Q3 2025 13F Holders as of 30 Sep 2025
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Type / Class
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Equity / BARRIER INCOME
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Number of holders
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34
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Total 13F shares, excl. options
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2,345,770
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Shares change
-
+1,121,793
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Total reported value, excl. options
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$61,597,317
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Value change
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+$29,458,263
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Number of buys
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32
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Number of sells
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1
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Price
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$26.26
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) had 34 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 2,345,770 shares of stock of the company.
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 table shows 34 institutional shareholders of the security as of 30 Sep 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.