Simplify Exchange Traded Funds - KNRG
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| KAYNE ANDERSON CAPITAL ADVISORS LP | History | Added to | 399,553 | 10,154 | 0.19% | 0.18% | 1 | +100,959 | 33.81% | Q1 2026 | May 11, 2026 |
| AG Asset Advisory, LLC | History | New | 295,234 | 7,503 | 6.22% | — | 2 | +295,234 | New | Q1 2026 | Apr 29, 2026 |
| Magnus Financial Group LLC | History | New | 81,991 | 2,083 | 0.17% | — | 3 | +81,991 | New | Q1 2026 | Apr 10, 2026 |
| Belpointe Asset Management LLC | History | New | 60,501 | 1,537 | 0.06% | — | 4 | +60,501 | New | Q1 2026 | Apr 28, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | New | 59,424 | 1,510 | 0.0% | — | 5 | +59,424 | New | Q1 2026 | May 14, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 54,188 | 1,377 | 0.03% | 0.03% | 6 | +12,832 | 31.03% | Q1 2026 | May 15, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | New | 36,335 | 922 | 0.0% | — | 7 | +36,335 | New | Q1 2026 | May 14, 2026 |
| Pekin Hardy Strauss, Inc. | History | Added to | 33,200 | 843 | 0.09% | 0.03% | 8 | +21,125 | 174.95% | Q1 2026 | May 06, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | New | 32,193 | 817 | 0.01% | — | 9 | +32,193 | New | Q1 2026 | May 15, 2026 |
| HB Wealth Management, LLC | History | New | 31,798 | 808 | 0.01% | — | 10 | +31,798 | New | Q1 2026 | Apr 27, 2026 |
| Accelerate Investment Advisors LLC | History | New | 25,760 | 654 | 0.44% | — | 11 | +25,760 | New | Q1 2026 | Apr 13, 2026 |
| CITADEL ADVISORS LLC | History | New | 25,449 | 646 | 0.0% | — | 12 | +25,449 | New | Q1 2026 | May 15, 2026 |
| Exit Wealth Advisors, LLC. | History | New | 24,188 | 614 | 0.32% | — | 13 | +24,188 | New | Q1 2026 | May 11, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 12,856 | 326 | 0.0% | 0.0% | 14 | +4,011 | 45.35% | Q1 2026 | May 12, 2026 |
| CWM, LLC | History | New | 11,086 | 281 | 0.0% | — | 15 | +11,086 | New | Q1 2026 | May 14, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Reduced | 800 | 21 | 0.01% | 0.01% | 16 | -124 | -13.42% | Q1 2026 | May 14, 2026 |
| Corient Private Wealth LLC | History | New | 13,354 | 0 | — | — | — | +13,354 | New | Q1 2026 | May 15, 2026 |