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Simplify Exchange Traded Fun shares owned by United Capital Financial Advisers

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (KNRG) shares owned by United Capital Financial Advisers from 13F filings

Historical chart of United Capital Financial Advisers investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

All positions including Simplify Exchange Traded Fun held by United Capital Financial Advisers consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Simplify Exchange Traded Fun by United Capital Financial Advisers

Quarter filed Position value Share count Share price at filing
2026-03-31 $817k 32k 25.39

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View all positions for United Capital Financial Advisers

Top funds holding Simplify Exchange Traded Fun

Kayne Anderson Capital Advisors, L.p
AG Asset Advisory
Magnus Financial Group
Belpointe Asset Management
Raymond James Financial
Change Path
Kayne Anderson Rudnick Investment Management
Pekin, Singer Strauss Asset Management
United Capital Financial Advisers
HB Wealth Management
Accelerate Investment Advisors
Citadel Advisors
Exit Wealth Advisors
CI Private Wealth
Jane Street

View all funds holding Simplify Exchange Traded Fun