SIMPLIFY EXCHANGE TRADED FUN - BARRIER INCOME (SBAR)

CUSIP: 82889N335

Q4 2025 13F Holders as of 31 Dec 2025

Type / Class
Equity / BARRIER INCOME
Total 13F shares
4,383,327
Share change
+1,827,646
Total reported value
$114,663,685
Price per share
$26.16
Number of holders
46
Value change
+$47,776,335
Number of buys
37
Number of sells
10

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 Q4 2025

As of 31 Dec 2025, SIMPLIFY EXCHANGE TRADED FUN - BARRIER INCOME (SBAR) was held by 46 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 4,383,327 shares. The largest 10 holders included BANK OF AMERICA CORP /DE/, PRINCIPAL SECURITIES, INC., AE Wealth Management LLC, Mid-American Wealth Advisory Group, Inc., CreativeOne Wealth, LLC, ENVESTNET ASSET MANAGEMENT INC, Elevated Capital Advisors, LLC, Brookstone Capital Management, POM Investment Strategies, LLC, and PREVAIL INNOVATIVE WEALTH ADVISORS, LLC. This page lists 46 institutional shareholders reporting positions in this security for the Q4 2025 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period

Compare Q4 2025 vs Q3 2025 Across Filers

Q3 2025 holders
35
Q4 2025 holders
46
Holder diff
11
Investor Q3 2025 Shares Q4 2025 Shares Share Diff Share Chg % Q3 2025 Value $ Q4 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.
We use cookies and similar technologies to provide certain features, enhance the user experience and, if you allow them, measure engagement and deliver advertising. Analytics and marketing storage stay off until you grant consent. By clicking on "Agree and continue", you declare your consent to the use of the selected optional cookies. Here you can make detailed settings or revoke your consent (in part if necessary) with effect for the future. For further information, please refer to our Privacy Policy .