Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Simplify Exchange Traded Fun (SBAR)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +12
Streak
4Q ▲
Buyers last Q
71%

Smart Money Signals — SBAR

Based on 69 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 4Q
For 4 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
69 hedge funds hold SBAR right now — the highest count in 1.2 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.
🚀

Fast accumulation — +762% more funds vs a year ago

fund count last 5Q
+61 new funds entered over the past year (+762% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks. The peak was reached in just 4 quarters from the low — a sharp move.
🟢

More buyers than sellers — 71% buying

55 buying23 selling
Last quarter: 55 funds were net buyers (22 opened a brand new position + 33 added to an existing one). Only 23 were sellers (13 trimmed + 10 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+6 vs last Q)

new funds entering per quarter
Funds opening a new SBAR position: 25 → 18 → 16 → 22. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

Mostly new holders — 65% entered in last year

■ 0% conviction (2yr+) ■ 35% medium ■ 65% 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.
➡️

Steady discovery — ~22 new funds/quarter

25 → 18 → 16 → 22 new funds/Q
New funds entering each quarter: 25 → 18 → 16 → 22. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🌱

Early stage — 100% of holders entered in last year

■ 0% veterans ■ 0% 1-2yr ■ 100% new
Of 69 current holders: 69 (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.
🏆

Elite ownership — 52% AUM from top-100 funds

52% from top-100 AUM funds
7 of 69 holders are among the 100 largest funds by AUM, controlling 52% of total institutional value in SBAR. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
6.6
out of 10
Moderate Exit Risk
Exit risk score 6.6/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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 Q2, 55 hedge funds were net buyers of SBAR (22 opened a new position, 33 added to an existing one), while 23 reduced or exited (13 trimmed, 10 sold completely) — a 71% buyer ratio, indicating clear institutional accumulation. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. 52% of total institutional value in SBAR is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +12 funds (more new holders than closures). Total institutional holders: 69.

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

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

1 top-rated funds 2 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
2.0
/ 10
conviction
Hedge Fund Positioning: SBAR
69 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 69 57 21.05%
13F Shares 12M 7M 73.78%
Total Value $299M $167M 78.66%
New Positions 22 16 +6
Increased Positions 33 30 +3
Closed Positions 10 5 +5
Reduced Positions 13 7 +6
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 Q2)

69 + 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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Private Client Services, LLC 2.41% 359,789 $9.2M
2 Elevated Capital Advisors, LLC 2.26% 320,829 $8.2M
3 Key Capital Management, INC 2.23% 169,216 $4.3M
4 RiverTree Advisors, LLC 2.01% 132,684 $3.4M
5 Networth Advisors, LLC 1.16% 77,724 $2.0M
6 Howard Bailey Securities, LLC 1.13% 118,177 $3.0M
7 FSA Advisors, Inc. 1.08% 91,812 $2.4M
8 Authentikos Wealth Advisory, LLC 1.04% 63,443 $1.6M
9 Blackston Financial Advisory Group, LLC 0.73% 50,617 $1.3M
10 Millington Financial Advisors, LLC 0.69% 68,735 $1.7M
11 Mosley Wealth Management 0.68% 83,950 $2.1M
12 B.O.S.S. Retirement Advisors, LLC 0.68% 98,022 $2.5M
13 WealthCare Asset Management, LLC 0.57% 53,382 $1.4M
14 Park Edge Advisors, LLC 0.50% 92,357 $2.4M
15 Iams Wealth Management, LLC 0.39% 50,377 $1.3M
16 Principal Securities, INC. 0.36% 1,174,200 $30.1M
17 Professional Financial Advisors, LLC 0.29% 66,397 $1.7M
18 Brookwood Investment Group LLC 0.29% 101,273 $2.6M
19 CreativeOne Wealth, LLC 0.27% 492,181 $12.6M
20 Owen LaRue, LLC 0.25% 28,035 $718K
21 Altiora Financial Group, LLC 0.24% 58,291 $1.5M
22 CAP Partners, LLC 0.22% 17,346 $444K
23 Lloyd Advisory Services, LLC. 0.19% 19,037 $487K
24 Beacon Capital Management, LLC 0.19% 49,737 $1.3M
25 Strategic Blueprint, LLC 0.18% 138,204 $3.5M
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 — 4 quarters in a row: For 4 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 — 71% buying: Last quarter: 55 funds were net buyers (22 opened a brand new position + 33 added to an existing one). Only 23 were sellers (13 trimmed + 10 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for SBAR holders?

Elite ownership — 52% AUM from top-100 funds: 7 of 69 holders are among the 100 largest funds by AUM, controlling 52% of total institutional value in SBAR. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held SBAR?

Mostly new holders — 65% 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.

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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