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Disclosery

AGIX KRANESHARES TRUST

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PUBLIC-PRIVATE A (fund)

87 managers (87 13F filers) reported a position in AGIX shares at 2026-06-30, 8,647,366 shares in all. 51 filers opened a position and 6 filers sold out during the quarter.

Managers
87
13F filers
87
New
51
Added
17
Reduced
11
Sold out
6
Shares held by filers
8,647,366

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
MORGAN STANLEYin group MORGAN STANLEY5,697,889$267M0.01%+5,147,58413F-HRTimelineGroup
LPL Financial LLC1,024,841$48.1M0.01%+777,95713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.200,492$9.4M0.01%new13F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC164,485$7.71M<0.01%new13F-HRTimelineGroup
MML INVESTORS SERVICES, LLC156,026$7.32M0.01%+133,00813F-HRTimeline
Private Advisor Group, LLC153,651$7.2M0.03%+139,21013F-HRTimeline
GTS SECURITIES LLC101,869$4.78M0.1%+71,58113F-HRTimeline
Belvedere Trading LLC93,789$4.4M0.37%new13F-HRTimeline
Proactive Wealth Strategies LLC79,472$3.73M0.6%+61,13213F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.73,055$3.43M0.14%+15,09013F-HRTimelineGroup
SBI Securities Co., Ltd.61,912$2.9M0.07%+61,85113F-HRTimeline
Westwind Capital60,708$2.85M0.67%-3,09713F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/50,000$2.34M<0.01%-750,00013F-HRTimelineGroup
D.A. DAVIDSON & CO.43,804$2.05M0.01%new13F-HRTimeline
Stegent Equity Advisors, Inc.43,631$2.05M1.47%new13F-HRTimeline
Cetera Investment Advisers41,822$1.96M<0.01%new13F-HRTimeline
Fortis Group Advisors, LLC40,594$1.9M0.3%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…35,338$1.66M<0.01%+15,40813F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP35,159$1.65M<0.01%new13F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…31,561$1.43M<0.01%new13F-HRTimeline
NewEdge Advisors, LLC27,190$1.27M<0.01%new13F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …26,800$1.26M0.01%-6013F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC24,895$1.17M<0.01%-43,91813F-HRTimelineGroup
SFG Wealth Management, LLC.23,249$1.09M0.39%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…22,835$1.07M<0.01%new13F-HRTimelineGroup
Marex Group Ltdin group Marex Group Ltd18,790$881K0.01%new13F-HRTimelineGroup
Brookwood Investment Group LLC17,981$843K0.1%+47613F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.13,973$655K<0.01%new13F-HRTimelineGroup
MAINSTAY CAPITAL MANAGEMENT LLC /ADV13,720$643K0.05%013F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC12,925$592K0.07%013F-HRTimeline
PUREfi Wealth, LLC11,962$561K0.31%new13F-HRTimeline
Kingsview Wealth Management, LLC10,901$511K0.01%new13F-HRTimeline
PFG Investments, LLC10,675$501K0.02%new13F-HRTimeline
Resolute Wealth Strategies, LLC9,999$469K0.18%+20013F-HRTimeline
Waverly Advisors, LLC9,585$449K<0.01%new13F-HRTimeline
Wealthspire Advisors, LLC9,074$425K<0.01%+1,46413F-HRTimeline
IHT Wealth Management, LLC8,654$406K0.01%-77413F-HRTimeline
PCG Wealth Advisors, LLC8,403$394K0.09%new13F-HRTimeline
&PARTNERS8,225$386K<0.01%new13F-HRTimeline
Total Clarity Wealth Management, Inc.8,112$380K0.07%new13F-HRTimeline
Perennial Investment Advisors, LLC8,085$379K0.03%-2,69513F-HRTimeline
Mutual Advisors, LLC7,961$373K0.01%-15113F-HRTimeline
Janney Montgomery Scott LLC7,903$371K<0.01%new13F-HRTimeline
Rollins Financial Advisors, LLC7,875$369K0.05%new13F-HRTimeline
HighPoint Advisor Group LLC7,590$356K0.01%new13F-HRTimeline
TD Capital Management LLC7,383$346K0.03%+7,12213F-HRTimeline
HighTower Advisors, LLC7,287$342K<0.01%new13F-HRTimeline
GROUP ONE TRADING LLC7,047$330K0.01%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC7,003$328K<0.01%new13F-HRTimeline
Beacon Pointe Advisors, LLC6,986$328K<0.01%new13F-HRTimeline
Advisory Services Network, LLC6,945$326K<0.01%+1,20813F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management6,919$324K<0.01%new13F-HRTimelineGroup
J.W. COLE ADVISORS, INC.6,577$308K0.01%new13F-HRTimeline
CIBC WORLD MARKET INC.6,397$300K<0.01%new13F-HRTimeline
Cambridge Investment Research Advisors,…6,326$297K<0.01%new13F-HR/ATimeline
Winthrop Advisory Group LLC6,000$281K0.02%new13F-HRTimeline
Vise Technologies, Inc.5,868$275K<0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV5,619$263K0.01%new13F-HRTimeline
Dynamic Advisor Solutions LLC4,702$220K0.01%new13F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth4,684$220K<0.01%new13F-HRTimelineGroup
SIMPLEX TRADING, LLC4,364$205K0.01%+1,83913F-HRTimeline
UBS Group AGin group UBS Group AG3,924$184K<0.01%-81513F-HRTimelineGroup
Steward Partners Investment Advisory, L…3,400$159K<0.01%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/2,725$128K<0.01%new13F-HRTimelineGroup
FIRST HORIZON CORP2,450$115K<0.01%new13F-HRTimeline
Ankerstar Wealth, LLC1,855$87K0.07%-85613F-HRTimeline
Birchwood Financial Partners, Inc.932$43.7K0.04%+30013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA675$32K<0.01%+42213F-HRTimelineGroup
Allworth Financial LP518$24.3K<0.01%new13F-HRTimeline
Smartleaf Asset Management LLC435$20K<0.01%013F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding326$15.3K-13,544Timeline
Golden State Wealth Management, LLC305$14.3K<0.01%-4913F-HRTimeline
Arax Advisory Partners300$14.1K<0.01%new13F-HRTimeline
Global Retirement Partners, LLC300$14.1K<0.01%13F-HRTimeline
CENTRAL TRUST Co247$11.6K<0.01%new13F-HRTimeline
BARRETT & COMPANY, INC.225$10.6K<0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.200$9.38K<0.01%new13F-HRTimeline
Integrated Wealth Concepts LLC200$9.38K<0.01%new13F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC200$9.38K<0.01%013F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC181$8.5K<0.01%013F-HRTimeline
Blue Trust, Inc.146$6.85K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd123$5.77K<0.01%new13F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.100$4.69K<0.01%new13F-HRTimelineGroup
Noble Wealth Management PBC17$797<0.01%013F-HRTimeline
Essential Investment Partners LLC10$469<0.01%new13F-HRTimeline
PFS Partners, LLC5$235<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC0$4<0.01%new13F-HRTimelineGroupAmount filed as zero, left out of ratios.