KNRG Institutional Ownership & Shareholders
SMPLFY KYN ANDR EN & INFR CR (KNRG) is currently held by 24 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $41.40M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Kayne Anderson Capital Advisors Lp is currently the largest disclosed institutional shareholder of KNRG tracked by InsiderSet, reporting ownership valued at approximately $10.27M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $10.07M, representing an estimated loss of -1.96% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 80% of the total disclosed KNRG value among the investors covered in this analysis. Major shareholders include Kayne Anderson Capital Advisors Lp, Ag Asset Advisory, Llc, Axxcess Wealth Management, Llc, and several other long-term asset managers with concentrated positions in SMPLFY KYN ANDR EN & INFR CR (KNRG).
This page ranks the largest institutional KNRG shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
24
Total Reported Value
$41.40M
Largest Holder
Kayne Anderson Capital Advisors Lp
Largest Position
$10.27M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
25
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Kayne Anderson Capital Advisors Lp | 0.20% | 399,553 | $10,270,510 | $10,068,736 | -$201,774 | -1.96% | |
| Ag Asset Advisory, Llc | 6.14% | 295,234 | $7,590,466 | $7,439,897 | -$150,569 | -1.98% | |
| Axxcess Wealth Management, Llc | 0.14% | 136,661 | $3,407,093 | $3,443,857 | +$36,764 | +1.08% | |
| Kayne Anderson Rudnick Investment Management Llc | 0.01% | 99,238 | $2,552,313 | $2,500,798 | -$51,515 | -2.02% | |
| Mosley Wealth Management | 0.51% | 69,788 | $1,754,463 | $1,758,658 | +$4,195 | +0.24% | |
| Creativeone Wealth, Llc | 0.04% | 68,182 | $1,752,624 | $1,718,186 | -$34,438 | -1.96% | |
| Exit Wealth Advisors, Llc. | 0.70% | 59,998 | $1,542,236 | $1,511,950 | -$30,286 | -1.96% | |
| Raymond James Financial Inc | 0.00% | 59,424 | $1,527,494 | $1,497,485 | -$30,009 | -1.96% | |
| Belpointe Asset Management Llc | 0.05% | 57,631 | $1,481,407 | $1,452,301 | -$29,106 | -1.96% | |
| Pekin Hardy Strauss, Inc. | 0.10% | 46,585 | $1,161,415 | $1,173,942 | +$12,527 | +1.08% | |
| Magnus Financial Group Llc | 0.07% | 44,271 | $1,103,736 | $1,115,629 | +$11,893 | +1.08% | |
| Steelpeak Wealth, Llc | 0.02% | 37,584 | $937,015 | $947,117 | +$10,102 | +1.08% | |
| Moody National Bank Trust Division | 0.07% | 34,931 | $870,868 | $880,261 | +$9,393 | +1.08% | |
| United Capital Financial Advisors, Llc | 0.00% | 32,193 | $827,975 | $811,264 | -$16,711 | -2.02% | |
| Encompass More Asset Management | 0.12% | 33,028 | $823,435 | $832,306 | +$8,871 | +1.08% | |
| Hb Wealth Management, Llc | 0.00% | 31,798 | $792,759 | $801,310 | +$8,551 | +1.08% | |
| Jane Street Group, Llc | 0.00% | 30,567 | $785,725 | $770,288 | -$15,437 | -1.96% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 27,143 | $680,928 | $684,004 | +$3,076 | +0.45% | |
| Accelerate Investment Advisors Llc | 0.36% | 25,760 | $642,225 | $649,152 | +$6,927 | +1.08% | |
| Corient Private Wealth Llc | 0.00% | 13,354 | $343,265 | $336,521 | -$6,744 | -1.96% | |
| Cwm, Llc | 0.00% | 11,086 | $281,763 | $279,367 | -$2,396 | -0.85% | |
| Bank Of America Corp | 0.00% | 9,720 | $249,853 | $244,944 | -$4,909 | -1.96% | |
| Hazlett, Burt & Watson, Inc. | 0.01% | 813 | $21,000 | $20,488 | -$512 | -2.44% | |
| Assetmark, Inc | 0.00% | 34 | $848 | $857 | +$9 | +1.04% |
Frequently asked questions about KNRG
Who are the largest institutional holders of KNRG?
The largest institutional holders of KNRG reported in the latest SEC Form 13F filings include Kayne Anderson Capital Advisors Lp, Ag Asset Advisory, Llc, Axxcess Wealth Management, Llc, Kayne Anderson Rudnick Investment Management Llc, and Mosley Wealth Management. InsiderSet ranks institutional holders by their latest reported KNRG position.
What is KNRG institutional ownership?
This page tracks KNRG positions reported by institutional investment managers through SEC Form 13F. SMPLFY KYN ANDR EN & INFR CR (KNRG) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own KNRG?
InsiderSet currently tracks 24 institutional managers reporting KNRG holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of KNRG shareholders.
How much KNRG stock do institutions own?
Institutional investment managers disclosed approximately $41.40M in KNRG holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was KNRG institutional ownership last updated?
The latest KNRG institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional KNRG holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its KNRG position after the reporting date.
Are institutions buying or selling KNRG?
Institutional buying and selling can be analyzed by comparing KNRG positions across consecutive 13F reporting periods. InsiderSet's KNRG Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View KNRG ownership changes.
How has KNRG institutional ownership changed over time?
InsiderSet tracks KNRG institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.