SBAR

Simplify Barrier Income ETF

35 hedge funds and large institutions have $63.1M invested in Simplify Barrier Income ETF in 2025 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 5 increasing their positions, 1 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
35
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 Sellers

1 -$21.7M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1
AE Wealth Management
Kansas
$10.1M
MAWAG
2
Mid-American Wealth Advisory Group
Missouri
$8.67M
SAM
3
Simplify Asset Management
Nevada
$7.17M
BCMLT
4
Beacon Capital Management LLC (Tennessee)
Tennessee
$6.61M
CW
5
CreativeOne Wealth
Kansas
$4.12M
ECA
6
Elevated Capital Advisors
Utah
$3.96M
PIS
7
POM Investment Strategies
North Carolina
$3.58M
PS
8
Principal Securities
Iowa
$2.3M
OMC
9
Old Mission Capital
Illinois
$2.06M
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$1.59M
HBS
11
Howard Bailey Securities
Indiana
$1.53M
BIG
12
Brookwood Investment Group
Arizona
$1.44M
BCM
13
Brookstone Capital Management
Illinois
$1.44M
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$1.3M
SB
15
Strategic Blueprint
Georgia
$1.23M
AWA
16
Authentikos Wealth Advisory
California
$1.02M
FFA
17
Farther Finance Advisors
California
$878K
Jane Street
18
Jane Street
New York
$810K
BOSSRA
19
B.O.S.S. Retirement Advisors
Utah
$558K
CCC
20
Compass Capital Corp
Massachusetts
$557K
EWM
21
Evolution Wealth Management
Florida
$457K
BFAG
22
Blackston Financial Advisory Group
Florida
$445K
DRP
23
Decker Retirement Planning
Utah
$320K
LWMI
24
Legacy Wealth Management (Idaho)
Idaho
$259K
TWP
25
Triad Wealth Partners
Kansas
$257K