SIMPLIFY EXCHANGE TRADED FUN - PROPEL OPPORTUNI (SURI)

CUSIP: 82889N624

Q3 2025 13F Holders as of 30 Sep 2025

Type / Class
Equity / PROPEL OPPORTUNI
Total 13F shares
172,841
Share change
+82,139
Total reported value
$2,696,316
Price per share
$15.60
Number of holders
3
Value change
+$1,281,369
Number of buys
2
Number of sells
1

Quarterly Holders Quick Answers

What is CUSIP 82889N624?
CUSIP 82889N624 identifies SURI - SIMPLIFY EXCHANGE TRADED FUN - PROPEL OPPORTUNI in SEC institutional holdings data.

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Institutional Holders of SIMPLIFY EXCHANGE TRADED FUN - PROPEL OPPORTUNI (SURI) as of Q3 2025

As of 30 Sep 2025, SIMPLIFY EXCHANGE TRADED FUN - PROPEL OPPORTUNI (SURI) was held by 3 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 172,841 shares. The largest 3 holders included Pathstone Holdings, LLC, Brookwood Investment Group LLC, and UBS Group AG. This page lists 3 institutional shareholders reporting positions in this security for the Q3 2025 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.