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

$2.4000000102190005e+227T

% of Float Held

—

QoQ Change in Holders

+13 / -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+$24.0B
Mid-American Wealth Advisory Group, Inc.New Position+391K+$10.2B
PREVAIL INNOVATIVE WEALTH ADVISORS, LLCNew Position+97K+$2.5B
Strategic Blueprint, LLCNew Position+88K+$2.3B
CreativeOne Wealth, LLCIncreased+111K+$1.9B
Brookwood Investment Group LLCNew Position+70K+$1.8B
HOWARD BAILEY SECURITIES, LLCNew Position+68K+$1.8B
Park Edge Advisors, LLCNew Position+65K+$1.7B
Owen LaRue, LLCNew Position+59K+$1.5B
B.O.S.S. Retirement Advisors, LLCNew Position+56K+$1.5B
FSA Advisors, Inc.New Position+51K+$1.3B
Authentikos Wealth Advisory, LLCNew Position+41K+$1.1B
CacheTech Inc.New Position+37K+$975.0M
Elevated Capital Advisors, LLCIncreased+35K+$894.6M
Millington Financial Advisors, LLCNew Position+26K+$665.0M

SBAR — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Beacon Capital Management, LLCDecreased-185K-$4.9B
OLD MISSION CAPITAL LLCDecreased-66K-$1.7B
JANE STREET GROUP, LLCClosed Position-31K-$810.3M
COMPASS CAPITAL CORP /MA/ /ADVClosed Position-21K-$557.3M
POM Investment Strategies, LLCDecreased-5K-$133.2M
Legacy Wealth Managment, LLC/IDDecreased-2K-$43.1M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1BANK OF AMERICA CORP /DE/950,000$24.0B0.00%Share
2Mid-American Wealth Advisory Group, Inc.390,670$10.2B4.32%Share
3CreativeOne Wealth, LLC266,342$6.0B0.15%Share
4Elevated Capital Advisors, LLC185,484$4.9B1.13%Share
5POM Investment Strategies, LLC131,590$3.4B1.77%Share
6PREVAIL INNOVATIVE WEALTH ADVISORS, LLC97,136$2.5B0.46%Share
7Strategic Blueprint, LLC87,766$2.3B0.14%Share
8Brookwood Investment Group LLC70,440$1.8B0.22%Share
9HOWARD BAILEY SECURITIES, LLC68,146$1.8B0.70%Share
10Beacon Capital Management, LLC66,879$1.7B0.27%Share
11Park Edge Advisors, LLC64,679$1.7B0.38%Share
12Owen LaRue, LLC58,969$1.5B0.59%Share
13B.O.S.S. Retirement Advisors, LLC55,809$1.5B0.46%Share
14Farther Finance Advisors, LLC54,863$1.4B0.02%Share
15FSA Advisors, Inc.50,805$1.3B0.92%Share
16Authentikos Wealth Advisory, LLC41,432$1.1B0.72%Share
17CacheTech Inc.37,302$975.0M0.18%Share
18Blackston Financial Advisory Group, LLC26,070$681.0M0.41%Share
19Millington Financial Advisors, LLC25,640$665.0M0.29%Share
20Triad Wealth Partners, LLC15,376$402.0M0.04%Share
21OLD MISSION CAPITAL LLC12,682$331.0M0.01%Share
22Lloyd Advisory Services, LLC.8,971$234.0M0.09%Share
23Legacy Wealth Managment, LLC/ID7,805$204.0M0.10%Share
24Decker Retirement Planning Inc.7,153$187.0M0.09%Share
25ISLAY CAPITAL MANAGEMENT, LLC4,275$111.0M0.07%Share
26Sound Income Strategies, LLC957$25.0M0.00%Share
27Legacy Wealth Managment, LLC/ID483$12.0M0.01%Share
28PRINCIPAL SECURITIES, INC.437,425$11.0M0.17%Share
29ENVESTNET ASSET MANAGEMENT INC242,637$6.0M0.00%Share
30Brookstone Capital Management164,675$4.3M0.05%Share
31Key Capital Management, INC85,351$2.2M2.21%Share
32Networth Advisors, LLC53,573$1.4M1.03%Share
33KESTRA PRIVATE WEALTH SERVICES, LLC42,484$1.1M0.01%Share
34Cetera Investment Advisers50,522$1.0M0.00%Share
35Anfield Capital Management, LLC44$1.0M0.00%Share
36Mosley Wealth Management19,042$498K0.23%Share
37Noble Wealth Management PBC13,250$346K0.17%Share
38EVOLUTION WEALTH MANAGEMENT INC.8,060$210K0.17%Share
39Noble Wealth Management PBC7,300$191K0.10%Share
40NBC SECURITIES, INC.4,699$122K0.01%Share
41AE Wealth Management LLC430,886$11K0.00%Share
42SIGNATUREFD, LLC41$1K0.00%Share
43AE Wealth Management LLC49$00.00%Share
44AE Wealth Management LLC2,674$00.00%Share
45CreativeOne Wealth, LLC1,906$00.00%Share
46ROYAL BANK OF CANADA4,000$00.00%Share
47WELLS FARGO & COMPANY/MN2$00.00%Share
48Advisory Services Network, LLC11,434$00.00%Share
49OSAIC HOLDINGS, INC.32$00.00%Share
50Steward Partners Investment Advisory, LLC1,450$00.00%Share

SBAR Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202545$71.1B+26
Q3 202519$26.1B+10
Q2 20259$32.2B—

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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 $24.0B in shares. This quarter, 13 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 $24.0B in shares.

Is institutional ownership of SBAR increasing or decreasing?

This quarter, 13 institutions opened new positions in SBAR and 2 closed their positions.