SBAR

Simplify Barrier Income ETF$25.29 1.31%
UnclassifiedUSCUSIP 82889N335· EOD Jun 5, 2026◍ Confluence graph
Tracked 13F Holders
10
+4 QoQ
13F Value (tracked)
$42.5M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentBullish
BearishBullish
13F funds (latest Q)4 adding · 1 trimming
Insider net (180d)$0

Price & smart-money activity

$25.29 1.31%1Y +1.0%
$24.10$24.83$25.55$26.27$27.00Apr 2025JulSepDecMar 2026Jun3667
Hover for who · click for detailEnd-of-day closing prices52w $24.30 – $26.80
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Use SBAR data in an agent

The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.

Build

Ask your agent who owns SBAR

This stock page is the Follow view. The Build view lets your agent query SBAR owners, fund changes, insider filings, and source links through REST or MCP.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/SBAR"
Ask your agent
Use Arkolith to show who owns SBAR,
which funds added or reduced it, and which
SEC filings prove each claim.

Top institutional holders

10 tracked 13F filers
#FundPosition valueSharesLast moveAs ofHistory
1PRINCIPAL SECURITIES, INC.
$22.3M
910K
+108%
Added · +473K sh
Q1 2026
2CreativeOne Wealth, LLC
$7.9M
323K
+20%
Added · +55K sh
Q1 2026
3Prime Capital Investment Advisors, LLC
$6.1M
247K
New
+247K sh
Q1 2026
4Strategic Blueprint, LLC
$3.6M
146K
+67%
Added · +58K sh
Q1 2026
5KESTRA PRIVATE WEALTH SERVICES, LLC
$1.1M
44K
+3.6%
Added · +2K sh
Q1 2026
6CITADEL ADVISORS LLC
$938K
38K
New
+38K sh
Q1 2026
7Kingsview Wealth Management, LLC
$416K
17K
New
+17K sh
Q1 2026
8CWM, LLC
$90K
4K
New
+4K sh
Q1 2026
9Steward Partners Investment Advisory, LLC
$13K
550
−62%
Reduced · −900 sh
Q1 2026
10Sound Income Strategies, LLC
$9K
352
−63%
Reduced · −605 sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Fund activity: latest quarter

Opened (NEW)
2
funds
Added
2
funds
Reduced
1
funds
Exited
0
funds

Insider activity (Form 4)

No Form 4 insider transactions on file yet.

Institutional ownership over time

21 funds+16 since Q2 2025
01121Q2 2025Q3 2025Q4 2025Q1 2026
funds holding aggregate valuelatest $95.5M

Share classes

Class13F holdersValue held
CTAmc110 funds$755.5M
MTBAcommon81 funds$654.3M
HEQTHEDGED EQUITY49 funds$147.9M
CDXHIGH YIELD PLUS46 funds$203.1M
AGGHFUND44 funds$219.9M
SVOLmc42 funds$28.9M
BUCKTREASURY OPT INC39 funds$132.7M
PINKmc35 funds$99.4M

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Funds that own SBAR also own

CompanyCo-held byCombined value
NVIDIA CORPNVDA11 funds$5.6B
ISHARES CORE S&P 500 ETFIVV11 funds$4.9B
APPLE INCAAPL11 funds$3.8B
AMAZON.COM INCAMZN11 funds$3.1B
MICROSOFT CORPMSFT11 funds$2.5B
ALPHABET INC-CL AGOOGL11 funds$2.0B
META PLATFORMS INC-CLASS AMETA11 funds$1.9B
BROADCOM INCAVGO11 funds$1.8B
MICRON TECHNOLOGY INCMU11 funds$1.7B
SS SPDR DOW JONES INDUS AVGDIA11 funds$1.6B
TAIWAN SEMICONDUCTOR-SP ADRTSM11 funds$1.5B
JPMORGAN CHASE & COJPM11 funds$1.5B

Ranked by how many of SBAR's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

Browse more

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for SBAR. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.