Simplify Propel Opport ETFSURIETF
13F holders, Q3 2025 (September 30)3holders +1
1new positions
0sold out
$15.60avg. 13F price*
At the end of Q3 2025, 3 institutions reported holding Simplify Propel Opport ETF (SURI) in their 13F filings, up 1 from Q2 2025. 1 opened new positions and 0 sold out. The largest holders were Pathstone Holdings, LLC ($1.4M), Brookwood Investment Group LLC ($1.3M) and UBS Group AG ($16K).
- Company
- Simplify Propel Opport ETF
- CUSIP
- 82889N624
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $1.3M |
| Exits | 0 | $0 |
All 13F filers, Q2 2025 → Q3 2025: 84,093 shares bought and 1,954 shares sold, net +82,139 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Pathstone Holdings, LLC | 0.01% | Add +4.3% | 91,479 | $1.4M |
| Brookwood Investment Group LLC | 0.16% | New | 80,338 | $1.3M |
| UBS Group AG | 0.00% | Reduce -65.6% | 1,024 | $16K |
"% of holder's portfolio" is SURI's weight in each manager's 13F, not the share of Simplify Propel Opport ETF the manager owns.