Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Simplify Exchange Traded Fun (KNRG)

21 + Investors. Track Smart Money conviction in KNRG. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +4
Streak
3Q ▲
Buyers last Q
75%

Smart Money Signals — KNRG

Based on 21 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 3Q
For 3 consecutive quarters, more hedge funds added KNRG than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
21 hedge funds hold KNRG right now — the highest count in 1.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🟢

More buyers than sellers — 75% buying

12 buying4 selling
Last quarter: 12 funds were net buyers (6 opened a brand new position + 6 added to an existing one). Only 4 were sellers (2 trimmed + 2 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-6 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 2 → 12 → 6. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔄

Mostly new holders — 86% entered in last year

■ 0% conviction (2yr+) ■ 14% medium ■ 86% new
Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
➡️

Steady discovery — ~6 new funds/quarter

2 → 12 → 6 new funds/Q
New funds entering each quarter: 2 → 12 → 6. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🌱

Early stage — 100% of holders entered in last year

■ 0% veterans ■ 0% 1-2yr ■ 100% new
Of 21 current holders: 21 (100%) entered in the past year, only 0 (0%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
📋

Smaller funds dominant — 1% AUM from top-100

1% from top-100 AUM funds
1 of 21 holders rank in the top 100 by AUM, but together hold only 1% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
7.1
out of 10
High Exit Risk
Exit risk score 7.1/10 — multiple crowding signals converge. Institutional ownership is at 100% of its all-time high — near peak crowding. Crowded trades can unwind fast — a single catalyst can trigger a cascade.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — KNRG

In 2026 Q2, 12 hedge funds were net buyers of KNRG (6 opened a new position, 6 added to an existing one), while 4 reduced or exited (2 trimmed, 2 sold completely) — a 75% buyer ratio, indicating clear institutional accumulation. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +4 funds (more new holders than closures). Total institutional holders: 21.

Hedge Fund Ownership: KNRG

How many hedge funds hold KNRG — quarterly history vs. share price
Quarterly hedge fund ownership of KNRG vs. share price

Market Analysis: KNRG

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: KNRG

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

3 top-rated funds 1 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
1.1
/ 10
conviction
Hedge Fund Positioning: KNRG
2026 Q3 Stats Unlock in 48 days 21 + Investors

Track Smart Money conviction in KNRG. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 21 17 23.53%
13F Shares 2M 1M 25.78%
Total Value $39M $30M 28.69%
New Positions 6 12 -6
Increased Positions 6 4 +2
Closed Positions 2 0 +2
Reduced Positions 2 1 +1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: KNRG

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Institutional Holders (2026 Q2)

21 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in KNRG. Verified SEC 13F-HR filings.

QUARTER:
Top 20 KNRG holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 AG Asset Advisory, LLC 6.14% 295,234 $7.6M
2 Exit Wealth Advisors, LLC. 0.70% 59,998 $1.5M
3 Accelerate Investment Advisors LLC 0.38% 25,760 $662K
4 Encompass More Asset Management 0.30% 79,747 $2.0M
5 Kayne Anderson Capital Advisors LP 0.20% 399,553 $10.3M
6 Mosley Wealth Management 0.20% 24,513 $630K
7 Pekin Hardy Strauss, Inc. 0.08% 36,700 $943K
8 Magnus Financial Group LLC 0.08% 43,973 $1.1M
9 Belpointe Asset Management LLC 0.05% 57,631 $1.5M
10 Axxcess Wealth Management, LLC 0.04% 108,377 $2.8M
11 CreativeOne Wealth, LLC 0.04% 68,182 $1.8M
12 SteelPeak Wealth, LLC 0.01% 19,504 $501K
13 Kayne Anderson Rudnick Investment Management LLC 0.01% 99,238 $2.6M
14 HB Wealth Management, LLC 0.00% 31,798 $817K
15 United Capital Financial Advisors, LLC 0.00% 32,193 $828K
16 Wealth Enhancement Advisory Services, LLC 0.00% 10,510 $271K
17 Corient Private Wealth LP 0.00% 13,354 $343K
18 Raymond James Financial Inc 0.00% 59,424 $1.5M
19 Jane Street Group, LLC 0.00% 30,567 $786K
20 Bank of America Corp /de/ 0.00% 9,720 $250K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Simplify Exchange Traded Fun (KNRG)

What does the Smart Money Trend signal show for KNRG?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added KNRG than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for KNRG?

More buyers than sellers — 75% buying: Last quarter: 12 funds were net buyers (6 opened a brand new position + 6 added to an existing one). Only 4 were sellers (2 trimmed + 2 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for KNRG holders?

Smaller funds dominant — 1% AUM from top-100: 1 of 21 holders rank in the top 100 by AUM, but together hold only 1% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held KNRG?

Mostly new holders — 86% entered in last year: Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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