Simplify Propel Opport ETFSURIETF
13F holders, Q4 2025 (December 31)4holders +1
1new positions
0sold out
$16.61avg. 13F price*
At the end of Q4 2025, 4 institutions reported holding Simplify Propel Opport ETF (SURI) in their 13F filings, up 1 from Q3 2025. 1 opened new positions and 0 sold out. The largest holders were Brookwood Investment Group LLC ($1.7M), Pathstone Holdings, LLC ($1.5M) and UBS Group AG ($3K).
- Company
- Simplify Propel Opport ETF
- CUSIP
- 82889N624
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $2K |
| Exits | 0 | $0 |
All 13F filers, Q3 2025 → Q4 2025: 19,034 shares bought and 845 shares sold, net +18,189 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Brookwood Investment Group LLC | 0.20% | Add +23.5% | 99,239 | $1.7M |
| Pathstone Holdings, LLC | 0.01% | No change | 91,479 | $1.5M |
| UBS Group AG | 0.00% | Reduce -82.5% | 179 | $3K |
| Global Wealth Strategies & Associates | 0.00% | New | 133 | $2K |
"% of holder's portfolio" is SURI's weight in each manager's 13F, not the share of Simplify Propel Opport ETF the manager owns.