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.

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New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding: →

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
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
–
Puts
–
Net Calls
Net Calls Change

Top Buyers

1
+$24.8M
2
+$9.14M
3
+$4.76M
4
CW
CreativeOne Wealth
Kansas
+$2.91M
5
BCM
Brookstone Capital Management
Illinois
+$2.87M

Top Sellers

1
-$7.17M
2
-$4.83M
3
-$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
MFA
27
Millington Financial Advisors
Illinois
$665K
PWM
28
Prosperity Wealth Management
California
$506K
MWM
29
Mosley Wealth Management
California
$499K
TWP
30
Triad Wealth Partners
Kansas
$402K
NWMP
31
Noble Wealth Management PBC
Colorado
$347K
OMC
32
Old Mission Capital
Illinois
$332K
ASN
33
Advisory Services Network
Georgia
$299K
LAS
34
Lloyd Advisory Services
Georgia
$235K
LWMI
35
Legacy Wealth Management (Idaho)
Idaho
$217K
EWM
36
Evolution Wealth Management
Florida
$211K
DRP
37
Decker Retirement Planning
Utah
$187K
NS
38
NBC Securities
Alabama
$123K
ICM
39
Islay Capital Management
Texas
$112K
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$105K
SPIA
41
Steward Partners Investment Advisory
New York
$37.9K
SIS
42
Sound Income Strategies
Florida
$25.2K
ACM
43
Anfield Capital Management
California
$1.15K
S
44
SignatureFD
Georgia
$1.06K
Osaic Holdings
45
Osaic Holdings
Arizona
$837
Wells Fargo
46
Wells Fargo
California
$48
SAM
47
Simplify Asset Management
Nevada
–
Jane Street
48
Jane Street
New York
–
CCC
49
Compass Capital Corp
Massachusetts
–
GRP
50
Global Retirement Partners
California
–
1
2