CUSIP 48661E108
KAYNE ANDERSON NEXTGEN ENRGY
112 institutions · $130.2M total · 19,623,037 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | Saba Capital Management, L.P. | 4,593,000 | $32.7M | 23.40% | 2023-12-31 |
| 2 | RAYMOND JAMES & ASSOCIATES | 3,207,533 | $22.8M | 16.34% | 2023-12-31 |
| 3 | RIVERNORTH CAPITAL MANAGEMENT, LLC | 884,899 | $6.3M | 4.50% | 2023-12-31 |
| 4 | MORGAN STANLEY | 722,241 | $5.1M | 3.68% | 2023-12-31 |
| 5 | WELLS FARGO & COMPANY/MN | 674,126 | $4.8M | 3.43% | 2023-12-31 |
| 6 | Advisors Asset Management, Inc. | 618,245 | $4.4M | 3.15% | 2023-12-31 |
| 7 | Woodline Partners LP | 576,228 | $4.1M | 2.93% | 2023-12-31 |
| 8 | ICON ADVISERS INC/CO | 521,291 | $3.7M | 2.65% | 2023-12-31 |
| 9 | Cowen Investment Management LLC | 509,837 | $3.6M | 2.59% | 2023-12-31 |
| 10 | McGowan Group Asset Management, Inc. | 393,556 | $2.8M | 2.00% | 2023-12-31 |
| 11 | Sea Otter Advisors LLC | 360,300 | $2.6M | 1.83% | 2023-12-31 |
| 12 | ZAZOVE ASSOCIATES LLC | 357,252 | $2.5M | 1.82% | 2023-12-31 |
| 13 | HighTower Advisors, LLC | 336,586 | $2.4M | 1.71% | 2023-12-31 |
| 14 | FourThought Financial Partners, LLC | 284,539 | $2.0M | 1.45% | 2023-12-31 |
| 15 | ADVISOR PARTNERS II, LLC | 237,986 | $1.7M | 1.21% | 2023-12-31 |
| 16 | FLAGSHIP HARBOR ADVISORS, LLC | 225,926 | $1.6M | 1.15% | 2023-12-31 |
| 17 | Clough Capital Partners L P | 223,040 | $1.6M | 1.13% | 2023-12-31 |
| 18 | Camelot Portfolios, LLC | 204,978 | $1.5M | 1.04% | 2023-12-31 |
| 19 | Royal Bank of Canada | 201,608 | $1.4M | 1.02% | 2023-12-31 |
| 20 | BANK OF AMERICA CORP /DE/ | 180,999 | $1.3M | 0.92% | 2023-12-31 |
| 21 | UBS Group AG | 171,198 | $1.2M | 0.87% | 2023-12-31 |
| 22 | Yakira Capital Management, Inc. | 169,198 | $1.2M | 0.86% | 2023-12-31 |
| 23 | Aristides Capital LLC | 165,478 | $1.2M | 0.84% | 2023-12-31 |
| 24 | OPPENHEIMER & CO INC | 162,960 | $1.2M | 0.83% | 2023-12-31 |
| 25 | BBR PARTNERS, LLC | 148,963 | $1.1M | 0.75% | 2023-06-30 |
| 26 | STIFEL FINANCIAL CORP | 130,576 | $929.7K | 0.66% | 2023-12-31 |
| 27 | Arete Wealth Advisors, LLC | 126,643 | $901.7K | 0.64% | 2023-12-31 |
| 28 | Quantedge Capital Pte Ltd | 109,022 | $776.2K | 0.55% | 2023-12-31 |
| 29 | LPL Financial LLC | 101,692 | $724.0K | 0.51% | 2023-12-31 |
| 30 | Sagefield Capital LP | 98,822 | $703.6K | 0.50% | 2023-12-31 |
| 31 | Merriman Wealth Management, LLC | 87,327 | $655.8K | 0.44% | 2023-03-31 |
| 32 | Cornerstone Advisors, LLC | 85,981 | $610.5K | 0.43% | 2023-09-30 |
| 33 | WOLVERINE ASSET MANAGEMENT LLC | 78,414 | $558.3K | 0.39% | 2023-12-31 |
| 34 | Raymond James Financial Services Advisors, Inc. | 75,774 | $539.5K | 0.38% | 2023-12-31 |
| 35 | LEVEL FOUR ADVISORY SERVICES, LLC | 68,053 | $511.1K | 0.34% | 2023-03-31 |
| 36 | Koshinski Asset Management, Inc. | 69,555 | $493.8K | 0.35% | 2023-09-30 |
