Funds holding Simplify Barrier Income ETF
ISIN US82889N3355 · United States · LEI 529900TG4KRPU18D6A47
- Fund holders
- 1
- Of which ETFs
- 1 0 other funds
- Value held
- 11.3M $
A single tracked fund declares this security. So these figures do not say who holds it.
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| Hedgeye Capital Allocation ETF ETF Opportunities Trust | 444,283 | 11.3M $ | 2.98 % | as of Apr 30, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of this security in each fund.
| Fund | Weight in fund | |
|---|---|---|
| Hedgeye Capital Allocation ETF ETF Opportunities Trust | 2.98 % | as of Apr 30, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Holders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 1 | 0 | 444,283 | +62.6 % |
| 2025Q4 | 1 | 0 | 273,188 | -75.2 % |
| 2025Q3 | 1 | 1,100,000 |
Institutional managers
58 managers declare this security to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 950,000 | 23.3M $ | as of Mar 31, 2026 |
| PRINCIPAL SECURITIES, INC. | 910,332 | 22.3M $ | as of Mar 31, 2026 |
| AE Wealth Management LLC | 591,003 | 14.5M $ | as of Mar 31, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | 451,171 | 11.1M $ | as of Mar 31, 2026 |
| Mid-American Wealth Advisory Group, Inc. | 390,670 | 10.2M $ | as of Mar 31, 2026 |
| CreativeOne Wealth, LLC | 323,140 | 7.9M $ | as of Mar 31, 2026 |
| Elevated Capital Advisors, LLC | 287,955 | 7.1M $ | as of Mar 31, 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 271,391 | 6.7M $ | as of Mar 31, 2026 |
| Prime Capital Investment Advisors, LLC | 247,287 | 6.1M $ | as of Mar 31, 2026 |
| Brookstone Capital Management | 202,103 | 5M $ | as of Mar 31, 2026 |
| Global View Capital Management LLC | 163,714 | 4M $ | as of Mar 31, 2026 |
| Key Capital Management, INC | 155,904 | 3.8M $ | as of Mar 31, 2026 |
| Strategic Blueprint, LLC | 146,263 | 3.6M $ | as of Mar 31, 2026 |
| RiverTree Advisors, LLC | 126,641 | 3.1M $ | as of Mar 31, 2026 |
| HOWARD BAILEY SECURITIES, LLC | 116,907 | 2.9M $ | as of Mar 31, 2026 |
| Brookwood Investment Group LLC | 111,070 | 2.7M $ | as of Mar 31, 2026 |
| Farther Finance Advisors, LLC | 107,526 | 2.6M $ | as of Mar 31, 2026 |
| Tradition Wealth Management, LLC | 93,884 | 2.3M $ | as of Mar 31, 2026 |
| B.O.S.S. Retirement Advisors, LLC | 90,970 | 2.2M $ | as of Mar 31, 2026 |
| PRIVATE CLIENT SERVICES, LLC | 82,340 | 2M $ | as of Mar 31, 2026 |
| Park Edge Advisors, LLC | 81,487 | 2M $ | as of Mar 31, 2026 |
| FSA Advisors, Inc. | 80,536 | 2M $ | as of Mar 31, 2026 |
| Networth Advisors, LLC | 69,724 | 1.7M $ | as of Mar 31, 2026 |
| Beacon Capital Management, LLC | 64,905 | 1.6M $ | as of Mar 31, 2026 |
| Altiora Financial Group, LLC | 63,289 | 1.6M $ | as of Mar 31, 2026 |
Cite this page
Titelia. "Funds holding Simplify Barrier Income ETF". https://titelia.com/en/stocks/simplify-barrier-income-etf-US82889N3355