SBAR

Simplify Barrier Income ETF

57 hedge funds and large institutions have $167M invested in Simplify Barrier Income ETF in 2026 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 29 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
57
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
26
Authentikos Wealth Advisory
California
$1.46M
PFA
27
Professional Financial Advisors
Nebraska
$1.41M
BFAG
28
Blackston Financial Advisory Group
Florida
$1.16M
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$1.14M
IWM
30
Iams Wealth Management
Nebraska
$1.1M
KPWS
31
Kestra Private Wealth Services
Texas
$1.08M
MFA
32
Millington Financial Advisors
Illinois
$948K
Citadel Advisors
33
Citadel Advisors
Florida
$938K
OL
34
Owen LaRue
Kentucky
$820K
WAM
35
WealthCare Asset Management
Missouri
$646K
TWP
36
Triad Wealth Partners
Kansas
$438K
KWM
37
Kingsview Wealth Management
Oregon
$416K
MWM
38
Mosley Wealth Management
California
$355K
ICM
39
Islay Capital Management
Texas
$326K
ASN
40
Advisory Services Network
Georgia
$314K
CPL
41
CAP Partners LLC
Tennessee
$285K
EWM
42
Evolution Wealth Management
Florida
$275K
DRP
43
Decker Retirement Planning
Utah
$257K
CWA
44
Crusonia Wealth Advisors
Colorado
$248K
LWMI
45
Legacy Wealth Management (Idaho)
Idaho
$240K
NWMP
46
Noble Wealth Management PBC
Colorado
$236K
HF
47
HRT Financial
New York
$221K
NS
48
NBC Securities
Alabama
$218K
PIS
49
POM Investment Strategies
North Carolina
$173K
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$101K