SIMPLIFY EXCHANGE TRADED FUN - PROPEL OPPORTUNI (SURI)

Historical Holders from Q3 2023 to Q3 2025

Symbol
SURI
CUSIP
82889N624
Type / Class
Equity / PROPEL OPPORTUNI
All holders as of September 30, 2025
Q3 2025
Total 13F shares, excl. options
173K
Holdings value
$2.7M
% of all portfolios
0%
Grand Portfolio weight change
+0%
Number of holders
3
Number of buys
2
Number of sells
-1
Average Value change %
+0%
Average buys %
+0%
Average sells %
0%
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Institutional Holders of SIMPLIFY EXCHANGE TRADED FUN - PROPEL OPPORTUNI (SURI)

Period Reported Shares, Excl. Options Value, Excl. Options Change Price Investors
2025 Q3 173K $2.7M +$1.28M $15.60 3
2025 Q2 90.7K $1.41M +$1.41M $15.50 2
2025 Q1 0 $0 -$208K 0
2024 Q4 13.6K $208K +$1.91K $15.69 2
2024 Q3 8.84K $207K +$206K $23.94 3
2024 Q2 16 $353 -$254K $22.06 1
2024 Q1 9.96K $254K +$253K $25.50 2
2023 Q4 34 $703 -$14.4K $20.68 1
2023 Q3 730 $14.7K +$14.7K $20.10 1