SBAR

Simplify Barrier Income ETF

45 hedge funds and large institutions have $114M invested in Simplify Barrier Income ETF in 2025 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 24 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
45
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
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$24.9M
PS
2
Principal Securities
Iowa
$11.4M
AWM
3
AE Wealth Management
Kansas
$11.4M
MAWAG
4
Mid-American Wealth Advisory Group
Missouri
$10.2M
CW
5
CreativeOne Wealth
Kansas
$7.02M
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$6.35M
ECA
7
Elevated Capital Advisors
Utah
$4.85M
BCM
8
Brookstone Capital Management
Illinois
$4.31M
PIS
9
POM Investment Strategies
North Carolina
$3.44M
PIWA
10
Prevail Innovative Wealth Advisors
Kansas
$2.54M
SB
11
Strategic Blueprint
Georgia
$2.3M
KCM
12
Key Capital Management
Tennessee
$2.23M
BIG
13
Brookwood Investment Group
Arizona
$1.84M
HBS
14
Howard Bailey Securities
Indiana
$1.78M
BCMLT
15
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.75M
PEA
16
Park Edge Advisors
Ohio
$1.69M
OL
17
Owen LaRue
Kentucky
$1.54M
BOSSRA
18
B.O.S.S. Retirement Advisors
Utah
$1.46M
FFA
19
Farther Finance Advisors
California
$1.44M
NA
20
Networth Advisors
Pennsylvania
$1.4M
FA
21
FSA Advisors
Michigan
$1.33M
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$1.32M
KPWS
23
Kestra Private Wealth Services
Texas
$1.11M
AWA
24
Authentikos Wealth Advisory
California
$1.08M
CI
25
CacheTech Inc
Utah
$976K