Simplify Exchange Traded Funds - SURI
Sector:
Funds
· Industry:
Investment Company
Website:
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Company profile
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Quarter snapshot
Latest / Compare
Q1 2026
· Q4 2025
Value (USD)
Total reported value ($000)
$2.365M
QoQ value delta ($000)
-$805K
(-25.39%)
Implied price effect (QoQ)
-6.28%
Shares
Total shares
152,069
QoQ shares delta
-38,961
(-20.4%)
Total shares held by funds (by quarter)
Market chart (SURI)
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Top holders (Q1 2026)
Top 25 only
Full list
| Manager | Value ($000) | Shares | % of 13F |
|---|---|---|---|
| Brookwood Investment Group LLC | 2,363 | 151,920 | 0.29% |
| Global Wealth Strategies & Associates | 2 | 133 | 0.0% |
| UBS Group AG | 0 | 16 | 0.0% |