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SBAR SIMPLIFY EXCHANGE TRADED FUN

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BARRIER INCOME (fund)

9 managers (9 13F filers) reported a position in SBAR shares at 2025-06-30, 1,230,104 shares in all. 8 filers opened a position and 0 filers sold out during the quarter.

Managers
9
13F filers
9
New
8
Added
0
Reduced
0
Sold out
0
Shares held by filers
1,230,104

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Simplify Asset Management Inc.1,100,000$28.8M1.75%new13F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC57,861$1.52M0.04%new13F-HRTimelineGroup
OLD MISSION CAPITAL LLC26,250$688K0.02%new13F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV21,320$559K0.26%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC10,095$265K<0.01%new13F-HRTimelineGroup
Legacy Investment Solutions, LLC6,127$161K0.09%13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…6,127$161K0.09%new13F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC2,324$60.9K<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.