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SBAR

Simplify Barrier Income ETF
SBAR

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

400% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 1

338% more funds holding

Funds holding: 8 → 35 (+27)

96% more capital invested

Capital invested by funds: $32.3M → $63.1M (+$30.9M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

29.48% less ownership

Funds ownership: 91.12% → 61.64% (-29%)

Holders
35
Holders Change
+27
Holders Change %
+337.5%
% of All Funds
0.46%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
28
Increased
5
Reduced
1
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AWM
AE Wealth Management
Kansas
+$10.1M
2
MAWAG
Mid-American Wealth Advisory Group
Missouri
+$8.69M
3
BCMLT
Beacon Capital Management LLC (Tennessee)
Tennessee
+$6.62M
4
ECA
Elevated Capital Advisors
Utah
+$3.96M
5
PIS
POM Investment Strategies
North Carolina
+$3.58M

Top Sellers

Rank Fund Capital Flow
1
SAM
Simplify Asset Management
Nevada
-$21.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1
AE Wealth Management
Kansas
$10.1M +$10.1M +384,719 New
MAWAG
2
Mid-American Wealth Advisory Group
Missouri
$8.67M +$8.69M +330,325 New
SAM
3
Simplify Asset Management
Nevada
$7.17M -$21.7M -826,812 -75%
BCMLT
4
Beacon Capital Management LLC (Tennessee)
Tennessee
$6.61M +$6.62M +251,652 New
CW
5
CreativeOne Wealth
Kansas
$4.12M +$2.61M +99,163 +171%
ECA
6
Elevated Capital Advisors
Utah
$3.96M +$3.96M +150,699 New
PIS
7
POM Investment Strategies
North Carolina
$3.58M +$3.58M +136,145 New
PS
8
Principal Securities
Iowa
$2.3M +$2.25M +85,358 +3,673%
OMC
9
Old Mission Capital
Illinois
$2.06M +$1.38M +52,363 +199%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$1.59M +$1.59M +60,371 New
HBS
11
Howard Bailey Securities
Indiana
$1.53M +$1.53M +58,116 New
BIG
12
Brookwood Investment Group
Arizona
$1.44M +$1.45M +54,945 New
BCM
13
Brookstone Capital Management
Illinois
$1.44M +$1.44M +54,766 New
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$1.3M +$1.3M +49,507 New
SB
15
Strategic Blueprint
Georgia
$1.23M +$1.23M +46,744 New
AWA
16
Authentikos Wealth Advisory
California
$1.02M +$1.02M +38,684 New
FFA
17
Farther Finance Advisors
California
$878K +$879K +33,427 New
Jane Street
18
Jane Street
New York
$810K +$546K +20,763 +206%
BOSSRA
19
B.O.S.S. Retirement Advisors
Utah
$558K +$559K +21,243 New
CCC
20
Compass Capital Corp
Massachusetts
$557K – – –
EWM
21
Evolution Wealth Management
Florida
$457K +$458K +17,405 New
BFAG
22
Blackston Financial Advisory Group
Florida
$445K +$445K +16,932 New
DRP
23
Decker Retirement Planning
Utah
$320K +$321K +12,195 New
LWMI
24
Legacy Wealth Management (Idaho)
Idaho
$259K +$98.3K +3,739 +61%
TWP
25
Triad Wealth Partners
Kansas
$257K +$258K +9,797 New
1
2

SBAR Hedge Fund Activity: Q3 2025 in Review

35 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Simplify Barrier Income ETF (SBAR) for Q3 2025, worth a combined $63.1M — up 96% from $32.3M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new SBAR positions and 0 closed out — a net gain of 28 holders — while 5 added to existing stakes and 1 trimmed.

The largest buyer was AE Wealth Management, opening a new position worth an estimated $10.1M. The largest seller was Simplify Asset Management, cutting an estimated $21.7M.

  • 35 institutional investors held Simplify Barrier Income ETF (SBAR) as of Q3 2025, up from 8 in Q2 2025.
  • Funds reported $63.1M of Simplify Barrier Income ETF stock for Q3 2025, up 96% quarter-over-quarter.
  • 28 funds opened new Simplify Barrier Income ETF positions in Q3 2025 and 0 closed out, a net change of +28 holders.
  • The largest Simplify Barrier Income ETF buyer in Q3 2025 was AE Wealth Management, an estimated $10.1M added.
  • The largest Simplify Barrier Income ETF seller in Q3 2025 was Simplify Asset Management, an estimated $21.7M sold.

Based on aggregated 13F filings for Q3 2025.