17 institutions reported holding $30.1M of SIMPLIFY EXCHANGE TRADED FUN (KNRG) in SEC 13F filings for 2026-03-31. Largest institutional holders: KAYNE ANDERSON CAPITAL ADVISORS LP ($10.2M), AG Asset Advisory, LLC ($7.5M), Magnus Financial Group LLC ($2.1M), Belpointe Asset Management LLC ($1.5M), RAYMOND JAMES FINANCIAL INC ($1.5M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | KAYNE ANDERSON CAPITAL ADVISORS LP | $10.2M | 399,553 | Added |
| 2 | AG Asset Advisory, LLC | $7.5M | 295,234 | New |
| 3 | Magnus Financial Group LLC | $2.1M | 81,991 | New |
| 4 | Belpointe Asset Management LLC | $1.5M | 60,501 | New |
| 5 | RAYMOND JAMES FINANCIAL INC | $1.5M | 59,424 | New |
| 6 | CreativeOne Wealth, LLC | $1.4M | 54,188 | Added |
| 7 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $922,388 | 36,335 | New |
| 8 | Pekin Hardy Strauss, Inc. | $843,778 | 33,200 | Added |
| 9 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $817,242 | 32,193 | New |
| 10 | HB Wealth Management, LLC | $808,146 | 31,798 | New |
| 11 | Accelerate Investment Advisors LLC | $654,690 | 25,760 | New |
| 12 | CITADEL ADVISORS LLC | $646,786 | 25,449 | New |
| 13 | Exit Wealth Advisors, LLC. | $614,738 | 24,188 | New |
| 14 | JANE STREET GROUP, LLC | $326,735 | 12,856 | Added |
| 15 | CWM, LLC | $281,763 | 11,086 | New |
| 16 | HAZLETT, BURT & WATSON, INC. | $21,000 | 800 | Trimmed |
| 17 | Corient Private Wealth LLC | $339 | 13,354 | New |
Source: SEC Form 13F filings · as of 2026-03-31