13F Insight
DOSSIER · 13F Holders · Q1 2026
KNRG

SIMPLIFY EXCHANGE TRADED FUN

21 institutions still hold SIMPLIFY EXCHANGE TRADED FUN as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 82889N277·21 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$32M
visible holders
Holders
21
filers reporting
Concentration
31.78%
KAYNE ANDERSON CAPITAL ADVISORS LP #1
top holder share
AI Holders Summary · Q1 2026

21 institutions reported KNRG in Q1 2026. KAYNE ANDERSON CAPITAL ADVISORS LP leads at 31.8% 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
$10M400K0.19%Q1 202602
AG Asset Advisory, LLC
CIK 0001625008
$8M295K6.22%Q1 202603
Encompass More Asset Management
CIK 0002011218
$2M80K0.30%Q2 202604
Belpointe Asset Management LLC
CIK 0001721242
$2M61K0.06%Q1 202605
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$2M59K0.00%Q1 202606
CreativeOne Wealth, LLC
CIK 0001739728
$1M54K0.03%Q1 202607
Magnus Financial Group LLC
CIK 0001765216
$1M44K0.08%Q2 202608
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC
CIK 0001021223
$922K36K0.00%Q1 202609
Pekin Hardy Strauss, Inc.
CIK 0001020317
$844K33K0.09%Q1 202610
UNITED CAPITAL FINANCIAL ADVISORS, LLC
CIK 0001463217
$817K32K0.01%Q1 202611
HB Wealth Management, LLC
CIK 0001911253
$808K32K0.01%Q1 202612
Accelerate Investment Advisors LLC
CIK 0002035216
$655K26K0.44%Q1 202613
Mosley Wealth Management
CIK 0002011849
$630K25K0.20%Q2 202614
Exit Wealth Advisors, LLC.
CIK 0002082744
$615K24K0.32%Q1 202615
SteelPeak Wealth, LLC
CIK 0001801868
$501K20K0.01%Q2 202616
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$327K13K0.00%Q1 202617
CWM, LLC
CIK 0001535847
$282K11K0.00%Q1 202618
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$271K11K0.00%Q2 202619
HAZLETT, BURT & WATSON, INC.
CIK 0000046392
$21K8000.01%Q1 202620
Corient Private Wealth LLC
CIK 0001948780
$33913K0.00%Q1 2026
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