SBAR — SIMPLIFY EXCHANGE TRADED FUN
As of Q2 2026, 4 SEC-registered investment managers reported holding SBAR (SIMPLIFY EXCHANGE TRADED FUN) in their latest 13F filings, with a combined reported value of $94.08M across 3.67M shares. That is +271.9% by share count (+2.69M shares) versus the previous quarter, while reported value moved +287.9%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 1 opened new positions, 1 added to existing stakes, 1 trimmed, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 4 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Bank of America Corp history | 2.72M | $69.76M | 0.01% | Add |
| Citigroup Inc history | 950.00K | $24.32M | 0.01% | New |
| Morgan Stanley history | 2 | $72 | 0.00% | Hold |
| Wells Fargo & Co history | 1 | $19 | 0.00% | Reduce |
Q1 2026 — 4 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Bank of America Corp history | 950.00K | $23.31M | 0.00% | Hold |
| Citadel Advisors history | 38.23K | $938.19K | 0.00% | New |
| Morgan Stanley history | 2 | $57 | 0.00% | New |
| Wells Fargo & Co history | 2 | $39 | 0.00% | Hold |
Q4 2025 — 2 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Bank of America Corp history | 950.00K | $24.85M | 0.00% | New |
| Wells Fargo & Co history | 2 | $48 | 0.00% | Add |
Q3 2025 — 1 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Wells Fargo & Co history | 1 | $22 | 0.00% | New |
New Positions (Q2 2026)
- Citigroup Inc 950.00K sh · $24.32M
Fully Exited (vs previous quarter)
- Citadel Advisors sold 38.23K sh · $938.19K
Fund Position History — shares by quarter (top 5 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 |
|---|---|---|---|---|
| Bank of America Corp | 2.72M | 950.00K | 950.00K | — |
| Citigroup Inc | 950.00K | — | — | — |
| Morgan Stanley | 2 | 2 | — | — |
| Wells Fargo & Co | 1 | 2 | 2 | 1 |
| Citadel Advisors | — | 38.23K | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details