Institutional Ownership
Simplify Exchange Traded Fun
CUSIP 82889N277KAYNE ANDERSONKNRGQ1 2026
Institutional Holders
17
13F filers
Shares Held
1.20M
Aggregate institutional
Institutional Value
$30.08M
Q1 2026
Net New Holders
+12
12 new · 0 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions12
Increased4
Decreased1
Sold out0
Institutional Holders
17 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Kayne Anderson Capital Advisors LP | 399.6K | $10.15M | +101.0K | Added |
| 2 | AG Asset Advisory, LLC | 295.2K | $7.50M | +295.2K | New |
| 3 | Magnus Financial Group LLC | 82.0K | $2.08M | +82.0K | New |
| 4 | Belpointe Asset Management LLC | 60.5K | $1.54M | +60.5K | New |
| 5 | Raymond James Financial Inc | 59.4K | $1.51M | +59.4K | New |
| 6 | Creativeone Wealth, LLC | 54.2K | $1.38M | +12.8K | Added |
| 7 | Kayne Anderson Rudnick Investment Management LLC | 36.3K | $922.4K | +36.3K | New |
| 8 | Pekin Hardy Strauss, Inc. | 33.2K | $843.8K | +21.1K | Added |
| 9 | United Capital Financial Advisors, LLC | 32.2K | $817.2K | +32.2K | New |
| 10 | Hb Wealth Management, LLC | 31.8K | $808.1K | +31.8K | New |
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