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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

300% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 4

263% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 8

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

46% more capital invested

Capital invested by funds: $115M → $167M (+$52.5M)

24% more funds holding

Funds holding: 4657 (+11)

10.28% less ownership

Funds ownership: 74.29%64.02% (-10%)

Holders
57
Holders Change
+11
Holders Change %
+23.91%
% of All Funds
0.7%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
16
Increased
29
Reduced
8
Closed
4
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 +$12.2M +472,907 +108%
AWM
3
AE Wealth Management
Kansas
$14.5M +$3.99M +155,356 +36%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$11.1M +$5.36M +208,534 +86%
MAWAG
5
Mid-American Wealth Advisory Group
Missouri
$10.2M
CW
6
CreativeOne Wealth
Kansas
$7.93M +$1.41M +54,892 +20%
ECA
7
Elevated Capital Advisors
Utah
$7.07M +$2.63M +102,471 +55%
PIWA
8
Prevail Innovative Wealth Advisors
Kansas
$6.66M +$4.48M +174,255 +179%
PCIA
9
Prime Capital Investment Advisors
Kansas
$6.07M +$6.36M +247,287 New
BCM
10
Brookstone Capital Management
Illinois
$4.96M +$962K +37,428 +23%
GVCM
11
Global View Capital Management
Wisconsin
$4.02M +$4.21M +163,714 New
KCM
12
Key Capital Management
Tennessee
$3.83M +$1.81M +70,553 +83%
SB
13
Strategic Blueprint
Georgia
$3.59M +$1.5M +58,497 +67%
RA
14
RiverTree Advisors
Florida
$3.11M +$3.26M +126,641 New
HBS
15
Howard Bailey Securities
Indiana
$2.87M +$1.25M +48,761 +72%
BIG
16
Brookwood Investment Group
Arizona
$2.73M +$1.04M +40,630 +58%
FFA
17
Farther Finance Advisors
California
$2.62M +$1.35M +52,663 +96%
TWM
18
Tradition Wealth Management
Minnesota
$2.3M +$2.41M +93,884 New
BOSSRA
19
B.O.S.S. Retirement Advisors
Utah
$2.23M +$904K +35,161 +63%
PCS
20
Private Client Services
Kentucky
$2.02M +$2.12M +82,340 New
PEA
21
Park Edge Advisors
Ohio
$2M +$432K +16,808 +26%
FA
22
FSA Advisors
Michigan
$1.98M +$764K +29,731 +59%
NA
23
Networth Advisors
Pennsylvania
$1.71M +$415K +16,151 +30%
BCMLT
24
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.59M -$50.7K -1,974 -3%
AFG
25
Altiora Financial Group
Ohio
$1.55M +$1.63M +63,289 New