Skip to content
Disclosery

SBAR SIMPLIFY EXCHANGE TRADED FUN

Follow

BARRIER INCOME (fund)

46 managers (46 13F filers) reported a position in SBAR shares at 2025-12-31, 4,383,327 shares in all. 13 filers opened a position and 4 filers sold out during the quarter.

Managers
46
13F filers
46
New
13
Added
24
Reduced
6
Sold out
4
Shares held by filers
4,383,327

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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/950,000$24.9M<0.01%new13F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC437,425$11.4M0.18%+349,74313F-HRTimelineGroup
AE Wealth Management LLC435,647$11.4M0.07%+50,92813F-HRTimeline
Mid-American Wealth Advisory Group, Inc.390,670$10.2M4.32%+60,34513F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC268,248$7.02M0.17%+111,22413F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC242,637$6.35M<0.01%+182,26613F-HRTimelineGroup
Elevated Capital Advisors, LLC185,484$4.85M1.13%+34,78513F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management164,675$4.31M0.05%+109,90913F-HRTimelineGroup
POM Investment Strategies, LLC131,590$3.44M1.77%-4,55513F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC97,136$2.54M0.46%new13F-HRTimeline
Strategic Blueprint, LLC87,766$2.3M0.14%+41,02213F-HRTimeline
Key Capital Management, INC85,351$2.23M2.21%13F-HRTimeline
Brookwood Investment Group LLC70,440$1.84M0.22%+15,49513F-HRTimeline
HOWARD BAILEY SECURITIES, LLC68,146$1.78M0.7%+10,03013F-HRTimeline
Beacon Capital Management, LLC66,879$1.75M0.27%-184,77313F-HRTimeline
Park Edge Advisors, LLC64,679$1.69M0.38%new13F-HRTimeline
Owen LaRue, LLC58,969$1.54M0.59%new13F-HRTimeline
B.O.S.S. Retirement Advisors, LLC55,809$1.46M0.46%+34,56613F-HRTimeline
Farther Finance Advisors, LLC54,863$1.44M0.02%+21,43613F-HRTimeline
Networth Advisors, LLC53,573$1.4M1.03%13F-HRTimeline
FSA Advisors, Inc.50,805$1.33M0.93%new13F-HRTimeline
Cetera Investment Advisers50,522$1.32M<0.01%+1,01513F-HRTimeline
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC42,484$1.11M0.01%new13F-HRTimelineGroup
Authentikos Wealth Advisory, LLC41,432$1.08M0.72%+2,74813F-HRTimeline
CacheTech Inc.37,302$976K0.18%new13F-HRTimeline
Blackston Financial Advisory Group, LLC26,070$682K0.42%+9,13813F-HRTimeline
Millington Financial Advisors, LLC25,640$665K0.29%new13F-HRTimeline
Prosperity Wealth Management, Inc.in group Prosperity Financial Group, I…19,329$506K0.17%new13F-HRTimelineGroup
Mosley Wealth Management19,042$499K0.23%13F-HRTimeline
Triad Wealth Partners, LLC15,376$402K0.04%+5,57913F-HRTimeline
Noble Wealth Management PBC13,250$347K0.17%+5,95013F-HRTimeline
OLD MISSION CAPITAL LLC12,682$332K0.01%-65,93113F-HRTimeline
Advisory Services Network, LLC11,434$299K<0.01%new13F-HRTimeline
Lloyd Advisory Services, LLC.8,971$235K0.09%new13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…8,288$217K0.1%-1,57813F-HRTimelineGroup
EVOLUTION WEALTH MANAGEMENT INC.8,060$211K0.17%-9,34513F-HRTimeline
Decker Retirement Planning Inc.7,153$187K0.09%-5,04213F-HRTimeline
LANARK FINANCIAL, INC.4,699$123K0.01%+4,19413F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC4,275$112K0.07%+1,47513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA4,000$105K<0.01%new13F-HRTimelineGroup
Steward Partners Investment Advisory, L…1,450$37.9K<0.01%+85013F-HRTimeline
Sound Income Strategies, LLC957$25.2K<0.01%+74813F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…44$1.15K<0.01%+3313F-HRTimelineGroup
SIGNATUREFD, LLC41$1.06K<0.01%+213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.32$837<0.01%new13F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2$48<0.01%+113F-HRTimelineGroup