Smplfy KYN Andr En & Infr CRKNRGETF

13F holders, Q1 2026 (March 31)
17holders +12
12new positions
0sold out
1famous investor
$25.41avg. 13F price*

At the end of Q1 2026, 17 institutions reported holding Smplfy KYN Andr En & Infr CR (KNRG) in their 13F filings, up 12 from Q4 2025. 12 opened new positions and 0 sold out. The largest holders were Kayne Anderson Capital Advisors LP ($10.2M), AG Asset Advisory, LLC ($7.5M) and Magnus Financial Group LLC ($2.1M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Smplfy KYN Andr En & Infr CR
Filed as
SIMPLIFY EXCHANGE TRADED FUN (Q1 2026)
CUSIP
82889N277
Latest filing quarter
Q2 2026

History

Number of 13F holders

0510152025 Q2 2025: 1Q2 2025Q3 2025: 3Q3 2025Q4 2025: 5Q4 2025Q1 2026: 17Q1 2026Q2 2026: 21Q2 2026

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions12$17.7M
Exits0$0

All 13F filers, Q4 2025 → Q1 2026: 836,240 shares bought and 124 shares sold, net +836,116 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 17 holders

Kayne Anderson Capital Advisors LP 0.19% Add +33.8% 399,553 $10.2M
AG Asset Advisory, LLC 6.22% New 295,234 $7.5M
Magnus Financial Group LLC 0.17% New 81,991 $2.1M
Belpointe Asset Management LLC 0.06% New 60,501 $1.5M
Raymond James Financial Inc. 0.00% New 59,424 $1.5M
CreativeOne Wealth, LLC 0.03% Add +31.0% 54,188 $1.4M
Kayne Anderson Rudnick Investment Management LLC 0.00% New 36,335 $922K
Pekin Hardy Strauss, Inc. 0.09% Add +174.9% 33,200 $844K
United Capital Financial Advisors, LLC 0.01% New 32,193 $817K
HB Wealth Management, LLC 0.01% New 31,798 $808K
Accelerate Investment Advisors LLC 0.44% New 25,760 $655K
Citadel Advisors 0.00% New 25,449 $647K
Exit Wealth Advisors, LLC. 0.32% New 24,188 $615K
Corient Private Wealth LP 0.00% New 13,354 $339K
Jane Street Group, LLC 0.00% Add +45.4% 12,856 $327K
Cwm, LLC 0.00% New 11,086 $282K
Hazlett, Burt & Watson, Inc. 0.01% Reduce -13.4% 800 $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.