13FBOX
SIMPLIFY EXCHANGE TRADED FUN · 13F Institutional Holdings
Options Calculator Rankings
S

SIMPLIFY EXCHANGE TRADED FUN

KNRG
Institutions
21
Combined AUM (Q2 2026)
$38.7M
Combined Shares (Q2 2026)
1.5M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+386,302
12 · 6 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-77,423
4 · 2 Exit · ≈
⚖️ Net
+308,879
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$38.7M
Institutions
21
New Buys
6
Adds
6
Reduces
2
Exits
2
Unchanged
7
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
KAYNE ANDERSON CAPITAL ADVISORS LP
0.2%0.19%#5$10.3M399,553$10.2M399,55300.00%Unchanged
AG Asset Advisory, LLC
6.14%6.22%#1$7.6M295,234$7.5M295,23400.00%Unchanged
AXXCESS WEALTH MANAGEMENT, LLC
0.04%#10$2.8M108,377$00+108,377New Buy
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC
0.01%<0.01%#13$2.6M99,238$922,38836,335+62,903+173.12%Add
Encompass More Asset Management
0.3%#4$2.0M79,747$00+79,747New Buy
CreativeOne Wealth, LLC
0.04%0.03%#11$1.8M68,182$1.4M54,188+13,994+25.82%Add
Exit Wealth Advisors, LLC.
0.7%0.32%#2$1.5M59,998$614,73824,188+35,810+148.05%Add
RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#18$1.5M59,424$1.5M59,42400.00%Unchanged
Belpointe Asset Management LLC
0.05%0.06%#9$1.5M57,631$1.5M60,501-2,870-4.74%Reduce
Magnus Financial Group LLC
0.08%0.17%#8$1.1M43,973$2.1M81,991-38,018-46.37%Reduce
Pekin Hardy Strauss, Inc.
0.08%0.09%#7$943,37336,700$843,77833,200+3,500+10.54%Add
UNITED CAPITAL FINANCIAL ADVISORS, LLC
<0.01%0.01%#16$827,97532,193$817,24232,19300.00%Unchanged
HB Wealth Management, LLC
<0.01%0.01%#15$817,36831,798$808,14631,79800.00%Unchanged
JANE STREET GROUP, LLC
<0.01%<0.01%#20$785,72530,567$326,73512,856+17,711+137.76%Add
Accelerate Investment Advisors LLC
0.38%0.44%#3$662,16125,760$654,69025,76000.00%Unchanged
Mosley Wealth Management
0.2%#6$630,11124,513$00+24,513New Buy
SteelPeak Wealth, LLC
0.01%#12$501,34019,504$00+19,504New Buy
Corient Private Wealth LLC
<0.01%<0.01%#19$343,26513,354$339,00013,35400.00%Unchanged
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
<0.01%#17$270,79010,510$00+10,510New Buy
BANK OF AMERICA CORP /DE/
<0.01%#21$249,8539,720$00+9,720New Buy
HAZLETT, BURT & WATSON, INC.
0.01%0.01%#14$20,898813$21,000800+13+1.63%Add

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow