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SBAR

Simplify Barrier Income ETF
SBAR

46 hedge funds and large institutions have $115M invested in Simplify Barrier Income ETF in 2025 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 24 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 4

300% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 6

82% more capital invested

Capital invested by funds: $63.1M → $115M (+$51.5M)

31% more funds holding

Funds holding: 35 → 46 (+11)

12.66% more ownership

Funds ownership: 61.64% → 74.29% (+13%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
46
Holders Change
+11
Holders Change %
+31.43%
% of All Funds
0.56%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
16
Increased
24
Reduced
6
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$24.8M
2
PS
Principal Securities
Iowa
+$9.14M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$4.76M
4
CW
CreativeOne Wealth
Kansas
+$2.91M
5
BCM
Brookstone Capital Management
Illinois
+$2.87M

Top Sellers

Rank Fund Capital Flow
1
SAM
Simplify Asset Management
Nevada
-$7.17M
2
BCMLT
Beacon Capital Management LLC (Tennessee)
Tennessee
-$4.83M
3
OMC
Old Mission Capital
Illinois
-$1.72M
4
Jane Street
Jane Street
New York
-$810K
5
CCC
Compass Capital Corp
Massachusetts
-$557K
Name Holding Trade Value Shares
Change 		Change in
Stake
BFAG
26
Blackston Financial Advisory Group
Florida
$682K +$239K +9,138 +54%
MFA
27
Millington Financial Advisors
Illinois
$665K +$670K +25,640 New
PWM
28
Prosperity Wealth Management
California
$506K +$505K +19,329 New
MWM
29
Mosley Wealth Management
California
$499K +$498K +19,042 New
TWP
30
Triad Wealth Partners
Kansas
$402K +$146K +5,579 +57%
NWMP
31
Noble Wealth Management PBC
Colorado
$347K +$156K +5,950 +82%
OMC
32
Old Mission Capital
Illinois
$332K -$1.72M -65,931 -84%
ASN
33
Advisory Services Network
Georgia
$299K +$299K +11,434 New
LAS
34
Lloyd Advisory Services
Georgia
$235K +$234K +8,971 New
LWMI
35
Legacy Wealth Management (Idaho)
Idaho
$217K -$41.2K -1,578 -16%
EWM
36
Evolution Wealth Management
Florida
$211K -$244K -9,345 -54%
DRP
37
Decker Retirement Planning
Utah
$187K -$132K -5,042 -41%
NS
38
NBC Securities
Alabama
$123K +$110K +4,194 +830%
ICM
39
Islay Capital Management
Texas
$112K +$38.6K +1,475 +53%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$105K +$105K +4,000 New
SPIA
41
Steward Partners Investment Advisory
New York
$37.9K +$22.2K +850 +142%
SIS
42
Sound Income Strategies
Florida
$25.2K +$19.6K +748 +358%
ACM
43
Anfield Capital Management
California
$1.15K +$863 +33 +300%
S
44
SignatureFD
Georgia
$1.06K +$52 +2 +5%
Osaic Holdings
45
Osaic Holdings
Arizona
$837 +$836 +32 New
Wells Fargo
46
Wells Fargo
California
$48 +$26 +1 +100%
SAM
47
Simplify Asset Management
Nevada
– -$7.17M -273,188 Closed
Jane Street
48
Jane Street
New York
– -$810K -30,858 Closed
CCC
49
Compass Capital Corp
Massachusetts
– -$557K -21,320 Closed
GRP
50
Global Retirement Partners
California
– -$709 -27 Closed
1
2

SBAR Hedge Fund Activity: Q4 2025 in Review

46 of the 8,225 institutional investors tracked by Wall St. Rank reported a position in Simplify Barrier Income ETF (SBAR) for Q4 2025, worth a combined $115M — up 82% from $63.1M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new SBAR positions and 4 closed out — a net gain of 12 holders — while 24 added to existing stakes and 6 trimmed.

The largest buyer was Bank of America, opening a new position worth an estimated $24.8M. The largest seller was Simplify Asset Management, exiting entirely with an estimated $7.17M sold.

  • 46 institutional investors held Simplify Barrier Income ETF (SBAR) as of Q4 2025, up from 35 in Q3 2025.
  • Funds reported $115M of Simplify Barrier Income ETF stock for Q4 2025, up 82% quarter-over-quarter.
  • 16 funds opened new Simplify Barrier Income ETF positions in Q4 2025 and 4 closed out, a net change of +12 holders.
  • The largest Simplify Barrier Income ETF buyer in Q4 2025 was Bank of America, an estimated $24.8M added.
  • The largest Simplify Barrier Income ETF seller in Q4 2025 was Simplify Asset Management, an estimated $7.17M sold.

Based on aggregated 13F filings for Q4 2025.