HolderBook

SIMPLIFY EXCHANGE TRADED FUN (KNRG)

Institutional ownership reported to the SEC as of Q2 2026, across 5 quarters.

20
Reporting holders
$39.1M
Reported value
0.0%
Held as options
+5
Holder change

Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.

Holders

FilerValueShares Their book Held Change
KAYNE ANDERSON CAPITAL ADVISORS LP$10.3M399,5530.20%5qHELD
AG Asset Advisory, LLC$7.6M295,2346.14%2qHELD
AXXCESS WEALTH MANAGEMENT, LLC$2.8M108,3770.04%newNEW
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC$2.6M99,2380.01%2q+173.1%+$1.6M
Encompass More Asset Management$2.0M79,7470.30%newNEW
CreativeOne Wealth, LLC$1.8M68,1820.04%3q+25.8%+$359.7K
Exit Wealth Advisors, LLC.$1.5M59,9980.70%2q+148.0%+$920.5K
RAYMOND JAMES FINANCIAL INC$1.5M59,4240.00%2qHELD
Belpointe Asset Management LLC$1.5M57,6310.05%2q-4.7%-$73.8K
Magnus Financial Group LLC$1.1M43,9730.08%2q-46.4%-$977.3K
Pekin Hardy Strauss, Inc.$943.4K36,7000.08%4q+10.5%+$90.0K
UNITED CAPITAL FINANCIAL ADVISORS, LLC$828.0K32,1930.00%2qHELD
HB Wealth Management, LLC$817.4K31,7980.00%2qHELD
JANE STREET GROUP, LLC$785.7K30,5670.00%4q+137.8%+$455.3K
Corient Private Wealth LP$686.5K26,7080.00%2q+100.0%+$343.3K
Accelerate Investment Advisors LLC$662.2K25,7600.38%2qHELD
Mosley Wealth Management$630.1K24,5130.20%newNEW
SteelPeak Wealth, LLC$501.3K19,5040.01%newNEW
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$270.8K10,5100.00%newNEW
BANK OF AMERICA CORP /DE/$249.9K9,7200.00%newNEW
HAZLETT, BURT & WATSON, INC.$218130.01%3q+1.6%

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q2 202620$39.1M1,519,3306620.0%
Q1 202615$30.1M1,183,75611400.0%
Q4 20254$9.3M360,8701110.0%
Q3 20253$8.5M326,8092000.0%
Q2 20251$7.6M298,5941000.0%