DOSSIER · 13F Holders · Q1 2026Defensive growthQuality
KNRG

SIMPLIFY EXCHANGE TRADED FUN

17 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 82889N277·17 13F holders·last filed Mar 31, 2026
Market cap
9.6%
vs prior quarter
13F value held
$29M
60.0% inst. owned
of float
Holders
17
-115 QoQ
filers reporting
Activity
+79 / −45
+919 added · −700 reduced
this quarter
Concentration
34.50%
KAYNE ANDERSON CAPITAL ADVISORS LP #1
top holder share
AI Holders Summary · Q1 2026

17 institutions reported KNRG in Q1 2026. KAYNE ANDERSON CAPITAL ADVISORS LP leads at 34.5% of the visible book. -115 net institutions QoQ — distribution reading.

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 2026
02
AG Asset Advisory, LLC
CIK 0001625008
$8M295K6.22%Q1 2026
03
Magnus Financial Group LLC
CIK 0001765216
$2M82K0.17%Q1 2026
04
Belpointe Asset Management LLC
CIK 0001721242
$2M61K0.06%Q1 2026
05
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$2M59K0.00%Q1 2026
06
CreativeOne Wealth, LLC
CIK 0001739728
$1M54K0.03%Q1 2026
07
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC
CIK 0001021223
$922,38836K0.00%Q1 2026
08
Pekin Hardy Strauss, Inc.
CIK 0001020317
$843,77833K0.09%Q1 2026
09
UNITED CAPITAL FINANCIAL ADVISORS, LLC
CIK 0001463217
$817,24232K0.01%Q1 2026
10
HB Wealth Management, LLC
CIK 0001911253
$808,14632K0.01%Q1 2026
11
Accelerate Investment Advisors LLC
CIK 0002035216
$654,69026K0.44%Q1 2026
12
Exit Wealth Advisors, LLC.
CIK 0002082744
$614,73824K0.32%Q1 2026
13
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$326,73513K0.00%Q1 2026
14
CWM, LLC
CIK 0001535847
$281,76311K0.00%Q1 2026
15
Corient Private Wealth LLC
CIK 0001948780
$33913K0.00%Q1 2026
16
HAZLETT, BURT & WATSON, INC.
CIK 0000046392
$218000.01%Q1 2026
17
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00Q2 2025