| 37 | Claybrook Capital, LLC | 66,675 | $474.7K | 0.33% | 2023-12-31 |
| 38 | Almitas Capital LLC | 62,228 | $443.1K | 0.31% | 2023-12-31 |
| 39 | Good Life Advisors, LLC | 60,101 | $427.9K | 0.30% | 2023-12-31 |
| 40 | Beck Bode, LLC | 56,905 | $405.2K | 0.28% | 2023-12-31 |
| 41 | Lokken Investment Group LLC | 55,437 | $394.7K | 0.28% | 2023-12-31 |
| 42 | Disciplined Investments, LLC | 53,017 | $377.5K | 0.27% | 2023-12-31 |
| 43 | BLUEFIN CAPITAL MANAGEMENT, LLC | 50,624 | $360.4K | 0.25% | 2023-12-31 |
| 44 | Quarry LP | 48,517 | $345.4K | 0.24% | 2023-12-31 |
| 45 | Matisse Capital | 43,219 | $307.7K | 0.22% | 2023-12-31 |
| 46 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 36,291 | $278.7K | 0.18% | 2023-06-30 |
| 47 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 34,161 | $243.2K | 0.17% | 2023-12-31 |
| 48 | Atlas Wealth LLC | 32,101 | $228.6K | 0.16% | 2023-12-31 |
| 49 | TRUIST FINANCIAL CORP | 31,296 | $222.8K | 0.15% | 2023-12-31 |
| 50 | Logan Stone Capital, LLC | 30,846 | $219.0K | 0.15% | 2023-09-30 |
| 51 | Leisure Capital Management | 28,318 | $201.6K | 0.14% | 2023-12-31 |
| 52 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 28,100 | $200.1K | 0.14% | 2023-12-31 |
| 53 | Rockefeller Capital Management L.P. | 26,496 | $188.1K | 0.13% | 2023-09-30 |
| 54 | Nicholas Hoffman & Company, LLC. | 23,681 | $168.6K | 0.12% | 2023-12-31 |
| 55 | ENVESTNET ASSET MANAGEMENT INC | 23,372 | $166.4K | 0.11% | 2023-12-31 |
| 56 | ADVISOR GROUP HOLDINGS, INC. | 22,310 | $158.8K | 0.11% | 2023-12-31 |
| 57 | U.S. Capital Wealth Advisors, LLC | 20,000 | $150.2K | 0.10% | 2023-03-31 |
| 58 | Cetera Investment Advisers | 20,433 | $145.5K | 0.10% | 2023-12-31 |
| 59 | HARBOUR INVESTMENTS, INC. | 20,027 | $142.6K | 0.10% | 2023-12-31 |
| 60 | MILLENNIUM MANAGEMENT LLC | 20,000 | $142.0K | 0.10% | 2023-09-30 |
| 61 | JPMORGAN CHASE & CO | 19,777 | $140.8K | 0.10% | 2023-12-31 |
| 62 | GUGGENHEIM CAPITAL LLC | 17,158 | $122.2K | 0.08% | 2023-12-31 |
| 63 | Csenge Advisory Group | 16,270 | $115.8K | 0.08% | 2023-12-31 |
| 64 | Ameritas Advisory Services, LLC | 15,426 | $110.3K | 0.07% | 2023-12-31 |
| 65 | Pointe Capital Management LLC | 15,135 | $107.8K | 0.07% | 2023-12-31 |
| 66 | Baird Financial Group, Inc. | 14,950 | $106.4K | 0.07% | 2023-12-31 |
| 67 | Private Advisor Group, LLC | 13,850 | $98.6K | 0.07% | 2023-12-31 |
| 68 | STEPHENS INC /AR/ | 12,059 | $85.9K | 0.06% | 2023-12-31 |
| 69 | Cetera Advisor Networks LLC | 10,495 | $74.7K | 0.05% | 2023-12-31 |
| 70 | Geneos Wealth Management Inc. | 10,439 | $74.3K | 0.05% | 2023-12-31 |
| 71 | Platform Technology Partners | 10,023 | $71.4K | 0.05% | 2023-12-31 |
| 72 | Eagle Bay Advisors LLC | 7,243 | $51.6K | 0.03% | 2023-12-31 |
| 73 | SRS Capital Advisors, Inc. | 5,714 | $40.7K | 0.02% | 2023-12-31 |
