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Disclosery

SBAR SIMPLIFY EXCHANGE TRADED FUN

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BARRIER INCOME (fund)

70 managers (70 13F filers) reported a position in SBAR shares at 2026-06-30, 11,805,431 shares in all. 22 filers opened a position and 9 filers sold out during the quarter.

Managers
70
13F filers
70
New
22
Added
33
Reduced
13
Sold out
9
Shares held by filers
11,805,431

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,724,981$69.8M<0.01%+1,774,98113F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS1,800,000$46.1M0.02%new13F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,174,200$30.1M0.36%+263,86813F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC950,000$24.3M0.01%new13F-HRTimelineGroup
AE Wealth Management LLC636,465$16.3M0.08%+45,46213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC597,246$15.3M<0.01%+146,07513F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC492,181$12.6M0.27%+169,04113F-HRTimelineGroup
PRIVATE CLIENT SERVICES, LLC359,789$9.21M2.41%+277,44913F-HRTimeline
Elevated Capital Advisors, LLC320,829$8.21M2.26%+32,87413F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management293,649$7.52M0.08%+91,54613F-HRTimelineGroup
Key Capital Management, INC169,216$4.33M2.23%+13,31213F-HRTimeline
Strategic Blueprint, LLC138,204$3.54M0.18%-8,05913F-HRTimeline
RiverTree Advisors, LLC132,684$3.4M2.01%+6,04313F-HRTimeline
HOWARD BAILEY SECURITIES, LLC118,177$3.03M1.13%+1,27013F-HRTimeline
Janney Montgomery Scott LLC102,311$2.62M0.01%new13F-HRTimeline
Brookwood Investment Group LLC101,273$2.59M0.3%-9,79713F-HRTimeline
HRT FINANCIAL LP98,649$2.52M<0.01%+89,62313F-HRTimeline
B.O.S.S. Retirement Advisors, LLC98,022$2.51M0.68%+7,05213F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC92,574$2.37M0.16%new13F-HRTimelineGroup
Park Edge Advisors, LLC92,357$2.36M0.5%+10,87013F-HRTimeline
FSA Advisors, Inc.91,812$2.35M1.08%+11,27613F-HR/ATimeline
Mosley Wealth Management83,950$2.15M0.68%+70,42613F-HRTimeline
Networth Advisors, LLC77,724$1.99M1.16%+8,00013F-HRTimeline
Millington Financial Advisors, LLC68,735$1.75M0.69%+31,49113F-HRTimeline
Professional Financial Advisors, LLC66,397$1.7M0.29%+8,82113F-HRTimeline
Authentikos Wealth Advisory, LLC63,443$1.62M1.04%+3,99413F-HRTimeline
Altiora Financial Group, LLC58,291$1.49M0.24%-4,99813F-HRTimeline
3EDGE Asset Management, LP55,155$1.41M0.06%new13F-HRTimeline
WealthCare Asset Management, LLC53,382$1.37M0.57%+27,07113F-HRTimeline
Blackston Financial Advisory Group, LLC50,617$1.3M0.73%+3,43613F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC50,377$1.29M0.39%+5,74813F-HRTimeline
Beacon Capital Management, LLC49,737$1.27M0.19%-15,16813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC49,540$1.27M<0.01%new13F-HRTimelineGroup
SteelPeak Wealth, LLC37,971$972K0.03%new13F-HRTimeline
Global Wealth Management Investment Adv…34,779$890K0.13%new13F-HRTimeline
Cambridge Investment Research Advisors,…32,957$844K<0.01%new13F-HR/ATimeline
MATHER GROUP, LLC.32,698$837K0.01%new13F-HRTimeline
Crusonia Wealth Advisors LLC30,950$792K0.13%+20,85613F-HRTimeline
Owen LaRue, LLC28,035$718K0.25%-5,36413F-HRTimeline
LANARK FINANCIAL, INC.26,149$669K0.05%+17,26613F-HRTimeline
Lifeworks Advisors, LLC25,110$643K0.07%new13F-HRTimeline
Signal Advisors Wealth, LLC20,629$528K0.03%new13F-HRTimeline
Lloyd Advisory Services, LLC.19,037$487K0.19%new13F-HRTimeline
Astoria Portfolio Advisors LLC.18,828$482K0.08%new13F-HRTimeline
Kingsview Wealth Management, LLC18,771$481K0.01%+1,81513F-HRTimeline
CAP Partners, LLC17,346$444K0.22%+5,72013F-HRTimeline
Triad Wealth Partners, LLC16,398$417K0.02%-1,45313F-HRTimeline
Mid-American Wealth Advisory Group, Inc.14,539$372K0.13%-376,13113F-HRTimeline
Encompass More Asset Management14,294$366K0.05%new13F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC14,275$365K0.17%+1,00013F-HRTimeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.12,475$319K0.02%new13F-HRTimelineGroup
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…11,004$282K0.12%+1,22713F-HRTimelineGroup
Decker Retirement Planning Inc.10,426$267K0.09%-3613F-HRTimeline
Everstar Asset Management, LLC10,270$263K0.13%new13F-HRTimeline
Noble Wealth Management PBC10,121$259K0.12%+51513F-HRTimeline
Mariner, LLCin group Mariner, LLC8,842$226K<0.01%new13F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA6,097$156K<0.01%+2,00013F-HRTimelineGroup
Farther Finance Advisors, LLC5,805$149K<0.01%-101,72113F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC5,564$142K0.06%new13F-HRTimeline
POM Investment Strategies, LLC3,106$79.5K0.09%-3,94913F-HRTimeline
Wealth Enhancement Trust Services, Inc.1,603$41K<0.01%new13F-HR/ATimeline
EVOLUTION WEALTH MANAGEMENT INC.1,460$37.4K0.02%-9,74713F-HRTimeline
Buck Wealth Strategies, LLC1,102$28.2K<0.01%new13F-HRTimeline
Montgomery Financial Services LLC1,083$27.7K0.02%13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,036$26.5K<0.01%+1,00413F-HRTimelineGroup
Steward Partners Investment Advisory, L…500$12.8K<0.01%-5013F-HRTimeline
HARBOUR INVESTMENTS, INC.158$4.04K<0.01%new13F-HRTimeline
SIGNATUREFD, LLC43$1.1K<0.01%+113F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2$72<0.01%013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$19<0.01%-113F-HRTimelineGroup