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Disclosery

SBAR SIMPLIFY EXCHANGE TRADED FUN

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BARRIER INCOME (fund)

57 managers (57 13F filers) reported a position in SBAR shares at 2026-03-31, 6,785,792 shares in all. 16 filers opened a position and 4 filers sold out during the quarter.

Managers
57
13F filers
57
New
16
Added
29
Reduced
8
Sold out
4
Shares held by filers
6,785,792

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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$23.3M<0.01%013F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC910,332$22.3M0.33%+472,90713F-HRTimelineGroup
AE Wealth Management LLC591,003$14.5M0.08%+155,35613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC451,171$11.1M<0.01%+208,53413F-HRTimelineGroup
Mid-American Wealth Advisory Group, Inc.390,670$10.2M4.32%013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC323,140$7.93M0.18%+54,89213F-HRTimelineGroup
Elevated Capital Advisors, LLC287,955$7.07M1.78%+102,47113F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC271,391$6.66M1.12%+174,25513F-HRTimeline
Prime Capital Investment Advisors, LLC247,287$6.07M0.07%new13F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management202,103$4.96M0.06%+37,42813F-HRTimelineGroup
Global View Capital Management LLC163,714$4.02M1.07%new13F-HRTimeline
Key Capital Management, INC155,904$3.83M2.53%+70,55313F-HRTimeline
Strategic Blueprint, LLC146,263$3.59M0.21%+58,49713F-HRTimeline
RiverTree Advisors, LLC126,641$3.11M1.97%new13F-HRTimeline
HOWARD BAILEY SECURITIES, LLC116,907$2.87M1.18%+48,76113F-HRTimeline
Brookwood Investment Group LLC111,070$2.73M0.35%+40,63013F-HRTimeline
Farther Finance Advisors, LLC107,526$2.62M0.02%+52,66313F-HRTimeline
Tradition Wealth Management, LLC93,884$2.3M0.16%new13F-HRTimeline
B.O.S.S. Retirement Advisors, LLC90,970$2.23M0.68%+35,16113F-HRTimeline
PRIVATE CLIENT SERVICES, LLC82,340$2.02M0.6%new13F-HRTimeline
Park Edge Advisors, LLC81,487$2M0.46%+16,80813F-HRTimeline
FSA Advisors, Inc.80,536$1.98M1.3%+29,73113F-HRTimeline
Networth Advisors, LLC69,724$1.71M1.21%+16,15113F-HRTimeline
Beacon Capital Management, LLC64,905$1.59M0.28%-1,97413F-HRTimeline
Altiora Financial Group, LLC63,289$1.55M0.26%new13F-HRTimeline
Authentikos Wealth Advisory, LLC59,449$1.46M0.98%+18,01713F-HRTimeline
Professional Financial Advisors, LLC57,576$1.41M0.29%new13F-HRTimeline
Blackston Financial Advisory Group, LLC47,181$1.16M0.73%+21,11113F-HRTimeline
Cetera Investment Advisers46,650$1.14M<0.01%-3,87213F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC44,629$1.1M0.38%new13F-HRTimeline
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC44,021$1.08M0.01%+1,53713F-HRTimelineGroup
Millington Financial Advisors, LLC37,244$948K0.4%+11,60413F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC38,231$938K<0.01%new13F-HRTimelineGroup
Owen LaRue, LLC33,399$820K0.31%-25,57013F-HRTimeline
WealthCare Asset Management, LLC26,311$646K0.69%new13F-HRTimeline
Triad Wealth Partners, LLC17,851$438K0.03%+2,47513F-HRTimeline
Kingsview Wealth Management, LLC16,956$416K0.01%new13F-HRTimeline
Mosley Wealth Management13,524$355K0.16%-5,51813F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC13,275$326K0.17%+9,00013F-HRTimeline
Advisory Services Network, LLC12,789$314K<0.01%+1,35513F-HRTimeline
CAP Partners, LLC11,626$285K0.16%new13F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.11,207$275K0.2%+3,14713F-HRTimeline
Decker Retirement Planning Inc.10,462$257K0.12%+3,30913F-HRTimeline
Crusonia Wealth Advisors LLC10,094$248K0.05%new13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…9,777$240K0.12%+1,48913F-HRTimelineGroup
Noble Wealth Management PBC9,606$236K0.12%-3,64413F-HRTimeline
HRT FINANCIAL LP9,026$221K<0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.8,883$218K0.02%+4,18413F-HRTimeline
POM Investment Strategies, LLC7,055$173K0.22%-124,53513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA4,097$101K<0.01%+9713F-HRTimelineGroup
CWM, LLCin group CWM, LLC3,681$90.3K<0.01%new13F-HRTimelineGroup
Steward Partners Investment Advisory, L…550$13.5K<0.01%-90013F-HRTimeline
Sound Income Strategies, LLC352$8.59K<0.01%-60513F-HRTimeline
SIGNATUREFD, LLC42$1.02K<0.01%+113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.32$785<0.01%013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2$57<0.01%new13F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2$39<0.01%013F-HR/ATimelineGroup