13F Insight
DOSSIER · 13F Holders · Q2 2026
KNRG

SIMPLIFY EXCHANGE TRADED FUN

24 institutions still hold SIMPLIFY EXCHANGE TRADED FUN as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 82889N277·24 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$40M
visible holders
Holders
24
filers reporting
Concentration
25.92%
KAYNE ANDERSON CAPITAL ADVISORS LP #1
top holder share
AI Holders Summary · Q2 2026

24 institutions reported KNRG in Q2 2026. KAYNE ANDERSON CAPITAL ADVISORS LP leads at 25.9% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
KAYNE ANDERSON CAPITAL ADVISORS LP
CIK 0000949615
$10M400K0.20%Q2 202602
AG Asset Advisory, LLC
CIK 0001625008
$8M295K6.14%Q2 202603
AXXCESS WEALTH MANAGEMENT, LLC
CIK 0001911056
$3M108K0.04%Q2 202604
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC
CIK 0001021223
$3M99K0.01%Q2 202605
Mosley Wealth Management
CIK 0002011849
$2M70K0.51%Q3 202606
CreativeOne Wealth, LLC
CIK 0001739728
$2M68K0.04%Q2 202607
Exit Wealth Advisors, LLC.
CIK 0002082744
$2M60K0.70%Q2 202608
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$2M59K0.00%Q2 202609
Belpointe Asset Management LLC
CIK 0001721242
$1M58K0.05%Q2 202610
Magnus Financial Group LLC
CIK 0001765216
$1M44K0.08%Q2 202611
Pekin Hardy Strauss, Inc.
CIK 0001020317
$943K37K0.08%Q2 202612
SteelPeak Wealth, LLC
CIK 0001801868
$937K38K0.02%Q3 202613
MOODY NATIONAL BANK TRUST DIVISION
CIK 0001092903
$871K35K0.07%Q3 202614
UNITED CAPITAL FINANCIAL ADVISORS, LLC
CIK 0001463217
$828K32K0.00%Q2 202615
Encompass More Asset Management
CIK 0002011218
$823K33K0.12%Q3 202616
HB Wealth Management, LLC
CIK 0001911253
$817K32K0.00%Q2 202617
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$681K27K0.00%Q3 202618
Accelerate Investment Advisors LLC
CIK 0002035216
$662K26K0.38%Q2 202619
Corient Private Wealth LLC
CIK 0001948780
$343K13K0.00%Q2 202620
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$327K13K0.00%Q1 2026
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