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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Brookwood Investment Group LLC | History | Added to | 151,920 | 2,363 | 0.29% | 0.2% | 1 | +52,681 | 53.08% | Q1 2026 | May 04, 2026 |
| Global Wealth Strategies & Associates | History | No change | 133 | 2 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| Pathstone Holdings, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -91,479 | -100.0% | Q1 2026 | May 11, 2026 |
| UBS Group AG | History | Reduced | 16 | 0 | — | 0.0% | — | -163 | -91.06% | Q1 2026 | May 05, 2026 |