# SIMPLIFY EXCHANGE TRADED FUN BARRIER INCOME

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.

## Summary

- Issuer: SIMPLIFY EXCHANGE TRADED FUN
- Class: BARRIER INCOME
- CUSIP: 82889N335
- 13F holders: 71
- 13F value: $199.8M
- 13F period: 2026-06-30
- N-PORT fund positions: 0

## Top institutional holders (Form 13F)

_Showing 15 of 71 managers by value._

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| [PRINCIPAL SECURITIES, INC.](https://search.stillhousedata.com/firm/1137) | 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](https://search.stillhousedata.com/firm/282580) | TOPEKA, KS | $16.3M | 636,465 |
| ENVESTNET ASSET MANAGEMENT INC | Berwyn, PA | $15.3M | 597,246 |
| [PRIVATE CLIENT SERVICES, LLC](https://search.stillhousedata.com/firm/120222) | LOUISVILLE, KY | $9.2M | 359,789 |
| Elevated Capital Advisors, LLC | SANDY, UT | $8.2M | 320,829 |
| [CreativeOne Wealth, LLC](https://search.stillhousedata.com/firm/281213) | OVERLAND PARK, KS | $7.9M | 323,140 |
| [Brookstone Capital Management](https://search.stillhousedata.com/firm/141413) | WHEATON, IL | $7.5M | 293,649 |
| [Key Capital Management, INC](https://search.stillhousedata.com/firm/173773) | HENDERSONVILLE, TN 37075, TN | $4.3M | 169,216 |
| [Strategic Blueprint, LLC](https://search.stillhousedata.com/firm/284840) | ATLANTA, GA | $3.5M | 138,204 |
| [RiverTree Advisors, LLC](https://search.stillhousedata.com/firm/168065) | WINTER PARK, FL | $3.4M | 132,684 |
| [HOWARD BAILEY SECURITIES, LLC](https://search.stillhousedata.com/firm/282712) | FORT WAYNE, IN | $2.9M | 116,907 |
| [Brookwood Investment Group LLC](https://search.stillhousedata.com/firm/316544) | PHOENIX, AZ | $2.6M | 101,273 |
| [B.O.S.S. Retirement Advisors, LLC](https://search.stillhousedata.com/firm/171143) | Lehi, UT | $2.5M | 98,022 |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/82889N335.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

---

Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.