Who owns Simplify Kayne Anderson Energy and Infrastructure Credit ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of KNRG from SEC Form 13F filings across 21 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.
As of the 2026-06-30 reporting period, 21 institutions disclosed 1.5M shares of Simplify Kayne Anderson Energy and Infrastructure Credit ETF worth $38.7M — about 25.6% of shares outstanding; the largest disclosed holder is KAYNE ANDERSON CAPITAL ADVISORS LP. Source: SEC Form 13F filings, parsed by EvidInvest.
21
13F holders
$38.7M
value, 2026 filers
25.6%
of shares outstanding (1.5M 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 | KAYNE ANDERSON CAPITAL ADVISORS LP | 399,553 | $10.3M | 0.2% | 6.8% | 0.0% |
| 2 | AG Asset Advisory, LLC | 295,234 | $7.6M | 6.1% | 5% | 0.0% |
| 3 | AXXCESS WEALTH MANAGEMENT, LLCNEW | 108,377 | $2.8M | 0.0% | 1.8% | new |
| 4 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 99,238 | $2.6M | 0.0% | 1.7% | +173.1% |
| 5 | Encompass More Asset ManagementNEW | 79,747 | $2.0M | 0.3% | 1.4% | new |
| 6 | CreativeOne Wealth, LLC | 68,182 | $1.8M | 0.0% | 1.2% | +25.8% |
| 7 | Exit Wealth Advisors, LLC. | 59,998 | $1.5M | 0.7% | 1% | +148.0% |
| 8 | RAYMOND JAMES FINANCIAL INC | 59,424 | $1.5M | 0.0% | 1% | 0.0% |
| 9 | Belpointe Asset Management LLC | 57,631 | $1.5M | 0.0% | 1% | -4.7% |
| 10 | Magnus Financial Group LLC | 43,973 | $1.1M | 0.1% | 0.7% | -46.4% |
| 11 | Pekin Hardy Strauss, Inc. | 36,700 | $943,373 | 0.1% | 0.6% | +10.5% |
| 12 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 32,193 | $827,975 | 0.0% | 0.5% | 0.0% |
| 13 | HB Wealth Management, LLC | 31,798 | $817,368 | 0.0% | 0.5% | 0.0% |
| 14 | JANE STREET GROUP, LLC | 30,567 | $785,725 | 0.0% | 0.5% | +137.8% |
| 15 | Accelerate Investment Advisors LLC | 25,760 | $662,161 | 0.4% | 0.4% | 0.0% |
| 16 | Mosley Wealth ManagementNEW | 24,513 | $630,111 | 0.2% | 0.4% | new |
| 17 | SteelPeak Wealth, LLCNEW | 19,504 | $501,340 | 0.0% | 0.3% | new |
| 18 | Corient Private Wealth LP | 13,354 | $343,265 | 0.0% | 0.2% | 0.0% |
| 19 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLCNEW | 10,510 | $270,790 | 0.0% | 0.2% | new |
| 20 | BANK OF AMERICA CORP /DE/NEW | 9,720 | $249,853 | 0.0% | 0.2% | new |
| 21 | HAZLETT, BURT & WATSON, INC. | 813 | $21,000 | 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.