Who Owns Simplify Barrier Income ETF (SBAR)?Hedge Fund & Institutional Holders

$24.89-0.10 (-0.40%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$2.400011271110001e+149T

% of Float Held

—

QoQ Change in Holders

+15 / -2

Price History

$24.57$25.12$25.68$26.24$26.80Apr 25Sep 25Mar 26

SBAR — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
BANK OF AMERICA CORP /DE/New Position+950K+$24.0M
AE Wealth Management LLCNew Position+436K+$11.4M
Mid-American Wealth Advisory Group, Inc.New Position+391K+$10.2M
ENVESTNET ASSET MANAGEMENT INCNew Position+243K+$6.0M
PREVAIL INNOVATIVE WEALTH ADVISORS, LLCNew Position+97K+$2.5M
Strategic Blueprint, LLCNew Position+88K+$2.3M
Key Capital Management, INCNew Position+85K+$2.2M
Brookwood Investment Group LLCNew Position+70K+$1.8M
HOWARD BAILEY SECURITIES, LLCNew Position+68K+$1.8M
Park Edge Advisors, LLCNew Position+65K+$1.7M
Owen LaRue, LLCNew Position+59K+$1.5M
B.O.S.S. Retirement Advisors, LLCNew Position+56K+$1.5M
Networth Advisors, LLCNew Position+54K+$1.4M
FSA Advisors, Inc.New Position+51K+$1.3M
KESTRA PRIVATE WEALTH SERVICES, LLCNew Position+42K+$1.1M

SBAR — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Beacon Capital Management, LLCDecreased-185K-$6.6B
POM Investment Strategies, LLCDecreased-5K-$3.6B
OLD MISSION CAPITAL LLCDecreased-66K-$2.1B
JANE STREET GROUP, LLCClosed Position-31K-$810.3M
COMPASS CAPITAL CORP /MA/ /ADVClosed Position-21K-$557.3M
Legacy Wealth Managment, LLC/IDDecreased-2K-$258.9M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1BANK OF AMERICA CORP /DE/950,000$24.0M0.00%Share
2AE Wealth Management LLC430,886$11.3M0.06%Share
3PRINCIPAL SECURITIES, INC.437,425$11.0M0.17%Share
4Mid-American Wealth Advisory Group, Inc.390,670$10.2M4.32%Share
5CreativeOne Wealth, LLC266,342$6.0M0.15%Share
6ENVESTNET ASSET MANAGEMENT INC242,637$6.0M0.00%Share
7Elevated Capital Advisors, LLC185,484$4.9M1.13%Share
8Brookstone Capital Management164,675$4.3M0.05%Share
9POM Investment Strategies, LLC131,590$3.4M1.77%Share
10PREVAIL INNOVATIVE WEALTH ADVISORS, LLC97,136$2.5M0.46%Share
11Strategic Blueprint, LLC87,766$2.3M0.14%Share
12Key Capital Management, INC85,351$2.2M2.21%Share
13Brookwood Investment Group LLC70,440$1.8M0.22%Share
14HOWARD BAILEY SECURITIES, LLC68,146$1.8M0.70%Share
15Beacon Capital Management, LLC66,879$1.7M0.27%Share
16Park Edge Advisors, LLC64,679$1.7M0.38%Share
17Owen LaRue, LLC58,969$1.5M0.59%Share
18B.O.S.S. Retirement Advisors, LLC55,809$1.5M0.46%Share
19Farther Finance Advisors, LLC54,863$1.4M0.02%Share
20Networth Advisors, LLC53,573$1.4M1.03%Share
21FSA Advisors, Inc.50,805$1.3M0.92%Share
22KESTRA PRIVATE WEALTH SERVICES, LLC42,484$1.1M0.01%Share
23Authentikos Wealth Advisory, LLC41,432$1.1M0.72%Share
24Cetera Investment Advisers50,522$1.0M0.00%Share
25CacheTech Inc.37,302$975K0.18%Share
26Blackston Financial Advisory Group, LLC26,070$681K0.41%Share
27Millington Financial Advisors, LLC25,640$665K0.29%Share
28Mosley Wealth Management19,042$498K0.23%Share
29Triad Wealth Partners, LLC15,376$402K0.04%Share
30Noble Wealth Management PBC13,250$346K0.17%Share
31OLD MISSION CAPITAL LLC12,682$331K0.01%Share
32Lloyd Advisory Services, LLC.8,971$234K0.09%Share
33EVOLUTION WEALTH MANAGEMENT INC.8,060$210K0.17%Share
34Legacy Wealth Managment, LLC/ID7,805$204K0.10%Share
35Noble Wealth Management PBC7,300$191K0.10%Share
36Decker Retirement Planning Inc.7,153$187K0.09%Share
37NBC SECURITIES, INC.4,699$122K0.01%Share
38ISLAY CAPITAL MANAGEMENT, LLC4,275$111K0.07%Share
39AE Wealth Management LLC2,674$69K0.00%Share
40AE Wealth Management LLC1,521$39K0.00%Share
41Sound Income Strategies, LLC957$25K0.00%Share
42AE Wealth Management LLC517$13K0.00%Share
43Legacy Wealth Managment, LLC/ID483$12K0.01%Share
44Anfield Capital Management, LLC44$1K0.00%Share
45SIGNATUREFD, LLC41$1K0.00%Share
46AE Wealth Management LLC49$1K0.00%Share
47WELLS FARGO & COMPANY/MN2$00.00%Share
48CreativeOne Wealth, LLC1,906$00.00%Share
49Advisory Services Network, LLC11,434$00.00%Share
50OSAIC HOLDINGS, INC.32$00.00%Share

SBAR Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202545$110.9M+26
Q3 202519$28.4B+10
Q2 20259$32.3B—

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As of Q4 2025, 50 institutional investors hold SBAR (Simplify Barrier Income ETF). The largest holder is BANK OF AMERICA CORP /DE/ with $24.0M in shares. This quarter, 15 institutions opened new positions and 2 closed their positions.

Frequently Asked Questions

How many hedge funds own SBAR?

As of Q4 2025, 50 institutional investors report holding SBAR (Simplify Barrier Income ETF) in their 13F filings.

Who is the largest institutional holder of SBAR?

The largest institutional holder of SBAR is BANK OF AMERICA CORP /DE/ with $24.0M in shares.

Is institutional ownership of SBAR increasing or decreasing?

This quarter, 15 institutions opened new positions in SBAR and 2 closed their positions.