Simplify Exchange Traded Funds - SURI
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| JANE STREET GROUP, LLC | History | New | 12,359 | 221 | 0.0% | — | 1 | +12,359 | New | Q2 2026 | Aug 14, 2026 |
| Brookwood Investment Group LLC | History | Closed out | 0 | 0 | — | 0.29% | — | -151,920 | -100.0% | Q2 2026 | Jul 23, 2026 |
| Global Wealth Strategies & Associates | History | Closed out | 0 | 0 | — | 0.0% | — | -133 | -100.0% | Q2 2026 | Jul 01, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | — | — | -16 | -100.0% | Q2 2026 | Aug 13, 2026 |