KNRG Institutional Ownership
Simplify Kayne Anderson Energy and Infrastructure Credit ETF
1W: -0.7%
1M: -2.7%
3M: -3.0%
YTD: -2.5%
1Y: -2.9%
$24.95
+0.02 (+0.08%)
Weekly Expected Move ±0.7%
$25
$25
$25
$25
$25
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
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Short Interest
Dividends
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Institutional Ownership — KNRG
22
Institutional Holders
+5 vs prior quarter
0.0%
Ownership
+0.00pp
39M
Total Invested
6
New Positions
6
Increased
3
Reduced
1
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (23 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | KAYNE ANDERSON CAPITAL ADVISORS LP | 399,553 | $10M | — | +0.0% | 5Q | SEC ↗ |
| 2 | AG Asset Advisory, LLC | 295,234 | $7M | — | +0.0% | 2Q | SEC ↗ |
| 3 | AXXCESS WEALTH MANAGEMENT, LLC NEW | 108,377 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 4 | KAYNE ANDERSON RUDNICK INVESTMENT MANA | 99,238 | $2M | +62,903 | +173.1% | 2Q | SEC ↗ |
| 5 | Encompass More Asset Management NEW | 79,747 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 6 | CreativeOne Wealth, LLC | 68,182 | $2M | +13,994 | +25.8% | 3Q | SEC ↗ |
| 7 | Exit Wealth Advisors, LLC. | 59,998 | $1M | +35,810 | +148.0% | 2Q | SEC ↗ |
| 8 | RAYMOND JAMES FINANCIAL INC | 59,424 | $1M | — | +0.0% | 2Q | SEC ↗ |
| 9 | Belpointe Asset Management LLC | 57,631 | $1M | -2,870 | -4.7% | 2Q | SEC ↗ |
| 10 | Magnus Financial Group LLC | 43,973 | $1M | -38,018 | -46.4% | 2Q | SEC ↗ |
| 11 | Pekin Hardy Strauss, Inc. | 36,700 | $916K | +3,500 | +10.5% | 4Q | SEC ↗ |
| 12 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 32,193 | $803K | — | +0.0% | 2Q | SEC ↗ |
| 13 | HB Wealth Management, LLC | 31,798 | $793K | — | +0.0% | 2Q | SEC ↗ |
| 14 | JANE STREET GROUP, LLC | 30,567 | $763K | +17,711 | +137.8% | 4Q | SEC ↗ |
| 15 | Accelerate Investment Advisors LLC | 25,760 | $643K | — | +0.0% | 2Q | SEC ↗ |
| 16 | Mosley Wealth Management NEW | 24,513 | $612K | — | +0.0% | 1Q | SEC ↗ |
| 17 | SteelPeak Wealth, LLC NEW | 19,504 | $487K | — | +0.0% | 1Q | SEC ↗ |
| 18 | Corient Private Wealth LP | 13,354 | $333K | — | +0.0% | 2Q | SEC ↗ |
| 19 | CWM, LLC NEW | 11,086 | $277K | — | +0.0% | 1Q | SEC ↗ |
| 20 | WEALTH ENHANCEMENT ADVISORY SERVICES, NEW | 10,510 | $262K | — | +0.0% | 1Q | SEC ↗ |
| 21 | BANK OF AMERICA CORP /DE NEW | 9,720 | $243K | — | +0.0% | 1Q | SEC ↗ |
| 22 | HAZLETT, BURT & WATSON, INC. | 813 | $20K | +13 | +1.6% | 3Q | SEC ↗ |
| 23 | CITADEL ADVISORS LLC | 0 | $0K | -25,449 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (7)
| Holder | Shares | Value |
|---|---|---|
| AXXCESS WEALTH MANAGEMENT, LLC | 108,377 | $3M |
| Encompass More Asset Management | 79,747 | $2M |
| Mosley Wealth Management | 24,513 | $612K |
| SteelPeak Wealth, LLC | 19,504 | $487K |
| CWM, LLC | 11,086 | $277K |
| WEALTH ENHANCEMENT ADVISORY SERVICE | 10,510 | $262K |
| BANK OF AMERICA CORP /DE | 9,720 | $243K |
Sold Out (1)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| CITADEL ADVISORS LLC | 25,449 | $635K |
Biggest Increases (6)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| KAYNE ANDERSON RUDNICK INVESTMENT M | +62,903 | +173.1% | 99,238 |
| Exit Wealth Advisors, LLC. | +35,810 | +148.0% | 59,998 |
| JANE STREET GROUP, LLC | +17,711 | +137.8% | 30,567 |
| CreativeOne Wealth, LLC | +13,994 | +25.8% | 68,182 |
| Pekin Hardy Strauss, Inc. | +3,500 | +10.5% | 36,700 |
| HAZLETT, BURT & WATSON, INC. | +13 | +1.6% | 813 |
Biggest Decreases (2)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Magnus Financial Group LLC | -38,018 | -46.4% | 43,973 |
| Belpointe Asset Management LLC | -2,870 | -4.7% | 57,631 |