Simplify Propel Opport ETFSURIETF

13F holders, Q2 2025 (June 30)
2holders
2new positions
0sold out
$15.50avg. 13F price*

At the end of Q2 2025, 2 institutions reported holding Simplify Propel Opport ETF (SURI) in their 13F filings, unchanged from Q4 2024. 2 opened new positions and 0 sold out. The largest holders were Pathstone Holdings, LLC ($1.4M) and UBS Group AG ($46K).

Company
Simplify Propel Opport ETF
CUSIP
82889N624
Latest filing quarter
Q2 2026

History

Number of 13F holders

01234 Q1 2024: 2Q1 2024Q2 2024: 1Q2 2024Q3 2024: 3Q3 2024Q4 2024: 2Q4 2024Q2 2025: 2Q2 2025Q3 2025: 3Q3 2025Q4 2025: 4Q4 2025Q1 2026: 3Q1 2026Q2 2026: 1Q2 2026

Total Exit/New Position Q4 2024 → Q2 2025

InstitutionsTotal Value
New Positions2$1.4M
Exits0$0

All 13F filers, Q4 2024 → Q2 2025: 90,702 shares bought, net +90,702 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2 holders

Pathstone Holdings, LLC 0.01% New 87,724 $1.4M
UBS Group AG 0.00% New 2,978 $46K

"% of holder's portfolio" is SURI's weight in each manager's 13F, not the share of Simplify Propel Opport ETF the manager owns.