SBAR

Simplify Barrier Income ETF

33 hedge funds and large institutions have $61.4M invested in Simplify Barrier Income ETF in 2025 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 5 increasing their positions, 1 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
33
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
BIG
11
Brookwood Investment Group
Arizona
$1.44M
BCM
12
Brookstone Capital Management
Illinois
$1.44M
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$1.3M
SB
14
Strategic Blueprint
Georgia
$1.23M
AWA
15
Authentikos Wealth Advisory
California
$1.02M
FFA
16
Farther Finance Advisors
California
$878K
Jane Street
17
Jane Street
New York
$810K
BOSSRA
18
B.O.S.S. Retirement Advisors
Utah
$558K
CCC
19
Compass Capital Corp
Massachusetts
$557K
EWM
20
Evolution Wealth Management
Florida
$457K
BFAG
21
Blackston Financial Advisory Group
Florida
$445K
DRP
22
Decker Retirement Planning
Utah
$320K
LWMI
23
Legacy Wealth Management (Idaho)
Idaho
$259K
TWP
24
Triad Wealth Partners
Kansas
$257K
GA
25
Guerra Advisors
Florida
$162K