Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Simplify Exchange Traded Fun (SBAR)

57 + Investors. Track Smart Money conviction in SBAR. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +11
Streak
3Q ▲
Buyers last Q
79%

Smart Money Signals — SBAR

Based on 57 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 3Q
For 3 consecutive quarters, more hedge funds added SBAR than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
57 hedge funds hold SBAR right now — the highest count in 1.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🟢

More buyers than sellers — 79% buying

46 buying12 selling
Last quarter: 46 funds were net buyers (16 opened a brand new position + 30 added to an existing one). Only 12 were sellers (7 trimmed + 5 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~16 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 24 → 18 → 16. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 95% entered in last year

0% conviction (2yr+) 5% medium 95% new
Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
📊

Peak discovery — momentum slowing

24 → 18 → 16 new funds/Q
New funds entering each quarter: 24 → 18 → 16. SBAR is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🌱

Early stage — 100% of holders entered in last year

0% veterans 0% 1-2yr 100% new
Of 57 current holders: 57 (100%) entered in the past year, only 0 (0%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.

Strong quality — 21% AUM from major funds

21% from top-100 AUM funds
6 of 57 holders rank in the top 100 by AUM, accounting for 21% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
7.4
out of 10
High Exit Risk
Exit risk score 7.4/10 — multiple crowding signals converge. Institutional ownership is at 100% of its all-time high — near peak crowding. Crowded trades can unwind fast — a single catalyst can trigger a cascade.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — SBAR

In 2026 Q1, 46 hedge funds were net buyers of SBAR (16 opened a new position, 30 added to an existing one), while 12 reduced or exited (7 trimmed, 5 sold completely) — a 79% buyer ratio, indicating clear institutional accumulation. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 21% of total institutional value in SBAR is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +11 funds (more new holders than closures). Total institutional holders: 57.

Hedge Fund Ownership: SBAR

How many hedge funds hold SBAR — quarterly history vs. share price
Quarterly hedge fund ownership of SBAR vs. share price

Market Analysis: SBAR

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SBAR

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Simplify Exchange Traded Fun (SBAR) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much SBAR has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 79d ago
SBAR
+4.4%
SPY
+13.9%

SBAR outperformed SPY by -9.5% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
SBAR
-0.3%
SPY
+0.2%

Since the filing became public, SBAR outperformed SPY by -0.5% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

0 top-rated funds 1 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
1.8
/ 10
conviction
Hedge Fund Positioning: SBAR
57 + Investors

Track Smart Money conviction in SBAR. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 57 46 23.91%
13F Shares 7M 4M 55.02%
Total Value $167M $115M 46.01%
New Positions 16 18 -2
Increased Positions 30 22 +8
Closed Positions 5 3 +2
Reduced Positions 7 6 +1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SBAR

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Financial Highlights

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Institutional Holders (2026 Q1)

57 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in SBAR. Verified SEC 13F-HR filings.

QUARTER:
Top 25 SBAR holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Mid-American Wealth Advisory Group, Inc. 4.32% 390,670 $10.2M
2 Key Capital Management, INC 2.53% 155,904 $3.8M
3 RiverTree Advisors, LLC 1.97% 126,641 $3.1M
4 Elevated Capital Advisors, LLC 1.78% 287,955 $7.1M
5 FSA Advisors, Inc. 1.30% 80,536 $2.0M
6 Networth Advisors, LLC 1.21% 69,724 $1.7M
7 Howard Bailey Securities, LLC 1.18% 116,907 $2.9M
8 Prevail Innovative Wealth Advisors, LLC 1.12% 271,391 $6.7M
9 Global View Capital Management LLC 1.07% 163,714 $4.0M
10 Authentikos Wealth Advisory, LLC 0.98% 59,449 $1.5M
11 Blackston Financial Advisory Group, LLC 0.73% 47,181 $1.2M
12 WealthCare Asset Management, LLC 0.69% 26,311 $646K
13 B.O.S.S. Retirement Advisors, LLC 0.68% 90,970 $2.2M
14 Private Client Services, LLC 0.60% 82,340 $2.0M
15 Park Edge Advisors, LLC 0.46% 81,487 $2.0M
16 Millington Financial Advisors, LLC 0.40% 37,244 $948K
17 Iams Wealth Management, LLC 0.38% 44,629 $1.1M
18 Brookwood Investment Group LLC 0.34% 111,070 $2.7M
19 Principal Securities, INC. 0.33% 910,332 $22.3M
20 Owen LaRue, LLC 0.31% 33,399 $820K
21 Professional Financial Advisors, LLC 0.29% 57,576 $1.4M
22 Beacon Capital Management, LLC 0.28% 64,905 $1.6M
23 Altiora Financial Group, LLC 0.26% 63,289 $1.6M
24 POM Investment Strategies, LLC 0.22% 7,055 $173K
25 Strategic Blueprint, LLC 0.21% 146,263 $3.6M
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Simplify Exchange Traded Fun (SBAR)

What does the Smart Money Trend signal show for SBAR?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added SBAR than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for SBAR?

More buyers than sellers — 79% buying: Last quarter: 46 funds were net buyers (16 opened a brand new position + 30 added to an existing one). Only 12 were sellers (7 trimmed + 5 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for SBAR holders?

Strong quality — 21% AUM from major funds: 6 of 57 holders rank in the top 100 by AUM, accounting for 21% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held SBAR?

Mostly new holders — 95% entered in last year: Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Is it too late to buy Simplify Exchange Traded Fun (SBAR) following the 2026 Q1 hedge fund 13F filings?

As of today, SBAR has moved -0.3% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of -0.5%. Since the quarter end (March 31, 2026), SBAR has gained +4.4% vs +13.9% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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