Who Owns SIMPLIFY ETFS (KNRG)? -- Institutional Holders (2026-06-30)

22 institutions reported holding $38.7M of SIMPLIFY ETFS (KNRG) in SEC 13F filings for 2026-06-30. Largest institutional holders: KAYNE ANDERSON CAPITAL ADVISORS LP ($10.3M), AG Asset Advisory, LLC ($7.6M), AXXCESS WEALTH MANAGEMENT, LLC ($2.8M), KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC ($2.6M), Encompass More Asset Management ($2.0M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	KAYNE ANDERSON CAPITAL ADVISORS LP	$10.3M	399,553	Hold
2	AG Asset Advisory, LLC	$7.6M	295,234	Hold
3	AXXCESS WEALTH MANAGEMENT, LLC	$2.8M	108,377	New
4	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	$2.6M	99,238	Added
5	Encompass More Asset Management	$2.0M	79,747	New
6	CreativeOne Wealth, LLC	$1.8M	68,182	Added
7	Exit Wealth Advisors, LLC.	$1.5M	59,998	Added
8	RAYMOND JAMES FINANCIAL INC	$1.5M	59,424	Hold
9	Belpointe Asset Management LLC	$1.5M	57,631	Trimmed
10	Magnus Financial Group LLC	$1.1M	43,973	Trimmed
11	Pekin Hardy Strauss, Inc.	$943,373	36,700	Added
12	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$827,975	32,193	Hold
13	HB Wealth Management, LLC	$817,368	31,798	Hold
14	JANE STREET GROUP, LLC	$785,725	30,567	Added
15	Accelerate Investment Advisors LLC	$662,161	25,760	Hold
16	Mosley Wealth Management	$630,111	24,513	New
17	SteelPeak Wealth, LLC	$501,340	19,504	New
18	Corient Private Wealth LLC	$343,265	13,354	Hold
19	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$270,790	10,510	New
20	BANK OF AMERICA CORP /DE/	$249,853	9,720	New
21	HAZLETT, BURT & WATSON, INC.	$21,000	813	Added
22	CITADEL ADVISORS LLC	$0	0	Exited

来源：SEC 13F 申报文件 · 截至 2026-06-30