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Institutional Ownership · SEC Form 13F

Who owns KNRG (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-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

17
Institutional holders
1,184,569
Shares held (tracked funds)

How the tape is positioned

The tracked-fund tape on KNRG is one-sided between 2025-Q4 and 2026-Q1: 13 added or opened and 0 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 2025-Q4 and 2026-Q1, across 17 tracked filers holding KNRG, 16 increased or opened the position and 1 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 2025-Q4 and 2026-Q1 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 10

  • AG Asset Advisory, LLC$8M
  • Magnus Financial Group LLC$2M
  • Belpointe Asset Management LLC$2M
  • RAYMOND JAMES FINANCIAL INC$2M
  • KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC$922K
  • UNITED CAPITAL FINANCIAL ADVISORS, LLC$817K

Largest adds

  • KAYNE ANDERSON CAPITAL ADVISORS LP$2M
  • Pekin Hardy Strauss, Inc.$532K
  • CreativeOne Wealth, LLC$308K

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).

FundSharesReported value% of valueQuarter
KAYNE ANDERSON CAPITAL ADVISORS LP added399,553$10M33.7%2026-Q1
AG Asset Advisory, LLC new295,234$8M24.9%2026-Q1
Magnus Financial Group LLC new81,991$2M6.9%2026-Q1
Belpointe Asset Management LLC new60,501$2M5.1%2026-Q1
RAYMOND JAMES FINANCIAL INC new59,424$2M5.0%2026-Q1
CreativeOne Wealth, LLC added54,188$1M4.6%2026-Q1
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC new36,335$922K3.1%2026-Q1
Pekin Hardy Strauss, Inc. added33,200$844K2.8%2026-Q1
UNITED CAPITAL FINANCIAL ADVISORS, LLC new32,193$817K2.7%2026-Q1
HB Wealth Management, LLC new31,798$808K2.7%2026-Q1
Accelerate Investment Advisors LLC new25,760$655K2.2%2026-Q1
CITADEL ADVISORS LLC new25,449$647K2.1%2026-Q1
Exit Wealth Advisors, LLC. new24,188$615K2.0%2026-Q1
JANE STREET GROUP, LLC added12,856$327K1.1%2026-Q1
CWM, LLC new11,086$282K0.9%2026-Q1
HAZLETT, BURT & WATSON, INC. trimmed800$21K0.1%2026-Q1
Corient Private Wealth LLC new13$3390.0%2026-Q1
CONCOURSE FINANCIAL GROUP SECURITIES, INC. new00.0%2025-Q2 stale

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.

HoldersTotal shares

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.

Learn how to read institutional ownership