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KNRG SIMPLIFY EXCHANGE TRADED FUN

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KAYNE ANDERSON (fund)

21 managers (21 13F filers) reported a position in KNRG shares at 2026-06-30, 1,506,789 shares in all. 6 filers opened a position and 1 filer sold out during the quarter.

Managers
21
13F filers
21
New
6
Added
6
Reduced
2
Sold out
1
Shares held by filers
1,506,789

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
KAYNE ANDERSON CAPITAL ADVISORS LP399,553$10.3M0.2%013F-HRTimeline
AG Asset Advisory, LLC295,234$7.59M6.14%013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC108,377$2.79M0.04%new13F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…99,238$2.55M0.01%+62,90313F-HRTimeline
Encompass More Asset Management79,747$2.05M0.3%new13F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC68,182$1.75M0.04%+13,99413F-HRTimelineGroup
Exit Wealth Advisors, LLC.59,998$1.54M0.7%+35,81013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC59,424$1.53M<0.01%013F-HRTimelineGroup
Belpointe Asset Management LLC57,631$1.48M0.05%-2,87013F-HRTimeline
Magnus Financial Group LLC43,973$1.13M0.08%-38,01813F-HRTimeline
Pekin Hardy Strauss, Inc.36,700$943K0.08%+3,50013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…32,193$828K<0.01%013F-HRTimelineGroup
HB Wealth Management, LLC31,798$817K<0.01%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC30,567$786K<0.01%+17,71113F-HRTimelineGroup
Accelerate Investment Advisors LLC25,760$662K0.38%013F-HRTimeline
Mosley Wealth Management24,513$630K0.2%new13F-HRTimeline
SteelPeak Wealth, LLC19,504$501K0.01%new13F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP13,354$343K<0.01%013F-HR/ATimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…10,510$271K<0.01%new13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/9,720$250K<0.01%new13F-HRTimelineGroup
HAZLETT, BURT & WATSON, INC.813$21K0.01%+1313F-HRTimeline