIP 82889N335 identifies SBAR - SIMPLIFY EXCHANGE TRADED FUN - BARRIER INCOME in SEC institutional holdings data.

Need full ownership history?
Open the full security ownership history page.

Top shareholders of SBAR - SIMPLIFY EXCHANGE TRADED FUN - BARRIER INCOME (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.

Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
No top shareholder records were found across 13F, 13D/G, and Forms 3/4/5 for this issuer.

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) was held by 8 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 1,230,104 shares. The 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 page lists 8 institutional shareholders reporting positions in this security for the Q2 2025 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period

Compare Q2 2025 vs Q4 2025 Across Filers

Q4 2025 holders
46
Q2 2025 holders
8
Holder diff
-38
Investor Q4 2025 Shares Q2 2025 Shares Share Diff Share Chg % Q4 2025 Value $ Q2 2025 Value $ Value Diff $ Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* 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.
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