SIMPLIFY EXCHANGE TRADED FUN

Historical 13F Holders

Symbol
KNRG
CUSIP
82889N277
All holders as of
Q2 2026
Type
Equity
Class
KAYNE ANDERSON
Reported Value, Excluding Options
Total Filings

13D/G Filers

Investors who own more than 5% of a class must file a Schedule 13D or 13G. Each filer's latest filing for 82889N277 since 12/18/2024, largest first.

Filer % of Class Filed
AG Asset Advisory, LLC 13G 5.3% 5/11/2026
Event 3/31/2026

13F Holders by Quarter

Period Filings Shares, Excl. Options Value, Excl. Options
2026 Q3 9 415 k $10.4 M
2026 Q2 21 1.51 M $38.7 M
2026 Q1 17 1.20 M $30.1 M
2025 Q4 5 362 k $9.35 M
2025 Q3 3 327 k $8.51 M
2025 Q2 2 299 k $7.63 M