As of 30 Sep 2025, 3 institutional investors reported holding 172,841 shares of SIMPLIFY EXCHANGE TRADED FUN - PROPEL OPPORTUNI (SURI).
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 133 | $2,218 | +$2,218 | $16.68 | 1 |
| 2025 Q3 | 172,841 | $2,696,316 | +$1,281,369 | $15.60 | 3 |
| 2025 Q2 | 90,702 | $1,405,883 | +$1,405,881 | $15.50 | 2 |
| 2025 Q1 | 0 | $0 | -$208,495 | $16.68 | 0 |
| 2024 Q4 | 13,565 | $208,495 | +$1,907 | $15.68 | 2 |
| 2024 Q3 | 8,844 | $206,596 | +$206,213 | $23.94 | 3 |
| 2024 Q2 | 16 | $353 | -$253,623 | $22.06 | 1 |
| 2024 Q1 | 9,962 | $254,031 | +$253,164 | $25.50 | 2 |
| 2023 Q4 | 34 | $703 | -$14,391 | $20.68 | 1 |
| 2023 Q3 | 730 | $14,674 | +$14,674 | $20.10 | 1 |