4 institutions reported holding $2.4M of SIMPLIFY EXCHANGE TRADED FUN (SURI) in SEC 13F filings for 2026-03-31. Largest institutional holders: Brookwood Investment Group LLC ($2.4M), Global Wealth Strategies & Associates ($2,069), UBS Group AG ($249), Pathstone Holdings, LLC ($0). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Brookwood Investment Group LLC | $2.4M | 151,920 | Added |
| 2 | Global Wealth Strategies & Associates | $2,069 | 133 | Hold |
| 3 | UBS Group AG | $249 | 16 | Trimmed |
| 4 | Pathstone Holdings, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31