Who owns Simplify Kayne Anderson Energy and Infrastructure Credit ETF?
Institutional ownership of KNRG from SEC Form 13F filings across 15 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
15
13F holders
$22.0M
value, 2026 filers
14.6%
of shares outstanding (857,434 sh)
6
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of KNRG's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | AG Asset Advisory, LLC | 295,234 | $7.6M | 6.1% | 5% | 0.0% |
| 2 | AXXCESS WEALTH MANAGEMENT, LLCNEW | 108,377 | $2.8M | 0.0% | 1.8% | new |
| 3 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 99,238 | $2.6M | 0.0% | 1.7% | +173.1% |
| 4 | Encompass More Asset ManagementNEW | 79,747 | $2.0M | 0.3% | 1.4% | new |
| 5 | RAYMOND JAMES FINANCIAL INC | 59,424 | $1.5M | 0.0% | 1% | 0.0% |
| 6 | Magnus Financial Group LLC | 43,973 | $1.1M | 0.1% | 0.7% | -46.4% |
| 7 | Pekin Hardy Strauss, Inc. | 36,700 | $943,373 | 0.1% | 0.6% | +10.5% |
| 8 | JANE STREET GROUP, LLC | 30,567 | $785,725 | 0.0% | 0.5% | +137.8% |
| 9 | Accelerate Investment Advisors LLC | 25,760 | $662,161 | 0.4% | 0.4% | 0.0% |
| 10 | Mosley Wealth ManagementNEW | 24,513 | $630,111 | 0.2% | 0.4% | new |
| 11 | SteelPeak Wealth, LLCNEW | 19,504 | $501,340 | 0.0% | 0.3% | new |
| 12 | Corient Private Wealth LP | 13,354 | $343,265 | 0.0% | 0.2% | 0.0% |
| 13 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLCNEW | 10,510 | $270,790 | 0.0% | 0.2% | new |
| 14 | BANK OF AMERICA CORP /DE/NEW | 9,720 | $249,853 | 0.0% | 0.2% | new |
| 15 | HAZLETT, BURT & WATSON, INC. | 813 | $21 | 0.0% | 0% | +1.6% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.