Simplify Propel Opport ETFSURIETF
13F holders, Q1 2026 (March 31)3holders −1
0new positions
1sold out
$15.55avg. 13F price*
At the end of Q1 2026, 3 institutions reported holding Simplify Propel Opport ETF (SURI) in their 13F filings, down 1 from Q4 2025. 0 opened new positions and 1 sold out. The largest holders were Brookwood Investment Group LLC ($2.4M), Global Wealth Strategies & Associates ($2K) and UBS Group AG ($249).
- Company
- Simplify Propel Opport ETF
- CUSIP
- 82889N624
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $1.5M |
All 13F filers, Q4 2025 → Q1 2026: 52,681 shares bought and 91,642 shares sold, net −38,961 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Brookwood Investment Group LLC | 0.30% | Add +53.1% | 151,920 | $2.4M |
| Global Wealth Strategies & Associates | 0.00% | No change | 133 | $2K |
| UBS Group AG | 0.00% | Reduce -91.1% | 16 | $249 |
"% of holder's portfolio" is SURI's weight in each manager's 13F, not the share of Simplify Propel Opport ETF the manager owns.