SBAR

Simplify Barrier Income ETF

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
Holders
57
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
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
$23.3M
PS
2
Principal Securities
Iowa
$22.3M
AWM
3
AE Wealth Management
Kansas
$14.5M
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$11.1M
MAWAG
5
Mid-American Wealth Advisory Group
Missouri
$10.2M
CW
6
CreativeOne Wealth
Kansas
$7.93M
ECA
7
Elevated Capital Advisors
Utah
$7.07M
PIWA
8
Prevail Innovative Wealth Advisors
Kansas
$6.66M
PCIA
9
Prime Capital Investment Advisors
Kansas
$6.07M
BCM
10
Brookstone Capital Management
Illinois
$4.96M
GVCM
11
Global View Capital Management
Wisconsin
$4.02M
KCM
12
Key Capital Management
Tennessee
$3.83M
SB
13
Strategic Blueprint
Georgia
$3.59M
RA
14
RiverTree Advisors
Florida
$3.11M
HBS
15
Howard Bailey Securities
Indiana
$2.87M
BIG
16
Brookwood Investment Group
Arizona
$2.73M
FFA
17
Farther Finance Advisors
California
$2.62M
TWM
18
Tradition Wealth Management
Minnesota
$2.3M
BOSSRA
19
B.O.S.S. Retirement Advisors
Utah
$2.23M
PCS
20
Private Client Services
Kentucky
$2.02M
PEA
21
Park Edge Advisors
Ohio
$2M
FA
22
FSA Advisors
Michigan
$1.98M
NA
23
Networth Advisors
Pennsylvania
$1.71M
BCMLT
24
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.59M
AFG
25
Altiora Financial Group
Ohio
$1.55M