Smplfy KYN Andr En & Infr CRKNRGETF
13F holders, Q2 2026 (June 30)21holders +4
6new positions
1sold out
$25.71avg. 13F price*
At the end of Q2 2026, 21 institutions reported holding Smplfy KYN Andr En & Infr CR (KNRG) in their 13F filings, up 4 from Q1 2026. 6 opened new positions and 1 sold out. The largest holders were Kayne Anderson Capital Advisors LP ($10.3M), AG Asset Advisory, LLC ($7.6M) and Axxcess Wealth Management, LLC ($2.8M).
- Company
- Smplfy KYN Andr En & Infr CR
- Filed as
- SIMPLIFY EXCHANGE TRADED FUN (Q2 2026)
- CUSIP
- 82889N277
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $6.5M |
| Exits | 1 | $647K |
All 13F filers, Q1 2026 → Q2 2026: 386,302 shares bought and 66,337 shares sold, net +319,965 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 21 holders
| Kayne Anderson Capital Advisors LP | 0.20% | No change | 399,553 | $10.3M |
| AG Asset Advisory, LLC | 6.14% | No change | 295,234 | $7.6M |
| Axxcess Wealth Management, LLC | 0.04% | New | 108,377 | $2.8M |
| Kayne Anderson Rudnick Investment Management LLC | 0.01% | Add +173.1% | 99,238 | $2.6M |
| Encompass More Asset Management | 0.30% | New | 79,747 | $2.0M |
| CreativeOne Wealth, LLC | 0.04% | Add +25.8% | 68,182 | $1.8M |
| Exit Wealth Advisors, LLC. | 0.70% | Add +148.1% | 59,998 | $1.5M |
| Raymond James Financial Inc. | 0.00% | No change | 59,424 | $1.5M |
| Belpointe Asset Management LLC | 0.05% | Reduce -4.7% | 57,631 | $1.5M |
| Magnus Financial Group LLC | 0.08% | Reduce -46.4% | 43,973 | $1.1M |
| Pekin Hardy Strauss, Inc. | 0.08% | Add +10.5% | 36,700 | $943K |
| United Capital Financial Advisors, LLC | 0.00% | No change | 32,193 | $828K |
| HB Wealth Management, LLC | 0.00% | No change | 31,798 | $817K |
| Jane Street Group, LLC | 0.00% | Add +137.8% | 30,567 | $786K |
| Accelerate Investment Advisors LLC | 0.38% | No change | 25,760 | $662K |
| Mosley Wealth Management | 0.20% | New | 24,513 | $630K |
| SteelPeak Wealth, LLC | 0.01% | New | 19,504 | $501K |
| Corient Private Wealth LP | 0.00% | No change | 13,354 | $343K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 10,510 | $271K |
| Bank of America Corp. | 0.00% | New | 9,720 | $250K |
| Hazlett, Burt & Watson, Inc. | 0.01% | Add +1.6% | 813 | $21K |
"% of holder's portfolio" is KNRG's weight in each manager's 13F, not the share of Smplfy KYN Andr En & Infr CR the manager owns.