Funds holding Simplify Barrier Income ETF
ISIN US82889N3355 · United States · LEI 529900TG4KRPU18D6A47
- Fund holders
- 0
No tracked fund declares this company in its latest report.
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