KNRGSIMPLIFY EXCHANGE TRADED FUN
CUSIP 82889N277 · Yahoo Finance ↗ · Google Finance ↗
Simplify Exchange Traded Fun (KNRG) has 17 institutional holders in Filings Flow’s 13F database, together reporting 1.20M shares worth $30M as of Q1 2026. The largest reported holders are Kayne Anderson Capital Advisors LP, AG Asset Advisory, LLC, and Magnus Financial Group LLC.
Institutional Holders
17
Q1 2026
Reported Value
$30M
Ticker
KNRG
Quarters Tracked
2
Ownership Trend
Institutional holders
Total reported value
Holders
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| AG Asset Advisory, LLC$121M AUM | 6.22% | $8M | 295.2K | Q1 2026 |
| Accelerate Investment Advisors LLC$150M AUM | 0.44% | $654,690 | 25.8K | Q1 2026 |
| Exit Wealth Advisors, LLC.$195M AUM | 0.32% | $614,738 | 24.2K | Q1 2026 |
| KAYNE ANDERSON CAPITAL ADVISORS LP$5.2B AUM | 0.19% | $10M | 399.6K | Q1 2026 |
| Magnus Financial Group LLC$1.4B AUM | 0.17% | $2M | 82.0K | Q1 2026 |
| Pekin Hardy Strauss, Inc.$957M AUM | 0.09% | $843,778 | 33.2K | Q1 2026 |
| Belpointe Asset Management LLC$2.7B AUM | 0.06% | $2M | 60.5K | Q1 2026 |
| CreativeOne Wealth, LLC$4.3B AUM | 0.03% | $1M | 54.2K | Q1 2026 |
| HB Wealth Management, LLC$15.5B AUM | 0.01% | $808,146 | 31.8K | Q1 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.01% | $817,242 | 32.2K | Q1 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC$34.0B AUM | 0.00% | $922,388 | 36.3K | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.00% | $281,763 | 11.1K | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $2M | 59.4K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $646,786 | 25.4K | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $326,735 | 12.9K | Q1 2026 |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $339 | 13.4K | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.