Pathstone Holdings »

Simplify Exchange Traded Fun shares owned by Pathstone Holdings

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (SURI) shares owned by Pathstone Holdings from 13F filings

Historical chart of Pathstone Holdings investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

All positions including Simplify Exchange Traded Fun held by Pathstone Holdings consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Simplify Exchange Traded Fun by Pathstone Holdings

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.4M 92k 15.60
2025-06-30 $1.4M 88k 15.50

More positions owned by Pathstone Holdings

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Crowdstrike Hldgs Cl A (CRWD)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Rus 1000 Etf (IWB)
Amazon (AMZN)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Large Cap Etf (VV)

View all positions for Pathstone Holdings

Top funds holding Simplify Exchange Traded Fun

Pathstone Holdings
Brookwood Investment Group
UBS Group

View all funds holding Simplify Exchange Traded Fun