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Smplfy KYN Andr EN & Infr CR (KNRG)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
AG Asset Advisory, LLC
DECREASED
Shares293,286 from 295,234
Change-1,948 (-1%)
Value$7.3M (-$278.5K)
Filed 2026-11-06
Axxcess Wealth Management, LLC
INCREASED
Shares136,661 from 108,377
Change+28,284 (+26%)
Value$3.4M (+$621.3K)
Filed 2026-10-21
Mosley Wealth Management
INCREASED
Shares69,788 from 24,513
Change+45,275 (+185%)
Value$1.8M (+$1.1M)
Filed 2026-10-16
Pekin Hardy Strauss, Inc.
INCREASED
Shares46,585 from 36,700
Change+9,885 (+27%)
Value$1.2M (+$218.0K)
Filed 2026-11-02
Magnus Financial Group LLC
INCREASED
Shares44,271 from 43,973
Change+298 (+1%)
Value$1.1M (-$26.6K)
Filed 2026-10-21
SteelPeak Wealth, LLC
INCREASED
Shares37,584 from 19,504
Change+18,080 (+93%)
Value$937.0K (+$435.7K)
Filed 2026-10-16
Moody National Bank Trust Division
NEW
Shares34,931
Change+34,931
Value$870.9K
Filed 2026-10-06
Encompass More Asset Management
DECREASED
Shares33,028 from 79,747
Change-46,719 (-59%)
Value$823.4K (-$1.2M)
Filed 2026-10-16
HB Wealth Management, LLC
UNCHANGED
Shares31,798 from 31,798
Change0 (0%)
Value$792.8K (-$24.6K)
Filed 2026-10-23
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares27,143 from 10,510
Change+16,633 (+158%)
Value$680.9K (+$410.1K)
Filed 2026-10-13
Accelerate Investment Advisors LLC
UNCHANGED
Shares25,760 from 25,760
Change0 (0%)
Value$642.2K (-$19.9K)
Filed 2026-11-02
Hazlett, Burt & Watson, Inc.
INCREASED
Shares826 from 813
Change+13 (+2%)
Value$21 ($0)
Filed 2026-11-04
Assetmark, Inc
NEW
Shares34
Change+34
Value$848
Filed 2026-10-21
Kayne Anderson Capital Advisors LP
N/A
Shares— from 399,553
Change-399,553 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 99,238
Change-99,238 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 68,182
Change-68,182 (-100%)
Value—
Exit Wealth Advisors, Llc.
N/A
Shares— from 59,998
Change-59,998 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 59,424
Change-59,424 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 57,631
Change-57,631 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 32,193
Change-32,193 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 30,567
Change-30,567 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 9,720
Change-9,720 (-100%)
Value—
Status
AG Asset Advisory, LLC
DECREASED293,286295,234-1,948-1%$7.6M$7.3M-$278.5K2026-11-06
Axxcess Wealth Management, LLC
INCREASED136,661108,377+28,284+26%$2.8M$3.4M+$621.3K2026-10-21
Mosley Wealth Management
INCREASED69,78824,513+45,275+185%$630.1K$1.8M+$1.1M2026-10-16
Pekin Hardy Strauss, Inc.
INCREASED46,58536,700+9,885+27%$943.4K$1.2M+$218.0K2026-11-02
Magnus Financial Group LLC
INCREASED44,27143,973+298+1%$1.1M$1.1M-$26.6K2026-10-21
SteelPeak Wealth, LLC
INCREASED37,58419,504+18,080+93%$501.3K$937.0K+$435.7K2026-10-16
Moody National Bank Trust Division
NEW34,931—+34,931——$870.9K—2026-10-06
Encompass More Asset Management
DECREASED33,02879,747-46,719-59%$2.0M$823.4K-$1.2M2026-10-16
HB Wealth Management, LLC
UNCHANGED31,79831,79800%$817.4K$792.8K-$24.6K2026-10-23
Wealth Enhancement Advisory Services, LLC
INCREASED27,14310,510+16,633+158%$270.8K$680.9K+$410.1K2026-10-13
Accelerate Investment Advisors LLC
UNCHANGED25,76025,76000%$662.2K$642.2K-$19.9K2026-11-02
Hazlett, Burt & Watson, Inc.
INCREASED826813+13+2%$21$21$02026-11-04
Assetmark, Inc
NEW34—+34——$848—2026-10-21
Kayne Anderson Capital Advisors LP
N/A—399,553-399,553-100%$10.3M———
Kayne Anderson Rudnick Investment Management LLC
N/A—99,238-99,238-100%$2.6M———
CreativeOne Wealth, LLC
N/A—68,182-68,182-100%$1.8M———
Exit Wealth Advisors, Llc.
N/A—59,998-59,998-100%$1.5M———
Raymond James Financial Inc
N/A—59,424-59,424-100%$1.5M———
Belpointe Asset Management LLC
N/A—57,631-57,631-100%$1.5M———
United Capital Financial Advisors, LLC
N/A—32,193-32,193-100%$828.0K———
Jane Street Group, LLC
N/A—30,567-30,567-100%$785.7K———
Bank of America Corp
N/A—9,720-9,720-100%$249.9K———
Showing 22 of 22 institutions