SURI Simplify Propel Opportunities ETF
The Simplify Propel Opportunities ETF (SURI) aims to deliver substantial long-term capital growth. It achieves this by investing in companies across the biotechnology, pharmaceutical, healthcare technology, and life sciences industries. These particular firms are selected because they are believed to be overlooked by investors, suggesting significant potential for their value to increase. Propel, the fund's sub-advisor, applies its deep scientific and commercial knowledge in health sciences to identify and select the most promising investment opportunities within this sector.
Performance
| 1M | 3M | YTD | 1Y | 3Y ann. | 5Y ann. | |
|---|---|---|---|---|---|---|
| SURI | -2.1% | -10.3% | +11.8% | +22.4% | +12.2% | — |
| Equity average (4725 funds) | -2.2% | -4.7% | +3008.3% | +1886.0% | +15.1% | +2.6% |
Insider activity in the holdings
Open-market insider buying across this fund’s holdings over 90 days, weighted by holding weight: +$49.4M net.
Holdings · as of Nov 13, 2026
| # | Holding | Weight |
|---|---|---|
| 1 | PAGP PLAINS GP HLDGS L P | 36.40% |
| 2 | SURI Cash | 13.32% |
| 3 | QUIT ACHIEVE LIFE SCIENCES INC USD 0.001 | 7.81% |
| 4 | SBIL SIMPLIFY E GOVT MONEY MKT ETF | 6.25% |
| 5 | DCTH DELCATH SYS INC USD 0.01 | 5.88% |
| 6 | COLL COLLEGIUM PHARMACEUTICAL USD 0.001 | 3.01% |
| 7 | MIST MILESTONE PHARMACEUTICALS INC NPV | 2.88% |
| 8 | PHAT PHATHOM PHARMACEUTICALS USD 0.0001 | 2.03% |
| 9 | OBIO ORCHESTRA BIOMED HLDGS I USD 0.0001 | 2.02% |
| 10 | CORT CORCEPT THERAPEUTICS INC USD 0.001 | 1.99% |
| 11 | IVA INVENTIVA SA NPV ADR | 1.63% |
| 12 | AQST AQUESTIVE THERAPEUTICS IN USD 0.001 | 1.30% |
| 13 | KYTX KYVERNA THERAPEUTICS IN USD 0.00001 | 1.21% |
| 14 | CMPS COMPASS PATHWAYS PLC USD 0.008 ADR | 1.09% |
| 15 | CABA CABALETTA BIO INC USD 0.00001 | 1.05% |
| 16 | CLDX CELLDEX THERAPEUTICS INC USD 0.001 | 0.85% |
| 17 | PROK PROKIDNEY CORP DEL USD 0.0001 | 0.71% |
| 18 | OCUL OCULAR THERAPEUTIX INC USD 0.0001 | 0.70% |
| 19 | IRD OPUS GENETICS INC USD 0.0001 | 0.70% |
| 20 | PALI PALISADE BIO INC USD 0.01 | 0.66% |
| 21 | LONA LEONABIO INC USD 0.0001 | 0.50% |
| 22 | SABS SAB BIOTHERAPEUTICS INC USD 0.0001 | 0.42% |
| 23 | CRVS CORVUS PHARMACEUTICALS I USD 0.0001 | 0.37% |
| 24 | IMUX IMMUNIC INC USD 0.0001 | 0.32% |
| 25 | EIGRQ EIGER BIOPHARMACEUTICALS USD 0.0001 | 0.00% |
Sector breakdown
Country breakdown
Distributions
| Date | Per unit |
|---|---|
| Sep 25, 2026 | $0.6800 |
| Jun 25, 2026 | $0.6800 |
| Mar 26, 2026 | $0.6800 |
| Dec 23, 2025 | $0.6800 |
| Sep 25, 2025 | $0.6800 |
| Jun 25, 2025 | $0.6800 |
| Mar 26, 2025 | $0.6800 |
| Dec 23, 2024 | $0.6800 |
| Sep 25, 2024 | $0.6800 |
| Jun 25, 2024 | $1.2500 |
| Mar 25, 2024 | $0.6800 |
| Dec 26, 2023 | $0.6800 |
| Sep 27, 2023 | $0.6800 |
| Jun 27, 2023 | $0.6800 |
| Mar 27, 2023 | $1.0000 |
Members of Congress who disclosed this ETF
No member of Congress has disclosed a trade in SURI in the filings we hold.
Fund facts, prices, performance and distributions: our market-data vendor. Holdings: the vendor and SEC Form N-PORT. Insider and Congress data: InsiderBuying. Last updated Nov 13, 2026. This is historical data, not investment advice. Report a data error