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 | No change | 399,553 | 10,270 | 0.2% | 0.19% | 1 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AG Asset Advisory, LLC | History | No change | 295,234 | 7,590 | 6.14% | 6.22% | 2 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | New | 108,377 | 2,785 | 0.04% | — | 3 | +108,377 | New | Q2 2026 | Jul 28, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Added to | 99,238 | 2,552 | 0.01% | 0.0% | 4 | +62,903 | 173.12% | Q2 2026 | Aug 13, 2026 |
| Encompass More Asset Management | History | New | 79,747 | 2,049 | 0.3% | — | 5 | +79,747 | New | Q2 2026 | Jul 14, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 68,182 | 1,752 | 0.04% | 0.03% | 6 | +13,994 | 25.82% | Q2 2026 | Aug 13, 2026 |
| Exit Wealth Advisors, LLC. | History | Added to | 59,998 | 1,542 | 0.7% | 0.32% | 7 | +35,810 | 148.05% | Q2 2026 | Aug 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 59,424 | 1,527 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 57,631 | 1,481 | 0.05% | 0.06% | 9 | -2,870 | -4.74% | Q2 2026 | Jul 31, 2026 |
| Magnus Financial Group LLC | History | Reduced | 43,973 | 1,130 | 0.08% | 0.17% | 10 | -38,018 | -46.37% | Q2 2026 | Jul 09, 2026 |
| Pekin Hardy Strauss, Inc. | History | Added to | 36,700 | 943 | 0.08% | 0.09% | 11 | +3,500 | 10.54% | Q2 2026 | Jul 30, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 32,193 | 827 | 0.0% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HB Wealth Management, LLC | History | No change | 31,798 | 817 | 0.0% | 0.01% | 13 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 30,567 | 785 | 0.0% | 0.0% | 14 | +17,711 | 137.76% | Q2 2026 | Aug 14, 2026 |
| Accelerate Investment Advisors LLC | History | No change | 25,760 | 662 | 0.38% | 0.44% | 15 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mosley Wealth Management | History | New | 24,513 | 630 | 0.2% | — | 16 | +24,513 | New | Q2 2026 | Jul 23, 2026 |
| SteelPeak Wealth, LLC | History | New | 19,504 | 501 | 0.01% | — | 17 | +19,504 | New | Q2 2026 | Jul 13, 2026 |
| Corient Private Wealth LP | History | No change | 13,354 | 343 | 0.0% | — | 18 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| CWM, LLC | History | No change | 11,086 | 281 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | New | 10,510 | 270 | 0.0% | — | 20 | +10,510 | New | Q2 2026 | Jul 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | New | 9,720 | 249 | 0.0% | — | 21 | +9,720 | New | Q2 2026 | Aug 14, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 813 | 21 | 0.01% | 0.01% | 22 | +13 | 1.63% | Q2 2026 | Jul 30, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -25,449 | -100.0% | Q2 2026 | Sep 02, 2026 |