| 74 | Elequin Securities, LLC | 4,924 | $37.0K | 0.02% | 2023-03-31 |
| 75 | Advisory Services Network, LLC | 4,000 | $30.7K | 0.02% | 2023-06-30 |
| 76 | COMERICA BANK | 4,124 | $29.4K | 0.02% | 2023-12-31 |
| 77 | Tanglewood Legacy Advisors, LLC | 4,060 | $28.9K | 0.02% | 2023-12-31 |
| 78 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 3,662 | $26.1K | 0.01% | 2023-12-31 |
| 79 | EverSource Wealth Advisors, LLC | 2,609 | $18.6K | 0.01% | 2023-12-31 |
| 80 | Steward Partners Investment Advisory, LLC | 1,968 | $14.0K | 0.01% | 2023-12-31 |
| 81 | Plante Moran Financial Advisors, LLC | 1,500 | $10.7K | 0.00% | 2023-12-31 |
| 82 | ROMANO BROTHERS AND COMPANY | 874 | $6.6K | 0.00% | 2023-03-31 |
| 83 | Sandy Spring Bank | 891 | $6.3K | 0.00% | 2023-09-30 |
| 84 | CoreCap Advisors, LLC | 840 | $6.3K | 0.00% | 2023-03-31 |
| 85 | Sound Income Strategies, LLC | 700 | $5.0K | 0.00% | 2023-12-31 |
| 86 | American Portfolios Advisors | 415 | $4.8K | 0.00% | 2023-03-31 |
| 87 | SIT INVESTMENT ASSOCIATES INC | 609,403 | $4.3K | 3.10% | 2023-12-31 |
| 88 | Rise Advisors, LLC | 524 | $4.0K | 0.00% | 2023-06-30 |
| 89 | Key Financial Inc | 569 | $4.0K | 0.00% | 2023-03-31 |
| 90 | Hexagon Capital Partners LLC | 500 | $3.8K | 0.00% | 2023-03-31 |
| 91 | FIRST FINANCIAL CORP /IN/ | 371 | $2.8K | 0.00% | 2023-06-30 |
| 92 | CREATIVE FINANCIAL DESIGNS INC /ADV | 388 | $2.8K | 0.00% | 2023-12-31 |
| 93 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 363 | $2.6K | 0.00% | 2023-12-31 |
| 94 | IFP Advisors, Inc | 312 | $2.2K | 0.00% | 2023-12-31 |
| 95 | Janney Montgomery Scott LLC | 294,424 | $2.1K | 1.50% | 2023-12-31 |
| 96 | HARBOR INVESTMENT ADVISORY, LLC | 255 | $1.8K | 0.00% | 2023-12-31 |
| 97 | BDO Wealth Advisors, LLC | 220 | $1.7K | 0.00% | 2023-06-30 |
| 98 | Garner Asset Management Corp | 199,970 | $1.4K | 1.01% | 2023-12-31 |
| 99 | OTA Financial Group L.P. | 153,557 | $1.2K | 0.78% | 2023-03-31 |
| 100 | SOA Wealth Advisors, LLC. | 131 | $933 | 0.00% | 2023-12-31 |
| 101 | Cambridge Investment Research Advisors, Inc. | 45,352 | $323 | 0.23% | 2023-12-31 |
| 102 | COMMONWEALTH EQUITY SERVICES, LLC | 24,412 | $174 | 0.12% | 2023-12-31 |
| 103 | CAMDEN NATIONAL BANK | 12,500 | $94 | 0.06% | 2023-03-31 |
| 104 | Gladstone Institutional Advisory LLC | 10,900 | $83 | 0.05% | 2023-03-31 |
| 105 | NBC SECURITIES, INC. | 7,650 | $54 | 0.03% | 2023-12-31 |
| 106 | Steward Financial Group LLC | 2,900 | $20 | 0.01% | 2023-12-31 |
| 107 | BESSEMER GROUP INC | 1,220 | $9 | 0.00% | 2023-12-31 |
| 108 | FMR LLC | 1 | $7 | 0.00% | 2023-09-30 |
| 109 | Richard W. Paul & Associates, LLC | 1 | $7 | 0.00% | 2023-12-31 |
| 110 | HUNTINGTON NATIONAL BANK | 1 | $7 | 0.00% | 2025-12-31 |
| 111 | CWM, LLC | 26 | $0 | 0.00% | 2023-09-30 |
| 112 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2023-12-31 |