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SBAR — SIMPLIFY EXCHANGE TRADED FUN

Reported value held$95.02M
Funds holding (latest)5
Sector—
Funds holding (Q2 2026)4
Institutional value$94.08M · 3.67M sh
New / Add / Cut / Exit1 / 1 / 1 / 1
Top-5 / Top-10 concentration100.0% / 100.0%
Institutional holdings change Accumulating +271.9% (+2.69M sh)
Institutional value change Up +287.9%

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

FundSharesValuePortfolio WeightChange
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

FundSharesValuePortfolio WeightChange
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

FundSharesValuePortfolio WeightChange
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

FundSharesValuePortfolio WeightChange
Wells Fargo & Co history 1 $22 0.00% New

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

Fund Position History — shares by quarter (top 5 funds)

FundQ2 2026Q1 2026Q4 2025Q3 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 — —

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