Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Simplify Exchange Traded Fun (KNRG)

17 + 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
↑ +12
Streak
2Q ▲
Buyers last Q
94%

Smart Money Signals — KNRG

Based on 17 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 2Q
For 2 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
17 hedge funds hold KNRG right now — the highest count in 0.8 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 — 94% buying

16 buying1 selling
Last quarter: 16 funds were net buyers (12 opened a brand new position + 4 added to an existing one). Only 1 were sellers (1 trimmed + 0 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+10 vs last Q)

new funds entering per quarter
Funds opening a new KNRG position: 2 → 12. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

Mostly new holders — 100% entered in last year

■ 0% conviction (2yr+) ■ 0% medium ■ 100% 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.
🌱

Early stage — 100% of holders entered in last year

■ 0% veterans ■ 0% 1-2yr ■ 100% new
Of 17 current holders: 17 (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 — 3% AUM from top-100

3% from top-100 AUM funds
2 of 17 holders rank in the top 100 by AUM, but together hold only 3% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
5.5
out of 10
Moderate Exit Risk
Exit risk score 5.5/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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 Q1, 16 hedge funds were net buyers of KNRG (12 opened a new position, 4 added to an existing one), while 1 reduced or exited (1 trimmed their position) — a 94% buyer ratio, indicating clear institutional accumulation. Net buying has persisted for two consecutive quarters, a positive momentum signal. Net fund flow last quarter: +12 funds (more new holders than closures). Total institutional holders: 17.

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

-- --

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

Is It Too Late to Buy Simplify Exchange Traded Fun (KNRG) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much KNRG has moved relative to its sector benchmark (SPY) since the 2026 Q2 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End June 30, 2026 · 45d ago
KNRG
-0.1%
SPY
+4.0%

KNRG outperformed SPY by -4.1% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 0d ago
KNRG
+0.0%
SPY
+0.0%

Since the filing became public, KNRG outperformed SPY by +0.0% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 1 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
1.0
/ 10
conviction
Hedge Fund Positioning: KNRG
2026 Q2 Stats Unlock in 5 days 17 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 17 5 240.0%
13F Shares 1M 362K 231.1%
Total Value $30M $9M 221.64%
New Positions 12 2 +10
Increased Positions 4 1 +3
Closed Positions 0 0 -
Reduced Positions 1 1 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: KNRG

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q2)

17 + 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:
2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
Top 19 KNRG holders by conviction (% of portfolio weight) — 2026 Q1 · 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 Wealth Enhancement Advisory Services, LLC 0.00% 10,510 $271K
16 Corient Private Wealth LP 0.00% 13,354 $343K
17 Raymond James Financial Inc 0.00% 59,424 $1.5M
18 Jane Street Group, LLC 0.00% 30,567 $786K
19 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 — 2 quarters in a row: For 2 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 — 94% buying: Last quarter: 16 funds were net buyers (12 opened a brand new position + 4 added to an existing one). Only 1 were sellers (1 trimmed + 0 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for KNRG holders?

Smaller funds dominant — 3% AUM from top-100: 2 of 17 holders rank in the top 100 by AUM, but together hold only 3% 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 — 100% 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.

Is it too late to buy Simplify Exchange Traded Fun (KNRG) following the 2026 Q2 hedge fund 13F filings?

As of today, KNRG has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), KNRG has gained -0.1% vs +4.0% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

Full history →