Who owns KNRG
Which tracked institutional funds hold KNRG, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See KNRG company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-17). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on KNRG is one-sided between 2026-Q1 and 2026-Q2: 9 added or opened and 2 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
KNRG’s largest tracked holder by dollar value, KAYNE ANDERSON CAPITAL ADVISORS LP, sizes it at 0.2% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.2pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in KNRG divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 20 tracked filers holding KNRG, 12 increased or opened the position and 5 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in KNRG between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 4
- AXXCESS WEALTH MANAGEMENT, LLC$3M
- Encompass More Asset Management$2M
- Mosley Wealth Management$630K
- SteelPeak Wealth, LLC$501K
Full exits 1
- CITADEL ADVISORS LLC$647K
Largest adds
- KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC$2M
- Exit Wealth Advisors, LLC.$927K
- JANE STREET GROUP, LLC$459K
- CreativeOne Wealth, LLC$375K
- Corient Private Wealth LP$343K
Largest trims
- Magnus Financial Group LLC$953K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| KAYNE ANDERSON CAPITAL ADVISORS LP | 399,553 | $10M | 25.9% | 2026-Q2 |
| AG Asset Advisory, LLC | 295,234 | $8M | 19.1% | 2026-Q2 |
| AXXCESS WEALTH MANAGEMENT, LLC new | 108,377 | $3M | 7.0% | 2026-Q2 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC added | 99,238 | $3M | 6.4% | 2026-Q2 |
| Encompass More Asset Management new | 79,747 | $2M | 5.2% | 2026-Q2 |
| CreativeOne Wealth, LLC added | 68,182 | $2M | 4.4% | 2026-Q2 |
| Exit Wealth Advisors, LLC. added | 59,998 | $2M | 3.9% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC | 59,424 | $2M | 3.9% | 2026-Q2 |
| Belpointe Asset Management LLC trimmed | 57,631 | $1M | 3.7% | 2026-Q2 |
| Magnus Financial Group LLC trimmed | 43,973 | $1M | 2.8% | 2026-Q2 |
| Pekin Hardy Strauss, Inc. added | 36,700 | $943K | 2.4% | 2026-Q2 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 32,193 | $828K | 2.1% | 2026-Q2 |
| HB Wealth Management, LLC | 31,798 | $817K | 2.1% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 30,567 | $786K | 2.0% | 2026-Q2 |
| Accelerate Investment Advisors LLC | 25,760 | $662K | 1.7% | 2026-Q2 |
| Mosley Wealth Management new | 24,513 | $630K | 1.6% | 2026-Q2 |
| SteelPeak Wealth, LLC new | 19,504 | $501K | 1.3% | 2026-Q2 |
| Corient Private Wealth LP added | 13,354 | $343K | 0.9% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new | 10,510 | $271K | 0.7% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ new | 9,720 | $250K | 0.6% | 2026-Q2 |
| CITADEL ADVISORS LLC new | 25,449 | $647K | 1.6% | 2026-Q1 stale (1 quarter behind) |
| CWM, LLC new | 11,086 | $282K | 0.7% | 2026-Q1 stale (1 quarter behind) |
| HAZLETT, BURT & WATSON, INC. trimmed | 800 | $21K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. new | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.