SIMPLIFY EXCHANGE TRADED FUN BARRIER INCOME is a security (CUSIP 82889N335) tracked across SEC portfolio filings. 71 institutional managers reported $199.8M on Form 13F as of 2026-06-30.
Showing 15 of 71 managers by value.
| Manager | Location | Value | Shares |
|---|---|---|---|
| PRINCIPAL SECURITIES, INC. | DES MOINES, IA | $30.1M | 1,174,200 |
| CITIGROUP INC | NEW YORK, NY | $24.3M | 950,000 |
| BANK OF AMERICA CORP /DE/ | CHARLOTTE, NC | $23.3M | 950,000 |
| AE Wealth Management LLC | TOPEKA, KS | $16.3M | 636,465 |
| ENVESTNET ASSET MANAGEMENT INC | Berwyn, PA | $15.3M | 597,246 |
| PRIVATE CLIENT SERVICES, LLC | LOUISVILLE, KY | $9.2M | 359,789 |
| Elevated Capital Advisors, LLC | SANDY, UT | $8.2M | 320,829 |
| CreativeOne Wealth, LLC | OVERLAND PARK, KS | $7.9M | 323,140 |
| Brookstone Capital Management | WHEATON, IL | $7.5M | 293,649 |
| Key Capital Management, INC | HENDERSONVILLE, TN 37075, TN | $4.3M | 169,216 |
| Strategic Blueprint, LLC | ATLANTA, GA | $3.5M | 138,204 |
| RiverTree Advisors, LLC | WINTER PARK, FL | $3.4M | 132,684 |
| HOWARD BAILEY SECURITIES, LLC | FORT WAYNE, IN | $2.9M | 116,907 |
| Brookwood Investment Group LLC | PHOENIX, AZ | $2.6M | 101,273 |
| B.O.S.S. Retirement Advisors, LLC | Lehi, UT | $2.5M | 98,022 |