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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

300% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 4

263% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 8

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

46% more capital invested

Capital invested by funds: $115M → $167M (+$52.5M)

24% more funds holding

Funds holding: 4657 (+11)

10.28% less ownership

Funds ownership: 74.29%64.02% (-10%)

Holders
57
Holders Change
+11
Holders Change %
+23.91%
% of All Funds
0.7%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
16
Increased
29
Reduced
8
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
26
Authentikos Wealth Advisory
California
$1.46M +$463K +18,017 +43%
PFA
27
Professional Financial Advisors
Nebraska
$1.41M +$1.48M +57,576 New
BFAG
28
Blackston Financial Advisory Group
Florida
$1.16M +$543K +21,111 +81%
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$1.14M -$99.5K -3,872 -8%
IWM
30
Iams Wealth Management
Nebraska
$1.1M +$1.15M +44,629 New
KPWS
31
Kestra Private Wealth Services
Texas
$1.08M +$39.5K +1,537 +4%
MFA
32
Millington Financial Advisors
Illinois
$948K +$298K +11,604 +45%
Citadel Advisors
33
Citadel Advisors
Florida
$938K +$983K +38,231 New
OL
34
Owen LaRue
Kentucky
$820K -$657K -25,570 -43%
WAM
35
WealthCare Asset Management
Missouri
$646K +$676K +26,311 New
TWP
36
Triad Wealth Partners
Kansas
$438K +$63.6K +2,475 +16%
KWM
37
Kingsview Wealth Management
Oregon
$416K +$436K +16,956 New
MWM
38
Mosley Wealth Management
California
$355K -$142K -5,518 -29%
ICM
39
Islay Capital Management
Texas
$326K +$231K +9,000 +211%
ASN
40
Advisory Services Network
Georgia
$314K +$34.8K +1,355 +12%
CPL
41
CAP Partners LLC
Tennessee
$285K +$299K +11,626 New
EWM
42
Evolution Wealth Management
Florida
$275K +$80.9K +3,147 +39%
DRP
43
Decker Retirement Planning
Utah
$257K +$85.1K +3,309 +46%
CWA
44
Crusonia Wealth Advisors
Colorado
$248K +$259K +10,094 New
LWMI
45
Legacy Wealth Management (Idaho)
Idaho
$240K +$38.3K +1,489 +18%
NWMP
46
Noble Wealth Management PBC
Colorado
$236K -$93.7K -3,644 -28%
HF
47
HRT Financial
New York
$221K +$232K +9,026 New
NS
48
NBC Securities
Alabama
$218K +$108K +4,184 +89%
PIS
49
POM Investment Strategies
North Carolina
$173K -$3.2M -124,535 -95%
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$101K +$2.49K +97 +2%