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Disclosery

SBAR SIMPLIFY EXCHANGE TRADED FUN

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BARRIER INCOME (fund)

35 managers (35 13F filers) reported a position in SBAR shares at 2025-09-30, 2,403,886 shares in all. 27 filers opened a position and 0 filers sold out during the quarter.

Managers
35
13F filers
35
New
27
Added
5
Reduced
1
Sold out
0
Shares held by filers
2,403,886

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
AE Wealth Management LLC384,719$10.1M0.06%new13F-HRTimeline
Mid-American Wealth Advisory Group, Inc.330,325$8.67M3.87%new13F-HRTimeline
Simplify Asset Management Inc.273,188$7.17M0.15%-826,81213F-HRTimeline
Beacon Capital Management, LLC251,652$6.61M0.94%new13F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC157,024$4.12M0.1%+99,16313F-HRTimelineGroup
Elevated Capital Advisors, LLC150,699$3.96M0.98%new13F-HRTimeline
POM Investment Strategies, LLC136,145$3.58M1.94%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC87,682$2.3M0.04%+85,35813F-HRTimelineGroup
OLD MISSION CAPITAL LLC78,613$2.06M0.07%+52,36313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC60,371$1.59M<0.01%new13F-HRTimelineGroup
HOWARD BAILEY SECURITIES, LLC58,116$1.53M0.43%new13F-HR/ATimeline
Brookwood Investment Group LLC54,945$1.44M0.19%new13F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management54,766$1.44M0.02%new13F-HRTimelineGroup
Cetera Investment Advisers49,507$1.3M<0.01%new13F-HRTimeline
Strategic Blueprint, LLC46,744$1.23M0.05%new13F-HRTimeline
Authentikos Wealth Advisory, LLC38,684$1.02M0.67%new13F-HR/ATimeline
Farther Finance Advisors, LLC33,427$878K0.01%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC30,858$810K<0.01%+20,76313F-HRTimelineGroup
B.O.S.S. Retirement Advisors, LLC21,243$558K0.13%new13F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV21,320$557K0.24%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.17,405$457K0.47%new13F-HR/ATimeline
Blackston Financial Advisory Group, LLC16,932$445K0.26%new13F-HR/ATimeline
Decker Retirement Planning Inc.12,195$320K0.18%new13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…9,866$259K0.12%+3,73913F-HRTimelineGroup
Triad Wealth Partners, LLC9,797$257K0.03%new13F-HRTimeline
Noble Wealth Management PBC7,300$192K0.1%13F-HRTimeline
Guerra Advisors Inc6,171$162K0.06%new13F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC2,800$73.5K0.04%new13F-HRTimeline
Steward Partners Investment Advisory, L…600$15.8K<0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.505$13.3K<0.01%new13F-HRTimeline
Sound Income Strategies, LLC209$5.45K<0.01%new13F-HRTimeline
SIGNATUREFD, LLC39$1.03K<0.01%new13F-HRTimeline
Global Retirement Partners, LLC27$709<0.01%new13F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…11$289<0.01%new13F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$22<0.01%new13F-HRTimelineGroup