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SBAR

Simplify Barrier Income ETF
SBAR

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: 1 → 2 (+1)

46% more capital invested

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

24% more funds holding

Funds holding: 46 → 57 (+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
–

Top Buyers

1
PS
Principal Securities
Iowa
+$12.2M
2
PCIA
Prime Capital Investment Advisors
Kansas
+$6.36M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$5.36M
4
PIWA
Prevail Innovative Wealth Advisors
Kansas
+$4.48M
5
GVCM
Global View Capital Management
Wisconsin
+$4.21M

Top Sellers

1
PIS
POM Investment Strategies
North Carolina
-$3.2M
2
CI
CacheTech Inc
Utah
-$976K
3
OL
Owen LaRue
Kentucky
-$657K
4
OMC
Old Mission Capital
Illinois
-$332K
5
LAS
Lloyd Advisory Services
Georgia
-$235K
Name Holding Trade Value Shares
Change 		Change in
Stake
Carson Wealth (CWM LLC)
51
Carson Wealth (CWM LLC)
Nebraska
$90.3K +$94.6K +3,681 New
SPIA
52
Steward Partners Investment Advisory
New York
$13.5K -$23.1K -900 -62%
SIS
53
Sound Income Strategies
Florida
$8.59K -$15.6K -605 -63%
S
54
SignatureFD
Georgia
$1.02K +$26 +1 +2%
Osaic Holdings
55
Osaic Holdings
Arizona
$785 – – –
Morgan Stanley
56
Morgan Stanley
New York
$57 +$51 +2 New
Wells Fargo
57
Wells Fargo
California
$39 – – –
CI
58
CacheTech Inc
Utah
– -$976K -37,302 Closed
OMC
59
Old Mission Capital
Illinois
– -$332K -12,682 Closed
LAS
60
Lloyd Advisory Services
Georgia
– -$235K -8,971 Closed
ACM
61
Anfield Capital Management
California
– -$1.15K -44 Closed
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